Email notifications for staff and admins
With Customer Fields, you can set up email notifications so that admins and other staff members can be aware of new customers and/or changes to existing customers.
You can manage email notifications for staff and admins in the app under Settings > Email notifications > Staff notifications, or by using the button below:
Configure email addresses
By default, the email addresses on file for the Shopify store will be preconfigured and enabled for staff notifications, as indicated by a grey 'Shopify' badge. These email addresses are pulled directly from the Shopify admin (found in Settings > General > 'Store contact email' & 'Sender email').
Note: You cannot delete the store's email addresses from the app's notification settings, but you can disable notifications for these email addresses using the toggle switch to the left of each email address.
Additional email addresses
You can have up to 5 different email addresses for staff notifications. To add a new email address, type in an email address and then click the '+ Add' button. Please keep in mind that each new email address you add will need to be verified first before it can be enabled. You will need to be logged into Shopify and Customer Fields in order to successfully verify your new email address.
You can delete any email address (except the email addresses from Shopify) by clicking the trash can icon on the right of the email address.
Make sure to click the 'Save' button after making any changes.
Form notification triggers
There are currently two (2) notification triggers that are available in Customer Fields:
When a new customer signs up for an account using a CF form
When an existing customer edits their account using a CF form
Both of these triggers can be turned on or off by using the checkboxes on the Notifications page. Just be sure to click the 'Save' button after making any changes.
New customer account created
This email notifies you when a new customer creates an account using a Customer Fields form. The email will include customer-specific data for each new customer, including data for any custom fields that have been added to your registration form(s).
Existing customer account updated
This email notifies you when an existing customer makes an update to their account using a Customer Fields form. Not only will you get notified when a customer makes an update, but more importantly the email will also include a list of what specific data has been changed!
Reorder customer data shown in email notifications
You're welcome to change the display order of the data shown in the app's form notification emails, but the rest of the email (IE subject line, message body, etc.) cannot be edited at this time.
To change the display order of the data shown in the notification emails, follow these steps:
Go to the Data columns page in the app admin
Click the button for 'Reorder data columns'
Drag and drop the desired data columns to reorder the data columns as needed
Click the 'Save' button once you're done
The newly reordered data columns will be reflected on the 'Overview' card when viewing a customer's details in the app admin (if applicable), and this will also change the display order of the data shown in the email notifications for staff and admins.