Helium Customer Fields

Yes, the app is designed for an easy setup process, even for users without coding skills. It features simple installation with great documentation and an intuitive form builder, and is backed by outstanding customer support praised in numerous reviews for helping solve any challenges.

Yes, the app allows your customers to edit their own data directly from their account page. This feature improves data accuracy over time and provides a better user experience for your customers. You can explore the full list of features to see how this works.

Upgrading to the Pro plan unlocks the ability to use custom fields, which saves data directly to Shopify metafields for deeper personalization. This plan also introduces powerful automation tools like customer auto-tagging and conditional rules. You can compare all tiers in the pricing analysis.

The pricing is structured in tiers designed to scale with your business's growth, from essential startup needs to enterprise-level requirements. Each plan adds more advanced features, a higher customer sync limit, and greater support. The detailed pricing analysis breaks down the value offered in each tier.

Yes, Helium Customer Fields is built exclusively for Shopify and integrates deeply with the platform's customer accounts and metafields. This native connection allows for a seamless experience, syncing all collected data directly into your Shopify admin. This deep integration is a key part of its data management and segmentation strength.

The app enables advanced segmentation by letting you automatically tag customers based on their form inputs. You can use conditional rules to create highly specific segments, such as 'Wholesale - Verified' or 'VIP - High Interest', for targeted marketing campaigns. These strategies are covered in the merchant playbooks.

You can enhance the user experience by adding a direct link to the profile edit page within your theme's customer account template. A user-submitted tip shows how a small code snippet can create a clear 'Edit Your Account Info' link for customers. This is one of several tips available in the merchant playbooks.

The app provides a powerful solution to block fake customer accounts by using a built-in invisible reCAPTCHA on your registration forms. This feature works automatically to stop spam without requiring customers to solve puzzles, which significantly cleans up your customer data. This is a core spam prevention strength of the platform.

The app provides a complete workflow for managing B2B and wholesale customers from start to finish. You can create a dedicated registration form to collect business information, like a VAT or EIN number, and then use the account approval feature to manually vet applications. This is a key component of the app's B2B & Wholesale Workflow.

The customer support is exceptional and highly responsive, with a developer engagement rate of nearly 70% on public reviews. Users consistently praise the team for being fantastic at solving challenges quickly and even helping with custom setups to ensure your forms work perfectly.

The app accesses customer data that you explicitly choose to collect through the forms you build. This data is securely stored as customer metafields within your Shopify store to enable segmentation and personalization. The app functions as your tool for collecting and organizing this first-party data.

You can use conditional logic to create dynamic, multi-step registration forms that adapt to user answers in real-time. For example, show a file upload field for a business license only if a user selects 'Wholesale' as their account type. This creates a cleaner user experience and is a core part of the app's excellent Form Customization & Logic.

The app includes a file upload field type that you can add to any form using the drag-and-drop builder. This is perfect for use cases like collecting proof of address for rental services or professional certificates for trade accounts. This is a key part of the app's flexible form builder capabilities.

Yes, the app is perfect for customer tagging automation to drive loyalty programs. You can automatically apply tags based on form inputs, such as a 'VIP' tag for customers who select specific interests, which allows you to create exclusive offers and personalized marketing. This is a core feature for data management and segmentation.

Helium excels for B2B and wholesale due to its integrated end-to-end workflow for vetting and approving customers. Unlike basic form builders, it combines custom data collection (like business IDs) with a dedicated approval system, giving you full control over your trade portal. This comprehensive B2B & Wholesale Workflow is a standout feature.

Collecting customer metafields allows you to capture rich, first-party data that goes far beyond Shopify's defaults. This data—like birthdays or industry type—enables hyper-personalized marketing, more effective email segmentation, and a deeper understanding of your audience. This capability is central to the app's strength in data management and segmentation.

Yes, the app is developer-friendly and provides both front-end and back-end APIs for custom builds. This is available on higher-tier plans and allows for deep integration and bespoke solutions for complex business needs. The full list of features and plan details can be found in our analysis.

Absolutely, creating unique registration forms for different customer groups is a core strength. You can design one form for your retail customers and a completely different, more detailed one for your B2B clients, ensuring you collect the right information from each segment. This is a key part of its flexible form builder design.

The key advantage is its deep, seamless integration with Shopify's customer data structure, combined with a dedicated B2B approval workflow. While other apps build forms, Helium is designed as a complete system for customer data management and segmentation, making it a more strategic tool for growth. This is demonstrated by its high ratings across form customization and data management.