Supercharge Your Email Marketing with Shopify's New Pop-Up Feature

Supercharge Your Email Marketing with Shopify's New Pop-Up Feature

Table of Contents

  1. Introduction
  2. What is Shopify Forms?
  3. Benefits of using Shopify Forms
  4. Creating a Branded Pop-Up Form
  5. Customizing the Teaser Section
  6. Designing the Form
  7. Choosing the Form Behavior
  8. Setting up Exit Intent Feature
  9. Automation for Instant Email Sending
  10. Testing and Optimization


Shopify has recently introduced a new feature called Shopify Forms, a free tool designed to help you grow your marketing list. With Shopify Forms, you can create branded pop-up forms for your online store and customize them to appear at specific times and locations within your website. This tool also includes an exit intent feature, which triggers a pop-up when a customer is about to leave your page. Moreover, it integrates seamlessly with Shop Pay, allowing buyers who fill out the form to be automatically signed in, reducing checkout steps and increasing conversions.

What is Shopify Forms?

Shopify Forms is a feature that enables Shopify users to create and customize pop-up forms for their online stores. These forms are designed to collect customer information, such as email addresses and phone numbers, in order to grow the marketing list. Shopify Forms offers various customization options, including page targeting, timed triggers, and exit intent features, to maximize its effectiveness in capturing customer details.

Benefits of using Shopify Forms

Using Shopify Forms for your online store can bring several benefits, including:

  1. Increased Marketing Reach: Shopify Forms allows you to collect customer information, such as email addresses, which can be used for email marketing campaigns. This helps you reach a wider audience and promote your products or services more effectively.

  2. Boosted Conversions: By offering a pop-up form with a discount or incentive, you can encourage visitors to complete the form and ultimately make a purchase. This can significantly improve your conversion rates and drive more sales.

  3. Enhanced User Experience: With Shopify Forms, you can choose when and where the pop-up form appears on your website. By targeting the right pages and using timed triggers, you can provide a seamless and non-intrusive form experience for your customers.

  4. Integration with Shop Pay: The integration with Shop Pay streamlines the checkout process for customers who fill out the form. They will be automatically signed in, reducing the steps required to complete their purchase and increasing the likelihood of conversion.

Creating a Branded Pop-Up Form

To create a branded pop-up form using Shopify Forms, follow these steps:

  1. Download and install the Shopify Forms app from the Shopify App Store.
  2. Access the app from the Apps section in your Shopify backend.
  3. Customize the form by selecting the discount or incentive you want to offer.
  4. Design the teaser section, which is a small pop-up that appears on your website.
  5. Add the form fields you want to collect customer information (e.g., email, first name).
  6. Set up the form behavior, such as the devices and pages where it should be displayed.
  7. Enable the exit intent feature to show the pop-up when a visitor attempts to leave the page.

Customizing the Teaser Section

The teaser section is a preview of the pop-up form that appears on your website. It serves as a click trigger for visitors to open the form. To customize the teaser section:

  1. Choose a compelling message or call-to-action for the teaser.
  2. Place the teaser before the actual form, especially on mobile devices, to avoid interrupting the browsing experience.
  3. Optimize the text and design to encourage visitors to click and open the form.

Designing the Form

When designing the form, consider the following tips:

  1. Ask for the most basic and necessary information, such as the customer's email address. Requesting too much information may discourage visitors from completing the form.
  2. Offer an incentive or discount to increase the likelihood of form completion.
  3. Use a clear and concise call-to-action button to prompt visitors to submit the form.
  4. Include a disclaimer stating that by submitting their email, they agree to receive marketing emails from your store.

Choosing the Form Behavior

The behavior settings determine where and when the pop-up form appears on your website. Consider the following options:

  1. Select the devices (desktop, mobile, or all) that should display the form.
  2. Choose whether the form should be shown on all pages or only specific pages.
  3. Decide when the form should appear, such as on the first page view or after a certain number of page views.
  4. Implement the exit intent feature to display the pop-up when visitors attempt to leave the page.

Setting up Exit Intent Feature

Enabling the exit intent feature allows you to capture visitors who are about to leave your website. When a visitor tries to exit the page, the pop-up form will show up, giving you a final chance to capture their information. This feature helps increase conversions and reduce bounce rates. However, use this feature appropriately to avoid overwhelming users.

Automation for Instant Email Sending

To automatically send an email with a discount code or confirmation to customers who fill out the form, you can set up an automation workflow. Within the Shopify Forms app, you can create a workflow that starts when a customer subscribes to your email marketing. This workflow will send a personalized email to the customer, thanking them for subscribing and providing the discount code. You can customize the email content to align with your brand and make it more engaging.

Testing and Optimization

After setting up your pop-up form and automation, it's essential to test and optimize its performance. Monitor the completion rates, check the email delivery, and analyze customer feedback to identify areas for improvement. Test different variations of the form's design, positioning, and messaging to determine what works best for your audience. Regularly analyze the data and make data-driven decisions to optimize your pop-up form strategy.


  • Shopify Forms is a free tool that helps grow your marketing list.
  • It allows you to create branded pop-up forms for your online store.
  • The forms can be customized to appear at specific times and locations.
  • The tool includes an exit intent feature and integrates with Shop Pay.
  • Shopify Forms improves marketing reach and boosts conversions.


Q: How much does Shopify Forms cost? A: Shopify Forms is completely free to use for all Shopify subscribers.

Q: Can I customize the design of the pop-up form? A: Yes, Shopify Forms provides customization options, allowing you to choose colors, typography, and position to match your brand's style.

Q: Can I use Shopify Forms on mobile devices? A: Yes, Shopify Forms is responsive and works seamlessly on both desktop and mobile devices.

Q: Does Shopify Forms integrate with email marketing platforms? A: Yes, Shopify Forms integrates with Shopify's built-in email marketing system, allowing you to access and manage your marketing emails easily.

Q: How can I measure the success of my pop-up forms? A: You can monitor completion rates, conversion rates, and track customer feedback to evaluate the effectiveness of your pop-up forms.

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