Integrating BriteForms with Shopify

If you haven't already done so, you'll need to create a BriteVerify account, which you can do here.

Once your account has been created, you will need to upgrade to BriteForms. This can be done by logging into BriteVerify and either clicking the Upgrade to BriteForms button, or by going to Account Settings and choosing Plans.  

 
The Upgrade Button

The Upgrade Button

Selecting the BriteForms plan

Selecting the BriteForms plan

 

STEP 1:  Adding the trusted domain

At this point, we are assuming you have a form set up in Shopify. If you don't, you should probably do that first.

First, we will need to add your Shopify Store URL to your list of Trusted Domains within the BriteForms app, which will give permission to BriteVerify to run the verification scripts on your Shopify forms.  This can be done by clicking the "Preview Store" button in the Shopify Admin app and then selecting the URL from the address bar in your browser.

 

Click The Preview Store Button...

Click The Preview Store Button...

...Then grab the URL Here

...Then grab the URL Here

 

Back in the BriteForms app, click the Trusted Domains button, paste the URL you just copied into the field and click Add Domain.


 

STEP 2:  Setting Up Your Form

The next thing we want to do is to click the + New Form button in the BriteForms app, give it a name and click Create Form.  Select the code snippet that is generated and copy it to the clipboard.

Now we’ll need to go back to the Shopify app in order to paste the code you just copied into your form.  On the left side menu, click Online Store, then Themes, and then the “More Options” (“…”) button. Select the “Edit HTML/CSS” option and look in the Templates section for the form you would like to add BriteForms to.

 

In this case we are adding the code to our registration form, so we will select the “customers/register.liquid” template.

 

 

Next, paste the code you copied earlier underneath the final </div> tag and click “Save”

 

 

STEP 3:  Testing YOUR FORM

Now that your form is set up to use BriteForms, let’s go ahead and test it out to make sure everything works right. Since we have added the code to our registration form, we’ll go to our Shopify page and click “Create Account” so we can bring up the registration form.

 

It is important to note that right now the form is still in Test Mode, meaning that you can only use specific emails to test different scenarios.

This will allow you to develop and run BriteForms from your local machine without having to authorize any domains or worry about triggering BriteVerify's fraud tools and security countermeasures. In test mode you will need to use certain emails to simulate certain events. Submissions and Verifications will still be tracked but they will all be marked as test transactions and only appear in reporting when the form is in test mode. 

You must take your form out of test mode in order to validate anything other than the addresses shown below. You will do this in the next step.

 

NOTE: If the event doesn’t fire visit briteverify.com and click on the ‘question mark’ in the lower right for assistance. 

 

Back in BriteForms, click on the ‘Forms’ tab then on the BriteForm you just created to view all your test analytics. Here you will be able to see valuable information about your form, such as total views, starts, completions and any fraudulent activity.

 
Detailed form analytics

Detailed form analytics

 

STEP 4:  Turning your form live

The final step is to move your form from Test to Live mode, which can be done by moving the toggle switch from “Test” to “Live” at the top of the page.

Your form is still in test mode

Your form is still in test mode

Your Form is live now

Your Form is live now

NOTE: All analytics observed during test mode will be reset to 0 when you turn your form live.

 

That's it! Your form is now a lean, mean, invalid-fighting machine. Now get out there and sell some sweet cat shirts. 

Note: Cat shirts not actually for sale

Note: Cat shirts not actually for sale