When you create or edit a Storefront form in Customer Fields, you choose how the form handles new customers. There are two account options:

Stores still on Shopify's Legacy Customer Accounts also see Require email verification.

Account/Checkout forms do not include Account options. Any submission made through an Account/Checkout form will automatically update the existing customer profile associated with the logged-in account.

When creating a new form, you'll find Choose account option underneath the form's name.

When editing an existing form, click on the Settings tab in the form builder. On this page you'll find a section for Account options.

If the Default account option is enabled, the app will automatically create (or update) customer records in Shopify each time the form is submitted. This is the default option for all forms created in Customer Fields. We suggest using this option for the following use cases:

When a new customer submits a form with Default selected, the app creates the customer in Shopify. With Shopify's Customer Accounts, they sign in later with their email and a one-time code. With Shopify's Legacy Customer Accounts, they're signed in to their new account straight away.

When an existing customer submits a form with the Default option enabled, the app will update the existing customer record using the data collected by the form. Existing customers must be logged in to their accounts before submitting the form; otherwise, the app will attempt to create a new customer record.

If you enable the account option for Require account approval, each customer who submits the form will need to be manually approved before their account can be activated. This option is great if you want to have more control over who can create an account on your store.

Account approval is included in the Advanced plan and above.

When customers submit a form with Require account approval enabled, Customer Fields will store a pending customer record in the app's database, but the customer's information will not be saved into Shopify until the pending customer record has been approved. The app will send the pending customer a confirmation email to let them know their request was received. This is the Application received email, under App settings > Email notifications.

Once you approve a pending customer, the app creates the customer in Shopify and sends the Application approved email. With Shopify's Customer Accounts, they sign in with their email and a one-time code. You can also choose Approve without sending email.

With Shopify's Legacy Customer Accounts, the app sends Shopify's account invite instead, so the customer can set a password and activate their account.

📌 For a detailed overview of the account approval feature, check out this article: How does account approval work?

If you are using Shopify's Legacy Customer Accounts and you enable the account option for Require email verification, each new customer who submits the form will need to verify their email address to activate their account. The app will create a customer record in Shopify when a new customer submits the form, but these new customers will not be able to access their account until they verify their email address.

When customers submit a form with Require email verification enabled, the app will create a new customer record in Shopify, but the customer record will not have an active account. Instead, the app will trigger Shopify to automatically send the customer the store's standard Customer account invite email (found in the Shopify admin under Settings > Notifications > Customer).

By default, the body of Shopify's invite email includes a link/button that allows the customer to confirm their email address and activate their account. When the customer clicks the link/button in the email, they'll be redirected to the store's native account activation page to set a password and activate their new account.

Don't hesitate to get in touch with us via chat or email, and we'll be happy to assist! 🤗