I am trying to create a seamless user flow experience to allow a customer to join a waitlist. I want the sign up to include a voluntary survey/questionnaire. I have been using Shopify Forms but on the back end there is no way to only allow one submission per individual/email. What should I do?
And when looking on the backend at submissions to the form, is there a way to take action with the emails provided to send a confirmation email or to add them to a tagged customer base?
I also got the Notify Me Back in Stock | Preorder app, but it forces a customer to go through a checkout process, which is not the goal as the product is not available yet so there is no need for a checkout system.
Ultimately I need the customer to be able to sign up to join the waitlist with filling out the questionnaire and then on my end be able to limit the form to only one submission per email + be able to activate the people who sign up on the form. Can someone explain the best process to go about this? Do I only need a sign up form or do I need a preorder waitlist?
you can create custom app with ui extension to fulfill your need and would love to help you with it.
@grelle2001 Interesting use-case; a preorder solution doesn’t seem like the right fit though. Here’s what I’d recommend -
- Use a “Back in stock alerts” app like ours (Stoq) to add a “Join the waitlist” button to your product.
- Enable the integration to sync customer data to Shopify (or Klaviyo, Omnisend, Mailchimp etc)
- Set up a Shopify Flow workflow to send an email to the customer that signed up asking for more details or to fill out a questionnaire.
The app ensures that your customer can sign up only once for a product. When they do so, they’d only share their contact info to join the waitlist - that means they won’t fill up the questionnaire (and that’s why I recommend a Flow workflow to collect it in a second step). But the good part of doing this is that you get more signups through way fewer steps.
You could also use a “custom forms” app from Shopify App Store - most of them should have the option to add a custom form to specific products and then limit it to 1 response per customer.
Hope this helps! Lmk if you have any questions. 
Hey Grelle, have replied to your other post but answering here as well.
We run a back-in-stock waitlist & preorder app (Early Bird), but it sounds like you only need a sign up form that can prevent duplicated submissions for now. Form builder apps seem more fitting to your what you’re after as they can help you capture customer preferences and email sign ups on product pages. (Did a quick search on the forum and this is what Shopify staff have advised other merchants looking for something similar.)
To capture customers’ emails but also understand their preferences, brands usually create a dedicated landing page > embed the questionnaire (Typeform’s one of the most popular ones) > capture email sign ups within the same questionnaire > guide them to related products (you can ignore this last part since it’s not relevant to your use case).
I know Typeform has a setting where you can prevent people from signing up twice. Form builder apps will vary I guess.
If you prefer for the questionnaire to be on the product page, Shopify staff in other threads recommended one called FormPopper - $4/month with free trial available. Does polls, surveys, feedback forms, contact forms, quizzes, and integrates with Google Form and Typeform as well.
You can set something up in Shopify Flow so all these sign-ups are automatically tagged and will be emailed the confirmation + updates + direct access to the product when available.