# ▶️ Generic forms

Source: https://support.storeconnect.com/articles/generic-forms · Last modified 21 August 2026

Video: https://vimeo.com/1197571894?fl=sv&fe=ci

### Documentation and Sample Code:

[Custom forms](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.

---

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StoreConnect Support — https://support.storeconnect.com/articles/generic-forms