Connect form fields to Shopify customers data
After the form is submitted, a new customer account will be created in Customers of your Shopify store. The data filled on the form will also be added to customer detail. Reference: Customer · Shopify Help Center Why Use This Feature?
By linking your form fields to Shopify’s customer fields, you can:
Automatically create new customer account in Shopify Customers
Automatically update customer information.
Improve customer management.
To achieve that, all you need to do is to link all of your form elements to the customer properties.
Below are the common customer properties:
Email
Phone
First name
Last name
Address: Address
Address: Apartment
Address: City
Address: Province
Address: Zip, postal code
Address: Company
Address: Country
Password
Steps to manage
Please follow our instructions to interlink your form elements to Shopify Customer Data
1. Open the app > click Forms > open the form you want to edit
2. Click the Integration icon on the left side > enable Shopify and click on Shopify option to see setting detail
3. Select Shopify Account options. They are Automatically create customer, Send email invitation, Require account approval
4. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute,
Note: Email field on the form is required to be mapped with email attribute of Shopify.
5. Add customer tag, note, metafield and select Marketing status of customer account (optional)
6. Save the form to apply the change
Note:
For Email field, “email” attribute is required to be filled in. For other fields, you can enter the corresponding attribute
Then you can submit the form and check the result.
Lear more about Shopify Account options: Automatically create customer, Send email invitation, Require account approval
Tutorial video
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