How to Add a Withdrawal Button to Shopify for Free: Step-by-Step Guide

• Go to the Shopify App Store and install Shopify Forms.
• After installation, open the app and click Create form.
• Choose Inline form.
• Give it a name, e.g. Withdrawal Form

• Add these required fields: First Name, Last Name, Email, Order Number
• For Order Number: single-line text field, required, hint text: "Please include the # sign"
• Optional: multi-line text field for additional notes (not required)
• Make sure the form is not a newsletter form — marketing must be disabled
• Set a success message, e.g.: "Your withdrawal request has been submitted. We will send you a confirmation by email."
• Enable the option to receive a notification when the form is submitted
• Save and activate the form

• Go to Online Store → Pages → Add Page
• Page title: e.g. Withdrawal Form
• URL: /pages/withdrawal-form
• Set the page to visible
• Fill in the metadata cleanly (page title + description)
• Don't assign a template yet — that happens in Step 5

• Go to Online Store → Themes → Customise
• In the Theme Editor, open page templates and create a new template based on the default page — e.g.: page.withdrawal-form
• Make sure you're editing the new template (not the default page)
• Add a text or rich text block and set the page heading as H1: Withdrawal Form
• Add an app block: Apps → Shopify Forms
• Enter the Form ID from Step 2
• Adjust colours, spacing and styling to match your theme
• Save the template

Then go back to the page from Step 3 and assign the new template: scroll down to Template and select the new page template, then save.

• Install both apps from the App Store: Shopify Flow and Flow Mail
• In Flow Mail: enable email sending, customise branding (logo, colours, sender address)

• Open Shopify Flow → Create workflow
• Set the trigger: Metaobject Entry Created
• Select the metaobject type matching your withdrawal form

Background: Shopify Forms saves submissions as metaobjects. As soon as someone submits the form, a new metaobject entry is created — and your workflow starts automatically.

• As the action select: Send transactional email by Flow Mail
• Recipient: insert the email address from the form using a variable — the email goes directly to the customer
• Email content: confirmation of receipt, reference to the order, next steps, contact option for questions
• Include your legal notice and relevant policy information
• Name the workflow, e.g.: Withdrawal Confirmation
• Activate the workflow

• Fill out the withdrawal form yourself and submit it
• Does your internal notification arrive?
• Is the metaobject entry created in Shopify?
• Is the automatic confirmation email sent to the submitted address?
• Does the form page display correctly on the frontend?
• Are all required fields properly marked as required?

Only make the withdrawal button publicly visible once everything works correctly.

• Go to Content → Menus
• Add a new menu item linking to /pages/withdrawal-form
• Possible labels: Withdraw, Cancel purchase, Right of withdrawal
• Verify the correct wording with your legal advisor

• Add the menu item to your footer navigation
• If your theme supports a button block in the footer: embed it directly as a button
• If not: add the menu item and style it as a button using CSS (clear background, clearly clickable, stands out from regular footer links)
• After saving, check the frontend: is the button visible and clickable?

• If customer accounts are enabled: go to Content → Menus and add a menu item linking to the withdrawal form page
• Customers will find the button directly after logging in

• Go to Settings → Policies
• In your Refund/Withdrawal Policy, add a note that customers can also submit their withdrawal via the withdrawal button or form
• Include a direct link to the form page in the text

This ensures the process is not just technically set up, but also clearly referenced in your legal documents.