Customer Fields
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Changelog

Customer Fields is constantly evolving. Not a day goes by where the team isn’t pushing the app beyond its boundaries! Read on to learn more about the lifecycle of the most powerful registration form builder on Shopify.

General update

February 26, 2024

  • Rebuilt CSV Import tool: Creating and editing customers via CSV is now faster, easier, and less error-prone
  • Updated Google Maps integration
  • Improved backend logging

Embed version updated to 4.15.6

General update

December 12, 2023

  • Updated app backend to use a newer version of Shopify Admin API
  • Fixed issue causing a customer’s locale to be reset during account approval
  • Fixed logic issue when using the ‘previously submitted form’ rule condition
  • Other minor fixes and improvements for app admin

General update

November 17, 2023

  • Added support to display translated option labels for Country and State/Province fields on embedded forms
  • Fixed an issue with ‘Czechia’ not showing in Country fields on embedded forms when loading options from shipping zones
  • Improved error handling when attempting to submit an embedded form without Shopify’s minimum required fields for customers, and added new a language setting in the form builder to control error message copy - Learn more

Embed version updated to 4.15.5

Minor update

November 14, 2023

  • Updated logic for embed scripts to abort save requests if the payload does not have enough data to create a customer record
  • Minor fixes and improvements for app admin

Embed version updated to 4.15.4

Minor update

November 02, 2023

  • Added logic to embedded forms to prevent multiple accidental submissions
  • Other minor fixes and improvements

Embed version updated to 4.15.3

General update

October 25, 2023

  • Added a new trigger and several B2B-specific actions for Shopify Flow
  • Updated UX in app admin for account approval to make account invites optional
  • Updated UX in app admin to force new form installation method using Theme App Extensions
  • Fixed issue with email verification for customers when using similar addresses

Minor hotfix

September 07, 2023

  • Fixed issue that was causing the form builder to crash when using Google Maps address autocomplete

Embed version updated to 4.15.2

Minor hotfix

August 10, 2023

  • Fixed issue with ‘Lock field values’ on fields that do not have a value defined

Embed version updated to 4.15.1

General update

August 08, 2023

  • New feature: Lock field values
    • This new field-level setting in the form builder allows merchants to prevent customers from editing existing values
  • New feature: Rule condition for ‘Customer has previously submitted this form’
    • This new condition in form rules allows merchants to trigger actions to occur if/when a customer has already submitted a form
  • Fixed issue with address IDs that was causing errors when editing certain customers
  • Fixed issue with timestamps on default date values

Embed version updated to 4.15.0

General improvements & fixes

June 07, 2023

  • Fixed issue with server errors and field validation for embedded forms
  • Fixed issue causing forms to crash on storefront when store does not have any shipping zones
  • Fixed issue with ‘Edit account’ link injection on address book page
  • Fixed styling issue in email templates for iOS Mail
  • Prevented timestamps from being included in group_list.date metafield values
  • Added special filtering options for email marketing consent
  • Other minor fixes and improvements for app admin

Embed version updated to 4.14.2

Legacy shutdown

June 01, 2023

As scheduled for legacy end-of-life, all legacy versions of the app are now shutdown. This includes:

  • Forms built using the legacy fields editor
  • Maiden proxy page for basic customer edits
  • Frontend embed endpoints (V1 and V2)
  • Backend REST API (V1)

Note: This change does not impact shops that have installed Customer Fields after December 11th, 2019.

Minor update

May 30, 2023

  • Fixed errors when trying to connect or manage in-app Omnisend integration

General update

March 15, 2023

  • New feature: Shopify Flow integration
  • Increased form limits per plan; 2 forms for ‘Lite’, 5 forms for ‘Pro’
  • Added new offerings for Enterprise plans
  • Minor fixes/improvements for app admin and embedded forms

Embed version updated to 4.14.1

General improvements & fixes

January 31, 2023

  • Added new special rule conditions for email marketing consent
  • Other minor improvements and fixes

Embed version updated to 4.14.0

General update

January 19, 2023

  • Deprecated accepts_marketing data column, replaced with email_marketing_consent
  • Updated logic for embedded forms to set customer locale based on language/currency selected on storefront
  • Added some usability improvements to form builder:
    • Renamed “Display fields” to “Display elements”
    • Removed ‘group’ field from custom fields, replaced with ‘container’ as display element

