In this guide, we'll show you how to create new custom fields (metafields) and how to display them in both of the sections below as well as where you can view and manage custom fields (metafields) on the Shopify admin side as well:

 

Before you're able to add your new fields to the customers profile page or customer profile card, you'll need to first create your custom field (metafield).

Step 1 - Navigating to the Profile Builder:

Head to 'Customize > Profile Builder':

Step 2 - Navigating to create the custom data (metafield):

Click on 'Create Custom Data':

 

Step 3 - Understanding the name and type sections:

You'll now see the below section, with no content inside of it. This is where we can name our custom field (metafield) and select the type of field we'd like to create.

For Example:

Single Line Text: If we wanted to create a field for customers to fill in, like 'Dog name, company name, gender (drop down selector), hair style, coupon code' etc, they'd be done using the single line text.

Date: If we wanted to create a field for customers to select a date for things like 'date of birth, anniversary date, dogs birth date' etc, we'd select the date type.

File: if we wanted to create a field for the customer to upload or download a file like 'PDF, Image' etc, we'd select the File type.

Step 4 - Creating the custom field (metafield):

In this example, we'll create a single line text field for gender, however this applies to any field you'd like to create. As seen below, I've added the:

Name: Gender
Type: Single Line Text
Value: One value (must leave this as One Value, do not select 'List of Values')

This field, if we saved it now, would allow the customer to write any information they'd like into the field we've created. So for example, they could write "I'm a Male" into the field as shown below:

However, if you'd prefer to have this a preset options, you'd select 'limit to preset choices'

Which would instead, display a preset selection for the customer to choose from:

 

Step 5 - Understanding the customers profile page and customer profile card:

What's the difference between the customers profile page and customer card?

Customers Profile Page

Simply put, the customers profile page is where a customer edits and adds information to their profile. Which is this page here:

So this is where we'd add fields we want to gather info from customers. Birthday, gender, file uploads, image uploads etc.

Customer Profile Card

This is where you display info to your customers, it's a read-only section that the customer cannot edit. So if you'd like to share files to download, links to click on, coupon codes to copy, etc. This is the location to do it. This section is displayed below the menu on the customer account page and looks like the below:

Step 6: Adding your fields to the customer profile page and/or customer profile card:

Head back to the 'Customize > Profile Builder' and click on 'Reload Fields from Shopify':

You'll now see the new field you've created:

You're now ready to add the field to your customers profile page and/or the customers profile card.

To add this field to your customers profile page

Simply scroll down to the 'Customer Profile Setup' and hit 'Insert Field':

To add this field to the customers profile card

Simply scroll down to the 'Customer Card Setup' and click 'Insert Field'

Step 7 - Viewing and Managing custom field data (metafield data)

Now that you've created your custom field and added it to your customers profile page or customers profile page, you'll want to be able to manage the content you'd like to gather from your customers, or send to your customers through the custom fields (metafields) you've created. This is nice and easy.

Simply head to the 'Customers' tab on your Shopify admin panel and select one of your customers, you'll then see the below 'Metafields' section that's been added to your customers accounts.

You can now gather information from this location as well as add content. For example, this is where you would add a coupon code to your customers account, or a file to download, or a link to click on.

FAQ:

Are Shopify metafields compatible with the Shopify Flow App?

Absolutely, if you wanted to automatically add (for example) a coupon code to a customers account based on certain criteria, this would be best done through the Shopify Flow App. It can be found here: https://apps.shopify.com/flow