# Helium Help Center

> Help articles for our Shopify apps

## Customer Fields

- [How to use the form builder](https://help.heliumdev.com/en/articles/6016300-how-to-use-the-form-builder.md): Video walkthroughs for using the form builder in Customer Fields
- [Allow customers to update or edit account details](https://help.heliumdev.com/en/articles/3544594-allow-customers-to-update-or-edit-account-details.md): Let customers edit their own account information, like email or phone
- [Managed customers](https://help.heliumdev.com/en/articles/4088631-managed-customers.md): Details on how the app handles customer records, usage quotas, and more
- [Data columns](https://help.heliumdev.com/en/articles/3553672-data-columns.md): An overview of what data columns are and how they are used
- [Customer Fields plans and pricing](https://help.heliumdev.com/en/articles/6076576-customer-fields-plans-and-pricing.md): How to view/manage your Customer Fields billing & account information from within the app
- [Quick Start Guide](https://help.heliumdev.com/en/articles/3541361-quick-start-guide.md): Start using the Customer Fields app in 3 minutes
- [Installing a form on the registration page](https://help.heliumdev.com/en/articles/6971609-installing-a-form-on-the-registration-page.md): Learn how to install a Customer Fields form on your Legacy Customer Accounts storefront.
- [Install a form via app block](https://help.heliumdev.com/en/articles/6605479-install-a-form-via-app-block.md): Add a Customer Fields form to a variety of different templates and sections \(Online Store 2.0 themes only\)
- [Install a form via shortcode](https://help.heliumdev.com/en/articles/6605483-install-a-form-via-shortcode.md): Display a Customer Fields form virtually anywhere on your storefront
- [Customer Fields app embed](https://help.heliumdev.com/en/articles/6641748-customer-fields-app-embed.md): Replace your theme's native registration form, enable an edit account page, and load our lightweight JS API - all without editing theme code
- [Customer account extensions](https://help.heliumdev.com/en/articles/10180456-customer-account-extensions.md): Install 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 definition](https://help.heliumdev.com/en/articles/6540290-how-to-pin-a-metafield-definition.md): Displaying custom data in Shopify with metafield definitions
- [How to sort customers by date created](https://help.heliumdev.com/en/articles/6442620-how-to-sort-customers-by-date-created.md): Ways to sort customers by the date their account was created
- [How to display a logo in customer-facing emails](https://help.heliumdev.com/en/articles/5531263-how-to-display-a-logo-in-customer-facing-emails.md): Use HTML to add a logo image in the app's email templates
- [How to create a hidden field](https://help.heliumdev.com/en/articles/5449596-how-to-create-a-hidden-field.md): Best practices for creating a hidden field that is not visible to customers
- [How to edit customer data in the app](https://help.heliumdev.com/en/articles/6425339-how-to-edit-customer-data-in-the-app.md): How to use Customer Fields to edit and view customer data
- [How to collect a customer's birthday](https://help.heliumdev.com/en/articles/5398153-how-to-collect-a-customer-s-birthday.md): Everything 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 form](https://help.heliumdev.com/en/articles/3663732-how-to-add-a-terms-and-conditions-checkbox-to-a-form.md): Add a checkbox field with a special hyperlink to a form
- [How to set up account approval for certain types of customers](https://help.heliumdev.com/en/articles/4540997-how-to-set-up-account-approval-for-certain-types-of-customers.md): Examples of how to allow regular customers to register for an account while requiring account approval for wholesale customers
- [How to set up form notifications](https://help.heliumdev.com/en/articles/4727870-how-to-set-up-form-notifications.md): Configure form-specific notifications using Zapier
- [How to upload and display files for customers](https://help.heliumdev.com/en/articles/5008081-how-to-upload-and-display-files-for-customers.md): Use data columns and metafields to display customer-specific files on the storefront
- [How to add new subscribers into Klaviyo using Zapier](https://help.heliumdev.com/en/articles/4523435-how-to-add-new-subscribers-into-klaviyo-using-zapier.md): Add new subscribers into Klaviyo when a Customer Fields form is submitted
- [How to add a "thank you" page](https://help.heliumdev.com/en/articles/4249757-how-to-add-a-thank-you-page.md): Create a separate "thank you" page that shows once a form is submitted
- [How to add a custom button to a form](https://help.heliumdev.com/en/articles/4932621-how-to-add-a-custom-button-to-a-form.md): Add a static button with a hyperlink to a form using a display element