Embed version updated to 4.13.0

Minor update

December 08, 2022

  • Fixed styling issues on embedded forms for Shopify’s new free themes (Origin and Publisher)
  • Fixed issue with missing customer data for ‘Average order amount’
  • Fixed issue with email template previews & test emails for shops without any managed customers
  • Adjusted signatures in REST API for webhook verification

Embed version updated to 4.12.1

Major update

November 08, 2022

  • Added new methods for form installation using Shopify’s Theme App Extensions - Learn more
  • New feature: Omnisend integration - Learn more
  • Several bug fixes and improvements

Embed version updated to 4.12.0

Minor fixes & improvements

October 19, 2022

  • Improved validation UX for date fields
  • Fixed issue with value selection for dropdown with search fields

Embed version updated to 4.11.4

Minor update

October 03, 2022

  • Several small fixes for customer directory and quick view in app admin
  • Improved selectors for theme-specific styling on embedded forms

Embed version updated to 4.11.3

Minor hotfix

September 15, 2022

  • Fixed issue that was causing form errors to appear when editing customers with certain Country values

Embed version updated to 4.11.2

General update

September 14, 2022

  • Updated option lists for Country and State/Province fields to use latest data from Shopify

Embed version updated to 4.11.1

Hotfix for webhook processing

August 29, 2022

  • Updated app’s backend to limit cache of customer tags to 1,000 per shop

General improvements & fixes

August 15, 2022

  • Improvements for form builder:
    • Added new setting to date fields to control sort order for years
    • ‘Preview’ tab now displays a form’s rules and applied actions
  • Fixed styling issues on embedded forms for Stiletto theme (Paid - Fluorescent)
  • Other minor fixes and improvements

Embed version updated to 4.11.0

General improvements & fixes

August 01, 2022

  • Added new setting in app admin to control sensitivity of spam protection
  • Fixed issue with captcha when testing forms on shared theme preview links
  • Fixed styling issues on embedded forms for several themes, including:

Embed version updated to 4.10.7

General update

July 19, 2022

  • Added help text to form builder when using certain account options and redirect settings
  • Improved UI for Rules tab in form builder
  • Fixed issue when downloading CSV customer exports in Safari
  • Fixed issue when exporting customer data for shops with redacted customers

Hotfix

July 15, 2022

  • Fixed bug in app admin that was causing deletion of additional customers outside of a selection

General improvements & fixes

July 13, 2022

  • Improved error handling on embedded forms when rate limits are exceeded
  • Improved performance of customer directory in app admin
  • Changed customer exports to be performed as background jobs
    • The app will now send an email with a link to download a CSV file once an export process has completed
  • Fixed issue in app admin when checking for expired user session tokens
  • Fixed validation issue on embedded forms when using single-field steps that contain radio and/or checkbox-list field types

Embed version updated to 4.10.6

Minor hotfix

June 28, 2022

  • Fixed issue where certain special characters in shop names were preventing app emails from being sent to customers

Minor fixes & improvements

June 15, 2022

  • Fixed issue in form builder when applying form rule actions to single_line_text data columns
  • Updated in-app error message for failed account invites - Learn more

Minor hotfix

June 01, 2022

  • Fixed issue with staff notifications for shops on ‘Lite’ plan
  • Minor backend fixes for CSV import tool

Minor fixes & improvements

May 25, 2022

  • Additional accessibility improvements for embedded forms
  • Fixed issue in form builder when mapping custom fields to standard data columns
  • Several UX improvements and UI fixes for app admin

Embed version updated to 4.10.4

General update

May 19, 2022

  • Plan changes: Added more features to lower tiers!
    • Email notifications for staff are now available on ‘Lite’ plan
    • App integrations are now available on ‘Pro’ plan
  • Fixed styling issues on embedded forms for Shopify’s new free themes
  • Minor UI fixes and improvements for app admin

Embed version updated to 4.10.3

Minor hotfix

April 27, 2022

  • Fixed issue that was preventing metafield data from being sent to Shopify when approving a pending customer

