Helium

Start using the Customer Fields app in less than 5 minutes

Quick Start Guide

Katelyn Blankenship

Kyle Weiskopf

Michael Hall

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

Customer Fields

Video walkthroughs for using the form builder in Customer Fields

How to use the form builder

Let customers edit their own account information, like email or phone

Allow customers to update or edit account details

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

Managed customers

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

Data columns

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

Plan, pricing, and account info

Getting Started

Learn how to install a Customer Fields form on your storefront.

How to install a form on your storefront

Add a Customer Fields form to a variety of different templates and sections (Online Store 2.0 themes only)

Install a form via app block

Display a Customer Fields form virtually anywhere on your storefront

Install a form via shortcode

Replace your theme's native registration form, enable an edit account page, and load our lightweight JS API - all without editing theme code

Customer Fields app embed

Brett Shelley

Form Installation

Displaying custom data in Shopify with metafield definitions

How to pin a metafield definition

Ways to sort customers by the date their account was created

How to sort customers by date created

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

How to display a logo in customer-facing emails

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

How to create a hidden field

How to use Customer Fields to edit and view customer data

How to edit customer data in the app

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

How to collect a customer's birthday

Add a checkbox field with a special hyperlink to a form

How to add a terms and conditions checkbox to a form

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

How to set up account approval for certain types of customers

Configure form-specific notifications using Zapier

How to set up form notifications

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

How to upload and display files for customers

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

How to add new subscribers into Klaviyo using Zapier

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

How to add a "thank you" page

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

How to add a custom button to a form

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

How to use form redirects for order conversion

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

How to add a video to a form

Follow these steps to automatically push customer profiles and custom data into Klaviyo

How to configure the Klaviyo app for use with Customer Fields

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

How to require strong passwords using regular expressions

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

How to tag customers by their region

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

How to change "Edit account" link text

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

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

How-to Guides

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

Import field options in bulk

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

Bulk update tags

Suggested apps for social media login that work with Customer Fields

Social media login

Learn about the differences between relative paths and absolute URLs

Best practice for URLs

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

Show a confirmation message upon form submission

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

Redirect customers after form submission

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

Hide a form from guest users

Two proven methods for translating CF forms into multiple languages

Resources for form translation

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

Minimum required fields for customer accounts

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

Backup/import a Customer Fields form

Tips & Tricks

Control how a form saves customer records in Shopify

Account options

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

Customer directory

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

Form rules

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

Field validation

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

Customer auto tagging

Create a multi-step form to break up long or complex forms into multiple steps

Form steps

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

Spam protection

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

Email notifications

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

Customer note editor

Feature Details

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

Understanding the 4 'field type' categories

Details on the general settings for fields

General settings for all fields

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

Standard Shopify fields

Use address fields to collect a default address for your customers

Address fields

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

Display elements

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

Custom input fields

Use repeating group fields to collect multiple sets of custom data

Repeating group fields

Form Builder Fields

Automatically import and sync new customers from Shopify

Customer sync settings

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

Metafield definitions in Shopify

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

Form settings | Customer Fields

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

Form revisions

Add & edit customers in bulk using Customer Fields

Import customer data via CSV

Export your customer data from Customer Fields to a CSV

Export customer data to CSV

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

Email templates

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

Staff/User permissions

Configuration

An overview of the different types of apps & services that are integrated with Customer Fields

Integrations for Customer Fields

Push customer data into Omnisend for use with email & SMS marketing

Use Omnisend to create email marketing campaigns

Capture birthday data from your customers and send them a discount on their birthday using the Happy Birthday Discount app

Use Happy Birthday Discount to create birthday campaigns

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

Extend your customer data with Zapier

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

Get Slack notifications whenever a form is submitted

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

Customize the account page with CustomerHub

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

Load field options from a Google Sheet

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

Enable autocomplete for address fields using Google Maps

Josiah Hubbard

Connected Apps

Learn what steps you need to take to uninstall and unsubscribe from Customer Fields

How to cancel Customer Fields

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

Form errors shown to customers

Details about configuring conditional logic for fields using form rules

How do I create conditional fields?

A guide to account approval on Shopify using Customer Fields

How does account approval work?

Limitations of using Customer Fields to create a contact form

Can I create a contact form?

Are you trying to hide products, collections, or navigation items from customers? Here's what you need to know.

Can I restrict access to my store?

How to create a form to get email subscribers in Shopify, and important information around using Customer Fields as a marketing opt-in form

Can I create a newsletter sign-up form?

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

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

Information about a common error with account approval flows

Common issue: Failed to merge customers

Why certain errors happen when approving or inviting customers

Common issue: Failed to send account invite

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

Common issue: Form redirect is not working

Use CSS to forcefully apply theme styles to a CF form

Common issue: Form does not match store's theme

Example use cases and additional templates to spark inspiration

Customer Fields demo store forms

FAQ's & Troubleshooting

Use CSS to apply custom styles to a Customer Fields form

Form styling

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

Data column variables

Use Metafields to access custom data on the storefront, or Shopify's email notifications

Metafield data in Liquid

Use whitelisted tags on a form to prevent tampering

Whitelisted tags

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

Developer documentation

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