Assigning Tags to Customer Profile from Account Sign-Up Form

Shopify Discussion

Topic summary

Goal: pass custom fields from Shopify account registration into customer tags so Klaviyo can use them (instead of storing values in customer notes).

Proposed approaches:

  • Simple/static tag: edit Theme > customers/register.liquid inside {% form ‘create_customer’ %} and add a hidden input name=“customer[tags]” with a fixed value (e.g., “wholesale”).
  • Multiple/dynamic values: HTML alone can’t map many fields to tags. Use JavaScript to, on submit, collect selected field values, format them (e.g., convert 2024/10/24 to “DOB-2024-10-24”), and write a concatenated string into a hidden customer[tags] input.
  • Post-submit automation: use Shopify Flow or the Mechanic app to convert saved notes into tags. No off‑the‑shelf task for this specific Klaviyo scenario; would require a custom automation.

Latest update: the OP changed a field from note to tag and re-imported data, but the tag still isn’t appearing in Klaviyo.

Status: unresolved/ongoing. Key tools referenced: customer[tags] (Shopify tag field), Klaviyo (email/CRM), Shopify Flow and Mechanic (automation apps).

Summarized with AI on December 15. AI used: gpt-5.
1

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-klaviyo-12239)

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

Many thanks,

Zack

2

Hi Zack,

You can follow these steps:

    1. Go to Theme > Edit code
    1. Edit customers/register.liquid
    1. Look for {% form ‘create_customer’%}

  • Add a hidden input field that has the tag value of “wholesale” for example:

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

3

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 :waving_hand: 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.

:bomb: 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

4

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?