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Customer Fields
Customer Fields
Details on app features, how-to guides & solutions to common problems
+2
99 articles in this collection
Written by
Josiah Hubbard,
Kyle Weiskopf,
Michael Hall
and 2 others
Quick Start Guide
Start using the Customer Fields app in less than 5 minutes
Written by
Kyle Weiskopf
Updated this week
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
Customer Fields demo store forms
Example use cases and additional templates to spark inspiration
Written by
Michael Hall
Updated over a week ago
Getting Started
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
Managed customers
Details on how the app handles customer records, usage quotas, and more
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
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
Allow customers to update or edit account details
Let customers edit their own account information, like email or phone
Written by
Kyle Weiskopf
Updated over a week ago
Feature Details
Account options
Control how a form saves customer records in Shopify
Written by
Kyle Weiskopf
Updated over a week ago
Customer directory
Search for customers using powerful filters, create segments, and more
Written by
Kyle Weiskopf
Updated over a week ago
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
Create a multi-step form 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
Form Builder Fields
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 elements
Use display elements 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
Form Installation
Theme app extensions
An overview of how Customer Fields uses Shopfiy's Theme App Extensions
Written by
Kyle Weiskopf
Updated over a week ago
Customer Fields app embed
Replace your theme's native registration form, enable an edit account page, and load our lightweight JS API - all without editing theme code
Written by
Kyle Weiskopf
Updated over a week ago
Install a form via app block
Add a Customer Fields form to a variety of different templates and sections (Online Store 2.0 themes only)
Written by
Kyle Weiskopf
Updated this week
Install a form via shortcode
Display a Customer Fields form virtually anywhere on your storefront
Written by
Kyle Weiskopf
Updated over a week ago
Configuration
Customer sync settings
Automatically import and sync new customers from Shopify
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 | Customer Fields
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 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 this week
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
Connected Apps
Integrations for Customer Fields
An overview of the different types of apps & services that are integrated with Customer Fields
Written by
Katelyn Blankenship
Updated over a week ago
Use Omnisend to create email marketing campaigns
Push customer data into Omnisend for use with email & SMS marketing
Written by
Josiah Hubbard
Updated over a week ago
Use Happy Birthday Discount to create birthday campaigns
Capture birthday data from your customers and send them a discount on their birthday using the Happy Birthday Discount app
Written by
Josiah Hubbard
Updated over a week ago
Extend your 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
Get Slack notifications whenever a form is submitted
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
Enable 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 Guides
How to pin a metafield definition
Displaying custom data in Shopify with metafield definitions
Written by
Katelyn Blankenship
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 over a week ago
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 edit customer data in the app
How to use Customer Fields to edit and view customer data
Written by
Katelyn Blankenship
Updated over a week ago
How to collect a customer's 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 element
Written by
Katelyn Blankenship
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
Tips & Tricks
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
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
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
Technical Stuff
Form styling
Use CSS to apply custom styles to a Customer Fields form
Written by
Kyle Weiskopf
Updated over a week ago
Data column variables
Learn how to use data column variables in the app's form builder to make forms dynamic
Written by
Kyle Weiskopf
Updated over a week ago
Metafield data in Liquid
Use Metafields to access custom data on the storefront, or Shopify's email notifications
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
FAQ's & Troubleshooting
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
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 create a contact form?
Limitations of using Customer Fields to create a contact form
Written by
Michael Hall
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
Common issue: Failed to merge customers
Information about a common error with account approval flows
Written by
Katelyn Blankenship
Updated over a week ago
Common issue: Failed to send account invite
Why certain errors happen when approving or inviting customers
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
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
Vintage Form Install/Uninstall
Install a form on your storefront (vintage)
Follow these easy steps to install a Customer Fields form onto a Shopify theme
Written by
Michael Hall
Updated over a week ago
Liquid install details (vintage)
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
Separate page template install (vintage)
Details about installing a Customer Fields form on a separate page
Written by
Kyle Weiskopf
Updated over a week ago
Manual form install (vintage)
Details about manually installing a Customer Fields form on a theme
Written by
Kyle Weiskopf
Updated over a week ago
Warehouse theme (vintage)
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
Liquid uninstall
How to remove the Customer Fields app code from a Shopify theme
Written by
Kyle Weiskopf
Updated over a week ago
Legacy Fields
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