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Creating a custom product form

You can create custom product forms for customers to complete when they purchase a specific product. These forms are great for collecting personalized information for an item, like custom engraving or lettering instructions.

Note: Custom product forms are useful for gathering information related to individual items. To collect information relating to the entire order, like a gift message or special delivery instructions, create a custom checkout form instead.

Step 1 - Open the product

In the Home Menu, click Pages. Click a Products Page. Double-click a product to open the Product Editor. For detailed steps, visit Editing a product.

Step 2 - Create a new form

In the Product Editor, click the Form tab.

Click Create New Form.

Enter a name in the Form Name box. Then click the + icon to add a field.

Select a form field to add. To learn about each form field, visit Form fields explained.

As you add and edit fields, a preview populates to the right.

Note: To ensure customers complete the form, we recommend checking Required next to all required fields.

Click Save to publish your changes.

How the form displays

A Custom Product Form opens as an overlay when a customer clicks Add to Cart. If fields are required, the customer can't add the product without completing the form.

Customers can review and edit the form before checking out by clicking Edit Details.

To preview this form, run a test order.

Review form submissions

Custom Product Form submissions are collected in:

  • Order Notification emails
  • Order Summary in the Commerce panel
  • Order Exports (single product exports only)

To learn more about reviewing customer orders, visit Receiving an order.

Export form submissions

To export Custom Product Form submissions, select a specific product during the export process. Learn more in Exporting orders.

Reuse the form

After saving the form, it will appear as an option in the Form tab for all of your products. The selected option will appear as a darker grey. This allows you to add the same form to other products. 

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Disable the form

If you don't want to add a form to a product, select No Form Required.

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Creating a custom product form