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Account options setup

Estimated reading time: 1 min

This function allows you to control how a form saves customer data in Shopify.

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

Change account options for new forms

Steps to manage

  1. From the app admin page, 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. From the app admin page, 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

 

Account option workflows

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

  1. Automatically create customer
  2. Send email invite
  3. Require account approval

 

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net

We are always willing to help with all sincerity!

 

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