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How to use a form with new customer accounts
How to use a form with new customer accounts

Using Shopify's new customer accounts or trying to decide between new and classic? Here's are some things to consider

Brett Shelley avatar
Written by Brett Shelley
Updated over a month ago

Choosing an account type

Shopify currently offers two choices for the customer account type used on a shop, new and classic. New shops are set to the new customer accounts type by default, but this may not be the best choice for everyone.

Classic customer accounts

Classic customer accounts are built directly into your theme, seamlessly integrating the login, registration, and account experience with the rest of your site. The Helium Customer Fields app is primarily designed for use with Shopify's classic customer accounts type. If your shop does not specifically require using any new customer accounts features, you may have the best luck using the Customer Fields app with classic accounts.

New customer accounts

New customer accounts offer a passwordless registration and login experience, hosted directly by Shopify. Users can register or login on the site just by entering their email, and an emailed passcode. Officially, Shopify does not currently provide any support for apps that customize the registration, login, or account experiences with the new customer accounts type, however with some workarounds it is still possible to use most of the Customer Fields app's functionality.

If you are planning to use Shopify Plus' B2B features, this is restricted to using the new customer accounts option. Make sure to also check out our guide for creating B2B companies here.

Considerations for using new customer accounts

Form installation

The new customer accounts system will automatically replace the theme's default registration page and is not customizable, which means that you cannot install the app's forms directly to this page. You can still use a custom form, but will need to install it onto a different page of the site using our app block or shortcode installation methods, and then provide a link to this page, such as by adding it to the site's navigation menus.

Access control

When using the new customer accounts system, customers can will always be able to register directly by just entering their email and the emailed code, bypassing any forms installed to the theme. Depending on your use case, this may not be a problem, but if it is critical for users to be approved or to specifically fill out the custom form, you may need to implement some sort of site restriction or access control based on a criteria such as having a certain tag, which is only applied when they correctly submit the form.

Other considerations

The normal account activation link in the customer emails for approval or verification will no longer be necessary since the customer does not need to set a password. You may want to edit the account invitation email template to change this link to go to the login page instead, where the customer can input their email address to receive the one-time code to login.

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