Forms

introduction sparklayer forms provides a native, no code form builder that lets you capture, manage and act on customer data directly within sparklayer forms can be used across your b2b journey from registration , to editing sales agent details all without relying on third party apps or custom development forms are built and managed in the sparklayer dashboard https //app sparklayer io/forms and can be embedded into your storefront or used internally by your team common use cases include wholesale / b2b registration forms internal contact or enquiry forms capturing structured customer data (e g vat ids, trade references, licences) streamlining approval and onboarding workflows reducing reliance on third party form builders features at a top level, sparklayer forms https //app sparklayer io/forms supports the following range of features and configurations item details form builder build forms visually using a drag and drop builder add flexible field types including text, email, phone, dropdowns, checkboxes, dates, addresses and file uploads set fields as required or optional apply validation rules (e g email, phone or tax id formats) show or hide fields using conditional logic structure forms into multiple pages with headers, dividers and progress indicators save progress and return later internal fields setup a internal fields for entry administration internal fields act as it's own form that will be shown to administrative users when reviewing the form submissions internal fields are not exposed to the end customer at any time use these to setup internal workflows changes to internal fields can trigger workflows use the workflow trigger field to add a button that can trigger a workflow you can use any features available in the main form for the internal fields setup including field display logic, custom validation, integration with workflows, adding multiple pages, etc publishing preview forms before publishing embed forms on your storefront create internal only forms for team use customise success or confirmation pages after submission branding style forms to match your site using css variables customise labels, help text and messaging entries & management view all submissions in one place review individual responses and uploaded files see and update internal fields against a submission entry track timestamps and submission status export submissions to csv for reporting or external systems workflows & actions build custom automations that can be triggered by field updates, entry submissions, internal admin field updates, api calls and other triggers workflows can perform a series of actions (called steps) including assign approved users to customer groups automatically apply tags based on responses map form data into your connected platform (e g metafields or customer data) perform an api request to your erp or external system send an email build custom review and approval workflows that fit your business, or start with a template getting started to begin using sparklayer forms, go to forms within the sparklayer dashboard http //app sparklayer io/forms you'll then be prompted to create a new form or edit an existing form 1️⃣ create your first form go to sparklayer → forms click new form enter a form name (e g trade account request ) click create you’ll be taken to the form builder 2️⃣ add fields to your form use fields to collect the information you need from customers common field setup field type example use text company name, contact name email customer email address textarea notes or messages to add a field click add field choose the field type configure label required toggle placeholder text click save 3️⃣ configure form settings open the settings tab to control how the form behaves setting what it does form title public name shown to customers submit button text customise cta wording success message confirmation shown after submission 4️⃣ preview your form when you have added all the fields click preview fill out the form to test it make any required tweaks 5️⃣ publish your form when your form is ready click publish confirm changes your form is now live inside sparklayer 6️⃣ add your form to your storefront once published, you can embed the form where needed using one of the options on shopify stores, you can use the sparklayer form block in your themes on all platforms, you can use the embed code directly copy the embed snippet from the share tab add it to your theme or page content save your changes 7️⃣ view submissions when customers complete your form open your form in sparklayer go to entries click any submission to view full details start with a template a few common form templates are available to get you started quickly forms created from templates can be further customised and extended with custom automations and extra fields customer registration form use this template to get a fully working customer registration form with the following features common registration form fields already setup new registration submission email notifications internal approval workflow fields setup allowing easy approval or rejection of new applications on approval, automatic creation of the customer in the ecommerce platform extendible with custom automations or extra fields contact form use this template for a customisable contact form add any required or optional fields receive an email notification for new submissions setup automations and administrative workflows explore more after creating your first form, explore form setup docid\ zmxs ykam14ynyneoemnw configure how your form behaves, including settings, publishing, and version control field types docid\ zjqyfitnqfnzq kgld2ts choose the right inputs to capture structured data from your customers form entries docid\ uspvwmmpbtmrthspcnyok view, manage, and update submissions sent through your forms conditional logic docid\ jz1ksjxzis72g2jnq8lee show or hide fields dynamically based on customer responses validation rules docid\ ijhtaqjo7czjcri98gsxf ensure form data meets your requirements before it’s submitted or processed workflows & automations docid\ kfk4kgojugqv3bolye b automate actions and processes triggered by form activity