Forms by MESA: Add a form to your store

Forms by MESA is a built-in feature that creates any type of form on your store. Here are three recommended placements for a form.

Add a form to a customer's order status page

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

2. From your Shopify Admin, click on Settings and then locate the Checkout 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 View order status page from the drop-down menu.

Add a form to a 2.0 theme using the Shopify theme editor

Important: Your theme will need to be an Online Store 2.0 theme in order to add a 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 out of the theme editor and view the form on your selected page.

Add a form to a customer's account order page

1. In the MESA workflow that contains the form, open the Form trigger and click on the clipboard 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.