Customer Fields

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

Kyle Weiskopf avatar Michael Hall avatar Katelyn Blankenship avatar
69 articles in this collection
Written by Kyle Weiskopf, Michael Hall, and Katelyn Blankenship
How-to Guides

How to set up form notifications

Configure form-specific notifications using Zapier
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Michael Hall avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago
Tips & Tricks

Understanding Customer Field's new features

A quick glance into the new features released in December 2019 as part of the version 3 update
Michael Hall avatar
Written by Michael Hall
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
Kyle Weiskopf avatar
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
Michael Hall avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Migration guide

Technical details and steps for migrating legacy fields to the new form builder
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Written by Kyle Weiskopf
Updated over a week ago

Legacy fields with spaces for names/keys

Learn about migrating data from certain legacy data columns
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Written by Kyle Weiskopf
Updated over a week ago