- [How to use form redirects for order conversion](https://help.heliumdev.com/en/articles/3664703-how-to-use-form-redirects-for-order-conversion.md): Learn 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 form](https://help.heliumdev.com/en/articles/3597870-how-to-add-a-video-to-a-form.md): Add a video to a Customer Fields form using an HTML block
- [How to configure the Klaviyo app for use with Customer Fields](https://help.heliumdev.com/en/articles/3753913-how-to-configure-the-klaviyo-app-for-use-with-customer-fields.md): Follow these steps to automatically push customer profiles and custom data into Klaviyo
- [How to require strong passwords using regular expressions](https://help.heliumdev.com/en/articles/3494949-how-to-require-strong-passwords-using-regular-expressions.md): Use a regex template to require your customers to create strong passwords
- [How to tag customers by their region](https://help.heliumdev.com/en/articles/3553742-how-to-tag-customers-by-their-region.md): Use form rules to automatically tag customers by their Country and/or State/Province
- [How to change "Edit account" link text](https://help.heliumdev.com/en/articles/3544562-how-to-change-edit-account-link-text.md): Learn how to change the text for the 'Edit account' link on the account page
- [How to install a form on a store's password page](https://help.heliumdev.com/en/articles/7049514-how-to-install-a-form-on-a-store-s-password-page.md): Install a Customer Fields form on the password page to collect customer data before the store opens
- [How to use account approval with Shopify B2B](https://help.heliumdev.com/en/articles/8542676-how-to-use-account-approval-with-shopify-b2b.md): Use Shopify Flow to create a company account after approving an application
- [How to use custom namespaces in Customer Fields](https://help.heliumdev.com/en/articles/9426266-how-to-use-custom-namespaces-in-customer-fields.md): Use 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 accounts](https://help.heliumdev.com/en/articles/10176768-how-to-use-a-form-with-shopify-s-new-customer-accounts.md): How to use Customer Fields forms with Shopify's Customer Accounts
- [Import field options in bulk](https://help.heliumdev.com/en/articles/5465016-import-field-options-in-bulk.md): Use a CSV file to import a large list of field options
- [Bulk update tags](https://help.heliumdev.com/en/articles/5305448-bulk-update-tags.md): Use Export and Import tools to update customer tags in bulk via CSV
- [Social media login](https://help.heliumdev.com/en/articles/5193252-social-media-login.md): Suggested apps for social media login that work with Customer Fields
- [Best practice for URLs](https://help.heliumdev.com/en/articles/3544484-best-practice-for-urls.md): Learn about the differences between relative paths and absolute URLs
- [Show a confirmation message upon form submission](https://help.heliumdev.com/en/articles/4682718-show-a-confirmation-message-upon-form-submission.md): Enable a setting to show a success step once a form is submitted
- [Redirect customers after form submission](https://help.heliumdev.com/en/articles/3541525-redirect-customers-after-form-submission.md): Use form settings or rules to control the URL for form redirects
- [Hide a form from guest users](https://help.heliumdev.com/en/articles/4734201-hide-a-form-from-guest-users.md): Learn how to hide a form from customers who aren't logged in
- [Resources for form translation](https://help.heliumdev.com/en/articles/4571702-resources-for-form-translation.md): Suggested methods for translating CF forms into multiple languages
- [Minimum required fields for customer records](https://help.heliumdev.com/en/articles/3544143-minimum-required-fields-for-customer-records.md): Details about which pieces of data are required in order for a form to create a customer record in Shopify
- [Backup/import a Customer Fields form](https://help.heliumdev.com/en/articles/4543777-backup-import-a-customer-fields-form.md): Download a backup of a form to save it locally, or for importing into another store
- [Account options](https://help.heliumdev.com/en/articles/4508880-account-options.md): Control how a Registration/update account form saves customer records in Shopify
- [Customer directory](https://help.heliumdev.com/en/articles/3837226-customer-directory.md): Search for customers using powerful filters, create segments, and more
- [Form rules](https://help.heliumdev.com/en/articles/3497658-form-rules.md): Use conditional rules to add or remove tags from customers, show/hide fields, set redirect URL, and much more
- [Field validation](https://help.heliumdev.com/en/articles/3528408-field-validation.md): Make fields required, or ensure customer input matches a certain criteria
- [Customer auto tagging](https://help.heliumdev.com/en/articles/3567319-customer-auto-tagging.md): Automatically apply tags to your customers in Shopify in a variety of ways
