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Customize Customer Data with Shopify Fields App

Published on: June 4 2023 by pipiads

Hello everyone, I'm Michael from Helium, the maker of the Customer Fields app. Today, I'm going to show you how to automatically add customer tags using our app.

When you first log into the app, you'll be prompted to create your first form. We're going to choose the retail wholesale registration form, which is for merchants who sell to both retail and wholesale customers.


1. Auto Tag via Form Rule:

This template is built with a recommended way to auto tag customers. When you sign up as a wholesale partner and check the designated box, we'll automatically add the B2B tag via form rule.

2. Multi-Choice Field:

We can also use a multi-choice field, like radio choices or check boxes, to add customer tags. We'll create a radio choice field called Are you a wholesale customer? and add a separate value to call that B2B if they answer yes. We'll also check the box that says Tag customer selected value so that the value is added as a customer tag.

3. Auto Tag Everyone:

If you only sell to wholesale customers, we can add a rule to auto tag everyone who fills out the form with the B2B tag.

These are the three primary ways to automatically add customer tags using the Customer Fields app. With our app, you can easily manage and organize your customer data with tags, making it easier to market to specific groups of customers. Try it out for yourself and see how it can benefit your business!

Customer Fields in 5 minutes | Customer Fields for Shopify

Customer Fields: Transforming Shopify with Powerful Customer Data

Customer Fields is Shopify's most powerful customer data toolkit that helps you understand your customers better and sell them products they'll love. In this five-minute tour, we'll show you how to build a form with dynamic if-then rules, install it on your storefront, and collect and review the data.

Creating a Form:

- Select Customer Fields in your app listings to access the dashboard.

- Create a new form with Customer Fields, and choose to let people automatically create a profile, require email verification, or approve customers before they can make a purchase.

- Choose from various templates to build the perfect form, and add, edit, or remove fields as needed.

- Use rules and customer fields to create conditions and actions based on how the customer fills out the form, such as if-then features.

Installing the Form:

- Installing the form anywhere on your site is easy, and you can select where you'd like the form to show up on your store, such as on the registration page and edit account page.

Collecting and Reviewing Data:

- As customers fill out the form, their information will land in the Customer Fields Customers tab and also get sent to Shopify's customer dashboard.

- Use the data to understand your customers better and segment them into targeted marketing groups on the Customers tab, where you can filter, sort, and segment based on various criteria.

- Export the customer data and use it with other platforms like email marketing software or your CRM.

Customer Fields opens up a world of opportunities for your Shopify store and helps you leverage your customer data to the fullest. With its powerful features and integrations, you can truly understand your customers better and sell them products they'll love. Check out our other videos, help articles, or reach out to our support team for more information.

How to use Shopify Metafields (custom fields)

Hey there, it's Young from Let's Go Chopoff! In today's video, I'll give you a quick overview on Shopify Metafields, also known as Shopify custom fields. With Metafields, you can display information dynamically and customize your product pages. So let's get started!

- Shopify Metafields are custom fields that allow you to add additional information to your product pages.

- Hard-coded values in the theme file can lead to repetitive information on multiple product pages.

- Using an app like Metafield Guru makes managing Metafields simple and intuitive.


1. Install Metafield Guru app from the Shopify App Store.

2. Open the app and select the Product section.

3. Search for the product you want to add Metafields to.

4. Create a new Metafield with a namespace, key, and value type.

5. Add the actual value for the Metafield.

6. Replace hard-coded values in the theme file with Metafields using product.metafields.namespace.key syntax.

7. Use conditional statements to only display Metafield values if they are defined.


- Use an app like Metafield Guru for an easy-to-use and good-looking interface.

- Keep HTML markup in Metafields short and avoid adding entire sections for easy maintenance.

- If you have questions, leave them in the comments section.

- Shopify Metafields allow for dynamic customization of product pages.

- Using an app like Metafield Guru simplifies the process of adding and managing Metafields.

- By replacing hard-coded values with Metafields, you can avoid repetitive information on multiple product pages.


In this article, we will be reviewing the Custom Fields Meta Fields app for Shopify. This app allows you to add custom fields to your product pages, blog posts, collections, orders, customers, and global settings. We will go through the installation process, features, and functionality of the app.


