Customer Fields
Details on app features, how-to guides & solutions to common problems
How to use the form builderVideo walkthroughs for using the form builder in Customer Fields
Allow customers to update or edit account detailsLet customers edit their own account information, like email or phone
Managed customersDetails on how the app handles customer records, usage quotas, and more
Data columnsAn overview of what data columns are and how they are used
Customer Fields plans and pricingHow to view/manage your Customer Fields billing & account information from within the app
Quick Start GuideStart using the Customer Fields app in 3 minutes
How to install a form on your storefrontLearn how to install a Customer Fields form on your storefront.
Install a form via app blockAdd a Customer Fields form to a variety of different templates and sections (Online Store 2.0 themes only)
Install a form via shortcodeDisplay a Customer Fields form virtually anywhere on your storefront
Customer Fields app embedReplace your theme's native registration form, enable an edit account page, and load our lightweight JS API - all without editing theme code
Customer account extensionsInstall a Customer Fields form or our special banner elements to the customer account pages (formerly Shopify's "New customer accounts").
How to pin a metafield definitionDisplaying custom data in Shopify with metafield definitions
How to sort customers by date createdWays to sort customers by the date their account was created
How to display a logo in customer-facing emailsUse HTML to add a logo image in the app's email templates
How to create a hidden fieldBest practices for creating a hidden field that is not visible to customers
How to edit customer data in the appHow to use Customer Fields to edit and view customer data
How to collect a customer's birthdayEverything you need to know about using Customer Fields to collect birthday data from your customers
How to add a terms and conditions checkbox to a formAdd a checkbox field with a special hyperlink to a form
How to set up account approval for certain types of customersExamples of how to allow regular customers to register for an account while requiring account approval for wholesale customers
How to set up form notificationsConfigure form-specific notifications using Zapier
How to upload and display files for customersUse data columns and metafields to display customer-specific files on the storefront
How to add new subscribers into Klaviyo using ZapierAdd new subscribers into Klaviyo when a Customer Fields form is submitted
How to add a "thank you" pageCreate a separate "thank you" page that shows once a form is submitted
How to add a custom button to a formAdd a static button with a hyperlink to a form using a display element
How to use form redirects for order conversionLearn how to harness the power of URL redirects to encourage the purchase of specific products, and create custom order forms
How to add a video to a formAdd a video to a Customer Fields form using an HTML block
How to configure the Klaviyo app for use with Customer FieldsFollow these steps to automatically push customer profiles and custom data into Klaviyo
How to require strong passwords using regular expressionsUse a regex template to require your customers to create strong passwords
How to tag customers by their regionUse form rules to automatically tag customers by their Country and/or State/Province
How to change "Edit account" link textLearn how to change the text for the 'Edit account' link on the account page
How to install a form on a store's password pageInstall a Customer Fields form on the password page to collect customer data before the store opens
How to use account approval with Shopify B2BUse Shopify Flow to create a company account after approving an application
How to use custom namespaces in Customer FieldsUse customer metafields with different namespaces such as pre-existing metafields or those from another app
How to use a form with Shopify's new Customer accountsHow to use the new Customer accounts type or decide between Customer accounts and legacy (formerly new and classic customer accounts)
Import field options in bulkUse a CSV file to import a large list of field options
Bulk update tagsUse Export and Import tools to update customer tags in bulk via CSV
Social media loginSuggested apps for social media login that work with Customer Fields
Best practice for URLsLearn about the differences between relative paths and absolute URLs
Show a confirmation message upon form submissionEnable a setting to show a success step once a form is submitted
Redirect customers after form submissionUse form settings or rules to control the URL for form redirects
Hide a form from guest usersLearn how to hide a form from customers who aren't logged in
Resources for form translationSuggested methods for translating CF forms into multiple languages
Minimum required fields for customer recordsDetails about which pieces of data are required in order for a form to create a customer record in Shopify
Backup/import a Customer Fields formDownload a backup of a form to save it locally, or for importing into another store
Account optionsControl how a form saves customer records in Shopify
Customer directorySearch for customers using powerful filters, create segments, and more
Form rulesUse conditional rules to add or remove tags from customers, show/hide fields, set redirect URL, and much more
Field validationMake fields required, or ensure customer input matches a certain criteria
