Automatically create/update customer accounts

Steps to manage

1. From the app admin page, click Forms > open the form you want to edit
2. Click Settings tab > Integration > Shopify > tick checkbox Create Shopify Customer
3. In Shopify Account options, select Automatically create customer
4. Copy the sample properties in the list above and paste them into the corresponding fields of the form
5. Click Save

Automatically create customer workflow

If this account option is enabled, then the app will attempt to automatically create (or update) customer profile in Shopify each time the form is submitted.

Below is the cases this option is suggested to use:

• Allowing new customers to register for an account and receive immediate access to their new account

• Allowing existing customers to edit their account details after logging in

 1. Customer form submission
The customer fills out and submits your form on the storefront.

 2. Account is created immediately 

• When a new customer submits a form, the app will create a customer profile in Shopify, and the customer will be automatically logged in to their new account.

Shopify will also send the customer the store’s standard ‘Customer account welcome’ email.

• When an existing customer submits a form, the app will update the existing customer data using the data filled on the form.

Existing customers must be logged in to their accounts before submitting the form; otherwise, the app will attempt to create a new customer account.

If you do encounter any difficulty while proceeding 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!