1. Start from a template
Go to Signup Forms and click Create form. Pick a template that matches the type you want — popup, exit intent, add-to-cart, or embedded. Everything is editable afterwards.2. Design it
The form editor has three tabs:Design
Visual styling — colors, fonts (including any Google Font), buttons, spacing, and an optional image. The same controls style the teaser (the small collapsed tab that stays visible after a visitor dismisses the popup) and the coupon display. A custom CSS box is there if you want fine-grained control, but most forms never need it.Content
What the form says and collects:- Heading and description — lead with the value: “Get 10% off your first order” beats “Subscribe to our newsletter”.
- Fields — email is the core; you can also collect names, phone, or answers stored in custom fields. Every extra field lowers conversion, so ask only for what you’ll use.
- Discount — optionally attach a coupon that’s revealed after signup. Welcome discounts routinely double signup rates.
- Custom HTML — for anything the standard blocks don’t cover.
Rules
When and where the form appears — covered in Display rules.3. The three phases
A form is really three screens:- Signup phase — the ask: heading, fields, button.
- Success phase — the thank-you, and the coupon reveal if you attached one.
- Teaser — the collapsed tab shown before opening or after dismissal, so interested visitors can reopen the form anytime.
4. Connect the list
Choose which list new signups join. If you have a welcome automation triggered by that list, new subscribers enter it automatically — this is the recommended setup.5. Review and publish
The review step checks everything’s in place; then click Publish. The form goes live on your storefront within a few minutes.Visit your store in a private browser window to see the form as a new visitor would. (Forms typically don’t re-show to people who already subscribed or dismissed them — a fresh session shows the true experience.)