Customer Fields

Recent app updates (March 2021):

• Staff permissions
• Intuitive dashboard
• New 'repeating group' fields
• Account Approval
• Zapier integration (Connect to Klaviyo, Mailchimp, Google Sheets, etc.)
• Improved customer directory & customer segments
• Customer note template
• Advanced field validation
• Multi-step forms (form steps)
• Preview forms and form submissions
• Search for customers by name, email, phone, or tag
• New rule conditions for file upload fields

You need to understand your customers in order to grow your business. Learning about your customer's preferences and interests allows you to personalize your marketing and increase sales and customer retention.

Gather important customer data by customizing registration form(s) using our simple drag-and-drop form builder, then put the data to work by integrating with your other business tools.

Account approval/verification

• Review form submissions and approve/deny new customers
• Collect customer data without creating accounts in Shopify

Automatic Customer Tags

Set up rules that will tag customers depending on a field selection. Once a customer is tagged, you can create unique segments in your Shopify admin to group customers by tags.

Advanced customer filtering

Easily filter and search through customers to find exactly who you’re after. For example, find registered teachers by searching email addresses ending in a “.edu” domain or find the list of customers that have birthdays this month.

Custom form fields

Register customers with unique fields that you set up in-app. When a customer registers on your storefront, their information is collected and stored within the app, which is accessible to review or export.

Liquid integration

Any custom field value is saved as a metafield for that customer, which means you can augment the shopping experience based on a certain field right in Liquid or display that value to the customer within the account panel. Discover new ways of product discovery by curating products based on the data unique to each customer.

Edit page for customer accounts

Simplify the Customer Account experience and save time by allowing your customers to edit their information directly in the customer account/customer login panel of your store. You can also directly edit your customer accounts with ease.

Email notifications

Stay in the loop by getting email notifications when a customer registers on your store or edits their account (as well as what changed about that customer). Use this to review and verify new accounts, such as for wholesale accounts.

Bulk import & export customers

Use our bulk customer import feature to add customers with additional fields directly into Shopify, or export enriched customer data to your CRM.