Customer Fields

Customer Fields

by Helium

Registration forms, customer accounts, and account approval.

4.9 of 5 stars(233 reviews)

Gather unique customer data

Add extra fields to your customer registration form or newsletter signup form, automatically add customer tags, or segment customer groups.

Review and approve accounts

Enable account approval if you want to review customer information before creating an account in Shopify. Great for wholesale/B2B sites.

Integrated customer data

Store customer data securely and access via CSV export, Shopify metafields, Zapier, or our API. Integrate with your ESP, CRM, etc.


About Customer Fields

Recent app updates (January 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
  • Added 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 & 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.

Integrates with

  • Zapier

See the app in action

Explore how the app works in an example store.

View example store

Media gallery

Support

Pricing 14-day free trial

See all pricing options
Basic

$12/month

  • Account Approval

  • Staff permissions

  • Form steps

  • Edit account page

  • Filter & export customer data

  • Sync up to 10k Customers

  • 1 form

Pro

$26/month

  • Basic features PLUS:

  • Unlimited custom fields

  • Customer auto-tagging

  • Conditional rules

  • Email notifications

  • Sync up to 10k customers

  • 2 forms

Advanced

$60/month

  • Pro features PLUS:

  • Priority support

  • API access

  • Zapier integration (connect to 2,000+ apps)

  • Sync up to 50k of your customers

  • Unlimited forms

Custom

$200/month

Custom pricing starting at $200/month

  • Advanced features PLUS:

  • Sync over 50k customers

  • Contact us for pricing

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

4.9 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.
  • 5 of 5 stars
    94% of ratings are 5 stars
  • 4 of 5 stars
    3% of ratings are 4 stars
    (8)
  • 3 of 5 stars
    0% of ratings are 3 stars
    (1)
  • 2 of 5 stars
    1% of ratings are 2 stars
    (3)
  • 1 of 5 stars
    0% of ratings are 1 stars
    (1)

Most recent reviews

Télépharma

Amazing customer service! Katelyn was so patient with all my questions and always found a solution to tailor the app to my needs.

Developer reply

January 11, 2021

Thank you! We work hard to ensure the quality of our customer service matches the quality of our products. :)

This is also a great shoutout for Katelyn, our newest team member! She's still pretty new here at Helium, and she is doing a fantastic job! 🎉

(Not written by Katelyn, we promise 😊)

VetMed Solutions

Customer support is excellent. Very quick to respond when we needed assistance with setting up the form to our needs. This is the only app that actually groups all of your submissions in one place that way they don't get lost.

Developer reply

January 8, 2021

Thank you for the excellent feedback!

foodpackgreen

Customer support was very effective and solved my problem! So, I recommend this app for funcionality and for support.

Developer reply

December 7, 2020

Excellent! Thank you so much for sharing. 😄