How to Switch from Formstack to Zigpoll
Formstack is a well-established form builder known for its deep Salesforce integration and workflow automation — but it's built for enterprise CRM workflows, not ecommerce. If you need Shopify-native surveys with real attribution, post-purchase placements, and AI insights instead of Salesforce-centric forms, switching to Zigpoll is the move.
This guide walks you through exactly how to migrate from Formstack to Zigpoll — step by step.
Why Brands Switch from Formstack to Zigpoll
Formstack is designed for organizations that live in Salesforce — lead capture, internal workflows, document generation, and HR forms. Ecommerce brands find it expensive for what they actually need, and missing the features that matter most. Here's why merchants make the move to Zigpoll:
1. Built for Ecommerce, Not Salesforce
Formstack has no Shopify integration and no way to place surveys inside checkout, post-purchase, or order status pages. Its strength is Salesforce — not your storefront. Zigpoll integrates directly with:
- Shopify checkout
- Post-purchase pages
- Order status page
- Customer account pages
- On-site widgets
- Email and SMS flows
Your surveys live inside the shopping experience, not on a standalone form page.
2. Full Ecommerce Attribution
Formstack captures basic form submission data and passes it to Salesforce. It doesn't understand ecommerce context. Zigpoll automatically captures:
- UTMs (first + last touch)
- Referrers (accurate, not overwritten)
- Landing page
- Discount codes
- Device + geo data
- Checkout + customer data
- Shopify order info
Every response is tied to real customer behavior and purchase data.
3. Predictable Pricing (Not Enterprise Form Pricing)
Formstack starts at a high base price and scales up quickly with features like workflows, documents, and additional users. Many features require premium tiers. Zigpoll offers flat, predictable pricing with no per-seat charges, no add-on modules, and no surprise costs as you grow.
4. Built-In AI Insights (Z-GPT)
Formstack provides basic form analytics and relies on external tools for any deeper analysis. Zigpoll automatically:
- Tags and categorizes open-text responses
- Groups themes across thousands of answers
- Detects customer sentiment
- Summarizes feedback into actionable insights
- Finds patterns in customer feedback
No exports to spreadsheets. No third-party analysis tools.
5. Multi-Format Survey Delivery
Formstack forms are primarily standalone pages or embeds. Zigpoll gives you true multi-channel deployment built for ecommerce:
- Checkout surveys
- Post-purchase surveys
- On-site popups and widgets
- Email-embedded surveys
- SMS surveys
- Full-page survey links
The right format for every stage of the customer journey.
6. Lightweight and Performance-Optimized
Formstack embeds are designed for internal portals and lead-gen landing pages, not high-traffic storefronts where every millisecond matters. Zigpoll is:
- Core Web Vitals optimized
- Shopify Online Store 2.0 compatible
- Checkout Extensibility ready
- Zero impact on page load and conversion rates
How to Switch from Formstack to Zigpoll
Migration typically takes 10–20 minutes.
Step 1: Export Your Formstack Data
In Formstack:
- Open your form
- Go to Submissions
- Export responses to CSV or Excel
- Copy your question text and answer options
- Save any images or media used in your forms
Want Zigpoll to handle migration for you? Email [email protected] and we'll rebuild your surveys for free.
Step 2: Install Zigpoll (Shopify stores)
If you're on Shopify: Visit: https://apps.shopify.com/zigpoll
Click Install — your Zigpoll account will automatically connect to Shopify.
Zigpoll will automatically sync with your storefront and checkout.
If you're not on Shopify, you can still use Zigpoll via:
- Javascript embed
- Shareable link
- Email embed
Step 3: Rebuild Your Formstack Forms as Zigpoll Surveys
In Zigpoll:
- Click New Survey
- Choose your format (popup, checkout, post-purchase, email, full-page)
- Add your questions
- Recreate conditional logic and branching flows
- Apply custom styling, branding, and CSS
- Set display conditions or URL targeting
Zigpoll supports multi-slide layouts, HTML blocks, image choices, custom CSS, and advanced conditional logic — everything you need to replicate your Formstack forms with more flexibility.
Step 4: Enable Zigpoll on Your Storefront
For Shopify:
- Checkout surveys → Add Zigpoll extension
- Post-purchase surveys → Enable in Checkout Editor
- Order status page → Add Zigpoll block
- Popup surveys → Enable Theme App Embed
- Email surveys → Use embed code in Klaviyo, Attentive, etc.
Outside Shopify:
- Embed via
<script>snippet - Drop inline into HTML/CMS
- Share a direct survey link
- Embed inside customer portals or apps
Step 5: Connect Integrations & Attribution Sources
Zigpoll integrates with:
- GA4
- Klaviyo
- Postscript
- Attentive
- Slack
- Zapier
- Segment
- Snowflake / BigQuery
- Webhooks
- Many more...
If you were using Formstack's Salesforce integration, Zigpoll's Zapier and webhook integrations can route data to your CRM.
Step 6: Disable Formstack & Go Live with Zigpoll
- Remove Formstack form embeds from your site
- Publish your Zigpoll surveys
- Test your survey flows across all placements
- Verify responses appear in Zigpoll in real-time
What Happens to Historical Formstack Data?
Your exports remain yours forever. Keep them in:
- Sheets
- Looker Studio
- BI dashboards
- CRMs
- Data warehouses
Or we can import them directly into Zigpoll for unified analytics.
Formstack is a solid enterprise form platform, but ecommerce brands eventually need:
- Shopify-native survey placement
- Post-purchase and checkout surveys
- Full ecommerce attribution tracking
- AI-powered response analysis
- Predictable pricing without enterprise add-ons
- Multi-format survey delivery
- Lightweight, performance-optimized embeds
Zigpoll delivers all of this while keeping your surveys fast, flexible, and purpose-built for ecommerce.
If you want help switching from Formstack, email [email protected] or book a free onboarding session.
