Customer Fields

Quick Start Guide

Start using the Customer Fields app in less than 5 minutes

Written by Kyle Weiskopf
Updated over a week ago

Customer Fields Status

If you are having trouble accessing the app, check the Customer Fields status page

Written by Michael Hall
Updated over a week ago

How to use the form builder

Video walkthroughs for using the form builder in Customer Fields

Written by Katelyn Blankenship
Updated over a week ago

Install a form on your storefront

Follow these easy steps to install a Customer Fields form onto a Shopify theme

Written by Michael Hall
Updated over a week ago

Allow customers to update or edit account details

Let customers edit their account information, like email

Written by Kyle Weiskopf
Updated over a week ago

Managed customers

Details on how the app handles customer records, usage quotas, and more

Written by Kyle Weiskopf
Updated over a week ago

Plan, pricing, and account info

How to view/manage your Customer Fields billing & account information from within the app

Written by Katelyn Blankenship
Updated over a week ago

Account options

Control how a form saves customer records in Shopify. Require email verification or enable admin account approval.

Written by Kyle Weiskopf
Updated this week

Customer directory

Search for customers using powerful filters, create segments, and more

Written by Kyle Weiskopf
Updated this week

Form rules

Use conditional rules to add or remove tags from customers, show/hide fields, set redirect URL, and much more

Written by Michael Hall
Updated over a week ago

Field validation

Make fields required, or ensure customer input matches a certain criteria

Written by Michael Hall
Updated over a week ago

Customer auto tagging

Automatically apply tags to your customers in Shopify in a variety of ways

Written by Michael Hall
Updated over a week ago

Form steps

Build forms using steps to break up long or complex forms into multiple steps

Written by Michael Hall
Updated over a week ago

Spam protection

Protect your store against fake/spam customer accounts using a built-in recaptcha

Written by Kyle Weiskopf
Updated over a week ago

Email notifications

Enable email notifications for admins when customers create or edit their account

Written by Michael Hall
Updated over a week ago

Customer note editor

Display custom data when viewing Customers and Orders in the Shopify admin using the customer note field

Written by Kyle Weiskopf
Updated over a week ago

Understanding the 4 'field type' categories

An overview of the different field types available in the Customer Fields form builder

Written by Michael Hall
Updated over a week ago

General settings for all fields

Details on the general settings for fields

Written by Katelyn Blankenship
Updated over a week ago

Standard Shopify fields

Use standard Shopify fields to collect regular Shopify information from your customers

Written by Katelyn Blankenship
Updated over a week ago

Address fields

Use address fields to collect a default address for your customers

Written by Katelyn Blankenship
Updated over a week ago

Display fields

Use display fields to add design elements and clarifying information to a form

Written by Katelyn Blankenship
Updated over a week ago

Custom input fields

Use custom input fields to collect all sorts of additional information from your customers

Written by Katelyn Blankenship
Updated over a week ago

Repeating group fields

Use repeating group fields to collect multiple sets of custom data

Written by Kyle Weiskopf
Updated over a week ago

Data columns

An overview of what data columns are and how they are used

Written by Kyle Weiskopf
Updated over a week ago

Metafield definitions in Shopify

Use metafield definitions to display and edit custom data directly from the Shopify admin

Written by Kyle Weiskopf
Updated over a week ago

Form settings

Rename your form, set redirect URL, adjust language, edit CSS and more

Written by Kyle Weiskopf
Updated over a week ago

Form revisions

Use form revisions to revert to a previous version of your form

Written by Michael Hall
Updated over a week ago

Import field options in bulk

Use a CSV file to import a large list of field options

Written by Katelyn Blankenship
Updated over a week ago

Separate page template install

Details about installing a Customer Fields form on a separate page

Written by Kyle Weiskopf
Updated over a week ago

Customer sync settings

Automatically import and sync new customers from Shopify

Written by Kyle Weiskopf
Updated over a week ago

Import customer data via CSV

Add & edit customers in bulk using Customer Fields

Written by Michael Hall
Updated over a week ago

Export customer data to CSV

Export your customer data from Customer Fields to a CSV

Written by Kyle Weiskopf
Updated over a week ago

Email templates

Control the default subject and message for customer-facing emails, use Liquid variables to add dynamic content and personalization

