How to connect more fields to the customer created by the submission?
If you are using the default registration page for customers to sign up, the customer information you can obtain only include the customer name, email, and phone.
Our form can connect more custom fields for the customer created by the submission. That means you can get more leads and more information about your customers, such as gender, age, hobbies, etc.
You can connect more fields to the customer by following the steps below.
Step1: You need to add the customer information you want to obtain to your form.
For example, when users register an account, you need to collect information such as their Birth date, Gender, and Country. You need to add these fields to the form.
Setp2: Add the metafields for the customer in your store's backend.
1. Enter your store's backend and click on "Settings".
2. Find and click on "Metafields and metaobjects", then click on "Customers".
3. Click "Add definition" in Customer metafield definitions.
4. On the Add customer metafield definition page, you need to enter the "Name" and "Type" for the metafield.
Please note: You can customize the Name of the metafield, which corresponds to the field name in the form. However, the Type you select for the metafield is crucial, as it determines whether the value from the form field (i.e., the information entered by the user) can be synchronized.
Based on our team's testing, please refer to the following table to select the corresponding Type for the metafield that matches the form field.
| Form widget | Metafield |
| One-line Text | Single line text |
| Multi-line text | |
| Multi-line Text | Multi-line text |
| Dropdown | Single line text |
| Multi-line text | |
| Selects | Single line text |
| Multi-line text | |
| Checkboxs | Single line text |
| Multi-line text | |
| Checkbox | True or false |
| Number | Integer |
| Decimal | |
| Date | Date |
| Time | Single line text |
| Currency | Integer |
| Decimal | |
| Country Select | Single line text |
| Multi-line text | |
| Phone | Single line text |
| Multi-line text | |
| Img Radio | Single line text |
| Multi-line text | |
| Img Checkbox | Single line text |
| Multi-line text | |
| File Upload | URL |
| Rating | Integer |
| Rich Box | Multi-line text |
For example, if you added a Birth date field to the form in the first step, using the Date field type in the form, then when adding a new metafield, you can enter "Birth date" in the Name field. According to the table above, the corresponding Type for a Date form field is Date, so you would select "Date" as the Type. Then click "Save".
Follow this pattern for other fields accordingly.
Setp3: Connect the form fields to metafields using the Email widget in a form.
1. Go to the form editing page.
2. On the Design page, select the Email field and click "Connect more form fields to the new customer".
3. Select the corresponding form field for the metafield, and finally click on "Save".
After you complete the setup, the metafield information will be displayed in the Shopify customer profile created through the form.
If any problem, feel free to contact us for support directly.