Forms

Build forms from the Roadmap dashboard. Add fields, set labels, choose widths, mark required fields, and drag to reorder. No code, no third-party form tool.

Choose from text inputs, dropdowns, checkboxes, textareas, and more. Build the right input for each question without workarounds.

Set each field to full or half width. Place two fields side by side when they naturally belong together, like first name and last name.

Mark any field as required. Incomplete submissions are blocked before they reach you. No half-filled forms to chase up.

Change field order by dragging them into position. Restructure a form without deleting and recreating fields.

Each form gets a unique handle used to place it in your theme. Enter the handle in the Shopify theme editor and the form appears wherever you want it.

Build as many forms as you need. Contact forms, trade applications, quiz forms, onboarding flows. Each form has its own fields, settings, and submission views.

Place forms on any page using the Shopify theme editor. Add the Roadmap form block, enter the handle, and it renders on the storefront. No liquid snippets.

Style forms to match your store design. Control colours, fonts, spacing, and layout so the form looks native to your brand, not like a third-party embed.

Forms adapt to mobile screen sizes automatically. Half-width fields stack correctly. Spacing and input heights adjust for touch interactions.

Send an automatic confirmation email to the customer after they submit a form. Customise the email template to match your brand voice and messaging.

Notify your team when a form is submitted. Choose the recipients and customise the admin email template so submissions reach the right people immediately.

Edit both customer and admin email templates from the Roadmap dashboard. Control the subject line, body content, and formatting for each form independently.

See every submission for each form inside the Roadmap dashboard. Submission counts, response data, and timestamps in one centralised view.

Each form has its own submission log. Filter and review responses without mixing data from different forms.

Automatically save form submissions against the customer record in Shopify. If the customer does not exist yet, the profile is created. Trade applications, onboarding forms, and account requests all tie directly to the customer.

Store form submission data in a structured customer metafield. The data is accessible in Shopify for theme logic, reporting, and downstream workflows. Each form writes to its own metafield key.

Mark individual form fields to save the response as a Shopify customer tag. Use for segmentation, eligibility rules, or Klaviyo targeting based on what the customer told you.

Attach a form to the product purchase flow. The form appears as part of the buying journey and the submission data is tied to the order. Use for personalisation, engraving details, compliance questions, or custom order notes.

When a form is linked to a product purchase, the submission data travels with the order. Your fulfilment team sees the custom details alongside the order line items.

Enable reCAPTCHA on any form to prevent spam submissions. Keeps your submission data clean without adding friction for real customers.

Fire a Klaviyo event when a form is submitted. Use it to trigger follow-up flows, branch customer journeys by form type, or centralise all customer messaging in Klaviyo. When enabled, Roadmap disables its own customer confirmation email so Klaviyo handles the response.

Push form submissions to a Google Sheet automatically. Build custom reports, share data with your team, or feed submissions into external tools without exporting manually.

When Klaviyo triggering is enabled, Roadmap still sends the admin notification email. Your team gets notified instantly. Klaviyo handles the customer follow-up. Both channels work together.

Replace Shopify default contact forms with a branded, customisable form that saves data to customer profiles, triggers Klaviyo flows, and logs submissions in one place.

Collect trade application data, save it against a customer profile, and tag the applicant automatically. Combined with Tag Library, approved trade customers gain access to wholesale products.

Collect project details, specifications, or custom requirements through a structured form. Submissions notify your sales team and save to the customer record for follow-up.

Capture engraving text, monogram initials, custom sizing, or gift messages as part of the purchase flow. The data travels with the order to your fulfilment team.

Qualify new customers or trade applicants with structured questions. Save responses to the customer profile and metafields for use in downstream workflows.

Form data enriches the Shopify customer profile. Every submission builds a richer picture of who the customer is, what they need, and how they should be segmented.

Tags applied from form responses can be used as eligibility criteria in Tag Library. A customer fills out a trade form and gains access to wholesale products automatically.

Form submissions trigger Klaviyo events. Build automated follow-up flows, nurture sequences, or qualification journeys based on what the customer submitted.

Form data saved to customer profiles and tags feeds into loyalty eligibility. Use form responses to qualify customers for specific earning actions or tier-based perks.

Trade application forms save to the customer profile, apply wholesale tags, and combined with Tag Library, unlock access to trade-only catalogues. The full wholesale onboarding flow in one system.

Build, configure, and manage forms from the Roadmap dashboard. Place them on your storefront through the Shopify theme editor. No liquid snippets for standard forms.

Form data is stored natively in Shopify. Customer profiles, metafields, and tags are all standard Shopify data. No external form server holding your submissions.

Full Forms functionality on both Shopify and Shopify Plus. No plan-tier restrictions on form types, integrations, or advanced settings.