- [Form steps](https://help.heliumdev.com/en/articles/3528142-form-steps.md): Create a multi-step form to break up long or complex forms into multiple steps
- [Spam protection](https://help.heliumdev.com/en/articles/5955727-spam-protection.md): Protect your store against fake/spam customer accounts using a built-in recaptcha
- [Email notifications](https://help.heliumdev.com/en/articles/3567236-email-notifications.md): Enable email notifications for admins when customers create or edit their account
- [Customer note editor](https://help.heliumdev.com/en/articles/3649580-customer-note-editor.md): Display custom data when viewing Customers and Orders in the Shopify admin using the customer note field
- [Understanding the 3 'field type' categories](https://help.heliumdev.com/en/articles/3558978-understanding-the-3-field-type-categories.md): An overview of the different field types available in the Customer Fields form builder
- [General settings for all fields](https://help.heliumdev.com/en/articles/4516996-general-settings-for-all-fields.md): Details on the general settings for fields
- [Standard Shopify fields](https://help.heliumdev.com/en/articles/4499835-standard-shopify-fields.md): Use standard Shopify fields to collect regular Shopify information from your customers
- [Address fields](https://help.heliumdev.com/en/articles/4502345-address-fields.md): Use address fields to collect a default address for your customers
- [Display elements](https://help.heliumdev.com/en/articles/4461219-display-elements.md): Use display elements to add design elements and clarifying information to a form
- [Custom input fields](https://help.heliumdev.com/en/articles/4364943-custom-input-fields.md): Use custom input fields to collect all sorts of additional information from your customers
- [Repeating group fields](https://help.heliumdev.com/en/articles/4658402-repeating-group-fields.md): Use repeating group fields to collect multiple sets of custom data
- [Customer data storage settings](https://help.heliumdev.com/en/articles/4089822-customer-data-storage-settings.md): Automatically import and sync new customers from Shopify
- [Metafield definitions in Shopify](https://help.heliumdev.com/en/articles/6129087-metafield-definitions-in-shopify.md): Use metafield definitions to display and edit custom data directly from the Shopify admin
- [Form settings](https://help.heliumdev.com/en/articles/3541387-form-settings.md): Rename your form, set redirect URL, adjust language, edit CSS and more
- [Form revisions](https://help.heliumdev.com/en/articles/3550646-form-revisions.md): Use form revisions to revert to a previous version of your form
- [Import customer data via CSV](https://help.heliumdev.com/en/articles/3567400-import-customer-data-via-csv.md): Add & edit customers in bulk using Customer Fields
- [Export customer data to CSV](https://help.heliumdev.com/en/articles/3567402-export-customer-data-to-csv.md): Export your customer data from Customer Fields to a CSV
- [Email templates](https://help.heliumdev.com/en/articles/4512406-email-templates.md): Control the default subject and message for customer-facing emails, use Liquid variables to add dynamic content and personalization
- [Staff/User permissions](https://help.heliumdev.com/en/articles/4732657-staff-user-permissions.md): Manage permissions for each admin user to control access to features and settings
- [Integrations for Customer Fields](https://help.heliumdev.com/en/articles/6425259-integrations-for-customer-fields.md): An overview of the different types of apps & services that are integrated with Customer Fields
- [How to use Customer Fields with Shopify Flow](https://help.heliumdev.com/en/articles/7184736-how-to-use-customer-fields-with-shopify-flow.md): Use triggers and actions in Flow to automate tasks
- [Use Omnisend to create email marketing campaigns](https://help.heliumdev.com/en/articles/6506204-use-omnisend-to-create-email-marketing-campaigns.md): Push customer data into Omnisend for use with email & SMS marketing
- [Use Happy Birthday Discount to create birthday campaigns](https://help.heliumdev.com/en/articles/6604841-use-happy-birthday-discount-to-create-birthday-campaigns.md): Capture birthday data from your customers and send them a discount on their birthday using the Happy Birthday Discount app
- [Extend your customer data with Zapier](https://help.heliumdev.com/en/articles/4250427-extend-your-customer-data-with-zapier.md): Connect 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 submitted](https://help.heliumdev.com/en/articles/5924851-get-slack-notifications-whenever-a-form-is-submitted.md): Connect Customer Fields to your Slack workspace and get notifications sent straight to your channels
