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Create or update a customer on submit

When a customer submits a form, StoreForms can automatically create or update a Shopify customer record using the data they entered.

Setup

  1. Make sure at least one field has the Email role set (this is required to create a customer).

  2. In the form editor, open the Actions card.

  3. Toggle on Create as customer.

  4. Save.

What gets mapped

Fields with roles for Email, Phone, First name, Last name, and Full name are sent to Shopify's customer create mutation.

If the customer already exists

If a Shopify customer with that email already exists, we don't overwrite their name or phone β€” that's a safety measure. We still apply any customer tags you've configured.

Marketing consent

For new customers, we automatically set email marketing consent to subscribed. If the customer has a phone number, we also set SMS marketing consent. The form submission itself counts as opt-in.

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