1/23/2025

Collecting Customer Data on Shopify: DIY Forms and Tools

Collecting customer data is like having a map & compass in the wilderness of e-commerce. It helps guide your business to make informed decisions & reach your customers more effectively. Whether you’re just starting your Shopify journey or looking to fine-tune your existing setup, using DIY forms & customer data collection tools on Shopify is one of the best strategic moves you can make for your store.

Understanding Customer Data

Before diving into how to collect customer data, let’s first unpack what customer data really is. Customer data includes a variety of information about your customers, providing valuable insights about how they think, act & feel. There are three major types of customer data:
  1. First-party Data: This is the data you collect directly from your customers. It comes from their interactions with your website, like account creations, purchases, & feedback surveys. You can use Shopify's in-built tools to gather this data, which is often perceived as more reliable since it comes straight from the customer.
  2. Second-party Data: This data is essentially another organization's first-party data shared with you. Collaborations or partnerships can help you gain access to richer customer data without ethical dilemmas that come with third-party data collection.
  3. Third-party Data: This data is collected by outside sources usually through tracking or cookies. It’s becoming more scarce as privacy regulations tighten

Why Collect Customer Data?

Collecting customer data can help you in plenty of ways:
  • Better Tend to Customer Needs: Understanding what your customers want can enable you to tailor their experience & provide solutions they didn’t even know they needed. Publishing a survey post-purchase can yield insights into their future purchasing decisions.
  • Increase Engagement: Tailoring your marketing efforts based on insights gained from customer data increases your chances of engaging customers effectively.
  • Optimize Marketing Strategies: With the right data, you can optimize your marketing strategies & campaigns. You can derive insights on what interests your audience most.
  • Boost Sales: Ultimately, better understanding your customer helps in growing your bottom line & increasing your ROI.

DIY Forms for Data Collection

Now, let’s talk about how you can set up DIY forms. Building forms in Shopify may sound intimidating, but trust me, it's quite a walk in the park, especially with various tools at your disposal.

1. Shopify Form Builder Apps

Shopify hosts several form builder apps that simplify the process. Here are some popular options:
  • Powerful Contact Form Builder: This app allows you to create custom forms without any coding & is great for tracking responses.
  • Hulk Form Builder: Known for its versatility, it enables you to create stylish forms in seconds.
  • Formful: Offers a multi-language form builder that is highly customizable for various business needs.
These various apps can cater to needs like capturing customer insights, registration details, product feedback, & much more! They provide templates you can tweak & expand according to your specific requirements.

2. Using Shopify’s Native Forms

If you prefer a more manual approach without third-party apps, you can use Shopify’s native functionality built into the platform to create your forms. The Liquid templating language allows developers to build forms directly into pages. Here’s how:
  1. Create a Custom Page: Create a new page in your Shopify admin, & access the code editor.
  2. Use the Form Tag: Use the Liquid
    1 {% form 'form_type' %}
    tag to generate your desired form type. For example, using
    1 {% form 'contact' %}
    will create a contact form.
  3. Customize Inputs: You can insert inputs for names, emails, or any specific data you would want to collect. For example:
    1 2 3 4 html <input name="name" type="text" placeholder="Your Name" required> <input name="email" type="email" placeholder="Your Email" required> <textarea name="message" placeholder="Your Message" required></textarea>
  4. Save Changes: Make sure to save changes & view your form on the front end!

3. Utilize Social Media for Data Collection

Another clever way to collect customer data is through social media. Create engaging posts or promotions that require customers to fill out a form with their data to access exclusive deals or products. Instagram stories can be designed with interactive polls & quizzes that link back to your form!

Tools to Help Collect Customer Data

While DIY forms are critical, you also want to think about tools to help manage & analyze the data effectively.

1. Shopify Analytics

Shopify’s in-built analytics offers an array of data you can use to track sales, view customer behavior, and monitor inventory in real-time. It'll help you understand customer trends based on data collected from your forms.

2. Google Analytics

This tool is perfect for tracking and analyzing your customers' journey through your website, helping connect dots between customer interactions and purchases.

3. Email Marketing Tools

Tools like Shopify Email help segment your audience by sending personalized content based on the data collected.

Best Practices for Customer Data Collection

To ensure that your methods are effective & ethical in collecting data, keep these best practices in mind:
  • Transparency: Always inform customers what data you are collecting and how you'll use it.
  • Ask for Permission: Use forms that allow customers to Opt-in for data collection, giving them the control.
  • Secure Data Storage: Ensure your back-end systems secure the collected data & are compliant with regulations like GDPR.
  • Train Staff: If your staff plays a role in data collection (e.g., in-store), ensure they understand how to handle customer data properly.

Avoid Data Overload

While gathering more data seems like a no-brainer, remember to focus on the data that's actually helpful. Only collect information that will be actionable and relevant to your business goals. Picking the right variables to track is critical.

How Arsturn Can Help

Now that you've learned about customer data collection & DIY forms, why not consider automating parts of your engagement process? Using Arsturn can elevate your customer interactions and help collect valuable data effortlessly!
Arsturn provides an intuitive AI chatbot solution specifically designed for Shopify stores. Imagine having a chatbot that can answer customer inquiries, collect data from forms & engage your audience all before they even hit the checkout! You can create custom chatbots tailored perfectly to your business needs, all without any coding.
With Arsturn, your data collection can turn into a breezy experience, allowing you to focus on what you do best—drive sales! Whether you’re looking to boost engagement or streamline operations, Arsturn can help you achieve your goals with ease.

Wrapping Up

Collecting customer data on Shopify may seem overwhelming at first. However, with the help of DIY forms, powerful tools, & a clear strategy, you can smoothly transition into gathering valuable insights from your customers. Focus on crafting great interactions from your forms & ensuring you are ethical in your data collection. Don't forget to explore tools like Arsturn that can add value to your business while making data collection more efficient!
Happy selling!


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