- [Customize the account page with CustomerHub](https://help.heliumdev.com/en/articles/6203052-customize-the-account-page-with-customerhub.md): Display custom data on your store's account page using the CustomerHub integration
- [Load field options from a Google Sheet](https://help.heliumdev.com/en/articles/5507010-load-field-options-from-a-google-sheet.md): Connect a field to a Google Sheet to dynamically load a large list of options
- [Enable autocomplete for address fields using Google Maps](https://help.heliumdev.com/en/articles/5614383-enable-autocomplete-for-address-fields-using-google-maps.md): Connect a form to Google Maps to enable autocomplete for address fields
- [Use Customer Fields with Sparklayer B2B](https://help.heliumdev.com/en/articles/8325531-use-customer-fields-with-sparklayer-b2b.md): Resources and guides for using Customer Fields along with the popular wholesale app Sparklayer
- [How to use Customer Fields with Yotpo marketing](https://help.heliumdev.com/en/articles/9362935-how-to-use-customer-fields-with-yotpo-marketing.md): Connect your custom data from the Customer Fields app to Yotpo Email Marketing & SMS via Zapier
- [Form errors shown to customers](https://help.heliumdev.com/en/articles/4523971-form-errors-shown-to-customers.md): Customer-facing form errors: what they mean, why they happen, and how to avoid them
- [How do I create conditional fields?](https://help.heliumdev.com/en/articles/3514935-how-do-i-create-conditional-fields.md): Details about configuring conditional logic for fields using form rules
- [How does account approval work?](https://help.heliumdev.com/en/articles/6311748-how-does-account-approval-work.md): A guide to account approval on Shopify using Customer Fields
- [Can I create a contact form?](https://help.heliumdev.com/en/articles/4038633-can-i-create-a-contact-form.md): Limitations of using Customer Fields to create a contact form
- [Can I restrict access to my store?](https://help.heliumdev.com/en/articles/4840273-can-i-restrict-access-to-my-store.md): 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?](https://help.heliumdev.com/en/articles/6133853-can-i-create-a-newsletter-sign-up-form.md): 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?](https://help.heliumdev.com/en/articles/3710259-what-is-account-status-and-what-does-it-mean.md): Details on the account status for customers, and how they are determined
- [Common issue: Failed to merge customers](https://help.heliumdev.com/en/articles/6476077-common-issue-failed-to-merge-customers.md): Information about a common error with account approval flows
- [Common issue: Failed to send account invite](https://help.heliumdev.com/en/articles/6296434-common-issue-failed-to-send-account-invite.md): Why certain errors happen when approving or inviting customers
- [Common issue: Form redirect is not working](https://help.heliumdev.com/en/articles/4280818-common-issue-form-redirect-is-not-working.md): You 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 forms](https://help.heliumdev.com/en/articles/5031252-customer-fields-demo-store-forms.md): Example use cases and additional templates to spark inspiration
- [How to cancel Customer Fields](https://help.heliumdev.com/en/articles/6974814-how-to-cancel-customer-fields.md): Learn what steps you need to take to uninstall and unsubscribe from Customer Fields
- [Custom form styling](https://help.heliumdev.com/en/articles/3541498-custom-form-styling.md): Use CSS to apply custom styles to a Customer Fields form
- [Data column variables](https://help.heliumdev.com/en/articles/3663771-data-column-variables.md): Learn how to use data column variables in the app's form builder to make forms dynamic
- [Metafield data in Liquid](https://help.heliumdev.com/en/articles/3554141-metafield-data-in-liquid.md): Use Metafields to access custom data on the storefront, or Shopify's email notifications
- [Whitelisted tags](https://help.heliumdev.com/en/articles/5502398-whitelisted-tags.md): Use whitelisted tags on a form to prevent tampering
- [Developer documentation](https://help.heliumdev.com/en/articles/3787318-developer-documentation.md): Customer Fields is a developer-friendly app, and these dev docs are meant to help developers with advanced use cases
- [Customer Fields Status](https://help.heliumdev.com/en/articles/6399450-customer-fields-status.md): If you are having trouble accessing the app, check the Customer Fields status page
- [Theme app extensions](https://help.heliumdev.com/en/articles/6720210-theme-app-extensions.md): An overview of how Customer Fields uses Shopfiy's Theme App Extensions
- [Liquid uninstall](https://help.heliumdev.com/en/articles/3561953-liquid-uninstall.md): How to remove the Customer Fields app code from a Shopify theme
- [Intercom API Article Test](https://help.heliumdev.com/en/articles/13977217-intercom-api-article-test.md): How to use Customer Fields forms with Shopify's Customer Accounts