Written by Kyle Weiskopf
Updated over a week ago

Staff/User permissions

Manage permissions for each admin user to control access to features and settings

Written by Kyle Weiskopf
Updated over a week ago

Integrations

An overview of available integrations with Customer Fields

Written by Katelyn Blankenship
Updated over a week ago

Extend customer data with Zapier

Connect Zapier to Customer Fields to sync customer data with your ESP/CRM, save form submissions to a spreadsheet, and much more

Written by Kyle Weiskopf
Updated over a week ago

Slack notifications for form submissions

Connect Customer Fields to your Slack workspace and get notifications sent straight to your channels

Written by Brandon Wirth
Updated over a week ago

Customize the account page with CustomerHub

Display custom data on your store's account page using the CustomerHub integration

Written by Josiah Hubbard
Updated over a week ago

Load field options from a Google Sheet

Connect a field to a Google Sheet to dynamically load a large list of options

Written by Kyle Weiskopf
Updated over a week ago

Autocomplete for address fields using Google Maps

Connect a form to Google Maps to enable autocomplete for address fields

Written by Kyle Weiskopf
Updated over a week ago

How to sort customers by date created

Ways to sort customers by the date their account was created

Written by Katelyn Blankenship
Updated this week

How to display a logo in customer-facing emails

Use HTML to add a logo image in the app's email templates

Written by Kyle Weiskopf
Updated over a week ago

How to create a hidden field

Best practices for creating a hidden field that is not visible to customers

Written by Katelyn Blankenship
Updated over a week ago

How to collect a customer birthday

Everything you need to know about using Customer Fields to collect birthday data from your customers.

Written by Katelyn Blankenship
Updated over a week ago

How to add a terms and conditions checkbox to a form

Add a checkbox field with a special hyperlink to a form

Written by Kyle Weiskopf
Updated over a week ago

How to set up account approval for certain types of customers

Examples of how to allow regular customers to register for an account while requiring account approval for wholesale customers

Written by Katelyn Blankenship
Updated over a week ago

How to set up form notifications

Configure form-specific notifications using Zapier

Written by Kyle Weiskopf
Updated over a week ago

How to upload and display files for customers

Use data columns and metafields to display customer-specific files on the storefront

Written by Katelyn Blankenship
Updated over a week ago

How to add new subscribers into Klaviyo using Zapier

Add new subscribers into Klaviyo when a Customer Fields form is submitted

Written by Kyle Weiskopf
Updated over a week ago

How to install a form on a store's password page

Install a Customer Fields form on the password page to collect customer data before the store opens

Written by Kyle Weiskopf
Updated over a week ago

How to add a "thank you" page

Create a separate "thank you" page that shows once a form is submitted

Written by Kyle Weiskopf
Updated over a week ago

How to add a custom button to a form

Add a static button with a hyperlink to a form using a display field

Written by Katelyn Blankenship
Updated over a week ago

How to create a contact form

Use a workaround to create a contact form using Customer Fields

Written by Michael Hall
Updated over a week ago

How to use form redirects for order conversion

Learn how to harness the power of URL redirects to encourage the purchase of specific products, and create custom order forms

Written by Kyle Weiskopf
Updated over a week ago

How to add a video to a form

Add a video to a Customer Fields form using an HTML block

Written by Kyle Weiskopf
Updated over a week ago

How to use the Klaviyo app with Customer Fields

Configure Customer Fields and Klaviyo to work together on your store

Written by Kyle Weiskopf
Updated over a week ago

How to require strong passwords using regular expressions

Use a regex template to require your customers to create strong passwords

Written by Michael Hall
Updated over a week ago

How to tag customers by their region

Use form rules to automatically tag customers by their Country and/or State/Province

