Account options

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:

✅ Option	📦 What It Does
Automatically create customer	Immediately creates or updates a Shopify customer account when the form is submitted.
Send email invite	Sends a Shopify account invite to the user — they must click the invite link to activate their account.
Require account approval	Holds the submission for review. You must manually approve the account before it’s created in Shopify.

🔗 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

🔄 What Each Account Option Does

✅ Automatically Create Customer

• As soon as the user submits the form, a Shopify customer account is created (or updated if the email already exists).

• The user can then log in immediately.

• Shopify will send the standard “Customer account welcome” email automatically.

• Recommended when you want instant registration, quick access, or simple account setup.

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✉️ Send Email Invite

• Instead of creating the account immediately, the system sends an invite email.

• The user must click the link in the email to confirm and activate their account.

• Good for verifying the user’s email, reducing fake/spam accounts, or ensuring consent.

Learn more

📝 Require Account Approval

• The form submission is held in pending status, no account is created yet.

• You (the store owner) manually review the submission and decide whether to approve or reject.

• Once approved, the account is created and an invite email is sent to the user.

• Useful if you want to vet registrations (e.g. wholesale, B2B, exclusive access, membership, etc.).

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