Customer Fields

Details on app features, how-to guides & solutions to common problems

Josiah Hubbard avatar Kyle Weiskopf avatar Michael Hall avatar +2
90 articles in this collection
Written by Josiah Hubbard, Kyle Weiskopf, Michael Hall and 2 others
Configuration

Data columns

An overview of what data columns are and how they are used
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago

Form settings

Rename your form, set redirect URL, adjust language, edit CSS and more
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago

Form revisions

Use form revisions to revert to a previous version of your form
Michael Hall avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Separate page template install

Details about installing a Customer Fields form on a separate page
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago

Customer sync settings

Automatically import and sync new customers from Shopify
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago

Import customer data via CSV

Add & edit customers in bulk using Customer Fields
Michael Hall avatar
Written by Michael Hall
Updated over a week ago

Export customer data to CSV

Export your customer data from Customer Fields to a CSV
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago
How-to Guides

How to sort customers by date created

Ways to sort customers by the date their account was created
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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.
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

How to set up form notifications

Configure form-specific notifications using Zapier
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Michael Hall avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Michael Hall avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago
Tips & Tricks

Bulk update tags

Use Export and Import tools to update customer tags in bulk via CSV
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Social media login

Suggested apps for social media login that work with Customer Fields
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Best practice for URLs

Learn about the differences between relative paths and absolute URLs
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Michael Hall avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago

Resources for form translation

Two proven methods for translating CF forms into multiple languages
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
Written by Katelyn Blankenship
Updated over a week ago
FAQ's & Troubleshooting

How do I create conditional fields?

Details about configuring conditional logic for fields using form rules
Michael Hall avatar
Written by Michael Hall
Updated over a week ago

How does account approval work?

A guide to everything account approval
Katelyn Blankenship avatar
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.
Michael Hall avatar
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
Katelyn Blankenship avatar
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
Kyle Weiskopf avatar
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
Katelyn Blankenship avatar
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
Michael Hall avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
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
Kyle Weiskopf avatar
Written by Kyle Weiskopf
Updated over a week ago