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Quick Start Guide

Start using the Customer Fields app in 3 minutes

Customer Fields lets you build forms that collect more information from your customers and save it to their customer record in Shopify. This guide covers the basics, from creating your first form to testing it.

3-minute video overview

Set up your first form

  1. In Customer Fields, go to Forms and click Create form. Choose where the form will show, because you can't change the type later:

    • Storefront: for sign-up and account forms on your online store. You can also require account approval.

    • Account/Checkout: to collect more details from existing customers, in their account or on the Thank you page.
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  2. Choose a template, then add and arrange fields in the form builder.
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  3. Add the form to your store:


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  4. Submit the form like a customer would, then check that the customer and their answers appear in Customers.

Shopify's Customer Accounts

New Shopify stores use Shopify's Customer Accounts, and Customer Fields works with them. To see how forms work there, see How to use a form with Shopify's Customer Accounts.

Customer Fields also works with Shopify's Legacy Customer Accounts.

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