Skip to main content
Use the Forms screen to build forms that collect extra information from your shoppers. A Post Purchase form asks for what you need when someone enrolls, such as a date of birth, a tax ID or a signed document. It appears on the order confirmation page, after the payment has gone through. A General form is a standalone form you share by link or embed on a site.
A Post Purchase form never stands between a shopper and paying. Checkout takes the payment and places the order first. The form appears after that, so it doesn’t add steps before purchase or cost you orders.

​
Where to find it

In the admin sidebar, under More, click Content > Forms.
If Forms isn’t in your sidebar, your role can’t view forms. An admin who manages roles can change this on Roles. On the role’s Permissions tab, the area is Forms, in the Content & Website card. Its permissions are:
  • View forms and their submissions: shows the screen and each form’s responses.
  • Build new forms: shows Create Form(s).
  • Edit form fields and settings: lets you change and save a form, and send reminder emails.
  • Delete forms: shows Delete.
  • See answers the form builder marked sensitive in responses and exports: shows answers to fields marked Sensitive Info. Without it, those answers are hidden.
  • Mark form fields as sensitive, and clear that mark, in the form builder: lets you change a field’s Sensitive Info setting.

​
How forms work with checkout

​
Which checkouts show a form

Forms appear only on enrollment checkouts, where someone buys an enrollment pack or otherwise enrolls to become a member, for example a rep. A shopper on a regular checkout never sees a form. An enrollment checkout shows every form that meets all three conditions:
  • Its Form type is Post Purchase.
  • It’s Active.
  • Its countries include the country of the shopper’s cart.
You don’t attach a form to an enrollment pack, a member type or a product. Every enrollment in a country gets that country’s Post Purchase forms. If more than one form matches, the shopper sees their fields together as one form.

​
When the shopper sees it

1

The shopper pays

The shopper fills in checkout and clicks Pay now. Checkout takes the payment and places the order. A form never blocks this step.
2

The order confirmation page shows the form

At the top of the order confirmation page, above the order details, the shopper sees Hang on, we need additional information to complete your order! and your form’s fields, with a Submit button.
3

The shopper submits the form

Checkout checks that every required field has an answer. After a successful submit, the form is replaced by Congratulations! and Enrollment complete, with a Continue shopping button.
File fields upload as soon as the shopper drops in a file, before they click Submit. Files must be an image or a PDF, up to 5 MB.

​
If the shopper doesn’t finish the form

The order still stands. The payment is taken and the order is placed before the form appears, so leaving the form unfinished doesn’t cancel or hold anything. The shopper also becomes a member of the enrollment’s member type when the order is placed, not when they submit the form. What stays open is the enrollment. It’s complete only when every required field has an answer. Until then:
  • The shopper can come back to the order confirmation page and finish. Answers they already saved are filled in.
  • Fluid emails them reminders with a link back to that page. The first goes about an hour after checkout, and up to five go out over about 25 days. Reminders go only while the enrollment is incomplete, and only if the enrollment completion reminder email is Active on Communications.
  • You can see who hasn’t finished, and remind them yourself. See Send reminder emails.
When the enrollment completes, Fluid saves a copy of the answers with the new member’s record.
Only fields you mark Required must be answered. A form whose fields are all optional doesn’t hold the enrollment open.

​
What’s on the screen

The page header has the Create Form(s) button. Below it, five stats cover all your forms: Total Forms, Total Responses, Completed Responses, Completion Rate and Today’s Responses. Use the Active and Draft tabs to switch between active forms and draft forms. The table shows each form’s Title, Last Updated, Status and number of Responses.
  • Click a row to open the form’s responses. See View responses.
  • Each row’s actions menu has Share, Duplicate and Delete.

​
Build a form

1

Start a new form

Click Create Form(s). The form builder opens with the Set up your form window on top.
2

Set up the form

Fill in:
  • Form title: for example Enrollment - United States. Shoppers don’t see the title at checkout.
  • Form type: Post Purchase for a form that appears at enrollment checkout, or General for a standalone form. See Form types.
  • Countries: pick at least one country. An enrollment checkout shows the form only for carts in these countries.
  • Active: turn this on when the form is ready for shoppers. Leave it off to keep the form as a draft.
Click Create form. The button stays grayed out until you enter a title and choose a type and a country.
3

Add fields

In the left panel, on the Components tab, drag components into the form in the center. Drag them to change their order. See Field types.
4

Set up each field

Click a field to open its settings on the right. Enter the Label the shopper sees, and turn on Required for each field the shopper must answer. See Field settings.
5

Save

Click Save in the header. The form isn’t created until you save it. The header shows Unsaved Changes until you do.
6

Preview

Click Preview to open the form in a new tab.
To change a form’s title, type, countries or Active setting later, click the settings gear in the builder’s header. The Form Settings panel has Form Title, Active, Form Type, Form Redirect URL and Where, which holds the form’s countries. Form Redirect URL applies to General forms you share. Checkout doesn’t use it.

​
Form types

Checkout shows only Post Purchase fields, but Fluid counts the fields of every active form for a country when it decides whether an enrollment is complete. An active General form for the same country as a Post Purchase form can keep those enrollments from completing. Turn off Active on a General form you don’t need, or remove from it the countries where you enroll members.

​
Field types

The Components tab groups components into Header Settings, Frequently Used, Create Form Scratch, Layout, Legal and Contact. Some appear in more than one group.

