A Shopify Plus user is attempting to create a post-purchase email flow that includes personalized booking details (child’s name, trial class date, booking name) collected during checkout.
Current Setup & Challenges:
Initially tried using text fields to collect additional data, but this approach didn’t work properly
Switched to Shopify’s Forms app, which collects metadata via metaobjects
Designer suggests developing a custom app, causing confusion about why the process is so complex
Expert Guidance Provided:
Forms app stores data as metaobjects, primarily designed for marketing subscriptions but can collect custom information
Data should be accessible through Shopify Flow for post-purchase automation when the same customer places orders
If the form needs to appear during checkout or requires more advanced integration, Checkout Extensibility/Functions would be necessary, requiring custom app development
Status: Discussion remains open with offers from a Shopify developer to review the current implementation and provide tailored guidance.
Summarized with AI on October 28.
AI used: claude-sonnet-4-5-20250929.
I am trying to set up a flow emal to be sent to customers after they purchase.
eg.Dear Customer, Thanks you for your booking.
We look forward to seeing CHILD NAME in class on TRIAL CLASS DATE for their BOOKING NAME.
I origionally added Tect Fields to collect ‘additional data’ but apparently this is not right. I then added the 'forms’app. This seems to collect meta data but my designer says we need to develop an app.
I can’t understand why it is so difficult. Any ideas would be appreciated.
Thanks for reaching out — happy to look into this for you.
I’m a Shopify developer, and I can see how this setup might feel more complicated than expected. Using text fields alone won’t store the data in a structured way, and that’s likely why your designer suggested a custom app. The form app you’re using does allow metadata collection, but depending on how and where you need the data saved (like to customer profiles or orders), a more tailored solution might be needed.
If you’d like, I can review what you’ve done so far and point you in the right direction based on what the platform supports.
Feel free to reach out anytime — I’d be glad to sort this out for you.
Form data is stored on a metaobject. Forms as an app is mainly tailored towards subscribing to marketing but can be used to collect more information like you have above.
If you want to use this data after the same customer places an order, you can probably accomplish that in Flow. The data is stored as a Metaobject so should be accessible via Flow when that Customer places orders. However, if you wan this form to be shown in checkout or something like that, you likely need to use Functions/Checkout extensibility, which requires an app.
