When you create or edit a Registration/update account form in Customer Fields, you will see a section that allows you to configure the form's account options. There are two options to choose from:

Stores still using Shopify's Legacy Customer Accounts with the Legacy customer form will see an additional option:

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

When creating a new form, you'll find a section for Choose account options 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 the Default option enabled, the app will create a customer record in Shopify. When using Shopify’s Legacy Customer Accounts, the customer will be automatically logged in to their new account.

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.

❗ Important: If a customer attempts to register with an email that is already on file for an record, the app will ask them to verify they have access to the email in question.

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.

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. The template for this confirmation email can be configured in the app admin under Settings > Email notifications > Email templates > Customer account request.

Once a pending customer has been approved, the app will create a customer record in Shopify and send an account invite to the customer via email. The customer can then log in using their email and a one-time code.

With Shopify's Legacy Customer Accounts, the customer can set a password and activate their new 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! 🤗