One of the main purposes of creating customer forms is collecting additional customer information that can be used later to address or segment your audience, resulting in a valuable marketing asset that you can use to analyze your audience or to plan and run marketing campaigns. Therefore, once the forms are filled and submitted, the information must be properly stored and be ready to be accessed and used at any time.
In the case of our Custom Forms plugin we have chosen to store all of this information directly in Shopify, since it is the platform itself that has already the correct infrastructure and tools to store and filter this customer data.
If you take a quick look at the field categories that can be used to build our forms, you'll see that they are divided into standard, address, design and custom fields.
The first two categories, Standard and Address fields, have their own properties in Shopify's customer object, as well as an already defined input format, so they are captured directly by the platform as customer data in sections that can be consulted and exported at any time. The Design fields instead do not require storage as they concern only the design of the form and do not require any input of data from the customer.
However, the Custom Fields need to be created and assigned to a Shopify customer metafield definition before they can be used in our forms and therefore stored in the platform. Metafields are basically additional storage units that Shopify makes available to collect specific data. You'll need to create the new custom field, along with the metafield definition, directly in our settings, and once created you can then add them to the forms with the certainty that the data will be stored in Shopify, never duplicated and accessible for any future use.
Creating and adding Custom Fields usually implies a set-up in 2 steps, you'll create both the fields and the metafields in the first step, and then add and configure the fields in the form in the second step.
1. Creating Custom Fields along their customer metafield definitions
Go to our Custom Form > Custom Fields panel, and click on the button on the top corner to Add New Custom Field