New feature & improvements

April 20, 2022

  • New feature: Shopify admin-compatible metafields - Learn more
    • Metafield migration tool will convert existing metafield data from single JSON bundle into separate type-specific metafields with definitions
    • App admin now detects improper metafield definitions in Shopify
  • Added new data column type for single_line_text
  • Improved UI for data columns page in app admin

Embed version updated to 4.10.2

General update

March 28, 2022

  • Updated app backend to use newer version of Shopify Admin API
  • Fixed two issues for account approval forms:
    • Fixed logic for form rules that use ‘customer’ conditions
    • Corrected labels for action buttons
  • Improved error handling when an embedded form crashes due to markup mutations
  • Minor UI improvements for app admin

Embed version updated to 4.10.1

New feature, improvements & fixes

March 03, 2022

  • New feature: Form-specific Slack notifications - Learn more
  • Improved user experience for admins when approving and merging customers
  • Updated form builder templates based on merchant feedback
  • Updated option lists for Country and State/Province to use latest data from Shopify
  • Fixed issue with radio fields when mapped to boolean data columns
  • Fixed issue that was preventing existing phone values from being deleted

Embed version updated to 4.9.1

Minor improvement

February 02, 2022

  • Added new method in JS API for access to customer event data - Learn more

Embed version updated to 4.9.0

Minor fixes

January 26, 2022

  • Fixed issue in app admin when filtering customers by non-ASCII characters
  • Other minor fixes and improvements

Minor fixes

December 17, 2021

  • Fixed issue with legacy customer edit form in app admin
  • Minor improvements to JS bundle

Embed version updated to 4.8.4

Minor hotfix

December 14, 2021

  • Fixed issue that was causing the app to crash when rendering date fields

Embed version updated to 4.8.3

Minor fixes & improvements

December 14, 2021

  • Several small fixes and UX improvements for app admin
  • Improved error handling for spam protection service

Embed version updated to 4.8.2

Minor fixes

November 10, 2021

  • Fixed issue with auto-formatting of country calling code in phone fields
  • Fixed issue with phone fields nested inside repeating group fields
  • Fixed issue with Intercom chat widget

Embed version updated to 4.8.1

General update

November 09, 2021

  • Added new feature/setting for spam protection
  • Deprecated Google reCAPTCHA v2 for embedded forms, replaced with Google reCAPTCHA Enterprise
  • Added option in app admin to disable legacy fields editor

Embed version updated to 4.8.0

New feature, improvements & fixes

October 12, 2021

  • New feature: Enable autocomplete for addresses using Google Maps - Learn more
  • New feature: Display password reset link on forms when customers are logged in
  • Updated admin UI to use Polaris 6
  • Added setting to disable auto-formatting for phone fields
  • Fixed issue when exporting a single customer from the directory

Embed version updated to 4.7.1

Global patch

September 29, 2021

  • Added global patch to fix issue with customer auto-login

Embed version updated to 4.6.4

Minor fixes

September 23, 2021

  • Fixed issue with phone fields inside a repeating group
  • Fixed issue when setting group_list data columns to undefined
  • Removed polyfill bundle from the app’s snippet

Embed version updated to 4.6.3

Minor fixes & improvements

September 20, 2021

  • Fixed validation issue with hidden password fields on account approval & email verification forms
  • Minor UI improvements for app admin

Embed version updated to 4.6.2

General improvements & fixes

September 16, 2021

  • Added several theme-specific styling fixes for embedded forms
  • Updated form installer to accommodate for new template types (found in Online Store 2.0 themes)
  • Improved session handling for admin users
  • Updated app backend to use newer version of Shopify Admin API
  • Fixed validation issue for email confirmation field
  • Fixed timezone issue for date fields inside a repeating group
  • Other minor bug fixes and improvements

Embed version updated to 4.6.1

New feature, improvements & fixes

August 25, 2021

  • New feature: Connect data from a Google Sheet to populate field options - Learn more
  • Improved logic for handling customer quota limits, added extra plans with higher quotas
  • Fixed validation issue with State/Province field
  • Fixed validation issue with required fields inside a group

Embed version updated to 4.6.0

Minor fixes & improvements

July 21, 2021

  • Fixed issue with form builder crashing for certain forms
  • Fixed issue with updating customers who have multiple similar addresses
  • Minor changes to admin UI to improve usability

