How to Add Shopify Contact Forms and Use Partner Friendly in PageFly: Complete Step by Step Guide
By Braincuber Team
Published on April 1, 2026
PageFly makes it easy to add professional contact forms to your Shopify store, preview pages before publishing, and use the app for free as a Shopify partner or agency. This complete tutorial shows you how to configure the Shopify contact form element, set up customer forms vs contact forms, customize fields and layouts, preview pages without publishing, and leverage the Partner Friendly feature for development stores.
What You'll Learn:
- How to add and configure Shopify contact forms with PageFly
- Difference between Customer Form and Contact Form types
- How to customize form fields, buttons, and layouts
- Using the Preview function to view pages without publishing
- How Partner Friendly works for Shopify partners and agencies
- Best practices for lead capture and form optimization
Overview: PageFly Form and Partner Features
PageFly provides powerful tools for Shopify merchants to capture leads and collaborate with partners. The contact form element helps increase lead conversion rates, while Partner Friendly enables agencies and freelancers to build stores without trial limitations.
Contact Form
Add customizable contact forms with 4 layout variants. Supports customer forms, contact forms, and field customization.
Preview Without Publishing
View your pages in live mode before publishing. Perfect for reviewing designs and getting feedback without making changes public.
Partner Friendly
Shopify partners and agencies can use full PageFly features without trial limitations. Payment only when the store is transferred to the client.
Lead Conversion
Capture customer information, create accounts in Shopify, and collect feedback to improve your store and marketing.
Step 1: Add the Shopify Contact Form Element
The Shopify contact form element is available in the PageFly editor's Shopify tab. Follow these steps to add it to your page:
Open PageFly Editor
Navigate to your Shopify admin and open the PageFly editor for the page where you want to add the contact form.
Find the Shopify Tab
In the Elements sidebar, click on the "Shopify" tab to access Shopify-specific elements including the Contact Form.
Drag Contact Form to Page
Drag the Contact Form element from the sidebar and drop it onto your page layout. The form will appear with default settings.
Select a Layout Variant
Choose from 4 form layout variants to match your design. Request additional layouts through the help center if needed.
Plan Requirement
The Contact Form element is available in PageFly PRO plan. If you are not using PRO, you can start with a 14-day free trial to access this feature.
Step 2: Configure Form Type (Customer vs Contact)
PageFly contact forms have two levels of configuration. The form level determines whether submissions go to your Shopify customer list or to your store email. Understanding the difference is crucial for effective lead management.
| Form Type | Where Submissions Go | Use Case | Customer Action |
|---|---|---|---|
| Customer Form | Shopify Customer list | Email marketing, newsletter signups | Account created, tagged as "Customer accepts email marketing" |
| Contact Form | Store owner's email | General inquiries, support requests, feedback | Email sent to store owner's customer email address |
How to Select Form Type
Select the Form Level
Click on the form itself or use the navigation in the page footer to select the form level. This shows the overall form settings.
Choose Form Type
In the form level settings, select either "Customer Form" for newsletter signups or "Contact Form" for general inquiries.
Save Your Selection
Once selected, the form will route submissions according to your choice. Customer Forms add subscribers to your Shopify Customer list.
Step 3: Customize Form Fields and Layout
PageFly gives you full control over form fields and appearance. You can customize both the form level and individual field level settings.
Form Level Customization
Button Settings
Edit button text, add icons, and set button position (left, right, or center alignment).
Field Management
Add more fields, set field names, and choose field types (text, number, or dropdown list).
Field Level Customization
Click on any individual field to access its specific settings. Each field can be customized independently:
| Setting | Description | Example |
|---|---|---|
| Placeholder Text | Guidance text that tells customers what information to fill in | "Enter your email address" |
| Label Position | Choose where the field label appears relative to the field | Above, under, beside, or hidden |
| Required | Define whether the field must be filled before submission | Required or optional |
Step 4: Preview Pages Without Publishing
The Preview function lets you view your pages in live mode without publishing them. This is especially useful when you want to review your design, get feedback from team members, or test functionality before making changes public.
Open Your Page in Editor
Navigate to the PageFly editor and open the page you want to preview.
Click Preview Button
Click the Preview button (eye icon) in the editor toolbar. Your page opens in a new browser tab.
Review and Share
The preview URL can be shared with clients or team members for feedback without affecting your live store.
Important
The Preview function shows your page without saving changes to the live version. Any changes made in the editor must be saved and published separately to appear on your live store.
Step 5: Use Partner Friendly for Development Stores
If you are a Shopify partner, freelancer, or agency building stores for clients, the Partner Friendly feature is essential. It allows you to use full PageFly functionality without trial limitations or subscription costs during development.
| Feature | Before Partner Friendly | With Partner Friendly |
|---|---|---|
| Free Plan Access | 14-day trial then limited | Full features during development |
| Pro Features | Requires paid subscription | Free during partner development |
| Payment | Immediate billing | Only when store transferred to client |
| Footer Note | None | Small note on free plan after transfer |
How Partner Friendly Works
Development Phase
Build your client's store using full PageFly features without any trial limitations or subscription costs.
Store Transfer
When you're ready, transfer the store to your client. The app prompts them to choose a plan at that moment.
Client Chooses Plan
Your client selects their preferred plan. If they choose the FREE plan, a small note appears in the page footer.
For Shopify Partners
Partner Friendly is automatically enabled for Shopify partner/affiliate development stores. You get full access to both FREE and PRO features without any trial period restrictions.
Contact Form Best Practices
To maximize lead conversion from your contact forms, follow these proven best practices:
Use Customer Form for Newsletter
Customer forms automatically create accounts and tag subscribers, making it easy to manage email marketing through Shopify.
Clear Placeholder Text
Always add descriptive placeholder text to guide customers on what information to provide in each field.
Minimize Required Fields
Only mark essential fields as required. Reducing form friction increases conversion rates significantly.
Preview Before Publishing
Always preview your form on different devices to ensure it looks great on mobile before going live.
Frequently Asked Questions
What's the difference between Customer Form and Contact Form?
Customer Form submissions go to your Shopify Customer list and create customer accounts. Contact Form submissions are sent directly to your store owner's email address. Use Customer Form for newsletter signups and Contact Form for inquiries.
Can I preview my PageFly page without publishing it?
Yes. The Preview function lets you view your page in live mode without publishing. The preview URL can be shared with clients or team members for feedback without affecting your live store.
What is Partner Friendly in PageFly?
Partner Friendly allows Shopify partners, freelancers, and agencies to use full PageFly features without trial limitations during development. Payment is only required when the store is transferred to the client.
How many field types are available in contact forms?
PageFly contact forms support text, number, and dropdown list field types. You can add multiple fields, customize placeholder text, set label positions, and mark fields as required or optional.
Which PageFly plan includes the Contact Form element?
The Contact Form element is available in the PageFly PRO plan. You can start a 14-day free trial to test all PRO features including contact forms, or upgrade from the free plan at any time.
Need Help with Your PageFly Forms?
Our experts can help you set up contact forms, configure customer forms, and optimize your lead capture strategy. Get personalized guidance for your Shopify store.