Where fields appear

Your fields appear in two places: on the Profile page of each customer's account, where customers fill them in, and in a block on each customer's page in your Shopify admin, where you and your staff see and edit every answer. Both read and write the same answers in Shopify, so a change in one shows in the other.

On the customer's Profile page

Customers see one card per field group, with the card's title, description and their current answers. Clicking Edit on a card opens it so they can fill in or change their answers, then Save.

• Editable fields can be changed by the customer
• View-only fields show the answer but can't be changed (Pro)
• Admin-only fields don't appear here at all (Pro)
• Hidden cards, with Show this card on the Profile page turned off, don't appear

A number or date that can't be saved is marked on the field with an explanation, and nothing in the card is saved until it's fixed. Saved answers are never deleted by a mistyped value.

To add the block, open the checkout and accounts editor, go to the Profile page, add Customer Profiles from Apps, and click Save. The setup guide has a button that opens the editor for you.

In your Shopify admin

The Customer Profiles block on a customer's page shows every field, including view-only and admin-only fields (marked Customers can view and Admin only) and cards hidden from customers (marked Not on the Profile page), and lets staff edit any answer and click Save. Use it to record what you learn from a phone call, or to fill in fields customers can't edit themselves.

To add the block, open any customer in your admin, add Customer Profiles from the apps menu at the top of the page, and pin it. Once pinned, it shows on every customer.

Asking new customers

Shopify's sign-in and sign-up pages for customer accounts can't show extra fields. To ask new customers for their answers right after they create an account, turn on the profile completion reminder. It appears on the Orders page, where customers land after they sign in.