Customer Fields
Details on app features, how-to guides & solutions to common problems
By Brett and 2 others3 authors100 articles
- 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
- Installing a form on the registration pageLearn how to install a Customer Fields form on your Legacy Customer Accounts 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 Customer Fields forms with Shopify's 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 Registration/update account 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 3 '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
- 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
- Custom 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