Global patch

June 29, 2021

  • Added global patch to the app’s snippet to fix an issue caused by a recent Shopify update
    • See here for more details regarding the incident

Embed version updated to 4.5.9

Minor fixes

June 15, 2021

  • Improved validation logic for repeating group fields
  • Fixed issue that was preventing translated server errors from showing on embedded forms
  • Fixed issue with form template preview

Embed version updated to 4.5.8

General update

June 10, 2021

  • Changed plan name from ‘Basic’ to ‘Lite’
  • Stopped account approval forms from pre-filling fields with existing data for logged-in customers
  • Fixed issue with ‘load more’ button in customer directory
  • Other minor bug fixes and improvements

Embed version updated to 4.5.7

Minor fix

April 26, 2021

  • Fixed issue with default address data during account approval

General improvements & fixes

April 22, 2021

  • Updated app backend to use Shopify’s GraphQL Admin API
  • Minor bug fixes and improvements

Embed version updated to 4.5.6

General update

April 07, 2021

  • Improved case handling for in-app tag editor
  • Fixed issue with image previewer for file upload fields
  • Fixed issue where certain account invites were failing to send during approval

Embed version updated to 4.5.5

General improvements & fixes

April 05, 2021

  • Fixed placeholder issue for phone fields, improved UX for country codes
  • Updated UI for customer directory; more than 50 customers can now be shown/selected at once
  • Improved error handling when saving changes in form builder
  • Minor bug fixes

Embed version updated to 4.5.4

Minor fix

March 29, 2021

  • Improved payload handling for requests that contain improperly formatted data column keys

Embed version updated to 4.5.3

Minor fix

March 23, 2021

  • Fixed issue with radio inputs inside repeating group fields

Embed version updated to 4.5.1

New features, fixes, and improvements

March 22, 2021

  • Two new field types: Email confirmation & Dropdown with search
  • Improved visibility for country calling code in phone fields
  • Fixed validation logic for repeating group fields
  • Minor styling fixes for certain fields on embedded forms
  • Various other fixes and improvements, including:
    • Prevent duplicate options in country fields when loading countries from shipping zones
    • Enhanced performance for field options editor
    • Frontend API fixes for custom forms, custom validations, and data mutation
    • Auto-convert rich text to plain text when pasting content into paragraph fields
    • Moved in-app updates notification to header in admin UI

Embed version updated to 4.5.0

Minor fix

March 02, 2021

  • Fixed validation issue for required radio fields hidden by a form rule
  • Fixed issue with file uploads not working in older versions of Safari

Embed version updated to 4.4.4

Minor fix

February 26, 2021

  • Fixed validation issue when navigating between form steps

Embed version updated to 4.4.3

Minor fix

February 25, 2021

  • Fixed styling issue for phone fields on certain themes
  • Fixed issue with custom options for State/Province fields

Embed version updated to 4.4.2

Minor fix

February 24, 2021

  • Fixed issue with HTML not being parsed in field descriptions
  • Fixed issue that was causing the form builder to crash if certain fields had a default value set to null

Embed version updated to 4.4.1

General improvements & fixes

February 24, 2021

  • Added support for sender name (aka “from name”) in customer-facing emails
  • Improved BCC options when sending emails from app admin
  • Refactored embedded form fields
  • Minor bug fixes

Embed version updated to 4.4.0

Minor fix

January 14, 2021

  • Fixed login issue for app admin

General update

January 09, 2021

  • Fixed issue with form installs on sectioned themes
  • Improved security for backend servers

General improvements & fixes

January 06, 2021

  • Improved accessibility for embedded forms
  • Added more rule conditions for date fields
  • Adjusted webhook processing to prevent duplicate customer records
  • Various other fixes and improvements

Embed version updated to 4.3.2

General update

December 22, 2020

  • New feature: Control permissions for each admin user - Learn more
  • Added a dashboard to the homepage of the app

New update & features

December 08, 2020

  • New feature: Add individual customers directly in the app admin
  • New feature: Require email verification for new customers - Learn more
  • Various other general fixes and improvements

