Upload document/pdf/image to customer accounts

[dandjb]

Hi

I am looking for an app or add on that allow me to upload a document, pdf or image to a registered customer account that will contain a workout plan or nutrition plan and can be changed or upload new files monthly or weekly 

Or a customer account app that allows customer to purchase a digital plan then we create a specific plan and upload to their account in 24hours. 

any help or advise would be amazing

thank you   

[Ryder]

Hey there, @dandjb!

Ryder here, from the Social Care Team at Shopify. Thanks for posting! I'd be happy to recommend a couple of app solutions that may be helpful for this purpose.

Firstly, you'll want to ensure that your products are set up as not a physical product. This can be done in the Shipping section of your product by unchecking "This is a physical product". You can learn more about setting up services or digital downloads here.

You can then upload your image to a Page in your Admin by going to Online store > Pages in the lefthand menu. While you aren't able to natively upload a PDF here, you can still upload one in your Files (Settings > Files). This will create a URL for your file/PDF, which you can link to in your page content. You can update and save the pages however often you need to.

To hide these pages from the general public, and only offer visibility to specific customers, you can use the Locksmith app. This app allows you to set conditions for page visibility, such as requiring customers to have a specific tag added to their accounts.

The Customer Account Page + More app provides a reward program, social logins, and wishlists in an internal 'dashboard' of sorts for your customers. While you may not need those features, it also allows you to link pages to the internal dashboard. I'm unsure whether it's possible to customize the page links in the internal dashboard to display different pages for different customers, but you can contact the app developer directly for more information. If you don't require an internal dashboard, however, you can simply provide the locked page links to the customers in an email after they've purchased your product. You can also look into hiring an Expert to design an internal dash that better suits your business.

I hope these apps offer a solution to your customer account needs! Please let me know if there's anything I can clarify.

Cheers.

[JohannaJo]

Hello, 

This is also what I am looking for, uploading pdfs specific to a customer. And only allowing specific customer to create accounts even. Are there now any further apps allowing this? Rather than creating a page every single time when a customer is created. Also, I still can not find an app that allows this specific customization per customer. Only the general dashboard..

I would really appreciate any help or tips, it is super important for me to have this feature!

Best wishes

Johanna

[joseph1013]

Hi Jo,

Have you find any solutions?

Please share your experience.

I need exact same feature like yours.

Thank you

[JohannaJo]

Hi, 

I have at least found a partial solution. I have created metafields for customers with a file type, or even a collection of files. So in the admin dashboard when I go into a specific customer, I upload the specific file for them in the metafield. 

Then I have changed the code for the customer account page such that it can display the links and directly allow to download those specific pdfs and other specific metafields.

So that is at least partially the solution! Working with metafields is basically the way to go currently for those customizations. Not all apps work with the metafields yet though, so I would be vary of that, but just amending the code has worked for me! Let me know if you need more specific help! 

The pdfs will have to first be uploaded into Shopify files though!

Code for how I for instance query the lists is below, the amended template is customers/account.liquid

<div class="eight columns" style="margin-bottom: 20px;">
        <h5 style="font-weight:bold">Your lists</h5>
        {%- if customer.metafields.my_fields.bls_list_1 != blank -%}
        <div>
          Your First List: <a target="_blank" href="{{ customer.metafields.my_fields.bls_list_1 | file_url }}">Click here</a>
        </div>
        {%- endif -%}
          {%- if customer.metafields.my_fields.bls_list_2 != blank -%}
        <div>
          Your Second List: <a target="_blank" href="{{ customer.metafields.my_fields.bls_list_2 | file_url }}">Click here</a>
        </div>
        {%- endif -%}
          {%- if customer.metafields.my_fields.bls_list_3 != blank -%}
        <div>
          Your Third List: <a target="_blank" href="{{ customer.metafields.my_fields.bls_list_3 | file_url }}">Click here</a>
        </div>
        {%- endif -%}
      </div>

 I hope this helps but let me know if you have any other questions! But yes this let me customize the account page per customer. 

Also, for restricting who is allowed to register and create an account, I am basically hiding all options of being able to create an account from the page, and only upon a specific request (in our case it is quite manual, but for instance after submitting a specified form) I send out a "create account" email which lets clients create their account. It is not the smoothest option but works quite well in our case! When hiding the registering option from the page, security wise you should also be conscious to not allow doing so through the API.

All the best, 

Johanna

[dralali]

Hi ! 

Thanks. I have also found a solution that solves this with a 3rd party app. It allows me to add a personalized digital asset to a customer account privately independent of the purchase and in parallel it sends the digital asset (pdf) to their email once I add it to their account. 

I used https://app.digital-downloads.com/ , they have a feature called "personalized digital assets". I hope this helps others who are in search of it. Here is the tutorial how to do it - https://digital-downloads.com/how-to-sell-personalised-digital-products/. 

[joseph1013]

Hi Johanna,

Thank you so much for your email.
I should try your way, it sounds like the perfect solution for me now.

Have a wonderful day.

[dralali]

Have you found a solution by any chance? I am looking for the same functionality :(. 

[JohannaJo]

Hello, 

See above for my answer on how this was solved! 

All the best, 

Johanna

[ArchitechproOU]

Hi! 

For anyone still looking for a solution, with Courses Plus app there is a possibility to create Private courses. Private course will only be accessible to a customer who is invited by the admin (typically using their email). Only customer(s) invited to a private course will be able to access it using private course URL provided to them.

[ArchitechproOU]

Hi,

You can also use the Mega Community app if you'd like to provide uploads in categories / topics, so your customers can discuss them.