Assigning Tags to Customer Profile from Account Sign-Up Form

[CapelliSport]

Hi,

Our Shopify Account form (https://capellisport.com/account/register) features some custom fields. When it is filled out these are added to the notes section within Shopify. However, to make these work with Klaviyo I need them to pull through to each profile as a Tag (https://community.klaviyo.com/lists-segments-and-profiles-35/dynamic-profile-updates-shopify-to-klav...)

Does anybody know what I need to change in my code to achieve this?

Many thanks,

Zack

[Sam_Cnet · Accepted solution]

Hi Zack,

You can follow these steps:

• 1) Go to Theme > Edit code
• 2) Edit customers/register.liquid
• 3) Look for {% form ‘create_customer’%}
  
  
• Add a hidden input field that has the tag value of “wholesale” for example: <input type=“hidden” name=“customer[tags]” value=“wholesale” />

Happy to answer any questions. Please mark as solved if it works for you.

[PaulNewton]

If you need this automation, or theme customization then contact me for paid services.
Contact info in forum signature.
ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.

Hi @CapelliSport 👋 this is either:

1. convert one "notes" fields and only one field to a tags field for a singular value ("customer[tags]")
2. or an advanced theme customization using javascript
3. or backend automations using apps such as either shopify-flow or usemechanic to convert the notes to tags.

Theme customization with javascript

The form as is, is multiple fields and multiple choice so it can't all be mapped to a singular tag input with only html.

Javascript would be needed so as/prior-to the form being submitted, or on button click etc,  all the fields needing thier values to be tags are added as a concatenated value to either a hidden customer tags input, or inserted into the form data.

💣Which includes the headache of formatting the various values into a tag format i.e a birthdate field value of 2024/10/24 would need to be "DOB-2024-10-24".

Automation

This would have to be built as I don't think either shopify-flow or mechanic have a premade task for this specific scenario with a third party app(klaviyo).

https://tasks.mechanic.dev/?q=customer%20note 

[CapelliSport]

Hi Paul,

Thanks for your reply.

I have changed the field to be a tag, rather than a note, and re-imported the data, however it doesn't seem to be pulling the tag through?