{"title":"▶️ Generic forms","slug":"generic-forms","url":"https://support.storeconnect.com/articles/generic-forms","url_markdown":"https://support.storeconnect.com/articles/generic-forms.md","subtitle":null,"summary":"Build generic forms with custom question types (text, pick list, file upload, date) and embed them on any page using a Liquid code snippet. Submissions are viewable in Salesforce and can trigger flows.","type":"Videos_Tutorials","video_url":"https://vimeo.com/1197571894?fl=sv\u0026fe=ci","keywords":null,"last_modified":"2026-08-21T07:12:35+0000","body_markdown":"### Documentation and Sample Code:\n\n[Custom forms](custom-forms)\n\n### **1\\. Create the Custom Form**\n\n1.  Go to **StoreConnect Navigation** → **Configuration** → **Forms** → **All Forms**.\n\n2.  Click **New** to create a form.\n\n3.  Choose **Generic Form** → Click **Next**.\n\n    -   **Generic Forms** can be placed anywhere on the website.\n\n4.  Give the form a **Name**.\n\n5.  Select a **Redirect Page** (if you want the user to land on a particular page after submitting the form).\n\n6.  Click **Save**.\n\n\n---\n\n### **2\\. Add Form Questions**\n\n1.  Go to the **Related** tab of the form.\n\n2.  Under **Form Questions**, click **New**.\n\n3.  For each question:\n\n    -   Enter the **Question Text**.\n\n    -   Select the **Data Type**:\n\n        -   **Boolean** (Yes/No)\n\n        -   **Number** (Integer or Decimal)\n\n        -   **Text** / **Text Area**\n\n        -   **Date**\n\n        -   **File Upload**\n\n        -   **Pick List** (options separated by `;`)\n\n    -   Configure:\n\n        -   **Required** → whether the question must be answered.\n\n        -   **Hidden** → whether it’s visible on the form.\n\n        -   **Editable Later** → whether the user can change it later.\n\n        -   **Position** → order on the form.\n\n        -   **Validation Rules** → if needed.\n\n4.  Click **Save and New** to add additional questions.\n\n5.  Repeat until all questions are added.\n\n\n---\n\n### **3\\. Associate the Form with the Store**\n\n1.  Go to **Store Forms**.\n\n2.  Click **New**.\n\n3.  Select your **Store**.\n\n4.  Set the form to **Active** (or not active if you want to disable it).\n\n5.  Click **Save**.\n\n\n---\n\n### **4\\. Embed the Form on a Web Page**\n\n1.  Go to **Custom Content** → **Custom Pages** → **All Pages**.\n\n2.  Select the page you want to embed the form on (e.g. **Contact Page**).\n\n3.  Edit the **Content Block** (usually a **Text Area** block).\n\n4.  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).\n\n5.  Insert your **Form’s Salesforce Record ID** into the code:\n\n    -   Find this ID from the **URL** of your custom form page in StoreConnect.\n\n6.  Save the page.\n\n\n---\n\n### **5\\. Test the Form on the Site**\n\n1.  Go to your **Contact Page** (or chosen page) and refresh.\n\n2.  You should now see your **Custom Form** with:\n\n    -   Multiple-choice (Pick List)\n\n    -   File Upload\n\n    -   Integer input\n\n    -   Text input\n\n3.  Fill in the form and click **Submit**.\n\n\n---\n\n### **6\\. View Form Submissions (Backend)**\n\n1.  Go to your **Custom Form** → **Related** tab.\n\n2.  Under **Form Submissions**, open the relevant submission.\n\n3.  View **Related** to see each individual answer provided by the user.\n\n\n---\n\n## Notes\n\n-   Submitted data can be connected to **Salesforce flows** to automate creating **Contacts**, **Leads**, or other records.\n\n-   StoreConnect custom forms support advanced inputs (like **file uploads**) that standard Salesforce web-to-lead forms do not.\n\n-   The form is highly flexible and reusable across any web page on your store."}