How-to-Guides
How to pin a metafield definitionDisplaying custom data in Shopify with metafield definitions
How to sort customers by date createdWays to sort customers by the date their account was created
How to display a logo in customer-facing emailsUse HTML to add a logo image in the app's email templates
How to create a hidden fieldBest practices for creating a hidden field that is not visible to customers
How to edit customer data in the appHow to use Customer Fields to edit and view customer data
How to collect a customer's birthdayEverything 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 formAdd a checkbox field with a special hyperlink to a form
How to set up account approval for certain types of customersExamples of how to allow regular customers to register for an account while requiring account approval for wholesale customers
How to set up form notificationsConfigure form-specific notifications using Zapier
How to upload and display files for customersUse data columns and metafields to display customer-specific files on the storefront
How to add new subscribers into Klaviyo using ZapierAdd new subscribers into Klaviyo when a Customer Fields form is submitted
How to add a "thank you" pageCreate a separate "thank you" page that shows once a form is submitted
How to add a custom button to a formAdd a static button with a hyperlink to a form using a display element
How to use form redirects for order conversionLearn 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 formAdd a video to a Customer Fields form using an HTML block
How to configure the Klaviyo app for use with Customer FieldsFollow these steps to automatically push customer profiles and custom data into Klaviyo
How to require strong passwords using regular expressionsUse a regex template to require your customers to create strong passwords
How to tag customers by their regionUse form rules to automatically tag customers by their Country and/or State/Province
How to change "Edit account" link textLearn how to change the text for the 'Edit account' link on the account page
How to install a form on a store's password pageInstall a Customer Fields form on the password page to collect customer data before the store opens
How to use account approval with Shopify B2BUse Shopify Flow to create a company account after approving an application
How to use custom namespaces in Customer FieldsUse 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 accountsHow to use the new Customer accounts type or decide between Customer accounts and legacy (formerly new and classic customer accounts)