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

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:

  1. Click the Forms icon
  2. In the Actions column, click the edit icon
  3. Click Design
  4. Click Summary
  5. 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:

  1. Ensure Beacon is installed in your Shopify store before continuing (see steps to test Beacon installation here)
  2. Log in to Shopify
  3. Click Online Store
  4. Click Themes
  5. Click the three dot menu
  6. Click Edit Code
  7. Search for header.liquid
  8. Click the header.liquid file
  9. Paste your form's installation code right after the Beacon script
  10. Click Save
  11. 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!


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:

  1. Copy your form's installation code from the Summary page of the form builder
  2. Log in to Shopify
  3. Click Online Store
  4. Click Pages
  5. Click Add Page
  6. Enter a title for your page
  7. Click the HTML <> icon
  8. Paste your form's installation code
  9. Add other content to your page
  10. 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!

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:

  1. Copy your form's installation code from the Summary page of the form builder
  2. Log in to Shopify
  3. Click Online Store
  4. Click Customize
  5. Hover over the area of your theme where you'd like your form to appear
  6. Click Add Section
  7. Select Custom Liquid from the list of sections
  8. Click into the Custom Liquid block you just added
  9. Paste your form's installation code in the Liquid code text box
  10. 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!


Troubleshooting

I don't see my Pop-Up on my Shopify storefront!

There are a few common issues that can cause your Pop-Up to not appear:

  1. 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.
  2. Your form is set to Draft. Make sure your form is set to Live and any pending changes have been published
  3. Your form was installed in a different store. To confirm that your form is installed in the intended store:
    1. Copy the form key from the installation code on the summary page
    2. Navigate to the public view of your store
    3. Right click anywhere on the page
    4. Click Inspect
    5. Paste the form key in the search bar
    6. 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!

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