Use Cases

Simplify Shopify Post-Purchase Requests with Order Select

Post-purchase forms often ask customers for an order number before they can submit a service request, warranty claim, return request, or product support request. This creates unnecessary friction because customers may need to search their account or email before completing the form. With Simply Forms, merchants can build a customer-aware Shopify post-purchase form that automatically…

How to Build a Shopify B2B Company Account Request and Onboarding Workflow

Shopify B2B allows merchants to manage wholesale customers through Companies, Company Locations, and Company Contacts. But before a business becomes a B2B customer, merchants often need to collect an application, verify business information, approve the request, and create the appropriate Shopify B2B Company. With Simply Forms, you can build a B2B company account request form…

How to Create an Effective Shopify Contact Us Page

A Shopify Contact Us page gives customers a reliable way to ask questions, request support, and contact your business when they don’t need an immediate live-chat response. An effective Contact Us page should do more than collect a name, email address, and message. It can recognize returning customers, auto-fill known information, collect details related to…

How to Reward Customer Feedback with Discounts

Customer feedback can help you improve your products, store, and overall shopping experience. However, customers may need a little encouragement to share their opinions. One effective way to motivate them is to offer a discount after they submit a feedback form. With Simply Forms and Shopify Flow, you can easily automate this process while maintaining…

How to Manage Post-Purchase Customer Requests

Customers often need help after completing a purchase. They may submit a warranty claim, report a product issue, request service, provide feedback, or send supporting photos and documents. Collecting these requests through a form is only the first step. Your team also needs an efficient way to review each request, understand its context, track its…

How to Automate Actions Based on Customer Feedback

Customer feedback becomes more valuable when you act on it quickly. A positive rating may identify a loyal customer or potential promoter, while a low rating may signal an issue that needs your team’s attention. Instead of reviewing every feedback submission manually, you can use Simply Forms with Shopify Flow for feedback automation to automate…