Show the form

Show the customer details form after customers log in. Choose the fields and turn it on in the app, then add it in two places in the Shopify editor.

The form isn’t shown unless both placements are in place. No error appears either, so make sure you add both.

Choose the fields

1. Open Customer details in the app menu.
2. Under Fields, add what you want on the form:
   • Field: Something customers fill in. Choose the customer metafield to save it to.
   • Name: The customer’s first and last name.
   • Heading and text: Text that explains the form.
   • Divider
   • Consent checkbox: Collect consent, with a link to a policy or page. You need a true/false (boolean) customer metafield to record it.
3. Under Form display, enter a heading and description for the form (both optional).
4. Click Save, then click Enable.

Birthday (date of birth) is a standard Shopify field, so you can choose it right away. To use your own fields, such as gender, create a customer metafield first.

Add it in two places in the Shopify editor

In your Shopify admin, go to Settings > Customer accounts and click Customize to open the editor.

Add the form page

1. Click the Apps icon at the top left of the editor.
2. Click + next to Genius Account Onboarding, and choose Account as where to add it.
3. Click Save at the top right.

Logged-in customers are sent to the form automatically. You don’t need to add a menu link.

Add the redirect to the footer

1. In the same editor, add Genius Account Onboarding Redirect to the footer.
2. Click Save at the top right.

This sends customers who haven’t filled in the form to it. Without it, customers aren’t sent to the form.

Use your own fields (for example, gender)

Shopify doesn’t have standard customer fields like gender. To use your own fields, create a customer metafield first.

1. In your Shopify admin, go to Settings > Metafields and metaobjects > Customers and click Add definition.
2. Enter a name (for example, Gender) and choose a type (for example, single line text with a list of values), then enter the choices.
3. Set Customer Account API access to Read and write. Without this, you can’t choose it in the app, and customers can’t save it.
4. After you save, choose the new metafield for a field in Customer details in the app.

If the form doesn’t appear

• Is Customer details enabled in the app?
• Did you add both the form page and the footer redirect in the editor, and save?
• Does the customer you’re checking match Show to in Display conditions? (See Later and reshow.)
• For your own fields, is Customer Account API access set to Read and write on the customer metafield?

Ask Sidekick

If you’re not sure how to do something, ask Sidekick in your Shopify admin. Click a question below to copy it, then paste it into Sidekick.

Open Genius Account in your Shopify admin

• Are there any Genius Account setup steps I haven’t finished yet?
• What does Genius Account currently show on my customer account pages?