Customer details

Ask customers for details like their birthday or size in Shopify customer accounts, and save them to customer metafields. It works like the custom fields you may have built with Liquid in legacy customer accounts.

On the Customer details page, you set up the form customers see after they log in.

Customer details editor

• Enable / Disable: Turn the form on or off.
• Basic settings: Reshow interval (days), and where customers go after they click Save or Later.
• Display conditions: Choose New members only or Re-show to existing members too.
• Form display: A heading and description (optional), and whether to show the Later button.
• Fields: Combine fields (customer metafields), heading and text, dividers, name, and consent checkboxes.

Add it to customer accounts

In your Shopify admin, go to Settings > Customer accounts > Customize and add these two:

• Genius Account Onboarding as a page.
• Genius Account Onboarding Redirect in the footer (it sends customers to the form after they log in).

To show the form in customer accounts after you set it up, see Show the form.