Once you have built a custom form with unique fields, you might want the data from certain fields to appear as tags in your Shopify admin. The Customer Fields app makes this task simple to enable, so you spend less time on setup and more time on running your business.


There are three ways to automatically tag customers using Customer fields:

  1. You can dynamically tag customers with the value they select from any custom dropdown, checkbox, or radio field (jump to section)
  2. You can tag all customers who fill out your form with a specific value. For example, all customers who submit your 'wholesale registration form' could be tagged as 'wholesale' (jump to section)
  3. You can tag select customers based on certain conditions you define (jump to section)

Automatically tag customers with the value they select from a custom dropdown, checkbox, or radio field

  • Launch the form builder by clicking the 'Edit' button from the Forms page in the app admin.
  • Click on the desired custom field that you would like to auto tag. Please note that the auto tag feature is only available for custom fields that are using the dropdown, checkbox or radio field type (learn why below). 
  • The Field Options will then appear for the field you've selected. In the Field Options, scroll down to 'Choices.' Underneath your choices, check the box that says "Tag customer with selected value". 
  • Click the 'Save' button to save your form.
  • Repeat these steps for another field if desired.
  • Once done, your customers will be automatically tagged with the value they choose for the field(s) that have the auto tag checkbox enabled 🙌
  • Note: If you are using 'separate values' for your field(s), the value will be used for the tag, not the label 

Automatically tag customers with a specific value

  • Launch the form builder by clicking the 'Edit' button from the Forms page in the app admin.
  • Once in the form builder, go to the 'Rules' tab.
  • Do not add any conditions. Creating a rule with no conditions allows you to tag all customers who fill out this form once the form is submitted.
  • Select the add tag to customer action and set the desired value for the customer tag. 
  • If you want to add multiple tags, simply click the 'Add action' and repeat the last step.
  • Add a relevant name for your new rule, then hit the 'Save' button in the top right to save your new rule and your form.
  • Once done, your customers will be automatically tagged with the value you’ve defined. Your customers will not be aware of the tag(s) used 👍

Tag customers based on certain conditions you define

  • Launch the form builder by clicking the 'Edit' button from the Forms page in the app admin.
  • Once in the form builder, go to the 'Rules' tab.
  • Filter who you want to receive this tag by defining rules. For example, if the user is from a certain US State, tag them with a region value you define.
  • Select the add tag to customer action and set the desired value for the customer tag. 
  • Add a relevant name for your new rule, then hit the 'Save' button in the top right to save your new rule and your form.
  • Once done, your customers will be automatically tagged with the value you’ve defined. Your customers will not be aware of the tag(s) used 👍

Things to note:

  • We have purposely omitted the ability to automatically tag customers with values from input and date fields since it's common for stores to use customer tags to control logic and/or pricing on the storefront. There could be cases where a customer types in a value or selects a certain date that ends up applying a tag to their account that gives them special access/pricing that they should not have gotten otherwise. If you are simply wanting to display custom data in the Shopify admin, then we suggest taking a look at the app's customer note template editor.
  • Custom input fields and Form Rules are available on the Pro plan and above. You can learn more about form rules using this help article.
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