Profile fields

The Profile fields block adds your own questions to the customer’s Profile page: a birthday, their usual size, how they heard about you. Each answer is saved as a customer metafield, so you can use it in Shopify segments, Shopify Flow, emails and Checkout Buddy conditions. Follow-up questions can show only when an earlier answer calls for them.

Requires: any Shopify plan except Starter (no Shopify Plus needed), Shopify’s new customer accounts, and the Customer accounts app block on the page in Shopify’s checkout and accounts editor. Account blocks come with the Deals & Rules and Buddy plans, or count as the Free plan’s one customization. See set up account blocks.

To add one, click Create customization on the Customer accounts tab on the Customizations page and choose the Profile fields card, then the About you or Communication preferences template, or Start blank. The block only goes on the Profile page.

Block settings

Setting	What it does
Heading, Text	Optional heading and message above the fields.
Add field	Adds a question. See below.
Save button	The button text. “Save” if empty.
Saved message	Shown briefly after the customer saves. “Saved” if empty.
Show how complete their profile is	A progress bar, such as “60% complete”: the share of fields the customer can see that have an answer.

Field types

Click Add field and pick a type:

Type	What it’s for	Saved in Shopify as
Short answer	One line of text	Single line text
Paragraph	Several lines	Multi-line text
Dropdown	Pick one from a list	Single line text, limited to your choices
Single choice	Pick one, all shown	Single line text, limited to your choices
Multiple choice	Pick any number	List of single line text, limited to your choices
Yes or no	One checkbox	True or false
Date	A day, like a birthday	Date
Number	Sizes, quantities	Decimal
Email	Checked as an email address	Single line text
Phone	A phone number	Single line text
Web address	Starts with https://	URL
Heading	A title and text between fields	Not saved

Click a field in the list to open its settings. The arrows reorder fields; the other buttons duplicate or remove them.

Field settings

Setting	What it does
Question	The field’s label. For a Heading, it’s the heading.
Help text	Optional text under the field. For a Heading, Text is the paragraph under it.
Placeholder	Optional hint inside the field. Not for Single choice, Multiple choice, Yes or no or Date fields.
Choices	For Dropdown, Single choice and Multiple choice. Click Add choice; you need at least 2.
Required	The customer can’t save without answering. Other fields show “(optional)” after their label.
Half width	Sits beside the next half-width field on wider screens.

Rules

Field type	Rules
Short answer	Minimum characters, Maximum characters, Format
Paragraph, Email, Phone	Minimum characters, Maximum characters
Number	Lowest, Highest
Date	Earliest, Latest

Format checks a short answer against a pattern: Letters only, Digits only, Letters and digits, EU VAT number (e.g. DE123456789), US ZIP code, Canadian postal code, or Custom regular expression to enter your own in Regular expression. Message when it doesn’t match replaces the default “Check the format”. Shopify also checks the format when the answer is saved.

Email, Phone and Web address fields check their format on their own.

Logic

Show this field decides when the field appears:

Always, the default.
Only when…: based on another answer in this form, or a customer tag. A new condition starts on the field just above, which is usually the question you’re following up on.

Each condition is a field (or Customer tag), a comparison and an answer. For choice fields, you pick the answer from its choices. Click Add condition for more; with two or more, Match sets whether All of these are true or Any of these is true.

Condition on	Comparisons
Short answer, Paragraph, Email, Phone, Web address	is, isn’t, contains, doesn’t contain, has an answer, has no answer
Dropdown, Single choice	is, isn’t, has an answer, has no answer
Multiple choice	includes, doesn’t include, has any checked, has none checked
Yes or no	is checked, isn’t checked
Number	is, is more than, is less than, has an answer, has no answer
Date	is after, is before, has an answer, has no answer
Customer tag	has, doesn’t have

Comparisons ignore capitals. Fields react as the customer answers, before they save.

Follow-ups can chain. A field that’s hidden counts as empty for the fields that depend on it, so hiding a question also hides its follow-ups.
Loops never show. If a field’s conditions lead back to itself through other fields, it can never appear. The editor flags it and won’t save until you fix it.
In the field list, conditional fields have a Conditional badge and a sentence such as “Shows when “How did you hear about us?” is “Other””.
Removing a field also removes the conditions that used it.

