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Quick Start Guide

Start using the Customer Fields app in 3 minutes

Written by Kyle Weiskopf
Updated this week

Welcome to Customer Fields!

Thanks for choosing to use Customer Fields for your online store. If you're new to the app and/or Shopify, you can use the video and step-by-step instructions below to get up and running fast!

3-minute video overview

Create a form, add it to your theme, start collecting data, then put the data to work!

The steps below provide a basic outline of how to create a registration form and install it on your storefront. There are many other ways to use the app as well, so make sure to check out the rest of our help articles for feature details, best practices, tips & tricks, and more!

Step 1

Create a form via the 'Forms' page in the app admin:

Step 2

Use the form builder to customize the form to your liking:

Step 3

Install the form on your storefront using the theme editor in Shopify:

Step 4

Test the form by submitting it (just like a customer would), and then check the results!

๐Ÿ‘‰ Note for new Shopify stores:

Shopify now sets new stores to use the new Customer Accounts type by default. The Legacy Customer Accounts system has been partially deprecated, and can no longer be used for new stores.

Customer Fields works with both Legacy and new Customer Accounts. If youโ€™d like to learn more about using Customer Fields with the new Customer Accounts, you can check out our guide here.

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