Written by Kyle Weiskopf
Updated over a week ago

How to change "Edit account" link text

Learn how to change the text for the 'Edit account' link on the account page

Written by Kyle Weiskopf
Updated over a week ago

Bulk update tags

Use Export and Import tools to update customer tags in bulk via CSV

Written by Katelyn Blankenship
Updated over a week ago

Social media login

Suggested apps for social media login that work with Customer Fields

Written by Katelyn Blankenship
Updated over a week ago

Best practice for URLs

Learn about the differences between relative paths and absolute URLs

Written by Kyle Weiskopf
Updated over a week ago

Use data column variables to make forms dynamic

Learn how to use data column variables in the app's form builder

Written by Kyle Weiskopf
Updated over a week ago

Show a confirmation message upon form submission

Enable a setting to show a success step once a form is submitted

Written by Kyle Weiskopf
Updated over a week ago

Redirect customers after form submission

Use form settings or rules to control the URL for form redirects

Written by Michael Hall
Updated over a week ago

Hide a form from guest users

Learn how to hide a form from customers who aren't logged in

Written by Katelyn Blankenship
Updated over a week ago

Resources for form translation

Two proven methods for translating CF forms into multiple languages

Written by Katelyn Blankenship
Updated over a week ago

Minimum required fields for customer accounts

Details about which fields are required in order for a form to create a customer account

Written by Kyle Weiskopf
Updated over a week ago

Backup/import a Customer Fields form

Download a backup of a form to save it locally, or for importing into another store

Written by Katelyn Blankenship
Updated over a week ago

Form styling

Use CSS to apply custom styles to a Customer Fields form

Written by Kyle Weiskopf
Updated over a week ago

Metafield data in Liquid

Use Metafields to access custom data on the storefront, or in customer-facing email notifications

Written by Kyle Weiskopf
Updated over a week ago

Manual form install

Details about manually installing a Customer Fields form on a theme

Written by Kyle Weiskopf
Updated over a week ago

Liquid install details

Learn about the app files that get added to a theme when installing (or updating) a Customer Fields form

Written by Kyle Weiskopf
Updated over a week ago

Liquid uninstall

How to remove the Customer Fields app code from a Shopify theme

Written by Kyle Weiskopf
Updated over a week ago

Whitelisted tags

Use whitelisted tags on a form to prevent tampering

Written by Kyle Weiskopf
Updated over a week ago

Developer documentation

Customer Fields is a developer-friendly app, and these dev docs are meant to help developers with advanced use cases

Written by Michael Hall
Updated over a week ago

How do I create conditional fields?

Details about configuring conditional logic for fields using form rules

Written by Michael Hall
Updated over a week ago

How does account approval work?

A guide to everything account approval

Written by Katelyn Blankenship
Updated over a week ago

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.

Written by Michael Hall
Updated over a week ago

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

Written by Katelyn Blankenship
Updated over a week ago

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

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

Written by Kyle Weiskopf
Updated over a week ago

Form errors shown to customers

Customer-facing form errors: what they mean, why they happen, and how to avoid them

Written by Katelyn Blankenship
Updated over a week ago

Customer Fields demo store forms

Example use cases and additional templates to help get you started

Written by Michael Hall
Updated over a week ago

Common issue: "Failed to send account invite"

A new Shopify limit may cause failures when sending account invites to customers

Written by Kyle Weiskopf
Updated over a week ago

Common issue: Form does not match store's theme

Use CSS to forcefully apply theme styles to a CF form

Written by Kyle Weiskopf
Updated over a week ago

Common issue: Form redirect is not working

Disable Shopify's native recaptcha to ensure CF's redirects work properly

Written by Kyle Weiskopf
Updated over a week ago

Warehouse theme

Theme specific instructions for installing a Customer Fields form on the registration and edit account page

Written by Kyle Weiskopf
Updated over a week ago

Understanding Customer Fields' new(er) features

A quick glance into the features released in December 2019 as part of the version 3 update

Written by Michael Hall
Updated over a week ago

Migration guide

Technical details and steps for migrating legacy fields to the new form builder

Written by Kyle Weiskopf
Updated over a week ago

Legacy fields with spaces for names/keys

Learn about migrating data from certain legacy data columns

Written by Kyle Weiskopf
Updated over a week ago