How to use Shopify web forms to organize your business

In your hometown, there are probably things only the locals know about. Maybe you know there’s a secret menu item at your favorite restaurant or a shortcut off a main road. Gaining this firsthand knowledge comes with experience and familiarity.

You likely feel the same way about your business — you know what makes it tick, what works best from one month to the next, and where your biggest revenue streams are. These details help you make informed decisions about which platforms to use to run your business efficiently.

If you sell or market anything on the internet, you’ve no doubt heard of Shopify, the all-in-one e-commerce platform that allows you to make financial transactions as well as promote and manage your company.

One way to maximize the platform’s potential is through Shopify web forms, where you can manage how your customers interact with you. Here’s what you can do with forms in Shopify and how they can help you improve your operations.

Establish integrations

Shopify works best with other platforms that are designed to give your workflows a boost. Jotform is one such platform — it allows you to create and customize forms and embed them on your Shopify pages.

With Jotform’s wide range of form templates, the possibilities are endless, so you’ll find options that meet your specific needs. The interface is very intuitive — you’ll get an embed code to add your form to Shopify, and you can indicate which fields you want your customers to fill out.

Jotform has helpful resources to guide you through this process to ensure you don’t spend too much time on the technical side of things.

Keep everything in one place

Staying organized is one of the biggest challenges in running a business. Having customer data on hand — and making the data-gathering process as easy as possible — can save you valuable time. If you use Jotform’s order forms and connect them with Shopify, you can offer your customers a seamless shopping experience while collecting all the information you need.

What’s more, you can select from pre-made templates or make your own to create Shopify web forms using Jotform — for example, you could work with ready-made product order forms or design a form for online food orders.

Your users’ online experience is as important as what you’re selling, so you should ensure it’s a positive one. The last thing you want is to have data all over the place with no way to find it.  With Jotform’s form templates, you can eliminate any potential problems.

Set yourself up for success

You might have a great product, but your success is all in the execution of transactions. Whether you’re starting a new business or looking to adapt and grow an existing one, how people perceive you (and your company) matters. You need to present yourself well and make people think as highly of your business as you do.

By setting up web forms, you’re investing in your customers. Think about how frustrated you’d be if there weren’t an easy way to enter instructions for how you’d like your food prepared or specify the day you’d like a bakery to deliver a birthday gift to your friend. When you have a customer-focused mindset, you can ensure you’re maintaining a well-rounded and thoughtful business that customers will want to keep coming back to.

Store data for a better user experience

Think about the last transaction you made online. The website probably prompted you to enter your email, shipping, and billing addresses after you hit a “Checkout” button. All of this doesn’t happen on its own, and as a business owner, you need to make sure that this process runs smoothly for your users.

On every Shopify web form, you’ll ask customers to fill out certain information. When they create an account with your business, you’ll be able to securely save information (like addresses) that the system can then use to prefill the appropriate fields the next time they buy from you.

But remember: If your order forms aren’t easy to fill out, your customers will likely become frustrated, so make sure the transaction process is simple and easy to get through.

Collect payments

There are different ways you can set up your payment process. Jotform has many different payment collection application add-ons, from Pay-Pal Express Checkout to Square, both of which make the online payment process as simple as possible. Users can pay with a debit or credit card or set up e-checks through alternative means.

Plus, whichever Jotform order form you attach to your Shopify page will also work with its payment processors to keep things efficient. This is where the form-embedding capabilities come in handy, ensuring a fast and easy checkout process.

Maintain your customer base

Perhaps the best way to grow and improve your business is to build relationships with the people who buy from you. Without them, you don’t have a business.

That’s why it’s so important to ensure that the experience they have with you is a positive one. The best way to keep people coming back is to show them you care about them. Nurturing these relationships will keep your customers happy and your business humming.

Business photo created by DCStudio –

This article is originally published on Oct 14, 2021, and updated on Nov 24, 2022.

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