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Customer Creation Form

The field-by-field reference for the Add Customer form: the three required fields, the three marketing consents and the notice above them, where Save hides until you change something, and the four sections that are on this form but not in the Edit menu afterwards.

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This is the field-by-field reference for the Add Customer form. When and why you would create a record by hand, and the walkthrough itself, belong to Adding a Customer.

Only three fields are required. Everything else on the form is there for when it applies, and can be filled in later from the customer's own page.

Before you begin

  • Your role includes Create customers.
  • You have the customer's first name, last name and email, which are the three fields the form marks as required.
  • Go to Customers, then Add Customer at the top right of the list.

The form

The whole Add Customer form in the admin, with the breadcrumb reading Customers then Add Customer and a bar across the top reading You have unsaved changes, with Discard and Save. The main column holds one card with Customer information above Marketing, then separate cards for Default address, Tax settings and Metafields. The right column holds Notes, carrying the line that notes are private and will not be shared with the customer, and Tags (opens full size)

Section What it holds
Customer information First name, Last name and Email, each marked with a red asterisk and required; Language, which sets the language their notifications are written in; and Phone number, with its own country selector
Marketing Three consent checkboxes, Email marketing, SMS marketing and WhatsApp marketing, all unticked to begin with
Default address Add address, which opens a dialog asking for Country/Region, first and last name, an optional company, the street address and an optional second line, city, postal code and a phone number, then Save address
Tax settings Tax collection, a dropdown offering Collect tax, Don't collect tax and Tax exempt (pending), opening on the first
Metafields Extra fields your store has defined, with View all and Add definition
Notes An Edit notes control rather than a box, opening the same Add note dialog the saved record uses, which counts to 5000 characters
Tags Add tag, which opens the store's tag selector: a search-or-create field over the tags the store already has, and View all tags

The three required fields

First name, Last name and Email carry a red asterisk, which is how the form marks a field it needs. The email matters most of the three: it identifies the customer, it is where their order emails go, and it is what a second record for the same person would collide with.

Everything else is optional at this point. A record with only those three is a valid customer, and the rest can be added from their detail page whenever you have it.

All three consent boxes begin unticked, and the form carries its own notice underneath them:

You must obtain customer consent before subscribing them to marketing emails, SMS, or WhatsApp.

Ticking a box here is a record that the customer agreed, not a request to ask them. Tick only what they actually said yes to, and leave the rest alone; consent is kept per channel, so agreeing to email is not agreeing to SMS.

Where Save is

A bar sits across the top of the form from the moment it opens, reading You have unsaved changes with Discard and Save on it. It is there before you type anything, because the form counts its own defaults as changes, so its presence is not a sign that you have already filled something in. Discard clears the form and leaves you on it; Save is what creates the record. Until you take Save, nothing has been created and leaving the page costs you only what you typed.

More is on this form than in the Edit menu

Worth knowing for later: Notes, Tags and Metafields are on this form but are not in the Edit menu on a saved customer, so afterwards each is changed from its own card on the customer's page. Tax settings is the exception: it has a form of its own in that menu. Editing Customer Information walks the rest of that page.

So filling them in now is quicker than adding them later, and there is no penalty for skipping them.

If something goes wrong

  • Save does nothing. Check the three asterisked fields. The bar is on the form from the start, so its presence is not a sign that the form is ready to save.
  • Save is refused. One of the three required fields is empty.
  • The email is rejected. Another customer may already hold it. Search the list for it before creating a second record.

Next steps

Still stuck?

More in Customers

  • Customer Segments

    A segment is a saved question about your customers rather than a saved list, so its members change as they do. Tanqory gives you two ways to write that question, a query builder and a form of Field, Operator and Value filters, and this article covers both, plus the panel that starts closed, the AI Refine field and what to do when it answers with nothing, the forty-nine fields you can filter on, and everything the row menu lets you do to a segment afterwards.

  • Search the Customer List

    Finding one customer and finding a group are different jobs with different tools. The search box matches name, email and phone and nothing else, it searches inside the tab you are standing on rather than the whole store, and the thing people most often type into it, a tag, comes back as No customers found rather than as an error.

  • Customer Tags

    A tag gives a group of customers a name so it is already assembled when you need it. This article covers where tags are set, one record at a time or in bulk from the list, what a tag is actually good for once it exists, and the one thing it will not do, which is answer the search box.

  • Edit a Customer Record

    The Edit control on the Customer panel opens five things, not four: contact information, addresses, marketing consent across three channels, tax details, and adding the customer to a company. This walks each dialog, what it asks for, which fields are required, and which of them the store acts on without asking you again.

All 49 articles in Customers

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