Upgrading to Customer Accounts

Technical Q&A
1

New Customer Accounts

I’m trying to create a new customer accounts form, to replace the current legacy customer registration form on our website. We are currently using Helium Customer Fields for this.

The current legacy form won’t save when I make a change. I was originally trying to remove some text in the accepts marketing checkbox which says new subscribers get 10% off their first order, which we are going to stop offering.
I understand this is because the legacy customer accounts are deprecated in Shopify, which is why I’m trying to upgrade to Shopify Customer Accounts.

Accounts complexity
The current registration form is only for customers who are military or blue light, so non military customers cant create an account, unless they do during checkout. So moving to the new customer accounts will actually be beneficial for us.

The current form tags customers based on the fields they choose in the registration form.
These tags then give the customers access to hidden brands/products and also discounts off some items. Locksmith is used to show hidden brands to certain tagged customers.
The tags control other elements such as discounts of products.

Tag customers after log in
I was planning to use a customer accounts app block inside the account portal to display the new post-sign-in form.

Error
Since making this new form, there is now an error at the top of Helium Customer Fields - I have emailed them for help, but I am slightly going round in circles.
It says:
We detected an issue with your Shopify metafield definitions
We encountered errors while connecting your data columns with their corresponding metafield in Shopify. Some customers may have problems submitting forms on your store. Please delete these definitions and retry.

I don’t know what I’ve done wrong, I’m hoping the error is relating to how I set up the new form and not to the existing registration on the live site.

But, I’m also wondering if I’m just over complicating the whole thing - do we really need to keep using Helium at all? Is there a simpler way to identify VIP customers after login using the new Customer Accounts? Perhaps using a built in Shopify Form or similar?

I’m not a developer although I did build the current techstack - I really can’t afford for the customer account to break, and I need to make sure customers can still apply. to become a VIP/Pro customer.

Any advice welcome!

2

Yes, some things can be done by using Shopify Forms and Flow.

When Forms app form is submitted, the app creates a metaobject with all submitted data.
Then Flow can start on “New metaobject created”, process submitted data and update customer account.

Having said that, new customer accounts pages are not as easy to modify as the legacy ones.
You’d need an app for this as it is the only way to modify looks/function there.

4

Hi Tim,

Thanks for your your reply.

Does this mean I could technically do it with Shopify Forms, but that I can’t put the form on the new accounts page?
I’ve added the new Helium form as a Custom Profile Block to the new customer Profile page (currently not the live configuration), is that what you mean by needing an app to modify the new customer account pages?

5

Yes, Forms are powerful. Technically, one can put a form on an arbitrary page in your store and it will be able to do the job, however, I doubt one can put it Customer Accounts (not 100% sure though).

Yes. Previously account pages were powered by liquid files, were parts of the theme and one could modify them by editing or in Theme Editor, but now one needs an app for this.