Articles on: Email Marketing and Customer Service

Collect additional customer information

1. Introduction

Every business needs customer information in order to provide the best for their customers. With the information obtained, merchants can focus more precisely on providing promotions, matching the needs and desires of the customers. Besides just the usual information such as:

First Name
Last Name
Gender
Date of Birth
Email Address
Password

that are required for your customers to fill in in order to register for an account on your website, you can also include other columns for them to fill in upon registration.

2. Input types

📌 Note:

This feature will replace theme codes inside the customers/details.liquid and customers/register.liquid files.

If you have edited the above 2 source code file before, you can find two backup for both of the files customers/details.liquid.backup and customers/register.liquid.backup inside Channels > Online Store > Edit Source for future use.

Kindly be informed that there is a maximum of 5 attributes. The reason why we limit it to 5 is that customers might be overwhelmed if there is too much information to be filled so don't shush them away～ 😆

📝 Text

This input type is suitable if you wish to allow customers to leave their remarks/notes etc. for your acknowledgment. There is a maximum of 255 characters to be filled in.

For example:

If you are selling pharmaceuticals products, customers can fill in what is their medical condition/the medicine that they are allergic to under the ' Any allergies ' text input

Have input for ' Where did you find us? " and customers can fill in where they get to know your business from.

This is how it will appear on the customer create account page:

📅 Date

This input type is suitable if you wish to provide a monthly basis or special promotions to your customers based on the special dates.

For example:

If you are selling gift-related products, customers can choose to fill in their anniversary/special dates. You can provide them with some offer when it is close to that date.

This is how it will appear on the customer create account page:

This input type is suitable if you have options for customers to select. Please be informed that there is a maximum of 5 options for Dropdown input type.

For example:

Allow categorizing your customers into few roles; agent, normal customers, etc. While registering, they can choose based on the ' User Roles ' options available.

Can have a dropdown for ' Where did you find us ? " and provide customers the options to choose from.

Can have a dropdown for customers to select their ' Preferred mode of communication '. Dropdown either Email, SMS, or Whatsapp, depends on what mode you provide.

This is how it will appear on the customer create account page:

3. Create a new custom attribute

Step 1 : Login to your EasyStore admin panel > Customers > More > Customer Settings

Step 2 : Scroll down to Customer attribute and click Add attribute

Step 3 : Fill in the attribute title and select your preferred input type.

💡 Tips:
If you select Dropdown input type, you can add in options (maximum 5 option).
You can also tick on the Compulsory box here if this attribute is required for customers registration.

Step 4 : Click the Save button and you're done! The custom attributes that you have created will appear on the customers '**Create Account**' page

You (as a merchant) can view it under the Customers section: