"Can I?" vs. "Should I?"

Customer Fields is, first and foremost, a customer registration and edit account app. It is primarily designed to create custom registration forms for your storefront to register new customers in Shopify. The app can also be used to create an edit account form to allow logged-in customers to edit their account details.

This means that every form submission will attempt to create or update a customer record in Shopify. So with this in mind, can you use the app to subscribe customers to email marketing in Shopify? Absolutely! Should you use it to create newsletter signup forms? Read on... 💡

❗ Some important things to keep in mind:

  • If you want to allow customers to opt-in to email marketing during registration, you can easily use the accepts marketing checkbox field to do so!

  • If your only purpose for using Customer Fields is for newsletter signup, we would strongly recommend finding another Shopify app that is specifically designed to handle newsletter signup.

  • Installing your Customer Fields newsletter form may require a developer or someone who is fluent with Liquid customizations to assist, especially if you want to place the form in a unique location such as your theme's footer. This kind of installation would require you to manually install the form, which requires Liquid edits. Theme customizations are outside of our scope of support, but we would be happy to point you in the right direction if you do not already have someone on your end who can do this for you.

  • Customer Fields is not designed to collect SMS marketing consent, so you will not be able to use the app to collect customers' SMS marketing preferences in Shopify.

Problems with existing email addresses:

  • If a customer has an email on file for an inactive record in Shopify, such as a newsletter signup or a guest checkout record, submitting that same email in the Customer Fields form will trigger an email verification message. The app's "customer account verification" email will then be sent to the customer. This email is triggered expecting that the customer is trying to register for an active account, and allows the customer to activate their account by setting a password. The customer will still be marked as "subscribed" in Shopify, but this can create a confusing experience for what the customer thought was just a simple newsletter signup.

  • If the customer has an email on file for an active account in Shopify, things can get a little hairier. If the customer submits that email in the Customer Fields form, they will see an "Email is already taken" message, and the form submission will fail, and they will not be marked as subscribed in Shopify. Sadly there is no way around Shopify's logic here. In order for that customer to successfully subscribe, they would need to first log in to their account, and then re-submit the form, which is tedious for the customer. It's possible to edit the error message to say something more user-friendly such as "Please login to subscribe", but this is not an ideal customer flow for most.

How to create an email subscription form

🛠️ If you’ve come this far and understand the potential downsides, here are the brass tacks on how to implement a newsletter sign-up form using Customer Fields.

Step 1. Create a new form in Customer Fields

Click the green "Add form" button in the Forms tab of the app admin to create a new form. Since Customer Fields does not have a newsletter form template, you can just select the "Default" template and remove the first name, last name, and password fields.

Step 2. Add the desired fields to your form

The minimum fields you will need to add to this form are the "Email address" and "Accepts marketing" fields. See below:

If you are on the app's Pro plan, then you can avoid adding the "Accepts marketing" field to the form, and instead set this value with a conditional form rule. See below for an example:

This means the only field on your form would be the "email" field, and all customer form submissions would be set to "accepts marketing is true" in Shopify. This helps the form look more like a regular newsletter form.

Step 3. Edit form buttons and error messages.

You will then need to customize the app's buttons to suit newsletter form logic. This can be done by going to the form Settings > Language section. Here are the button labels that should be edited:

  • Create account: change to "Subscribe"

  • Creating account: change to "Subscribing..."

  • Update account: change to "Update subscription"

  • Updating account: change to "Updating subscription..."

You should edit all error messages to ensure that they make sense in the context of newsletter signup (should the customer trigger them for some reason). However, at a bare minimum these are the messages that you should edit:

  • Email taken: change to "Please login to subscribe"

  • Verify email: how you'd like to word this message is up to you and your particular use case. Since it's not possible to disable the email or to hide this error message, it's up to you how to phrase it. Something like "Success! If you'd like to activate your account, please check your email" might work.

Edit redirect settings

By default, your Customer Fields form is designed to redirect to /account, although this won't make sense in the context of a newsletter form. Instead, you should enable the app's submission success step in the form's Settings. You can then edit this step to display an appropriate message for your customers. For example, you can add a message that says "You have successfully subscribed!" See below for an example:

Need help?

If you have questions about whether using Customer Fields for newsletter sign-up is the best fit for your store, feel free to reach out to our customer success team via chat or email and we'll be happy to point you in the right direction! 🤗

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