Customer Fields

Details on app features, how-to guides & solutions to common problems

Kyle Weiskopf avatar Michael Hall avatar Katelyn Blankenship avatar
77 articles in this collection
Written by Kyle Weiskopf, Michael Hall, and Katelyn Blankenship
Feature Details

Account options

Control how a form saves customer records in Shopify. Require email verification or enable admin account approval.
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Written by Kyle Weiskopf
Updated over a week ago

Customer directory

Search for customers using powerful filters, create segments, and more
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Written by Kyle Weiskopf
Updated over a week ago

Form rules

Use conditional rules to add or remove tags from customers, show/hide fields, set redirect URL, and much more
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Written by Michael Hall
Updated over a week ago

Field validation

Make fields required, or ensure customer input matches a certain criteria
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Written by Michael Hall
Updated over a week ago

Customer auto tagging

Automatically apply tags to your customers in Shopify in a variety of ways
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Written by Michael Hall
Updated over a week ago

Form steps

Build forms using steps to break up long or complex forms into multiple steps
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Written by Michael Hall
Updated over a week ago

Customer note editor

Display custom data when viewing Customers and Orders by automatically syncing data to the customer note in your Shopify admin
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Written by Kyle Weiskopf
Updated over a week ago

Google reCAPTCHA

Enable a captcha on a Customer Fields form to prevent spam
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Written by Kyle Weiskopf
Updated over a week ago

Email notifications

Enable email notifications for admins when customers create or edit their account
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Written by Michael Hall
Updated over a week ago

Form revisions

Use form revisions to revert to a previous version of your form
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Written by Michael Hall
Updated over a week ago
Configuration

Data columns

An overview of what data columns are and how they are used
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Written by Kyle Weiskopf
Updated over a week ago

Form settings

Rename your form, set redirect URL, adjust language, edit CSS and more
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Written by Kyle Weiskopf
Updated over a week ago

Load field data from a Google Sheet

Connect a field to a Google Sheet to dynamically load a large list of options
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Written by Kyle Weiskopf
Updated over a week ago

Import customer data via CSV

Add & edit customers in bulk using Customer Fields
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Written by Michael Hall
Updated over a week ago

Export customer data to CSV

Export your customer data from Customer Fields to a CSV
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Written by Kyle Weiskopf
Updated over a week ago

Separate page template install

Details about installing a Customer Fields form on a separate page
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Written by Kyle Weiskopf
Updated over a week ago

Customer sync settings

Automatically import and sync new customers from Shopify
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Written by Kyle Weiskopf
Updated over a week ago

Email templates

Control the default subject and message for customer-facing emails, use Liquid variables to add dynamic content and personalization
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Written by Kyle Weiskopf
Updated over a week ago

Staff/User permissions

Manage permissions for each admin user to control access to features and settings
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Written by Kyle Weiskopf
Updated over a week ago

Connect and configure Zapier

Connect Zapier to Customer Fields to sync customer data with your ESP/CRM, save form submissions to a spreadsheet, and much more
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Written by Kyle Weiskopf
Updated over a week ago
How-to Guides

How to display a logo in customer-facing emails

Use HTML to add a logo image in the app's email templates
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Written by Kyle Weiskopf
Updated over a week ago

How to create a hidden field

Best practices for creating a hidden field that is not visible to customers
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Written by Katelyn Blankenship
Updated over a week ago

How to collect a customer birthday

Everything you need to know about using Customer Fields to collect birthday data from your customers.
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Written by Katelyn Blankenship
Updated over a week ago

How to add a terms and conditions checkbox to a form

Add a checkbox field with a special hyperlink to a form
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Written by Kyle Weiskopf
Updated over a week ago

How to set up account approval for certain types of customers

Examples of how to allow regular customers to register for an account while requiring account approval for wholesale customers
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Written by Katelyn Blankenship
Updated over a week ago

How to set up form notifications

Configure form-specific notifications using Zapier
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Written by Kyle Weiskopf
Updated over a week ago

How to give customers access to certain files they did not upload

Use data columns and metafields to display customer-specific files on the storefront
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Written by Katelyn Blankenship
Updated over a week ago

How to add new subscribers into Klaviyo using Zapier

Add new subscribers into Klaviyo when a Customer Fields form is submitted
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Written by Kyle Weiskopf
Updated over a week ago

How to install a form on a store's password page

Install a Customer Fields form on the password page to collect customer data before the store opens
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Written by Kyle Weiskopf
Updated over a week ago

How to add a "thank you" page

Create a separate "thank you" page that shows once a form is submitted
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Written by Kyle Weiskopf
Updated over a week ago

How to add a custom button to a form

Add a static button with a hyperlink to a form using a display field
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Written by Katelyn Blankenship
Updated over a week ago

How to use form redirects for order conversion

Learn how to harness the power of URL redirects to encourage the purchase of specific products, and create custom order forms
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Written by Kyle Weiskopf
Updated over a week ago

How to create a contact form

Use a workaround to create a contact form using Customer Fields
Michael Hall avatar
Written by Michael Hall
Updated over a week ago

How to add a video to a form

Add a video to a Customer Fields form using an HTML block
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Written by Kyle Weiskopf
Updated over a week ago

How to use the Klaviyo app with Customer Fields

Configure Customer Fields and Klaviyo to work together on your store
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Written by Kyle Weiskopf
Updated over a week ago

How to require strong passwords using regular expressions

Use a regex template to require your customers to create strong passwords
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Written by Michael Hall
Updated over a week ago

How to tag customers by their region

Use form rules to automatically tag customers by their Country and/or State/Province
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Written by Kyle Weiskopf
Updated over a week ago

How to change "Edit account" link text

Learn how to change the text for the 'Edit account' link on the account page
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Written by Kyle Weiskopf
Updated over a week ago
Tips & Tricks

Bulk update tags

Use Export and Import tools to update customer tags in bulk via CSV
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Written by Katelyn Blankenship
Updated over a week ago

Social media login

Suggested apps for social media login that work with Customer Fields
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Written by Katelyn Blankenship
Updated over a week ago

Best practice for URLs

Learn about the differences between relative paths and absolute URLs
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Written by Kyle Weiskopf
Updated over a week ago

Use data column variables to make forms dynamic

Learn how to use data column variables in the app's form builder
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Written by Kyle Weiskopf
Updated over a week ago

Redirect customers after form submission

Use form settings or rules to control the URL for form redirects
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Written by Michael Hall
Updated over a week ago

Show a confirmation message upon form submission

Enable a setting to show a success step once a form is submitted
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Written by Kyle Weiskopf
Updated over a week ago

Hide a form from guest users

Learn how to hide a form from customers who aren't logged in
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Resources for form translation

Two proven methods for translating CF forms into multiple languages
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Written by Katelyn Blankenship
Updated over a week ago

Minimum required fields for customer accounts

Details about which fields are required in order for a form to create a customer account
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Written by Kyle Weiskopf
Updated over a week ago

Backup/import a Customer Fields form

Download a backup of a form to save it locally, or for importing into another store
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Written by Katelyn Blankenship
Updated over a week ago