General

Use the General tab to control form-level behavior beyond fields and design. You can set CAPTCHA protection, workflow automation, login requirements, customer visibility, customer tags, custom CSS and JavaScript, display schedules, submission handling, and internal form details.

CAPTCHA

Protect the form from spam and automated submissions.

Under CAPTCHA type, choose:

• No CAPTCHA — no CAPTCHA on the form
• A configured CAPTCHA option, such as reCAPTCHA v2, reCAPTCHA v3, reCAPTCHA Enterprise - Checkbox, reCAPTCHA Enterprise - Score-based, Cloudflare Turnstile (Managed), or Cloudflare Turnstile (Non-interactive)

Only CAPTCHA types that are already set up for your store appear in the list. To add or edit credentials, click Configure CAPTCHA, enable the type you want, and enter the required keys for that provider.

When a CAPTCHA type is selected, choose a Theme of Light or Dark.

For setup details, see:

• reCAPTCHA Enterprise
• Cloudflare Turnstile

Workflow automation

Sync form submissions to email marketing and automation tools so you can add contacts to lists or start workflows without copying data manually.

Supported services include:

• Mailchimp
• Brevo
• Twilio SendGrid
• Klaviyo
• Omnisend
• GetResponse
• Zapier
• IFTTT
• Make
• Google Sheets
• N8N

To connect a service:

1. Enable Sync submission data for the provider you want to use.
2. Choose the provider account and, when prompted, the contact list or audience.
3. If the provider is not set up yet, click Add for that provider and enter the required details.
4. Map form fields to the provider fields so values such as name, email, and phone are stored correctly.
5. Click Save.

Workflow automation requires Save submission data to be enabled in the General section of this tab. After you save, publish the form, submit a test entry on the storefront, then check the provider after about 30–60 seconds.

Provider guides:

• Klaviyo
• Mailchimp
• Zapier
• Brevo
• Twilio SendGrid
• Omnisend
• GetResponse
• IFTTT
• Make
• N8N

Authentication

Restrict form access to logged-in customers.

Enable Login required if customers must sign in before they can submit the form. You can also configure:

• Upload image — image shown with the login message
• Content — message shown to customers who are not logged in; supports rich text and multiple languages
• Login button label — text on the login button
• Hide the form and show a login notification — hides the form and shows only the login message; if disabled, the form layout may still appear with the login message

Login required controls whether customers must sign in before they can submit. To control who can see the form on the storefront, use Customer visibility.

Customer visibility

Choose which customers can see the form on your storefront.

Under Customer visibility, select one option:

• All customers — everyone can see the form (default)
• Logged-in customers — only customers who are signed in
• Logged-out customers — only visitors who are not signed in
• Customers who haven't accepted marketing — only logged-in customers who have not accepted marketing
• Specific customer segments — only logged-in customers in the Shopify customer segment you select

When you choose Specific customer segments:

1. Select a Customer segment from your Shopify segments. You can search segments and click Load more if the list is long.
2. After you select a segment, the app shows how many customers are in that segment when the count is available.

If segments fail to load, use Try again. If a previously selected segment no longer exists in Shopify, choose a different segment before you save.

Create a form from a Shopify segment

You can start a form from a customer segment in Shopify Admin. The segment is then preselected under Customer visibility.

1. In Shopify Admin, go to Customers → Segments.
2. Open the segment you want to target.
3. Click Use segment, then choose UpForm.
4. In the Create form with UpForm dialog, click Create form.
5. Choose a template in UpForm.

UpForm opens the form builder with Customer visibility set to Specific customer segments and that segment already selected. Finish configuring the form, then save and publish as usual.

Save the form after you change Customer visibility. For popup and floating forms, you still publish display locations separately. See Popups, floating forms, and banners.

Customer tags

Apply Shopify customer tags when someone submits the form. Use tags to organize customers in Shopify or to build segments you can target later with Customer visibility.

Under Customer tag, find existing tags from your store or create new ones. Tags are applied to the Shopify customer when they submit—for example when a logged-in customer submits, or when the form creates a customer account.

Each form includes a default tag in the format upform- followed by six digits (for example, upform-123456). The default tag cannot be removed. You can add more tags as needed.

Click Create segment to open Shopify Admin and create a customer segment based on the form’s default tag. After the segment exists in Shopify, you can select it under Customer visibility → Specific customer segments.

Custom CSS

Add your own CSS to style the form beyond the built-in design settings.

• Form container class — a class that wraps this form, for example my-custom-form, so you can target only this form in CSS
• Custom CSS — CSS rules applied to the form

If a style guide link is available in your app configuration, use Learn more for additional guidance.

Custom JavaScript

Add custom JavaScript for advanced form behavior. This is intended for advanced users.

Enter your script in Custom JavaScript. Supported events include:

• ufLoad — when the form loads
• ufBeforeSubmit — before the form is submitted
• ufAfterSubmit — after a successful submission
• ufCancel — when the form action is canceled
• ufClose — when the form is closed
• ufNext — when moving to the next step in a multi-step form
• ufPrev — when returning to the previous step
• ufFieldChange — when a field value changes

Display schedule

Control when the form is visible on the storefront. Use this for campaigns or limited-time availability.

Enable Enable date and time schedule to show the form only between a Start date and End date.

For On-page forms, you can also set:

• Message shown before the form display time
• Message shown after the form display time has ended

Enable Enable weekly schedule to limit visibility by weekday and time. Choose the days under Choose the days when the form should be visible. and add time ranges as needed. If you leave a day’s time range empty, the form can show all day on that day.

You can use both schedule types together, for example during a campaign period and only during selected hours.

General

Manage how submissions are handled and how the form interacts with the page.

Save submission data stores submissions for later use. When enabled, emails can be sent and third-party sync can run. When disabled, no submission data is saved, no emails are sent, and no third-party sync happens. Disable this for display-only forms such as announcement popups or banners that do not collect customer input.

For On-page forms, you can enable Hide the default Shopify page title when this form is displayed. When that option is on, use CSS selector to hide to enter one or more CSS selectors, separated by commas, for page elements you want to hide on the storefront.

If the form was created from a template, Reset template restores the form content from the original template while keeping selected internal information such as the form note, primary URL, and preview image.

Information (for merchant only)

Store internal details about the form. These settings are not shown to customers.

• Primary form URL — custom URL for this form; leave blank to use the latest published URL, which points to the most recent version on your store
• Form preview image — thumbnail shown in the form list; recommended size is 100 × 100 px
• Form note — internal note for you or your team about the purpose or important details of the form