How-to Guides
23 articles
- 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