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Re: Assigning Tags to Customer Profile from Account Sign-Up Form

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Assigning Tags to Customer Profile from Account Sign-Up Form

CapelliSport
New Member
4 0 0

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

 

Accepted Solution (1)

Sam_Cnet
Shopify Partner
155 6 6

This is an 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.

Lead Developer @ Achieve Applabs.
https://achieveapplabs.com

View solution in original post

Replies 4 (4)

Sam_Cnet
Shopify Partner
155 6 6

This is an 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.

Lead Developer @ Achieve Applabs.
https://achieveapplabs.com

PaulNewton
Shopify Partner
7450 657 1565

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 

 

Contact paull.newton+shopifyforum@gmail.com for the solutions you need


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CapelliSport
New Member
4 0 0

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?

 

Sam_Cnet
Shopify Partner
155 6 6

 

 

Lead Developer @ Achieve Applabs.
https://achieveapplabs.com