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
- 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. 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,
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.
Lear more about Shopify Account options: Automatically create customer, Send email invitation, Require account approval
Tutorial video
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!