Embed version updated to 4.3.1

New update & features

November 23, 2020

  • New feature: Collect multiple sets of custom data using a ‘Repeating group’ field - Learn more
  • Added accessibility support to embedded forms
  • Added new endpoint to REST API to send account invites
  • Fixed validation issue for forms with reCAPTCHA

Embed version updated to 4.3.0

General improvements & fixes

November 12, 2020

  • Adjusted handling for ‘Verify email’ error. Form submission data is now saved to the existing customer record once the user verifies their email address
  • Improved performance for tag lists and segment processing
  • Fixed issue with certain pieces of customer data not showing in quick view

Embed version updated to 4.2.0

General update

November 02, 2020

  • Updated country and province option lists to use latest data from Shopify
  • Added user profiles for app admins

Embed version updated to 4.1.1

New update & features

October 08, 2020

  • New feature: Customers can now be approved/denied with new form setting - Learn more
  • New feature: Show a “success step” upon form submission instead of redirecting
  • Added options to delete and export data for individual customers
  • Various other general fixes and improvements

Embed version updated to 4.1.0

Minor fix

October 05, 2020

  • Fixed issue with State/Province field not showing for certain countries
  • Fixed issue with form rules not showing data columns outside of the form

Embed version updated to 4.0.7

General improvements & fixes

September 30, 2020

  • For power users: Data column variables are now global! Learn more
  • For developers: Improved handling of form and customer events - Learn more
  • Added improvements to form builder to prevent nested groups and mismatched data columns
  • Fixed issue with archiving and reordering certain data columns
  • Added several fixes and improvements when migrating legacy forms

Embed version updated to 4.0.6

General fixes

September 22, 2020

  • Added support for locales in form redirects
  • Fixed issue with ‘Default country’ setting for State/Province fields
  • Fixed iOS/Firefox issue with date picker dropdowns for date fields
  • Fixed issue with rule conditions for float data columns
  • Fixed validation issue for fields within a field group

Embed version updated to 4.0.5

General update

September 14, 2020

  • New UI for certain parts of app admin (customer details and quick view)
  • Added button to send account invites in-app
  • Added option to add/remove tags when editing customers
  • Minor bug fixes

Embed version updated to 4.0.4

General improvements & fixes

August 19, 2020

  • New feature: Search for customers by name, email, phone, or tag
  • Added new rule conditions for file upload fields
  • Added new rule action: ‘clear field value’
  • Other various fixes and improvements

Embed version updated to 4.0.3

General update

August 13, 2020

  • New feature for developers & power users: Save form submissions as “guest data” in the browser’s localStorage - Learn more
  • Improved performance of embedded forms
  • Added new form setting that disables/enables submission redirects
  • Added tinybind data binding solution to our front-end API, making it easier to build custom forms
  • Fixed an issue when moving fields between steps

Embed version updated to 4.0

New update & features

July 29, 2020

  • New feature: Zapier integration - Learn more
  • For developers: New REST API - View docs
  • Changed app url to app.customerfields.com
  • Updated CDN for file upload fields to use Google Cloud, set max limit on file size (25mb per file)
  • Fixed issue with form rules in older versions of Safari
  • Various other general fixes and improvements

Embed version updated to 3.3.5

General improvements & fixes

June 24, 2020

  • New form template: Split registration form for Retail & Wholesale
  • Fixed issue with ‘View’ button for form submissions
  • Fixed issue with ‘default’ setting for date fields
  • Fixed issue where validation errors were not showing in certain cases
  • Fixed validation issue for child fields inside of a group

Embed version updated to 3.3.3

General improvements & fixes

June 17, 2020

  • Redesigned in-app “Help” page, added option to submit requests for customization services
  • Fixed issue with ‘required’ validation for date fields and multi-checkbox fields
  • Fixed issue with dropdown placeholders for date fields not showing in Firefox

Embed version updated to 3.3.1

New update & features

June 12, 2020

  • For developers: Two-way metafield syncing - Learn more
  • Added more validation for file upload fields
  • UX improvements for phone, date, and number fields
  • Improved organization of segment filters
  • Added support for non-latin characters in form builder
  • Various bug fixes

