Back-in-stock Form

Learn how to use back in stock functionality in Omnisend

Ira avatar
Written by Ira
Updated over a week ago

Back-in-stock functionality allows you to capture additional subscribers - visitors who would otherwise abandon your website without leaving an opportunity to recover their browsing session.

Contents

Before you begin

  • Back-in-stock functionality is only available on Shopify.

  • Back in stock has two options: a popup or an embedded form.

  • Targeting should always be set up to “Appears on pages for out-of-stock products.”

  • All customers who submit the form will be collected as non-subscribers.

Benefits of back-in-stock functionality

Back-in-stock works great for merchants with a wide variety of SKUs in their catalog and a loyal customer base. If this is the case, the "back in stock" feature serves more effectively as a customer support and retention tool than as a feature to attract new visitors.

Having back-in-stock integrated into your omnichannel marketing tool means you can ensure consistent messaging to prospects and existing customers. Plus, it makes sync of subscriber contacts between multiple platforms less painful as you will gather and manage them in one place.

Setup process

Step 1. Create the form.

Go to Forms and click Create Formyou will find a form templates section in a forms library called "Gather interest in out-of-stock." Once you click Use Template, you will be navigated to the Form Builder.

Step 2. Customize the form.

Using a simple drag&drop method, you can customize your back-in-stock layout up to your liking: collect not only the email of your customers but any other customer-related information such as birth date, phone number, or custom with Input and Dropdown Items. Add text, images, and multiple buttons to your form as well.

Step 3. Work on Behaviour and Theme settings. You will find the Behavior and Theme settings tabs on the right-side menu. Under Behaviour Settings, you can manage Audience, Scheduling, Display, Targeting, and Visibility settings.

Audience management allows you to assign a tag to all contacts who submit the form, which can help further segmentation.

Scheduling allows you to make your sign-up form live starting from a specific date, during certain timeframes, or ending at a particular date.

Display settings will help you decide when to show this form to a visitor. You can base it on the following: page visits, time on the page, scroll depth, and exit intent.

Targeting

Targeting settings are vital for back-in-stock functionality. They allow you to display the form only on a specific URL of your store or/and not to display the form of a particular URL. Page targeting options, therefore, include. Please note you should always have the form appear on out-of-stock product pages for the back-in-stock to work properly. It will be enabled by default.

Visibility settings allow you to choose which devices should show the back-in-stock form selected. You can show it on all devices, mobile devices only, or desktop devices only.

Under Theme settings, you can manage the Form layout, Colors, Buttons, and Fields.

Form Layout allows you to change the type of form to popup or embedded form. Here you can also adjust the width of your form to up to 1000px and change the form layout and position on the page.

Form color allows you to change the form, background, close button, and link colors.

Under Buttons settings, you can manage your button styles for further usage in your form.

For Fields, you can define the style of your input fields, their style, font, size, colors, etc.

Step 4. Enable Teaser.

If you want, you can enable Teaser for your form, which will appear around the edge of the page.

Step 5. Setup Success Message. This message will be shown to users who submit the form.

Step 6. Validate the form. Validate that the "back in stock" form is rendering correctly. Go to your store and check on a product (or variant) currently out of stock.

Step 7. Set up back-in-stock automation.

Now that you can collect contacts who want to get notified when a specific product is back in stock, you need a workflow to inform them. You will see "Back in stock." template in Automations Library. You can use this workflow preset and adjust email content according to your needs.

This email already has Item called Back-in-Stock. It will be used to pass relevant product information when notifying a contact. You can also add it from Quick add menu yourself.

Once you have a form and automation workflow are enabled, you can sit down and relax.

Still have questions? Feel free to contact us at [email protected]. We are here 24/7!

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