Disclaimer: The latest version of our Customer Fields app uses Shopify's theme app extensions for form installation. To manually install a form, we suggest using a shortcode, which is part of the new installation process. Read more about shortcodes here. All details in the article below only pertain to shops that are using the app's vintage form installation process.


Overview

You can manually install a Customer Fields form virtually anywhere on the storefront.

The app has some built-in tools that can be used to install a form on the store's registration page, "edit account" page, or even a separate page, but that's not all!

The 'Other location' installation location in the app's form builder gives you the ability to add a form to a custom location in a store's theme with a simple copy/paste of some Liquid code.

Installation setting for manual form install:

Example code snippet:

Common uses

There are really no limitations for manual form installs (outside of Shopify's checkout process), so as long as you can edit Liquid you should be able to embed a Customer Fields form 🙌

Here are some common ways to use the app's manual install method for forms:

Home page form install

  • Can be done by editing templates/index.liquid, or by creating a custom section

Account page form install

  • Can be done by editing templates/customers/account.liquid

Product page form install

  • Can be done by editing templates/product.liquid, or by creating a custom section

Cart page form install

  • Can be done by editing templates/cart.liquid

  • Other changes will be needed if you want to prevent checkout until the form is submitted

Password page form install

  • Can be done by editing layout/password.liquid

Important notes

Please be aware of the following:

  • While we can help you embed a form in your store's theme, customizations to your theme's code are outside of our normal scope of support. We suggest contacting your theme developer for help with code changes.

    • If needed, you are welcome to hire our in-house team for a paid custom project. You can start this process by filling out a service request in the app admin under Help and support > View services to request a quote.

  • You must be on Shopify Plus in order to edit the store's checkout process. Customer Fields is not specifically designed to be used on checkout, nor is it suggested.

  • Check out our developer documentation for more technical details!

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