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FAQ

Answers to common questions about customizing Shopify customer accounts with Genius Account.

About the app

What does Genius Account do?

It adds store messages and customer-facing features to Shopify customer accounts. Even with the new customer accounts, where customers log in with a one-time code, you can ask for details like birthdays and gender after they log in and save them to customer metafields.

  • Collect details like birthdays and gender with a form after login (a sign-up form), saved to customer metafields
  • Show customer details on the profile page and let customers edit them
  • Show your terms of service, privacy policy, and more, and record that customers have reviewed and agreed
  • Add blocks to the profile, order status, and order list pages
  • Show an announcement bar at the top of the page
  • Show content by customer tags, specific customers, or dates
  • Create custom pages
  • Automate work in Shopify Flow when customers enter information

Everything is set up in the app admin, with no theme code to edit. See Get started for the steps.

Can I customize the new customer accounts?

Yes, with an app.

Customer accounts can’t be edited with theme code (Liquid). With Genius Account, you can add blocks and announcements to the profile, order status, and order list pages, and create custom pages.

Which stores can use it?

Any store using Shopify customer accounts (not legacy customer accounts).

Check which version your store uses in your Shopify admin under Settings → Customer accounts. Then install the app and create a block to get started.

What happens to fields like birthdays I built in legacy customer accounts?

Fields built in your theme (Liquid) aren’t shown in customer accounts.

With the Genius Account customer details form or metafield content, customers can enter details like their birthday or size, saved to customer metafields.

Can I collect my own fields, like gender?

Yes.

Create a customer metafield (for example, gender or usual size) in your Shopify admin, and customers can fill it in with the customer details form or metafield content. Birthday (date of birth) is a standard Shopify field, so you can use it right away.

Where is the information customers enter saved?

In your Shopify customer data (customer metafields).

You can see it for each customer under Customers in your Shopify admin. Genius Account doesn’t store customers’ personal information on its servers.

Do I need to edit my theme code (Liquid)?

No.

Create a block in the app admin and add it where you want it in the Shopify customer account editor. You can also start from templates for birthday registration, surveys, shipping notices, and more.

Can I show content to specific customers?

Yes, by customer tags, specific customers, or dates.

Choose display conditions for each block, for example to offer perks only to VIP customers or show an announcement only during a sale.

Can I tag customers based on what they enter?

Yes, automatically with Shopify Flow.

Use the Genius Account triggers in Shopify Flow (Metafield submitted, Form submitted, and more) to add customer tags or send notifications based on what customers enter (see Connect Shopify Flow).

Pricing and plans

Can I use it for free?

Yes. The Free plan includes 1 block.

All features are available on Starter ($4.99/month) and Pro ($9.99/month). Both come with a 7-day free trial, so you can try them on your store before you decide.

What happens when the free trial ends?

Monthly billing for your plan begins.

If you uninstall during the 7-day trial, you won’t be charged.

What happens to my blocks if I downgrade?

Your blocks are kept, and published blocks go back to draft.

On the Free plan, you can publish 1 block, and only headings and rich text are shown. If you upgrade again, you can republish your draft blocks.

Which plan should I choose?

We recommend starting with Starter.

It includes everything except custom pages: announcements, display conditions, forms, and more. Switch to Pro when you want to put surveys or member benefits on their own page.

How do I pay?

With the payment method on your Shopify store.

Charges are added to your Shopify bill, so you don’t need to add a separate payment method for the app.

Uninstalling

What happens if I uninstall?

Billing stops, and blocks no longer appear in customer accounts.

You can uninstall anytime from Apps in your Shopify admin. The app doesn’t change your theme code, so there’s nothing to clean up.

Still need help? Contact us.

Start free today

Install on the Free plan and upgrade anytime as your store grows.

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