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How to Set Up an Inquiry Form for Corporate Gifting in Shopify

End-to-end setup for the Send To Many inquiry form. Configure fields, add the form to your storefront, set up notifications, and test the submission flow.

The inquiry form lets potential corporate gifting customers submit requests directly from your Shopify storefront. When a visitor fills out the form, Send To Many creates a Shopify customer record, queues any uploaded files, notifies your team, and stages the inquiry as a Send ready for your sales team to pick up.

This tutorial covers the entire setup: configuring form fields, adding the form to your store, setting up team notifications, and testing that everything works end-to-end.

Before You Start​

You need Send To Many installed on your Shopify store. The inquiry form works on all Shopify plans.

Step 1: Configure Your Form Fields​

  1. In Send To Many, go to Inquiry Form settings.
  2. Review the default fields. Send To Many includes standard contact fields (name, email, phone, company) out of the box.
  3. Add custom fields based on what you need from prospective customers. Common fields for corporate gifting:
    • Estimated number of recipients: Helps your team quote accurately
    • Desired delivery date: Establishes timeline
    • Product interest: Free text or dropdown for product categories
    • Budget range: Optional, but useful for qualifying leads
    • Special instructions: Free text for gift messages, packaging requests, etc.
  4. Configure conditional fields if you need them. For example, show a "delivery address" field only when a checkbox is selected. Conditional fields keep the form short for simple inquiries while capturing detail when needed.
  5. Enable file upload if you want customers to attach recipient spreadsheets, logos, or other documents with their inquiry. Uploaded files are queued automatically and available when you convert the inquiry to a Send.
  6. Set a form title and description that tells visitors what to expect. For example: "Request a Quote for Corporate Gifts" with a description like "Tell us about your gifting needs and we'll put together a custom proposal."

See Configuring the Inquiry Form for details on every field option and conditional logic.

Step 2: Add the Form to a Page​

The inquiry form is a Shopify theme app extension section. You add it to a page template from the theme editor.

Create the page​

  1. In Shopify admin, go to Online Store > Pages.
  2. Create a new page. Give it a title like "Corporate Gifting," "Bulk Orders," or "Request a Quote."
  3. Save the page (you'll assign the template next).

Add the form to the page template​

  1. Go to Online Store > Themes > Customize.
  2. In the theme editor, use the page selector at the top to navigate to your new page (or its page template).
  3. Click Add section and search for Send To Many or Inquiry Form.
  4. Select the inquiry form section. A live preview of your configured fields appears on the page.
  5. Drag the section to position it where you want.
  6. Click Save.

Add the page to your navigation​

  1. In Shopify admin, go to Online Store > Navigation.
  2. Add your new page to your main menu, footer, or wherever customers should find it.
Placement options

Most merchants put the inquiry form on a dedicated page linked from their main navigation. If corporate gifting is central to your business, you can also add the form section directly to your homepage template or to campaign-specific landing pages.

Step 3: Customize the Form's Appearance​

The form inherits your theme's typography, colors, and spacing by default. For finer control:

  • In the theme editor, click the inquiry form section to access settings for padding, margins, and background color.
  • For advanced styling, add custom CSS through your theme's code editor. The form section uses standard HTML elements and CSS classes.

The form should look like a natural part of your storefront without any additional work on most themes.

Step 4: Set Up Team Notifications​

  1. In Send To Many, go to Inquiry Form settings.
  2. In the Notifications section, add the email addresses of team members who should be notified when new inquiries come in.
  3. You can add multiple recipients. Everyone configured receives the notification email.

Notification emails include the customer's name, email, and company, so your team can identify and prioritize inquiries quickly.

Step 5: Test the Form​

  1. Visit the form page on your live storefront (or use your theme's preview URL).
  2. Fill out every field, including any conditional fields and file uploads.
  3. Submit the form.
  4. Confirm:
    • Notification email arrives to all configured recipients.
    • Inquiry appears in Send To Many's Manage Sends page.
    • Customer was created (or matched to an existing customer) in Shopify.
    • Uploaded files are attached to the inquiry and ready for import.
Preview vs. live

The theme editor shows a visual preview of the form, but submissions only work on the live store or the theme preview URL. Don't try to submit from the theme editor.

What Happens When Inquiries Come In​

When a customer submits the form, your team receives an email notification. Open Send To Many, go to Manage Sends, and click the inquiry. From there:

  1. Review the customer's responses and any uploaded files.
  2. Configure the Send: choose a send preset, assign a team member, add a title.
  3. If the customer uploaded a recipient spreadsheet, it's already queued for import. Confirm the column mapping.
  4. Walk through the standard Send steps: products, address validation, shipping, and invoicing.

The inquiry form is the entry point. Once your team picks it up, the workflow is the same as any other Send. See Managing and Converting Inquiries for the full submission-to-invoice walkthrough.

Next Steps​

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