Lead Forms

    Shoble provides customizable lead capture forms that you can embed anywhere in your Shopify store. These forms trigger high-priority custom events and automatically associate submissions with organizations, making them a powerful tool for B2B lead generation.

    High-Value Events

    Lead form submissions are among the highest-scored events in Shoble. B2B lead forms score 50 points, product-specific forms score 40 points, and footer signups score 30 points by default.

    Form Types

    Shoble offers three types of lead forms, each designed for different use cases:

    Form TypeEvent NameDefault ScoreBest Used For
    B2B Lead Formshoble:b2b_lead_form_submitted50General B2B inquiries, contact requests
    Product Lead Formshoble:product_lead_form_submitted40Product pages, specific product inquiries
    Footer Lead Signupshoble:footer_lead_signup_submitted30Site-wide footer, newsletter signups

    How Forms Work

    The lead form workflow follows these steps:

    1. Customer enters their email address in the form
    2. Form submits and triggers a custom event with the email data
    3. Shoble extracts the domain from the email address
    4. Organization is identified or created based on the email domain
    5. Event is associated with the organization and contributes to the engagement score
    6. Lead is created or updated with the latest form submission data

    Email Validation

    All email addresses are validated before processing. Invalid emails are rejected to maintain data quality and prevent spam submissions.

    Adding Forms to Your Store

    Lead forms are available as Shopify theme app extensions. You can add them to your store through the theme editor using the Shoble app block.

    Steps to Add a Form:

    1. Open your Shopify theme editor
    2. Navigate to the page where you want to add the form
    3. Click "Add block" or "Add section"
    4. Find "Shoble Lead Form" in the app blocks
    5. Configure the form settings (headline, description, event type)
    6. Save and publish your changes

    Form Customization

    Each form can be customized with the following options:

    • Headline: Custom title displayed above the form
    • Description: Supporting text to encourage submissions
    • Placeholder: Custom placeholder text for the email input
    • Event Type: Choose which custom event to trigger
    • Product Association: Link form to specific product variants (product forms only)
    • Styling: Adjust colors, fonts, spacing, and alignment to match your theme

    Product-Specific Forms

    Product lead forms can be associated with specific product variants, allowing you to track which products generate the most B2B interest. When a visitor submits a product-specific form, the product variant ID is captured and displayed in the lead details.

    Shopify Flow Integration

    Lead form submissions can trigger Shopify Flow workflows, enabling automated responses such as:

    • Sending email notifications to your sales team
    • Creating tasks in your CRM or project management tool
    • Adding contacts to email marketing lists
    • Triggering custom automation workflows

    Automation Opportunities

    Combine lead forms with Shopify Flow to create powerful automation workflows. For example, automatically send personalized follow-up emails when a visitor submits a high-value product form.

    Best Practices

    • Keep it simple: Only ask for email addresses to maximize conversion rates
    • Clear value proposition: Explain what visitors get by submitting the form
    • Strategic placement: Add forms to high-traffic pages and product pages with B2B appeal
    • Match your brand: Customize styling to align with your store's design
    • Monitor performance: Track which forms generate the most qualified leads
    • A/B testing: Experiment with different headlines and descriptions to optimize conversion