Customer

Note: this feature is currently in BETA, if you want to try it out, please request it via the support button in the app.

The new Shopify Customer accounts allow apps to integrate into the Customer account and Order status pages.

Our app provides an Extension that allows to show Upload app blocks depending on the items in the customer's order.

Shopify upgrade

The previous Order status and Thank you pages are deprecated by Shopify and have to be migrated to the new Order status page.

You can use this link to check your stores: Checkout settings

Note: if your store is less than a year old, it's very likely that your store is already upgraded to the new Order status page.

If you see this banner, your store is still on the old version and you need to upgrade:

Please visit the official guide from Shopify on Upgrading and replacing your Thank you and Order status pages

Enable extension

To set up Upload fields on the Customer account and Order status pages, you first have to enable the Customer extension on your subscription: How can I add an Extension?

Setup

To set up the Customer extension, navigate into the App > Settings page:

Customer accounts

If your Shopify store does not yet have the new Customer accounts enabled, the app will show it:

To enable the customer accounts, you can directly open: Customer settings

For more information, visit the official guide on Shopify for Managing customer accounts

Customer access

The app already has order access (approved on app install). Order access is needed for processing of incoming orders and archiving file uploads. After an order is processed, all order data is immediately deleted from the app servers.

Note: order access on Shopify is categorized as Protected customer data, which our app is approved for Level 1: (no personal data is accessible by the app)

The customer extension requires access to customer data for security reasons, the app verifies that only the customer who placed the order can access the uploaded files.

Note: the app stores no customer identifiable data (apart from the uploaded files)

Customer Upload

Below are the specific steps for setting up specific upload experiences for your customers.

Upload Field

Visit the app Home page > select New Upload Field

On the Form dropdown, select "Order". This tells the app to show the field when the customer is viewing an order (after the order is created):

Product targeting

The upload field on the order can be configured to show only for specific products in the order:

Note: it is possible to show a single upload field if the order contains any matching products, or an upload field for each product - this setting can be configured on app blocks below.

App blocks

On the Checkout Editor, the extension provides two app blocks that can be added on the Thank you and Order status page:

Note: it is recommended to use one of the two app blocks and not both together. It also makes sense to include the same block on the Thank you page and the Order status page.

You can choose which method you prefer your customers to upload files after they have placed an order:

Order Upload Button

• Upload button directly on the customer order page
• Basic upload functionality (Shopify limitation)
• Form fields not supported.

Recommended for: simple uploads, e.g; prescriptions, receipts.

The app block will directly show an Upload button on the Customer account page if any of the products are matching the configured targeting:

The highlighted texts can be configured on the Upload field inside the app:

On the app block settings, you can configure if an upload for each matching product should be displayed:

The following settings are supported and validated on the Upload button:

The submit button is shown only after all the required fields are completed (for multiple uploads, only after all uploads are completed)

Order Upload Page

• Dedicated page for uploading files for a specific order
• Full upload functionality (Image editor, extensions, validations).
• Additional form fields supported.
• Let customer add additional info and submit on completion.
• Requires upload page setup on the theme

Recommended for: advanced uploads, multiple files, specific file validations, image editor.

Upload page setup

To set up the separate upload page, navigate in the App > Settings > Customer account settings:

The app shows the required steps; (it has to be done manually because the app has no permissions to edit your theme directly)

After the template is saved, the app creates a new page with the template;

The app block should be added automatically (double check to make sure the correct block is added - Shopify editor has a bug that sometimes adds the first block instead):

The upload page has lots of settings to customize it to your specific needs. You can also translate the texts using Translate & Adapt app from Shopify:

Back in the Shopify Checkout Editor, you can add the Order Upload page block:

The app block will also show depending on the products on the order. The field shows a button that will link to the dedicated upload page:

On the Upload page, the order is displayed, and the matching upload fields will show with the full functionality:

Complete tag

After the customer submitted the uploads for the order, the app will add the configured tag:

From the order view, you can download all uploaded files as a Zip:

If you want to let your customer make changes again, you can remove the tag on the order (bottom right):

If you need further assistance, please reach out via the Support button in the app.