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.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

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!

Did this answer your question?