Create Custom Fields for Contacts | Customize Data Collection with AiTrillion

Create Custom Fields

Introduction

Creating custom fields allows you to capture and store additional customer information beyond Shopify’s default data. By setting up custom fields, you can map form submissions, Shopify attributes, and other store data directly to customer profiles for better organization and personalization.

This helps you collect specific details such as preferences, birthdays, tags, loyalty information, or any other business-specific data that supports your marketing and automation strategies. Custom fields ensure that the data gathered from signup forms, popups, checkout pages, or third-party integrations is accurately stored and easily accessible within your customer database.

In this article, we will guide you step-by-step on how to create custom fields and map them to your forms or Shopify data for improved segmentation, targeting, and campaign performance.


Here are the steps to create custom fields:

Step 1: Go to Customers >> Custom Fields



Step 2: Click on the Create button ( top-right corner of the screen).



Step 3: Now, the settings are as follows:

  1. Label name - Name of the custom field.
  2. Select type - Select the type of the field that you want to map.



  3. Select filter group - Select the filter group where you would like the field to appear on the Customers page.
  4. Map with Shopify's note attribute using a key-value format - Map the fields in key: value format
  5. Map with Shopify's note attribute as one continuous string - Map the fields with one continuous string.
  6. Show in customer account - Enable the settings if you want to show the custom field in the customer account. 
IdeaNote: If you want to show the fields in customer account, ensure that the customer account field must be enabled and setup must have been done.

All the created fields can be viewed or edited from the custom field main area. You can edit and/or delete fields from here.

InfoNote:
1.) You are allowed to create up to 100 custom fields throughout your lifetime
2.) To add custom fields to Customer account page - Click here


Quote

Note: Date format should be as mm-dd-yy


How to import a custom field?

There are two options for importing custom fields

  1. Using CSV.

  2. Directly from the timeline.


1.) Using CSV

When importing a customer or contacts CSV file, the custom fields can be used for mapping the columns or headers. For guidance on importing customer CSV files, Click Here.



2.) Directly from the timeline.




Step 2: Click on the name of the customer or click on view details if the customer's name is not available.



Step 3: You can see the Custom field section and edit the fields by clicking on the Edit icon







Now, you can sync the details in custom fields or filter the customers based on custom fields.

Important Notes

  • Custom fields can be mapped to Shopify notes attributes or used as standalone fields for additional data collection.
  • Ensure the selected field type (text, number, date, dropdown, etc.) matches the type of data you intend to store.
  • When mapping Shopify attributes, avoid selecting attributes that are already mapped to prevent data conflicts.
  • If a field is marked as required, customers must fill it out before submitting the form.
  • Custom fields created will appear in the Customers page under the selected filter group.
  • While importing via CSV, make sure the column names match the custom field labels for accurate mapping.
  • Changes made to custom fields may impact forms or automations where they are already used.
  • Deleting a custom field may remove or affect previously stored data, so proceed carefully.

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