Customer auto taggingAutomatically apply tags to your customers in Shopify in a variety of ways
Form stepsCreate a multi-step form to break up long or complex forms into multiple steps
Spam protectionProtect your store against fake/spam customer accounts using a built-in recaptcha
Email notificationsEnable email notifications for admins when customers create or edit their account
Customer note editorDisplay custom data when viewing Customers and Orders in the Shopify admin using the customer note field
Understanding the 4 'field type' categoriesAn overview of the different field types available in the Customer Fields form builder
General settings for all fieldsDetails on the general settings for fields
Standard Shopify fieldsUse standard Shopify fields to collect regular Shopify information from your customers
Address fieldsUse address fields to collect a default address for your customers
Display elementsUse display elements to add design elements and clarifying information to a form
Custom input fieldsUse custom input fields to collect all sorts of additional information from your customers
Repeating group fieldsUse repeating group fields to collect multiple sets of custom data
Customer data storage settingsAutomatically import and sync new customers from Shopify
Metafield definitions in ShopifyUse metafield definitions to display and edit custom data directly from the Shopify admin
Form settingsRename your form, set redirect URL, adjust language, edit CSS and more
Form revisionsUse form revisions to revert to a previous version of your form
Import customer data via CSVAdd & edit customers in bulk using Customer Fields
Export customer data to CSVExport your customer data from Customer Fields to a CSV
Email templatesControl the default subject and message for customer-facing emails, use Liquid variables to add dynamic content and personalization
Staff/User permissionsManage permissions for each admin user to control access to features and settings
Integrations for Customer FieldsAn overview of the different types of apps & services that are integrated with Customer Fields
How to use Customer Fields with Shopify FlowUse triggers and actions in Flow to automate tasks
Use Omnisend to create email marketing campaignsPush customer data into Omnisend for use with email & SMS marketing
Use Happy Birthday Discount to create birthday campaignsCapture birthday data from your customers and send them a discount on their birthday using the Happy Birthday Discount app
Extend your customer data with ZapierConnect Zapier to Customer Fields to sync customer data with your ESP/CRM, save form submissions to a spreadsheet, and much more
Get Slack notifications whenever a form is submittedConnect Customer Fields to your Slack workspace and get notifications sent straight to your channels
Customize the account page with CustomerHubDisplay custom data on your store's account page using the CustomerHub integration
Load field options from a Google SheetConnect a field to a Google Sheet to dynamically load a large list of options
Enable autocomplete for address fields using Google MapsConnect a form to Google Maps to enable autocomplete for address fields
Use Customer Fields with Sparklayer B2BResources and guides for using Customer Fields along with the popular wholesale app Sparklayer
How to use Customer Fields with Yotpo marketingConnect your custom data from the Customer Fields app to Yotpo Email Marketing & SMS via Zapier
Form errors shown to customersCustomer-facing form errors: what they mean, why they happen, and how to avoid them
How do I create conditional fields?Details about configuring conditional logic for fields using form rules
How does account approval work?A guide to account approval on Shopify using Customer Fields
Can I create a contact form?Limitations of using Customer Fields to create a contact form
Can I restrict access to my store?Are you trying to hide products, collections, or navigation items from customers? Here's what you need to know.
Can I create a newsletter sign-up form?How to create a form to get email subscribers in Shopify, and important information around using Customer Fields as a marketing opt-in form
What is "Account status" and what does it mean?Details on the account status for customers, and how they are determined
Common issue: Failed to merge customersInformation about a common error with account approval flows
Common issue: Failed to send account inviteWhy certain errors happen when approving or inviting customers
Common issue: Form redirect is not workingYou may need to edit your Shopify settings or theme code to ensure that our form redirect settings are able to work properly
Common issue: Form does not match store's themeUse CSS to forcefully apply theme styles to a CF form
Customer Fields demo store formsExample use cases and additional templates to spark inspiration
How to cancel Customer FieldsLearn what steps you need to take to uninstall and unsubscribe from Customer Fields
Form stylingUse CSS to apply custom styles to a Customer Fields form
Data column variablesLearn how to use data column variables in the app's form builder to make forms dynamic
Metafield data in LiquidUse Metafields to access custom data on the storefront, or Shopify's email notifications
Whitelisted tagsUse whitelisted tags on a form to prevent tampering
Developer documentationCustomer Fields is a developer-friendly app, and these dev docs are meant to help developers with advanced use cases
Customer Fields StatusIf you are having trouble accessing the app, check the Customer Fields status page