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Adding fields

Create field groups and the fields customers fill in

Fields are organized in field groups. Each field group shows as one card on the Profile page of the customer account, with its own title, description and fields. Start with one group of the questions that matter most to you, and add more later.

Create a field group

  1. In Customer Profiles, click Fields
  2. Click Add field group (on your first group, Create field group)
  3. Enter a Title, such as "Your preferences", and an optional Description shown under it
  4. Leave Show this card on the Profile page on. When it's off, the fields stay in your admin but customers don't see them.
  5. Add at least one field (see below)
  6. Click Save

Add a field

For each field in the group, set:

  • Label - The question customers see, such as "Birthday" or "Company name"
  • Type - Text, number, dropdown, choices, yes/no, date, birthday, anniversary or phone number. See Field types.
  • Choices - For dropdown and choices fields, one choice per line
  • Help text - Optional. Shown under the field when customers edit it.
  • Who can see it - Whether customers can edit the field, only see it, or not see it at all. View-only and admin-only fields are on the Pro plan. See View-only and admin-only fields.

Click Add field to add another one, or Remove field to take one out before you save.

Plan limits

The Free plan includes one field group with up to five fields. The Your plan card on the dashboard and the Fields page shows how many you've used, for example "Field groups: 1 of 1 · Fields: 3 of 5", with an Upgrade to Pro button. Pro has no limits.

Once you reach a limit, Add field group is locked, and saving a group with more fields than your plan allows shows "You've used all the fields your plan includes". Remove a field or upgrade to add more.

If your store has more fields than its plan includes, for example after a downgrade, a warning on the Your plan card says so, and customers see the first five fields of the first card. Every field and every answer still shows in the admin block, nothing is deleted, and you can still edit or remove what you have.

Translate labels

Card titles, field labels and help text can be shown in each language your store sells in. Click Translate labels on the dashboard, click Add Language, pick the language, then open it and enter the wording for each text. Leave a box empty to show the original. Customers see the wording for their language on the Profile page.

Deleting a field group

Open the field group and use Delete field group at the bottom of the page. Deleting removes the card and its fields from the Profile page and the admin block. The answers customers already gave stay on their customer records in Shopify.