VerifiedHive CRM help

Forms, the quote button and prices

10 answers, under forms, leads and companies.

Walkthroughs for this

Answers

How do I put a form on my store?

  1. In Forms, press Create form, pick a template (Mockup / quote request or Business account application are good first ones) and press Use this template.
  2. Change the questions on Questions and the colors on Look.
  3. Press Publish form. A form shows nothing on your store until it's published.
  4. On the Share tab, press Add to theme: the theme editor opens with the form in place. Press Save there.

My form doesn't show on my store.

Check these in order. The form's Share tab has the same list, under If it doesn't appear.

How do I add the Request a quote button?

  1. Make a quote form (the Mockup / quote request template is made for it), publish it and copy its Form ID.
  2. In Settings, Storefront, under Request a quote button, press Add to product pages. Your theme editor opens with the button on your product template.
  3. Paste the Form ID into the block and press Save.

The button fills in the product, variant, SKU, page link and price when the form has Short text questions named Product, Variant, SKU, Product URL or Price, named before the form was first saved. If your store uses more than one product template, add it to each one.

How do I hide prices on quote-only products?

Turn on the Hide price app embed: in Settings, Storefront, press Turn on Hide price, then Save in the theme editor. In the embed, choose:

It changes what your theme shows; the product is still for sale in Shopify. If your theme still shows a price, add its selector under Extra selectors, or email us the page's address.

Can shoppers send files, like a logo or artwork?

Yes. Add a File upload question to the form. Set its Accepted file types (images, PDF, AI, EPS, PSD, Word, Excel, CSV, text, ZIP and MP4 or MOV videos) and a Max file size (MB) of up to 20. For several files, tick Allow multiple files and set Most files a shopper can send, up to 10.

The files arrive with the lead (Preview, Download) and are kept in your store's Shopify Files.

Can a question show only for some answers?

Yes. On the question, tick Only show this field conditionally and set the rule: for example, show the company questions only when Who is this for? is A business or organisation.

What does a shopper see after sending a form?

The form's Success message in its place, or the page you set as Redirect URL (on the form's Settings step, under After submit). VerifiedHive doesn't email the shopper: reply from your own email.

How do I keep spam out?

I tested my form, and some sends didn't arrive.

One connection can send the same form 20 times an hour, and 20 forms a minute, which testing reaches quickly. Wait a while, or test from another device, then search Leads for the email you used.

If Require the shopper to be logged in is on, a logged-out visitor sees a prompt to log in instead of the form.

How do businesses apply for a wholesale account?

Add the Create a business account button from Settings, Storefront. It opens your published Business account application: if you don't have one, the app makes it from that template, published, the first time the button loads, and you change its questions in Forms. Each application arrives as a lead and as a company waiting under Companies, To approve, with their answers under Read the application.

Ask the guide

A question in your own words, answered from these pages and nothing else, and you can keep asking. It has no access to any store, so ask it how something works rather than about one order of yours.

Still stuck

Email verifiedhive.us@gmail.com with your store’s address and what you are looking at.