Automatically create/update customer accounts

Steps to manage

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

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:

• first_name
• last_name
• email
• phone
• addresses.address1
• addresses.address2
• addresses.city
• addresses.province
• addresses.zip
• addresses.country
• addresses.company
• note[]   (learn more)
• tags[]   (learn more)

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

3. Select Shopify Account options > select Automatically create customer

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,

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
• Our app system only supports fundamental Data properties such as Name, email, addresses, phone,… With other additional data, you can add to the Tag field or Note field of Customer detail

Submit the form and check the result.

Automatically create customer workflow

If this account option is enabled, then the app will attempt to automatically create (or update) customer profile in Shopify each time the form is submitted.

Below is the cases this option is suggested to use:

• Allowing new customers to register for an account and receive immediate access to their new account
• Allowing existing customers to edit their account details after logging in

 1. Customer form submission
The customer fills out and submits your form on the storefront.

 2. Account is created immediately 

• When a new customer submits a form, the app will create a customer profile in Shopify, and the customer will be automatically logged in to their new account.
• Shopify will also send the customer the store’s standard ‘Customer account welcome’ email.

• When an existing customer submits a form, the app will update the existing customer data using the data filled on the form.

Existing customers must be logged in to their accounts before submitting the form; otherwise, the app will attempt to create a new customer account.

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [email protected]

We are always willing to help with all sincerity!