1. Go to the Shopify App Store and search for the Custom Fields Meta Fields app.

2. Install the app and give it the necessary permissions.

3. Once installed, you will be greeted with a nice design and left menu navigation.

4. Under the Get Started tab, you can find helpful information about the app and video tutorials.


1. You can add every imaginable field type from rich text to references.

2. The app integrates with Shopify's bulk editor.

3. You can add in any existing meta field, even if it was created with a different app.

4. You can manage your data right into the Shopify forms, easy import, and filtered exports.


1. To add a new field, hover over the product page and choose add field.

2. Choose the field type and create a new text field.

3. Click on the installation button under the products tab to install the custom fields for products.

4. Edit the custom fields code if you wish.

5. The custom fields will appear under the product descriptions.

The Custom Fields Meta Fields app is a fantastic app if you want to add some extra fields under product descriptions. The app's install function makes it a lot better than all the other apps in our opinion. The free plan is fair, and if you need more options, pay plans are great. However, it is pretty hard to move the custom fields anywhere else beside under the description. Overall, this app can be a lifesaver for your Shopify store. Don't hesitate to try it out and let us know your experience.

Truly Understanding Your Shopify Customers By Collecting Data With Customer Fields

Hey everybody, Justin seen her here. How's it going? I've got a great video for you today that's definitely gonna help you make some money. I'm gonna be talking about how you can understand your customer and profit off of that information with your Shopify store. This is all about truly understanding your customer's behaviors, not just their demographics, but what they truly want to see, what they want to buy, and how they're gonna interact with your site.

Level One: Demographics:

- Demographics and interests are the bare bones of customer profiling.

- In order to build products and market effectively, understanding who your customer is based on age, gender, and interests is important.

Level Two: Understanding Customer Behavior:

- Understanding customer behavior is a more advanced level of customer profiling.

- Knowing how customers behave when interacting with your brand, checkout, social media, etc. can unlock tens of thousands of dollars in profit.

- Collecting data correctly is key to unlocking this information.

How to Collect the Right Data:

- Shopify's default data collection is very basic.

- Customer Fields app is the best way to collect and utilize customer data.

- With Customer Fields, you can customize your registration and newsletter forms to collect specific data points.

- With this information, you can create personalized shopping experiences, send smarter email segments, and build powerful look-alike audiences for Facebook ads.

Understanding your customer on a deeper level can lead to significant increases in revenue. Customer Fields is the best app for collecting and utilizing customer data to create personalized shopping experiences and improve marketing efforts. Use the link below to get a 10% lifetime discount and a 14-day free trial. Try it out and see the difference in your registration pages.

Increasing Shopify Revenue By Focusing On Customer Experience With Accentuate

- Justin Scener, Shopify entrepreneur, sharing tips to increase revenue

- Importance of understanding customer behaviors and preferences

- Using Accentuate Custom Fields app to collect and leverage data

Knowing Your Customer:

- Customer profiling is one level of understanding

- Need to know customer behaviors, interests, and preferences specific to your brand

- Collecting data with Shopify limitations

- Importance of using real data, not assumptions

Accentuate Custom Fields:

- App allows for collecting and leveraging data

- Over 3,500 merchants using it with almost a perfect 5-star review

- Examples of how to use the app to increase average order value and conversion rate

- Creating a reference field for selecting the most relevant related products

- Granular control over related products increases average order value and improves SEO

- Accentuate Custom Fields is a powerful app for Shopify entrepreneurs

- Using it to collect and leverage data can unlock tens of thousands of dollars of revenue

- Highly recommend downloading and trying the 30-day free trial

Add file upload field to shopify product page (Custom fields)

Are you struggling to add a file or photo upload to your Shopify product page? Look no further than Upload Fields - the solution to your problem. In this article, we'll go through how to set up and customize the app to fit your specific needs.

Setting up Upload Fields:

1. After installing the application, click on it and hit New Upload Field.

2. Enter a file name and choose the introduction title.

3. Customize the button's color, text color, padding, font, and width.

4. Select the language for the storefront and pop-up.

5. Choose where to target the upload button and adjust the behavior (single file, set of numbers, unlimited files, file type).

6. Require file upload before allowing customers to add to cart.

7. Enable a description text field and set a minimum image size.

Using Upload Fields:

1. Go to the product page on the storefront.

2. Choose Choose an Image and upload the desired file.

3. Crop the image if necessary and hit Apply.

4. Add the product to the cart and check out.

With Upload Fields, adding a file or photo upload to your Shopify product page has never been easier. Customize the app to fit your needs and provide your customers with a seamless shopping experience.

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