Embed version updated to 3.3.0

Minor fix

June 02, 2020

  • Follow-up fix for State/Province fields when using ‘Default country’ setting

Embed version updated to 3.2.1

General fixes

May 29, 2020

  • Fixed issue with default field values outside of first form step
  • Fixed issue with State/Province fields

Embed version updated to 3.2.0

General update

May 27, 2020

  • New feature: Selective customer syncing - Learn more
  • New feature: Delete customers in bulk
  • Redesigned nav for admin UI
  • Added clarity around plan selection and quota limits
  • Numerous admin interface improvements and bug fixes
  • Minor embed bug fixes

Embed version updated to 3.1.9

Minor fix

April 22, 2020

  • Fixed an issue with legacy data not showing on new form

Embed version updated to 3.1.8

Minor improvement

April 20, 2020

  • Minor backend improvements

Embed version updated to 3.1.7

General update

March 31, 2020

  • Redesigned customer directory
  • Other minor improvements and fixes

Embed version updated to 3.1.6

General update

March 30, 2020

  • Various backend improvements for developers

Embed version updated to 3.1.5

General improvements & fixes

March 10, 2020

  • Fixed duplicate render tags appearing on page templates for certain themes
  • Removed certain data columns from showing in the form builder’s advanced settings
  • Fixed rule condition qualifiers not displaying for phone fields
  • Various other general fixes and improvements

Embed version updated to 3.1.4

General update

March 03, 2020

  • Various backend improvements

Embed version updated to 3.1.3

Minor fix

March 02, 2020

  • Fixed fields hidden by rules still validating upon step navigation or form submission attempt

Embed version updated to 3.1.2

General update

March 01, 2020

  • Various fixes and improvements

Embed version updated to 3.1.1

New update & features

February 24, 2020

  • Added a new rule action for ‘disable form submission’
  • Added a default value of ‘today’ for date fields
  • Fixed an issue with month and year dropdowns in date field picker not working in certain browsers
  • Various other general fixes and improvements

Embed version updated to 3.1.0

General fixes

February 16, 2020

  • Fixed password confirmation field not validating properly
  • Fixed display fields in group fields breaking validation

Embed version updated to 3.0.8

Minor fix

January 28, 2020

  • Fixed validation issue with fields inside of groups

Embed version updated to 3.0.7

General improvements & fixes

January 27, 2020

  • Added ‘Mark required fields’ option to form settings
  • Reduced max length of data column keys (from 30 to 27)
  • Various other fixes and improvements

Embed version updated to 3.0.6

New update & features

January 20, 2020

  • New feature: Add custom data into the Customer Note in Shopify - Read more
  • ‘Default country’ setting now defaults to the shop’s country
  • Several other small fixes and improvements

Embed version updated to 3.0.5

Minor improvement

January 15, 2020

  • Added API fallback option for missing metafield data

Embed version updated to 3.0.4

General improvements & fixes

January 02, 2020

  • Forms now support Internet Explorer 11
  • Forms can now redirect to external URLs
  • Minor bug fixes

Embed version updated to 3.0.3

New update & features

December 30, 2019

  • For developers: New JavaScript API for customer data
  • New feature: Reorder data columns when viewing customer details
  • New feature: Enable reCAPTCHA for a form
  • Minor bug fixes
  • Minor UX improvements

Embed version updated to 3.0.2

General update

December 16, 2019

  • Minor UX improvements
  • Post-launch bug fixes

Embed version updated to 3.0.1

V3 Released

December 11, 2019

Massive update to the Customer Fields app!

  • Intuitive drag and drop form builder
  • Multiple forms
  • Conditional logic
  • Field validation
  • Form steps
  • New field types
  • New Polaris design
  • And much more!

Auto-installs now supported

May 02, 2017

App’s form can now be installed automatically without any manual theme editing

Released public REST API

April 25, 2017

Allow developers to manage customer data with a REST API

Released import feature

March 02, 2017

Released feature to import customers into app using a .CSV file

Released auto-tagging feature

November 27, 2016

Added feature to allow customers to be tagged automatically based on a selection

Released customer notifications

September 22, 2016

Get notified via email when a customer creates or updates their account

Launched custom field editing

March 31, 2016

Launched the ability for customers to create accounts with custom data and editing

First commit

March 23, 2015

The first build of Customer Fields! Allows for basic customer editing.