Corporate Gifting Inquiry Form for Shopify Stores

Capture bulk order requests from your storefront and turn them into Sends. Visitors submit recipient lists and requirements, you review and generate orders.

The inquiry form lets potential corporate gifting customers submit requests directly on your Shopify store. Instead of emailing back and forth to collect recipient lists, product preferences, and branding details, you give customers a structured form that captures everything upfront.

When a shopper submits the form, Send To Many creates a Shopify customer from their email (if one doesn't already exist), notifies your team, and queues the inquiry for review. From there, your sales or customer service team opens the inquiry, reviews the details, and walks through the Send workflow to generate orders and collect payment.

On Your Storefront

The inquiry form is a theme section you add to any page in your Shopify store using the theme editor. Shoppers see a customizable form with fields you define: name, email, company, date needed, product interest, quantity, file uploads, and anything else relevant to your workflow.

After submission, shoppers see a confirmation message you configure (e.g., "Thank you for your inquiry! Our gift concierge will follow-up promptly with a proposal and additional information."). No Shopify account is required to submit.

Key details about the storefront experience:

• Custom fields: Add text inputs, dropdowns, checkboxes, date pickers, file uploads, and more. Set any field as required or optional.
• Conditional fields: Show or hide fields based on other answers. For example, show a logo upload only when "Customize your gift with a logo?" is checked.
• File uploads: Customers can attach a recipient address file directly on the form, so their list is ready to import when you open the inquiry.
• Import format integration: If the customer uploads a spreadsheet, the file is queued for import. If you have a saved Import Format, it applies automatically when you start building the Send.

In the Admin

When an inquiry comes in, every email address you've configured in your notification settings receives an alert. Your team then manages the inquiry inside the Send To Many app.

The admin workflow looks like this:

1. Open the inquiry from the Manage Sends page. You'll see all the form data the customer submitted: contact info, company, product preferences, uploaded files, and any questions or notes they included.
2. Customer auto-created: Send To Many automatically creates (or finds) a Shopify customer from the submitter's email address. This customer is pre-associated with the inquiry, so you don't need to look them up.
3. Address file queued: If the customer uploaded a recipient spreadsheet, it's attached and ready to import. You don't need to download and re-upload it.
4. Build the Send: On step 1, you can update the send preset, assign the Send to a team member, add a title, and include internal notes. Changes save automatically as you work.
5. Complete the workflow: When everything is set, proceed through the remaining steps to validate addresses, select shipping, review totals, generate an invoice, and collect payment, just like any other Send.

For the full step-by-step admin workflow, see Managing Inquiries.

Getting Started

Setting up the inquiry form is a two-part process:

1. Configure your form in the Send To Many app. Choose which fields to include, set up conditional logic, upload a sample import file, and configure notifications. See Configuring the Inquiry Form.

2. Add the form to your theme using the Shopify theme editor. Place it on any page template (home page, a dedicated "Corporate Gifting" page, etc.) and fine-tune the styling. See Adding Form to Your Theme.