Forms by MESA

1. In the MESA workflow that contains the form, open the Form trigger and click on the copy icon under the Form Embed Code field.

2. From your Shopify Admin, click on Settings and then locate the Checkout and accounts settings.

3. Scroll down until you locate the Additional scripts section. Paste the copied Form embed code.

4. Save your changes.

After saving, your Form will appear on the order status page after customers place an order.

You can preview the look of the Form by going to any order in your store. Click the More Actions dropdown and then select the View order status page from the drop-down menu.

🗒 Note: Your theme will need to be an Online Store 2.0 theme in order to add a MESA Form through the Shopify theme editor.

1. In the MESA workflow that contains the Form, open the Form trigger and copy the entire URL under the Form URL field.

2. From your Shopify Admin, click on Online Store under Sales Channels. Locate your preferred theme and click on Customize.

3. In the theme editor, choose a page that you'd like to add the Form to via the dropdown menu at the top.

4. Once a page is selected, click (+) Add section in the left sidebar menu. Then, scroll down to the App blocks and select the MESA Form block.

5. From the lefthand sidebar and under Apps, click on the MESA Form block.

6. Locate the Form URL field and paste the copied Form embed code. You will be able to see the Form in the theme editor as a preview after pasting the URL.

7. Save your changes.

After saving, you can exit the theme editor and view the Form on your selected page.

1. In the MESA workflow that contains the Form, open the Form trigger and click on the copy icon under the Form Embed Code field.

2. From your Shopify Admin, click on Online Store under Sales Channels. Locate your preferred theme and click on Actions and then Edit code.

3. Locate your theme's customer order file. Each theme varies but a common location would be under the Templates folder: customers/order.liquid file.

4. Paste your copied Form Embed Code anywhere you’d like it to appear on the page.

5. Save your changes. After saving, you can exit out of the theme editor and view the customer account page.

You can pre-populate the value of any field by setting the Value field in the Form Builder field settings.

Default values can also be passed via query string parameters as long as the field's  Value has curly brackets around the same values as the field's Name: {{}} 

For example:

• Field's Name: Email
• Field's Value: {{email}}

Then, linking to the url {{form_url}}?email=bob@example.com would pre-populate the Email field with the value bob@example.com. 

The success message can also be overwritten by passing the success_message querystring parameter. For example: {{form_url}}?success_message=Your+return+is+in+process.

Hosted MESA Forms on Shopify support these same querystring parameters. Here is an example for a field's Value: {{customer.id}} 

You can build your form from scratch. Just add a <form> tag with the method set to "POST" and an action set to your Form URL.

<form action="{{form_url}}" method="POST">
   <!-- Form fields go here -->
</form>

If you enabled a Captcha on the MESA Form Configuration, you will see an additional <div class="hcaptcha"></div> and a <script> tag loading an external JavaScript file. You can move these two elements around on the page, but if you delete them users will receive a Captcha error when they try to submit the form. If you disable the Captcha in the MESA Form Configuration, you will also need to delete these elements so the Captcha does not appear on your form.

If you would like to build a more interactive form, Forms by MESA has a powerful JavaScript API:

• GET {{form_url}}.json: (optional) retrieve your Form Builder configuration in a format that can be rendered with the Form Renderer JavaScript library.
• POST {{form_url}}.json: Post a JSON object representing your form. Example:
  

curl 'https://dev-www.theshoppad.com/apps/mesa/forms/poulet-sauvage/form_to_email_1.json' \
 -H 'Content-Type: application/json' \
 --data-raw 'name=Bob+Biller&email=bob&message='

Here is an example of a form that is built with the Form Renderer library and submitted via jQuery. To use it, simply change {{form_url}} in the <form> tag to be your Mesa Form URL.

<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.5.2/css/bootstrap.min.css" integrity="sha384-JcKb8q3iqJ61gNV9KGb8thSsNjpSL0n8PARn9HuZOnIxN0hoP+VmmDGMN5t9UJ0Z" crossorigin="anonymous">

<form id="mesa-form" class="container" style="display: none;" action="{{form_url}}" method="POST" name="mesa-form">
 <div id="form-content"></div>
   <div class="form-group">
     <div class="hcaptcha"></div> <!-- Remove this line to hide the captcha -->
   </div>
   <div id="error"></div>
   <div class="formbuilder-button form-group field-submit">
     <button type="submit" class="btn-primary btn" name="submit" id="submit">Submit</button>
   </div>
 </div>
</form>

<script src='https://cdnjs.cloudflare.com/ajax/libs/jquery/2.1.3/jquery.min.js'></script>
<script src='https://cdn.jsdelivr.net/npm/formBuilder@3.4.0/dist/form-render.min.js'></script>

<script src="https://mymesa.site/forms/hcaptcha.js" async defer></script>
<script>
jQuery(document).ready(function($) {
 var $form = $('#mesa-form');
 var mesaFormUrl = $('#mesa-form').prop('action') + '.json';
 
 // Render the form from the fields configured in the Mesa Dashboard Form Builder with FormRender:
 // https://formbuilder.online/docs/formRender/options/
 $.getJSON(mesaFormUrl, function(data) {
   jQuery('#form-content', $form).formRender({
     formData: data
   });

   // If this is a Shopify Checkout page, support auto-populating the customer-id field
   if (typeof Shopify !== 'undefined' && typeof Shopify.checkout !== 'undefined') {
     jQuery('#form-content input[name=customer-id]').val(Shopify.checkout.customer_id);
   }
   $form.fadeIn();
 });

 // Bind an AJAX POST call to the #submit button
 $('#submit', $form).bind('click', function(event) {
   // Validate form first, return early if fails
   if (!$form[0].checkValidity()) {
      return;
   }

   event.preventDefault();
   $(this).prop("disabled", true);

   // Post to the Mesa Forms JavaScript API url, which is: "{{form_url}}.json"
   // Mesa Forms will accept these Content-Types: `application/json`, `application/x-www-form-urlencoded`
   $.ajax({
     type: "POST",
     url: mesaFormUrl,
     data: $form.serializeArray(),
     success: function() {
       $('#mesa-form').html('<div class="alert alert-success" role="alert">Thank you for your submission.</div>');
     },
     error: function(jqXHR) {
       console.log(jqXHR, status, error);
       $('#error').html('<div class="alert alert-danger" role="alert">Sorry, there was an error submitting your form: ' + jqXHR.responseJSON.error.message + '. Please try again.</div>');
       $('#submit', $form).prop("disabled", false);
     }      
   }).done

 });
});
</script>