Grow Your Shopify Email List with Shopify Forms

Setting Up Shopify Forms to Capture Leads & Build Relationships

Why Shopify Forms Matter

Getting visitors to your Shopify site is only half the battle. To turn those visitors into leads and future customers, you need a simple and effective way to capture their information. That’s where Shopify Forms comes in.

Forms allow you to build your email list, offer free downloads, or collect feedback—all crucial steps in growing your business.

Let’s break down how to set up and optimize Shopify Forms for success.

1. What Are Shopify Forms?

Shopify Forms is a free tool that helps you create custom sign-up forms and capture customer emails directly on your Shopify store.

You can place forms:

  • On Your Homepage (e.g., “Sign up for exclusive offers”)
  • In Blog Posts (e.g., “Get your free checklist”)
  • On Product Pages (e.g., “Get notified about restocks”)
  • As a Pop-Up (e.g., “10% off your first order”)

Forms connect directly to Shopify Email, allowing you to automatically send welcome emails and segment subscribers based on their interests.

2. How to Set Up Shopify Forms

a. Install Shopify Forms App

  1. Go to Shopify App Store.
  2. Search for Shopify Forms.
  3. Click Install.

b. Create Your First Form

  1. Open the Forms App in your Shopify admin.
  2. Click Create Form.
  3. Choose Pop-Up, Embed Form, or Full Page Form.
  4. Customize the title, description, and button text.
  5. Add a Thank You Message (e.g., “Check your inbox for your free download!”).

c. Connect the Form to Shopify Email

  1. Go to Shopify Email in your admin.
  2. Create an Automation (e.g., Welcome Email Sequence).
  3. Set the Trigger: “When a subscriber joins via [Form Name]”.
  4. Draft your Welcome Email (introduce your brand, share your free offer, link to your products).
  5. Click Activate.

3. Best Practices for High-Converting Shopify Forms

a. Offer a Reason to Sign Up

People won’t give you their email for nothing. Provide value upfront:

  • Free Digital Download (e.g., checklist, guide, template)
  • Exclusive Discount (e.g., “10% off your first order”)
  • Early Access (e.g., “Get product drops before anyone else”)

b. Keep It Simple

  • Ask for Email Only: Every extra field lowers sign-ups.
  • Clear Call-to-Action (CTA): “Get Your Free Guide” is better than “Submit”.

c. Brand It to Match Your Site

  • Use Brand Colors.
  • Add Your Logo.
  • Make Sure It Feels Natural on your page (not a spammy pop-up).

d. Track Form Performance

  • View Sign-Up Rates in Shopify Forms App.
  • Check Email Open & Click Rates in Shopify Email.
  • Test Different Offers: Adjust if sign-ups are low.

4. Build on Your Shopify Foundation

Your Checklist Inputs Help Here:

  • UVP & Brand Messaging: Use the language you developed when working on your Unique Value Proposition to make your offer compelling.
  • Free Offer Tracking: The lead magnet you created for your free offer should be connected to a form.
  • Email Welcome Sequence: Drafted earlier? Now link it to this form for automation.

Final Thought: Every Sign-Up Is a Future Sale

Growing your Shopify store is about building relationships over time. Shopify Forms gives you the tools to start that connection. Each email is a potential sale — start collecting today.

Today’s Action Steps

  • Install Shopify Forms.
  • Create a Sign-Up Form with a Free Offer.
  • Link It to Your Welcome Email Sequence.

Helpful Resources

Bookmark → JackRighteous.com

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