Profile Builder

Learn how to extend your customer data by adding custom metafields to your profile page and customer card. This guide walks you through creating, organizing, and managing personalized data fields to better suit your business needs.

Ezra Miller
17 steps
3 minutes

Shopify

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Profile Builder Overview

The 'Profile Builder' allows you to add and manage content on the customer accounts profile page and the customer card.\ \ The **Profile Page**, by default, already has the fields: - **First Name** - An editable field that contains the customers first name - **Last Name** - An editable field that contains the customers last name - **Email** - By default, set to 'read-only'. And contains the email address the customer uses for logging into the store - **Accept Email Marketing** - An opt in/out toggle for email marketing Any changes a customer makes here, can be easily saved by simply clicking the save button below the profile fields. The **Customer Card**, which can be seen below the menu, on the left side of the customer account, by default, contains the customers emails address and default address. Both the customer card and the profile page can have additional fields added, re-positioned, removed and edited. Which we'll run through in this guide.

Profile Page Setup

Inside of the Profile Builder, you'll first see the: - **Customer Profile Setup** - A section dedicated to managing the fields on the profile page Inside of this section, you'll see the default fields: - First Name - Last Name - Email - Accept Email Marketing All of which can be re-positioned up or down, using the up or down arrow on the left of their name.

All fields inside of the 'Customer Profile Setup' section will have a pencil icon, that once clicked, will give you access to set the field as: - **Read Only** - Which sets that field to read only and doesn't allow the customer to edit. This also adds the text (read only) to the field for customers to see, on the profile page to identify which fields are and aren't editable. You also have access to: - **Conditional Display** - Which allows you to display fields, based on conditions. Which we'll run through in more detail in a dedicated section below.

Insert Metafields

Want to add existing metafields to the profile page or customer card. It's easy with the built in '+ Custom Metafields' button, positioned below the fields within both the 'Customer Profile Setup' and the 'Customer Card Setup' sections. Simply click on the '+ Custom Metafields' button in the 'Customer Profile Setup' section to add an existing field to the profile page. Or, simply click on the '+ Custom Metafields' button in the 'Customer Card Setup' section to add an existing field to the Customer Card.

A window will pop-up with the existing fields you're able to add to the section you've chosen. By Default, we already have the 'Phone' and 'Accept SMS Marketing' fields ready for you to add. You can simply tick them and select 'Insert MetaFields' down the bottom right of the pop-up window.

You'll then see the field/s you've selected to insert, added to below the existing fields and added to the customer profile page, or the customer card, depending on which you've added it to.

Add metafields from different namespaces/apps

A lot of apps use Shopify Customer Metafields to store information like loyalty points, customer info, form fields, etc. These are usually stored with a namespace that the app chooses. To add these to the profile builder, follow the steps below.

Using a metafield that's not using the default Shopify namespace 'custom' and want to display those fields on the customers profile page or customer card? In the profile builder, simply scroll down to the '**Active Namespaces**' section and click the '**Manage**' button. Here, you'll see the enabled namespaces. By default the namespace 'custom' will be ticked as it's the default Shopify namespace that's used when creating metafields and recommended when creating new fields. If however you have metafields using another namespace, simply tick that namespace and click the save button up the top right to save the namespace into the profile builder.

Once done, simply click the 'Reload Fields' button in the section above 'Active Namespaces', called 'Manage Customer Data'. This will sync the fields under the selected namespace/s into the C:Hub profile builder, and allow you to add them to the Profile Page and the Customer Card.

Create Custom Metafields

Want to build and add fields to the profile page or customer card? Simply select '+ Custom Metafield' in either the 'Customer Profile Setup' section, or the 'Customer Card Setup' section.

**Supported data types** We support the following custom data types: Single line text, Multi-line text, True or False, File, URL, Integer, Decimal, Date or Date and time.

And select 'Create New' up the top left of the pop-up. In this section you'll be given a set of fields and drop downs to work with. - **Name** - This is where you name your field, which is what will also appear on the customers account - **Type** - This is a selector for the data types you can select from - **Namespace** - Set to custom by default and recommended to leave as custom - **Key** - Set automatically based on the text added to the name field (can be edited, but not recommended) - **Description** - A simple description field you can fill in with a brief description of the field you're building. Not required. - **Use as dropdown list** - An optional toggled to turn 'Single Line Text' fields into drop down menus. Only available on 'Single Line Text' fields - **Validation rules** - Allows you to add a minimum and/or maximum character limit to a field - **Use in app** - Allows you to immediately select to add the newly built field into the profile page, customer card, registration form. You can select none, or one or many. For this example, we'll build a Birthday field, so we'll fill in the fields as below: - Name - Birthday - Type - Date We don't need to make any other changes to the other fields.

You'll see that because we've selected the 'Date' type of field, we have new validation rules that allow us to set an earliest date and latest date. For this example, we'll skip these. In the 'Use in app' section, we'll tick the 'Edit Profile' option and the 'Customer Card' option. Which will add the Birthday field, to the profile page and the customer card, once we create it. Once you're happy with the field you've created, simply click the 'Create custom data' down the bottom right.

You'll now see the Birthday field is visible in the profile page as well as the customer card

Conditional Display

Conditional Display is a toggle you're able to use to display fields, depending on conditions you set. For example, if we made 2 fields: Do you own a Dog - With drop down options of 'yes', and 'no'. \ Dog Name - Which you may only want to be visible when the first field is set to 'yes' You'd use the conditional display option.

Simply click on the edit icon of the 'Dogs Name' field and tick 'Conditional Display'. You'll then be given the drop down selectors: - **When this field** - allowing you to select the field you'd like the condition against. For this example, we're selecting 'Do you own a dog' - **Operator** - Where you're able to select 'equals' 'does not equal' 'contains' 'does not contain' 'has a value' 'has no value'. For this example, we're using 'equals' - **Camparison Value** - (this field is only available when appropriate) We're typing 'Yes' into this field Now, when the 'Do you own a Dog?' field is set to no, the 'Dogs Name' field, doesn't appear and would only appear when 'Do you own a Dog?' is set to 'Yes'

Metafield, what are they and where are they managed?

Shopify Customer Metafields are custom fields that you can create to store additional customer information. For example: Special Dates\ Pets Names\ Allergies\ Preferences\ Fields to upload or download content\ URL/Links\ \ They're also used by apps to store things like: Loyalty points\ Memberships\ Subscriptions\ Coupons\ Gift Cards All of these can be viewed and managed directly through the Shopify platform by going to the 'settings' tab, 'Metafields and metaobjects' and selecting 'Customer MetaFields Definitions'

Once a customer metafield has been created, you'll be able to see the field, directly on Shopifys customers accounts management section by selecting 'Customers' in the left panel on the Shopify admin panel. Simply select any customer and you'll see a section called 'Metafields' on their account. You can click the 'View All' button to see the metafields available to that customer.

From here, you'll be able to view and manage any infomation a customer has stored in the metafield created. You can also add content directly to this section. For example, a coupon code, or file to download.