Custom Forms: collect all customer data you need

Build registration and profile forms with custom fields that collect additional data from your customers. Use the information to segment and target your audience.
Froonze
October 27, 2023

Customer Accounts ☑ Custom Forms allows you to create custom registration and profile forms. These forms collect additional data from your customers using personalized fields. The information is then saved in Shopify metafields. This means that once collected all data is accessible in the platform, where you can use it to address and segment your audience. This valuable marketing asset can be used to analyze your customers or to plan and run marketing campaigns.

Table of contents

Custom Forms in Shopify

With the help of custom form app builders, merchants can create personalized forms with custom fields. These forms allow businesses to gather valuable first-party data from customers. Such as birthdays, pet's names, VAT/Tax IDs, licenses, files and other personalized information. They can play an important role, collecting special information that Shopify can't collect through its standard fields.

The drag-and-drop builders make it easy for merchants to create forms without any coding knowledge. They offer various field types and customization options to tailor forms to specific use cases.

These forms are very valuable for shops that need information from customers during registration. Some of these apps can also modify the registration process. Instead of creating an account after submitting the form, customers will need to pass an additional verification step. This step can be an email verification or admin approval.

One significant advantage in Shopify is that the platform provides with an excellent feature to store custom data. Shopify metafields.  

Metafields allow to define additional fields for entities like customers and products and save them at an object level.  They are a powerful tool that can be used to enhance the functionality and personalization of Shopify stores. For example, customer data can be used to segment and organize customers. Or to ease integrations with other business and marketing tools that use customer data. Like targeted marketing campaigns in Klaviyo.

Froonze Registration Form
View of Froonze Custom Form on the Shopify registration page

Froonze Custom Forms Plugin: overview and features

Our Custom Forms Shopify plugin allows you to create custom forms to collect additional customer data.  The forms can contain custom fields to collect additional information you'd like to have from your customers. Like birthdays, TAX or IDs, favorite colors, files,... All the custom data is saved in Shopify metafiels, where it can be accessed and used easily.

The forms can replace the default theme forms or be installed on other pages. Our plugin divides the forms into three types to serve three different purposes.

  • Registration forms, that are installed on the registration page to sign up new customers
  • Profile forms to edit personal information once customers log in, are installed on the account page
  • Page forms are installed on any other page on the site. With them you can create additional categories of registration. Or collect other additional data at a later point in your relationship with your customers

Custom Forms also features other useful tools.

  • Quick install
  • Multi-language support
  • A drag and drop builder featuring 4 field categories and different inputs like radios and checkboxes. Also a step editor, file upload, required fields, field validation
  • Custom fields that will sync with new Shopify metafields to start collecting information. Or with existing metafields if you were already collecting information with a different app
  • Additional registration action: Email Verification. So you customers need to verify the email before creating the account
  • Additional registration action: Admin Approval. So a shop admin will need to manually approve or reject every account application. This option also features customizable email notifications

Have a look at the demo video:

Once you start collecting standard or custom information with our form fields, all the information will be stored in Shopify. You can use it there to address, analyze and segment your audience.

In Shopify, you can use the Customers dashboard to Export Standard and Address information. Or the Search Box to search for emails, names, phones, locations, tags.

Shopify Customers Admin Panel

Custom data collected in metafield definitions, can be used as Filters to segment the customers in the Segments panel. If you are new to this, we recommend you having a look at Shopify's documentation to get to know more about filters and segmentation.

Shopify Customers Admin Panel Filters

You can also export customer metafield data along with other customer information with the help of a 3rd party application. Or Pin the metafields so this information will be part of the customer information in the Customers panel.

Shopify Custom Data Metafiels Admin Panel
Shopify Customers Admin Panel Pinned Metafields

Pricing

Basic$6

All standard Shopify fields for profile and address

Registration and profile forms

Custom fields(metafields)

Email verification

Unlimited submissions and customers

2 forms

Translations

More features are coming!

Advanced$12

Everything in the Basic plan

Account approval

File Upload

More features are coming!

Premium$30

Everything in the Basic & Advanced plans

Unlimited forms

More features are coming!

More details on the Pricing Page

Summary Questions

What are custom forms and why are they important in Shopify?

Custom forms in Shopify allow to collect additional customer information through personalized forms.  They are a powerful tool that can be used to enhance customer interactions and improve Shopify store performance. They enable merchants to:

  • Gather valuable first-party data from customers
  • Personalize forms with custom fields and customize them with different field types
  • Streamline and tailor the registration process according to specific needs
  • Enable integration with third-party applications

How can custom forms be created in Shopify without coding?

Merchants can create custom forms in Shopify using drag-and-drop form builders. They are very easy to use and do not require any coding knowledge. They offer various field types and design customization options to tailor forms to specific use cases.

How can custom forms benefit businesses during the registration process?

Custom forms allow businesses to collect additional information from customers during registration. Some of these apps can also change the registration process. Instead of creating an account after submitting the form, customers will need to pass an additional verification step. This step can be an email verification or admin approval. It can be used so only verified and approved customers with an account can make purchases.

What are Shopify metafields?

Shopify metafields enable the storage and management of custom structured data at the object level. They provide a way to extend the default data model by allowing to define fields with products, customers, orders, and other entities. Metafields can be used to store various types of data or even complex structured information.

What is the significance of Shopify metafields in relation to custom forms?

Metafields can be used to store the information collected through custom forms. This data can then be used to segment and organize customers.

Metafields provide a flexible mechanism for customization and integration with third-party-apps and systems. For example, metafields can be used to create targeted marketing campaigns in Klaviyo. This types of integration allows seamless synchronization of customer data. And improved data management within the Shopify store.

How does Froonze Custom Forms Plugin in Shopify work?

Our Custom Forms Shopify plugin allows you to create custom forms to collect additional customer data.  The forms can contain custom fields to collect additional information you'd like to have from your customers. Like birthdays, TAX or IDs, favorite colors, files,... All the custom data is saved in Shopify metafields, where it can be accessed and used easily.

Other features are: multi-language, different inputs, required fields, file upload, field validation. And alternative registration actions like Email Verification and Admin Approval.

How can businesses use the data collected through Froonze Custom Forms in Shopify?

The data collected through custom forms is stored in Shopify.  You can use the Customers dashboard to Export Standard information. Custom data collected in metafield definitions, can be used as Filters to segment the customers in the Segments panel. Or exported with the help of a 3rd party application.

Can customers upload files with Customer Accounts Custom Forms?

Yes, they can. You can add custom 'File upload' fields to the forms then check the files in the customer metafields where they are stored. File upload is a feature included in the Advanced Plan.

Can you add fields with radio, multi-choice selectors, or checkboxes?

Yes, these are inputs that can be used with text and number data types.

Can I create multi-step forms with Customer Accounts Custom Forms?

Yes, the builder implements a Step Editor so forms can be designed in different steps with Back and Next buttons.

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