• BLOCK SETUP GUIDES • SETUP GUIDE

How to Add Custom Profile Fields to Shopify Customer Accounts

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Custom profile fields collect customer-level information on the customer account Profile page and can prefill it when the customer returns.

How this feature works

Custom Profile fields collect customer-level information and retain it in customer metafields. Submit an answer and revisit with the same account to verify prefill. Use order fields instead for a one-purchase gift message.

Before you begin

Use Shopify’s current supported customer accounts and a signed-in test customer. For order-related features, use a customer with a past order. Select the exact Profile, Orders, or Order status placement supported by the feature.

Worked example: Save and revisit a customer-level preference

Example setup: A signed-in test customer; a field labelled Preferred delivery note.

Step-by-step instructions

  1. Open Customer accounts > Custom profile fields and create the field using a supported input type.

  2. Enter a clear label, and configure supported required/options controls; use optional for this preference example.

  3. Save as Active and place the matching extension on Profile in Shopify’s editor, then save the editor.

  4. Sign in and enter Please ring the side-door bell. Submit using the provided save action.

  5. Leave the page and revisit Profile with the same account; verify the saved answer is prefilled.

  6. To verify storage, inspect the test customer’s corresponding metafields in Shopify where accessible, rather than searching an order’s attributes.

  7. Change the value and repeat the return-visit test to confirm the updated answer is retained.

Verify the result

Test case Expected result or verification
Same customer returns The saved customer-level answer is prefilled.
Different customer Do not expect the first customer’s preference to appear.
Order-specific gift message Use order custom fields and order attributes instead.

Important: The app handles its field storage. Collecting a tax identifier is not verification or a tax calculation.

If the result is different

Check What it means / what to do
Account feature is missing Confirm current supported customer accounts, the matching page/action placement, and saved feature state.
Customer field value seems missing Use the same signed-in customer and check the customer metafield rather than order attributes.
Buy Again price differs from the old order The new cart uses current availability, pricing, discounts, and checkout rules.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.

Use cases and limitations

  • Use the same signed-in customer to verify saved values and prefill.
  • Customer-level profile information is separate from order attributes.
  • Collecting an identifier does not verify it or alter taxes.

Screenshot to add: The Custom profile fields configuration, supported placement, and actual saved customer result.

Screenshot reference

Screenshot to add: The saved settings described in this guide, with its selected conditions or scope visible.

Screenshot to add: The worked example’s actual customer result or saved Shopify record, including the relevant test inputs.