​
Field settings

Click a field to open Field Settings, with Basic, Styles and Access tabs. Which settings appear depends on the field.
  • Label: the question the shopper sees.
  • Placeholder: hint text inside an empty box.
  • Show Label: shows or hides the label above the field.
  • Required: the shopper must answer the field before they can submit the form.
  • Sensitive Info: hides the answer from team members who can’t see sensitive answers, in the responses list and in exports. You need the permission to mark fields as sensitive to change it.
  • Auto Translate: on by default. Turn it off to enter your own translation of the label for each language in the Translations editor.
  • Add Max and Min Digits: on Number Entry, adds Min and Max settings. Checkout doesn’t enforce them, so don’t rely on them to reject an answer.
  • Document Format: on Checkbox, attaches a document to the checkbox as Text Input, Upload Document or Input Link.
Checkout checks only that required fields have an answer. It doesn’t check a field’s answer against a pattern, and forms have no conditional logic, so every field shows to every shopper who sees the form.

​
Set up forms for each country

Each form covers the countries you choose, so you can ask each market only what it needs.
  • One form per country works best when countries need different fields or different languages. For example, Enrollment - United States asks for a W-9, and Enrollment - Canada asks for a GST/HST number.
  • One form for several countries works when every country needs the same fields.
  • Several forms for one country also works. The shopper sees their fields together as one form, so make sure two forms don’t ask the same question.
Write each form’s labels in the language its shoppers use. When you turn a country on in Countries, the setup checklist can offer suggested enrollment fields for that country. Fields you select there are added to a Post Purchase form named for the country, which you then change in the builder.

​
View responses

Click a form’s row on the Forms screen. The responses page shows Total responses, Completed and Completion rate, and has two tabs:
  • Responses: under Individual responses, one row per person. Click a row to read their answers, and use Previous response and Next response to move between people. If you can see sensitive answers, click Reveal answer to show one.
  • Data visualization: a summary of what people answered.
The header has Edit Form, Share, and a More actions menu with Export CSV and, for Post Purchase forms, Send reminder emails. A person’s own answers also appear on their details page in the admin, in the Form Submissions card.

​
Export responses

1

Open the export

On the responses page, open More actions and choose Export CSV.
2

Choose responses and columns

In Confirm export, set a Start Date and End Date, or leave both blank to export every response. Choose the Respondent details and Questions columns to include.
3

Export

Click Export CSV.

​
Send reminder emails

Send reminder emails appears for Post Purchase forms when manual reminders are turned on for your company and your role can edit forms. It reminds people who paid but haven’t finished the form.
1

Open reminders

On the responses page, open More actions and choose Send reminder emails.
2

Choose who to remind

Everyone who hasn’t finished is reminded unless you pick specific people. You can remind the same person again after 24 hours.
3

Send

Send the reminders. Each person gets an email with a link back to their form.

​
For enrollment

Ask only what you need to pay, report on and support a new member. Each extra field is one more thing between them and Enrollment complete. Agreements you link to an enrollment appear in checkout before the order is placed, and each acceptance is recorded on the agreement’s Responses table. Use them for terms and policies the shopper must accept. Use a form for the details you collect after. Don’t ask for a sponsor or enroller in a form. An answer is stored as text and doesn’t change who gets credit for the order or who the new member’s sponsor is.

​
For attribution and preferences

On a Post Purchase form, these questions reach new members only. To ask every customer, use a General form and share its link, for example in a follow-up email.

​
Best practices

  • Keep enrollment forms short. The order is already placed, so a long form doesn’t cost you the sale, but every required field delays the enrollment’s completion.
  • Mark only what you truly need as Required. Optional fields never hold an enrollment open.
  • Turn on Sensitive Info for tax IDs, SSNs, dates of birth and uploaded identity documents.
  • Test before you turn on Active. Use Preview, then place a test enrollment in each country the form covers.
  • Keep reminders on. Leave the enrollment completion reminder email Active on Communications so new members are prompted to finish.
  • Check for duplicates when more than one form covers a country.

​
Frequently asked questions

No. A Post Purchase form appears on the order confirmation page, after the payment is taken and the order is placed. Only an older form whose type shows Pre Purchase (retired) still asks before payment. Change it to Post Purchase.
Check that the form is Active, that its Form type is Post Purchase, and that its countries include the cart’s country. Also check that the checkout is an enrollment checkout. Regular checkouts never show forms.
No. Forms appear only on enrollment checkouts. To ask other customers a question, share a General form’s link.
Not today. Every enrollment in a country gets that country’s Post Purchase forms, whatever the pack or member type.
Yes. The order is placed and the shopper becomes a member before the form appears. Only the enrollment stays incomplete until the required fields are answered.
From the reminder emails, which link back to the order confirmation page, or by going back to that page. Their saved answers are filled in.
A field you remove from the form stops appearing for shoppers. Answers already given to it aren’t deleted.
The field is marked Sensitive Info, and your role can’t see sensitive answers. Ask an admin who manages roles to give you See answers the form builder marked sensitive in responses and exports under Forms. See Roles.
Yes. Developers can read and answer a shopper’s enrollment fields through the Checkout API, and subscribe to form and enrollment webhooks. See Checkout forms.
Email Fluid support at help@fluid.app. The Getting help page lists what to include in your request.