View Customer Note
This function allows to add form data to Note field of Shopify Customer data and customer profiles in the app after the form is submitted.
The ‘Customer note’ is visible on
- Shopify admin when viewing Customers
- Customer profile in the Globo Form Builder app:
Automatically edit Customer Note after the form is submitted
Firstly, please make sure the form data is connect with Shopify customer data. Learn more
Steps to manage
- From admin app, click Forms > open a form you want to display
- Click Settings > Integration > Shopify > tick checkbox Create Shopify customer
- Optional: Tick on checkbox Overwrite customer’s existing tags and notes. Learn more
- Assign tag note[] for the specific field that you want to display in the Shopify customer note
- Click Save to update the change
- Check out the result at the Shopify customer detail page from admin site
If you do encounter any difficulty while proceeding with these steps, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net
We are always willing to help with all sincerity!