Overview
You can manually install a Customer Fields form virtually anywhere on your 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 a separate page, but there's other options too!
With the use of the 'Other location' installation location in the app, you can add a form to a custom location in your theme with a simple copy/paste of some Liquid code.
Other location install option:
Code snippet:
Common uses
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.liquid
Other 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
There are really no limitations for manual form installs (outside of Shopify's checkout processs), so as long as you can edit Liquid, you should be able to embed a Customer Fields form 🙌
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.
You are welcome to hire our Professional Services team for a paid custom project. Fill out a service request under Help and support > View services in the app admin to request a quote from our team.
You must be on Shopify Plus in order to edit the store's checkout process. Customer Fields is not specifically designed to be used checkout, nor is it suggested.
Check out our developer documentation for more technical details!