Saved to

Each answer is a customer metafield, so you can use it in segments, Shopify Flow and emails.

Setting	What it does
Namespace	`checkout_buddy` if empty.
Key	Made from the question when you first save, for example `how_did_you_hear_about_us`. 2 to 64 letters, numbers, `-` or `_`.
Lock after the customer saves it	They can fill it in once. Good for things like date of birth.

Use an existing metafield to fill it in from the profile, for example custom.birthday for a Date field. Its type must match the field type (see field types); if it doesn’t, saving tells you which type it has.
Changing the namespace or key starts a new metafield. Answers already saved stay in the old one.
Two fields in a block can’t save to the same metafield.
A locked field shows the customer’s answer but can’t be changed. Customers see “This can’t be changed once saved. Contact us to update it.” You can still change the value on the customer’s page in Shopify.

When you save the block, Checkout Buddy creates each field’s metafield definition, named after the question, with access for customer accounts and your choices and rules as Shopify validations.

What customers see

Your heading and text, the completion bar if it’s on, then the fields.
Save stays unavailable until they change something.
Problems show under each field when they save, such as “Enter a value” or “Check the format”.
After saving, your Saved message appears briefly.

Screenshot needed

A Profile fields block on the Profile page: About you, a 50% complete bar, Birthday and Usual size side by side, How did you hear about us? with Other picked, and the Where? field below it

About you template. Pick Other so the Where? follow-up shows.

Example: a follow-up for “Other”

Ask how customers heard about you, and ask “Where?” only when they pick Other. The About you template includes these two fields.

On the Customer accounts tab on the Customizations page, click Create customization, choose the Profile fields card, then Start blank. Remove the Birthday field it starts with, and give the block a Name, such as “How they found us”.
Click Add field and choose Single choice. Set Question to How did you hear about us? and the choices to Instagram, TikTok, A friend, Search and Other, using Add choice for more.
Under Saved to, set Key to heard_about_us. (Left empty, it would be how_did_you_hear_about_us.)
Click Add field again and choose Short answer. Set Question to Where? and Key to heard_about_us_other.
Under Logic, set Show this field to Only when…. The condition already reads “How did you hear about us?” is; choose Other as the answer.
In the Preview, pick Other: Where? appears. Pick Instagram and it goes away.
Turn on Published in the Status card and save.

The field list now shows “Shows when “How did you hear about us?” is “Other”” under Where?. Answers are saved in the customer metafields checkout_buddy.heard_about_us and checkout_buddy.heard_about_us_other.

Use the answers

In Shopify: Checkout Buddy pins the metafields it creates, so answers show on the customer’s page. Use them in customer segments, Shopify Flow and emails.
In conditions: Profile fields not filled in and Profile fields filled in check the Required fields of all your published Profile fields blocks, or every field when none is required. Fields hidden by their logic don’t count. Birthday is this month reads a date field, checkout_buddy.birthday by default, which is where a new block’s Birthday field saves. Customer metafield checks any answer. See who sees it.
In text: show an answer with personal text, for example {{ customer.metafields.checkout_buddy.heard_about_us }}.

The Complete your profile prompt (on the Banner card) and Birthday treat (on the Discount code card) templates are built on these conditions.

Things to know

Hidden fields keep their answer. Fields the customer can’t see aren’t checked or saved. If a customer changes “Other” to “Instagram”, their earlier answer to “Where?” stays on their profile.
Clearing an answer deletes it from the customer. An unticked Yes or no is saved as false, so you can tell it from never answered.
Renaming a question doesn’t move its answers. The key is set when you first save.
Choices aren’t translated. They’re the values Shopify checks and saves, so they stay the same in every language. Questions and help text can be translated.
Existing metafields keep their rules unless the field has choices or Rules of its own. Then saving the block replaces that definition’s validations with the field’s.
Product registration uses the same form builder for its extra questions, without Saved to: those answers are saved with the registration on the order. See order buttons.