Helium

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

Installing a form on the registration page

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

Install a Customer Fields form or our special banner elements to the customer account pages (formerly Shopify's "New customer accounts").

Customer account extensions

Kyle Weiskopf

Brett Shelley

Form Installation

Customer Fields

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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