Overview
Seguno Popups & Forms lets you collect custom information from subscribers directly in a popup or form and save it as a Shopify customer metafield. When a subscriber submits the form, their response is stored on their customer record in Shopify and becomes immediately available for segmentation and email personalization in Seguno Email Marketing.
Note:
This feature is currently in testing. Availability may be limited. Contact Seguno support if you do not see metafield options in your popup editor.
Before you begin
You need Seguno Popups & Forms installed.
The metafield you want to collect must be defined in your Shopify admin before you connect it to a popup field. See How to set up customer metafields in Shopify (Article has yet to be published on our help site) for steps.
Make a note of the metafield namespace and key (for example,
custom.skin_type). You will need these when configuring the popup field.
Supported metafield types
Seguno Popups & Forms supports five Shopify customer metafield types. "Single value" types store one value per customer. "Multiple values" types store a list of values per customer.
Single line text (single value)
Stores a single open text value entered by the customer. This type works well for capturing unique values used in personalization, such as a preferred name.
Choice list (single value)
Seguno Popups & Forms normalizes customer input by mapping it to a predefined choice, then stores it as a single-line text value. Normalized values are more consistent for segmentation and reporting than free-text entries.
Email (single value)
Validates that the entered value is a properly formatted email address before storing it. This value is stored as an attribute of the customer record and does not create a separate customer in Shopify. A common use case is capturing a referral email address, such as "Who referred you to us?"
Choice list (multiple values)
Lets the customer select more than one value from a predefined list. All selected values are stored as a list on the customer record. This type supports more dynamic segmentation without requiring additional metafields, but is not recommended for email personalization.
Date (single value)
Captures a specific date entered by the customer. Use this type for events like birthdays, anniversaries, due dates, move-in dates, and similar date-based events. Stored dates can be used in segmentation, personalization, and reporting to send time-sensitive messages tied to key customer events.
Note:
If there is a metafield type you would like to see supported next, please contact Seguno Support.
How to add a metafield field to a popup or form
Open Seguno Popups & Forms from your Shopify admin.
Select the popup or form you want to edit, or click Create popup to start a new one.
Click the form section you want to connect to a metafield, or click Add content to insert a new field.
In the field settings panel, select Metafield as the field type.
Enter the namespace and key for the metafield you want to collect.
For example, enter
customas the namespace andskin_typeas the key.
Select the input type for the field to match your metafield.
Use a drop-down or radio buttons for single-select values such as skin type or loyalty tier.
Use a text field for open-ended responses, such as a pet name or preferred name.
Enter the values a subscriber can select or submit.
These values should match the values defined for your metafield. For example, for
custom.skin_type: Dry, Oily, Combination, Normal, Sensitive.
Optional: Select Required to prevent form submission without a response.
Click Save to save the field configuration.
Open the preview to confirm the field appears, and the values are correct.
Toggle the activation switch to the On position (It will appear Green when activated) for it to appear on your website.
Tip:
Use a drop-down or radio button field for metafields with a fixed set of values. This ensures the data written to Shopify is always consistent and avoids typos or variations that would break segmentation later.
Warning:
The value a subscriber submits is written directly to their customer metafield in Shopify. If the popup allows free-text input for a metafield that expects standardized values, such as skin type, inconsistent values may be saved. Use a controlled input type (drop-down or radio button) wherever possible.
Example: collecting skin type with a popup
A skincare merchant wants to personalize email campaigns based on each subscriber's skin type. They use Seguno Popups & Forms to collect the information at signup, storing it as a customer metafield so it is available for segmentation and email personalization in Seguno Email Marketing.
Setup
The merchant has already created a customer metafield definition in Shopify:
Name: Skin type
Namespace and key:
custom.skin_typeType: Single line text
Building the popup field
In the Seguno Popups & Forms editor, the merchant adds a radio button field to their signup popup:
Field type: Customer metafield
Namespace:
custom, Key:skin_typeInput type: Radio buttons
Values: Dry, Oily, Combination, Normal, Sensitive
Required: Yes
What happens when a subscriber submits the form
When a visitor selects Dry and submits the popup, Shopify saves Dry as the value for custom.skin_type on their customer record. The merchant can then:
Build a segment in Seguno Email Marketing targeting subscribers whose
custom.skin_typeequals Dry.Personalize the email subject line: "Your dry skin routine, refreshed."
Personalize the email body with product recommendations suited to dry skin.
See How to use customer metafields for segments and content in Seguno Email Marketing for steps on using this data once it is collected.
Common errors
Issue | Cause | Solution |
Metafield field type option does not appear in the editor | The feature is in testing and may not be available on your account yet. | Contact Seguno support to confirm availability. |
Subscriber's metafield value is blank after form submission | The field was not marked as required and the subscriber skipped it, or the field was not correctly connected to the metafield namespace and key. | Verify the namespace and key in the field settings. