Overview
You can manually install a Customer Fields form virtually anywhere on the storefront.
The app has some built-in tools that can be used to install a form on the store's registration page, "edit account" page, or even a separate page, but that's not all!
The 'Other location' installation location in the app's form builder gives you the ability to add a form to a custom location in a store's theme with a simple copy/paste of some Liquid code.
Installation setting for manual form install:
Example code snippet:
Common uses
There are really no limitations for manual form installs (outside of Shopify's checkout process), so as long as you can edit Liquid you should be able to embed a Customer Fields form 🙌
Here are some common ways to use the app's manual install method for forms:
Home page form install
Can be done by editing
templates/index.liquid, or by creating a custom section
Account page form install
Can be done by editing
templates/customers/account.liquid
Product page form install
Can be done by editing
templates/product.liquid, or by creating a custom section
Cart page form install
Can be done by editing
templates/cart.liquidOther changes will be needed if you want to prevent checkout until the form is submitted
Password page form install
Can be done by editing
layout/password.liquid
Important notes
Please be aware of the following:
While we can help you embed a form in your store's theme, customizations to your theme's code are outside of our normal scope of support. We suggest contacting your theme developer for help with code changes.
If needed, you are welcome to hire our in-house team for a paid custom project. You can start this process by filling out a service request in the app admin under Help and support > View services to request a quote.
You must be on Shopify Plus in order to edit the store's checkout process. Customer Fields is not specifically designed to be used on checkout, nor is it suggested.
Check out our developer documentation for more technical details!