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Customer Fields by HeliumUpdated 4 months ago

This integration was built by our partners and the wait time in case of any technical issues might be a bit longer than for a regular support request.


Customer Fields by Helium allows Shopify merchants to obtain, store, and display unique data about customers.

When you view a ticket in Gorgias, the relevant customer data will be conveniently displayed in the right sidebar - you can even display different data for different types of customers.

Quick access to relevant information allows your team to focus on providing a more helpful, personalized customer experience.



Steps

This integration requires you to have a Customer Fields account.

1. In Customer Fields, go to Customers -> Import to import your customers (including any custom fields).

2. Collect customer data via a registration form.

3. Go to Settings -> Customer note editor to customize the data you’d like to see in Gorgias.

Now the new customer data is visible in Gorgias:

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