Account options setup – Control how customer accounts are created

You can decide how customer accounts are handled when someone submits a registration form. This guide will show you how to set up these options for both new and existing forms.

When you create or edit s Registration form in the app, you will see a section that allows you to configure the form’s account options.

There are 3 options:

• Automatically create customer

• Send email invite

• Require account approval

Select account options for new forms

Steps to manage

1. Open the app > click Forms > click Create new form button > select Shopify Register form template

2. In Account options, select one of 3 options to control the way the customer data is added in Shopify after the form is submitted

3. Configure the form

4. Click Save

Change account options for existing forms

Steps to manage

1. Open the app > click Forms > open the form you want to edit

2. Click Integration icon on the left side > enable Shopify > click Configure button

3. Select Shopify Account options > select one of the options: Automatically create customer, Send email invite, Require account approval

4. Save

Understanding each Account Option

To learn more about how each account option works, please view below.

• Automatically Create Customer: A customer account is created immediately after the form is submitted.

• Send Email Invite: An invitation email is sent to the user, prompting them to create an account.

• Require Account Approval: The form submission is held for review, and you can approve or reject the account creation manually.