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Understanding the 4 'field type' categories
Understanding the 4 'field type' categories

An overview of the different field types available in the Customer Fields form builder

Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago

Overview

There are 4 categories of 'field types' in Customer Fields

In this article we will explain the different categories of field types and when to use them. For example, a "first name" field could be a standard field, an address field, or a custom input field. To understand which one you should use, read on.

Data from these fields is saved directly into Customers in the Shopify admin

Use these standard Shopify fields to collect essential information from your customers. All of the field data for standard fields will be automatically synced with Customers in your Shopify admin. For example, the data for the standard "First name" and "Last name" fields will show up in the Shopify admin like so:

Data from these fields is saved to the customer's Default address in Shopify

Use these pre-built fields to collect a default address from your customers. All of the field data for address fields will be automatically saved into the customer's default address in Shopify. For example, the data for the "First name" and "Last name" address fields will show up in the Shopify admin like so:

Used to display visual elements on a form

Display elements are just like they sound - for display only - and therefore, they do not collect any data from customers. Use display elements to add dividers, headings, paragraphs, images, embedded videos, and more. These are useful for displaying a set of instructions or specific examples, providing more information to your customers, adding some visual separation between groups of fields, etc.

Data from these fields is saved into Shopify's customer metafields

Custom input fields allow you to collect truly unique data from your customers. You can collect your customer's date of birth, name of their pet, photo ID, product preferences, and virtually anything else you can think of. All of the typical field types that you'd expect in a form builder are available, and here are some special types worth noting:

  • Number: choose between integer/decimal, no letters allowed!

  • Date: includes input options (ie: date picker) and formatting options (ie: MM/DD/YYYY)

  • Repeating Group: add multiple fields within a group and then easily duplicate a set of fields (ie: Child 1: name, gender, birthday; Child 2: name, gender, birthday)

The data collected from Custom input fields is saved (securely) to our app's database and Shopify's metafields

For example, if you wanted to capture the name of someone other than the customer filling out the form (e.g.: their child or pet) then you would want to use custom input fields. This data is accessible through the app's customer directory or through Shopify's metafields.

More info:

  • To learn more about how the app manages data, see this help article: Data columns

  • Custom input fields are available on the Pro plan and above. Use the button below to manage your app plan:

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