Overwrite customer Tags and Notes from form submissions

You can use the Form Builder app to automatically update or overwrite customer tags and notes in Shopify when a form is submitted.

Learn more about Customer auto tagging

Learn more about Automatically edit Customer Note after submitting form

By default, new tag(s) or note content will be added each time the form is submitted. If you want the new tags or note content replace the old one (the old data is deleted), please enable the setting: Overwrite customer’s existing tags and notes

Steps to manage

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

1. Connect form data with Shopify data and set tag ot note you want to add to customer detail > then tick on checkox Override customer's existing tags and Override customer's existing notes

   
2. Save the form to update the changes