▶️ Generic forms

Documentation and Sample Code:

https://support.getstoreconnect.com/s/article/custom-forms

1. Create the Custom Form

1. Go to StoreConnect Navigation → Configuration → Forms → All Forms.

2. Click New to create a form.

3. Choose Generic Form → Click Next.

   • Generic Forms can be placed anywhere on the website.

4. Give the form a Name.

5. Select a Redirect Page (if you want the user to land on a particular page after submitting the form).

6. Click Save.

2. Add Form Questions

1. Go to the Related tab of the form.

2. Under Form Questions, click New.

3. For each question:

   • Enter the Question Text.

   • Select the Data Type:

     • Boolean (Yes/No)

     • Number (Integer or Decimal)

     • Text / Text Area

     • Date

     • File Upload

     • Pick List (options separated by ;)

   • Configure:

     • Required → whether the question must be answered.

     • Hidden → whether it’s visible on the form.

     • Editable Later → whether the user can change it later.

     • Position → order on the form.

     • Validation Rules → if needed.

4. Click Save and New to add additional questions.

5. Repeat until all questions are added.

3. Associate the Form with the Store

1. Go to Store Forms.

2. Click New.

3. Select your Store.

4. Set the form to Active (or not active if you want to disable it).

5. Click Save.

4. Embed the Form on a Web Page

1. Go to Custom Content → Custom Pages → All Pages.

2. Select the page you want to embed the form on (e.g. Contact Page).

3. Edit the Content Block (usually a Text Area block).

4. Replace the existing content (e.g. old Salesforce Web-to-Lead form code) with StoreConnect’s custom form code snippet (provided in StoreConnect Support Documentation).

5. Insert your Form’s Salesforce Record ID into the code:

   • Find this ID from the URL of your custom form page in StoreConnect.

6. Save the page.

5. Test the Form on the Site

1. Go to your Contact Page (or chosen page) and refresh.

2. You should now see your Custom Form with:

   • Multiple-choice (Pick List)

   • File Upload

   • Integer input

   • Text input

3. Fill in the form and click Submit.

6. View Form Submissions (Backend)

1. Go to your Custom Form → Related tab.

2. Under Form Submissions, open the relevant submission.

3. View Related to see each individual answer provided by the user.

Notes

• Submitted data can be connected to Salesforce flows to automate creating Contacts, Leads, or other records.

• StoreConnect custom forms support advanced inputs (like file uploads) that standard Salesforce web-to-lead forms do not.

• The form is highly flexible and reusable across any web page on your store.