How to install a Sendlane Form on Shopify
Overview
Sendlane Forms can be installed in your Shopify store with the form’s lightweight script. Read on to learn how to find a form’s installation code and guidance on where to install forms on your Shopify store.
In this guide
- Ensure Beacon is installed
- Access the Sendlane Form installation code
- Install a pop up style Sendlane form on Shopify
- Install an inline style Sendlane form on Shopify
⚠️ Ensure Beacon is installed
Sendlane Forms requires Beacon to be installed on your website before any site tracking data can be collected for your forms. Ensure Beacon is installed before proceeding with form installation.
Access the Sendlane Form installation code
To access a form’s installation code and copy the script to your clipboard:
- Click the Forms icon
- In the Actions column, click the edit icon
- Click Design
- Click Summary
- Under Form Installation Code, click Copy Code
Install a pop up style Sendlane form on Shopify
You can paste a pop up form’s installation code in your Shopify store’s header.liquid
file.
The form’s installation code is the only code required to make your form appear on your website. See How to manage Sendlane Forms’ activation status for information on form publication/activation statuses.
⚠️ All forms require their own unique installation codes to be added to your website.
To install a pop up style form in your Shopify store:
- Ensure Beacon is installed in your Shopify store before continuing (see steps to test Beacon installation here)
- Log in to Shopify
- Click Online Store
- Click Themes
- Click the three dot menu
- Click Edit Code
- Search for
header.liquid
- Click the
header.liquid
file - Paste your form's installation code right after the Beacon script
- Click Save
- Click Preview Store in the top right corner to view a preview of your form on your store's website
Check out the video below to see how to install a pop up style form in your Shopify store from start to finish!
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Install an inline style Sendlane form on Shopify
You can paste an inline form’s installation code anywhere you’d like it to appear in your Shopify store’s source code, create a page to embed your form on, or use a custom.liquid block to place the form in your store’s theme using the visual theme editor.
The form’s installation code is the only code required to make your form appear on your website. See How to manage Sendlane Forms’ activation status for information on form publication/activation statuses.
⚠️ All forms require their own unique installation codes to be added to your website.
Install an inline form on a dedicated page in your Shopify store
You can create a dedicated page for your form in your Shopify store, for example, to display information about your newsletter or VIP program along with a sign up form.
To create a dedicated page for a Sendlane form:
- Copy your form's installation code from the Summary page of the form builder
- Log in to Shopify
- Click Online Store
- Click Pages
- Click Add Page
- Enter a title for your page
- Click the HTML <> icon
- Paste your form's installation code
- Add other content to your page
- Click Save
Check out the video below to see how to install an inline form on a dedicated page in your Shopify store from start to finish!
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Install an inline form in your Shopify store using a Custom Liquid block
You can install an inline form anywhere you'd like on your Shopify theme by using the visual theme editor and a Custom Liquid block. If your Shopify theme doesn't natively support custom.liquid blocks, check out How to Create a Custom Liquid Block Option For Your Shopify Theme.
To install an inline Sendlane form on your Shopify theme:
- Copy your form's installation code from the Summary page of the form builder
- Log in to Shopify
- Click Online Store
- Click Customize
- Hover over the area of your theme where you'd like your form to appear
- Click Add Section
- Select Custom Liquid from the list of sections
- Click into the Custom Liquid block you just added
- Paste your form's installation code in the Liquid code text box
- Click Save
Check out the video below to see how to install an inline form in your Shopify store using a custom.liquid block from start to finish!
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Troubleshooting
My inline form appears sporadically or not at all on my Shopify storefront!
If you are unable to see your installed inline form, it is likely that another script on your storefront is competing with Sendlane's pusher.js script, which powers Beacon and Sendlane forms. If you installed Beacon before May 2024, you may also have multiple instances of the pusher.js
script installed on your website, which can cause issues such as inline forms not appearing.
First, check to ensure your store only has one instance of the pusher.js
script:
- Open a Chrome window
- Copy
pusher.js
to your clipboard - Visit your store
- Right click anywhere on the page
- Click Inspect
- Press CMD + F on macOS or CTRL + F on Windows
- Paste
pusher.js
into the search box - If you find more than one instance of the
pusher.js
script (<script src="https://sendlane.com/scripts/pusher.js" async></script>
) remove all but one
Next, if you still can't see your form and are sure your store only has one pusher.js script installed, you can try moving the pusher.js script source line of Beacon to the bottom of the page:
- Login to Shopify
- Click Online Store
- Click Themes
- Click the three dot menu
- Click Edit Code
- Search for
header.liquid
- Click into the file and locate your Beacon script, which should be at the very top of your file
- Highlight the script source line, which is line 4 in the example below
- Press CMD + X on macOS or CTRL + X on Windows to cut the script source line
- Search for your theme.liquid file
- Click into the
theme.liquid
file - Press CMD + F on macOS or CTRL + F on Windows to open the search pane
- Search for
</body>
- Paste the line you cut in step 9 just before the
</body>
tag
If you've followed both troubleshooting efforts described above and are still experiencing issues with your inline form, please contact Sendlane's 24/7 product support or your customer success manager.
I don't see my Pop-Up style form on my Shopify storefront!
There are a few common issues that can cause your Pop-Up to not appear:
- Other form snippets. If you've installed other forms in your Shopify store in the past, make sure all snippets are removed. Competing installation codes may be causing your Sendlane form to not appear.
- Your form is set to Draft. Make sure your form is set to Live and any pending changes have been published
- Your form was installed in a different store. To confirm that your form is installed in the intended store:
- Copy the form key from the installation code on the summary page
- Navigate to the public view of your store
- Right click anywhere on the page
- Click Inspect
- Paste the form key in the search bar
- If the form key appears, the form has been installed on the correct site. Proceed with other troubleshooting measures. If the form key does NOT appear, follow the instructions above to install your form in the correct store.
If you still don't see your form, reach out to your Customer Success Manager or our 24/7 product support team!