Form Builder·3 min read

Form Builder Overview

What the Form Builder does, the four ways a form can appear on your storefront, and how to read the form list.

What is the Form Builder?

The Form Builder lets you build any customer-facing form — contact, quote request, custom order, wholesale or warranty registration, appointment booking — and show it on your storefront without touching your theme code.

A form is built from elements (fields, text, images, ratings, file upload…) arranged in rows across one or more pages. You choose how it appears:

  • On Page — inside the page content

  • Pop-up — in a window over the page

  • Float — as a floating button in the corner of the screen

  • Side-in — sliding in from the side of the screen

Submissions are saved in Responses, and you can get an email each time a form is submitted

The form list

In the app menu, click Forms. The Forms builder list shows all your forms. To create a new one, click Create new form

Form builder list with status, created date, publish scope and actions

Column

What it shows

Form name

The name of the form. Click it to open the builder

Status

Active or Inactive. Switch it straight from the list — inactive forms never render on the storefront.

Created

When the form was created.

Publish

Where the form is shown, e.g. All pages. Empty until you publish it.

Responses

Number of submissions received.

Actions

Icon to edit, duplicate, see the analytics of, or delete the form

Use the All/ Active/ Inactive tabs to filter the list, and the icon on the right to search and filter

How a form goes live

  1. Create a form from a template or from scratch.

  2. Add fields and customize the design.

  3. Set when the form appears and publish it to the pages you want.

  4. Make sure the Ego Contact Form Survey app embed is turned on in your theme. Without it, forms don't appear on your storefront. See Installing & Activating Ego Contact Form Survey.

Still need help?

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