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What is "Account status" and what does it mean?
What is "Account status" and what does it mean?

Details on the account status for customers, and how they are determined

Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over 2 months ago

Overview

The account status in Customer Fields is meant to reflect the current status of each customer record.

❗ Account statuses are only relevant to Shopify's classic customer accounts. The Shopify new customer accounts type does not use the concept of account statuses and may be shown as inactive in the Customer Fields app.

Shopify statuses

Shopify's system has 4 "states" for each customer record in a store, which are referred to as "Account status" in the app. We've included a list of the Shopify statuses below: 

  • enabled aka "Account active"

  • disabled aka "Account not active"

  • invited aka "Invitation sent"

  • declined aka "Invitation declined"

Note: Technically these statuses are read-only values that are automatically determined by Shopify. Customer Fields does not have a way to edit these values directly, but you can get trigger a customer's status to change by performing certain actions in the app, such as sending an account invite. The app uses Shopify's webhooks to pull in the current status for each customer record, and depending on Shopify's webhook delivery speed a customer's status may not be updated immediately. Most status updates will be reflected in the app within 10-30 seconds.

Customer Fields statuses

In addition to the 4 Shopify statuses, Customer Fields has its own statuses to keep track of customers who have used a form that requires account approval. The two app-specific statuses are listed below:

  • cf:pending aka "Account pending"

  • cf:denied aka "Account denied"

Detailed breakdown 

Enabled

Also known as Account active, this status indicates that the customer has created an account and it is active in Shopify.

Disabled

Also known as Account not active, this status indicates that the customer has not created an account yet, or the account has been disabled via the Shopify admin. 

Invited

Also known as Invitation sent, this status indicates that the customer has been sent an 'account invite' email, but the customer has not created an account yet.

Declined

Also known as Invitation declined, this status indicates that the customer has been sent the 'account invite' email, but they have purposely declined the invitation to activate their account.

CF:Pending

Also known as Account pending, this status indicates that the customer has submitted a form that requires account approval, but they have yet to be approved or denied.

CF:Denied

Also known as Account denied, this status indicates that the customer has submitted a form that requires account approval, and their request for an account has been denied by a staff member using the app's admin area.

Notes regarding the approve/deny process for pending customers:

If a pending customer is approved, then their status will be converted to the Shopify status of invited (aka "Invitation sent"). Once the customer accepts the invite, their status will update to enabled (aka "Account active").

If a pending customer is denied, then their status will be converted to cf:denied (aka "Account denied").

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