thumbnail

①【Preparation】How to Set Up Customer Metafields

2026-05-23

With the Howdy registration form app, in order to collect customer information through the registration form and display that information on the profile page, you first need to set up customer metafields to create a place to store the collected data.

This section explains how to set up customer metafields.

1, Click "Settings" at the bottom left of the screen

2, Under "Metafields and metaobjects," select "Customers"

3, Click "Add definition" in the top right

Example: Name: Date of birth Namespace and key: custom.birthday Type: Date

Note: If you want to run birthday-month campaigns, such as sending an email with a coupon during the customer's birthday month, you can collect "Birthday" through the registration form and use Shopify Flow to automatically assign a birthday-month tag (e.g., "May") to the customer once the "Birthday" customer metafield is filled in. Please see below for how to set up Shopify Flow.

https://docs.channel.io/howdy-app/ja/articles/birthday-tag-f9c829f8

Example:

Name: Favorite color

Namespace and key: custom.color

Type: Single line text

Example:

Name: Agreement to the Terms of Service

Namespace and key: custom.terms_accepted

Type: True or false

Example:

Name: Coffee preference

Namespace and key: custom.favorite

Type: List of single line text

Validation – Add items: Dark roast, Light roast

Note: Once you have finished setting up the metafields, please proceed to

②【Initial Setup】Registration Form.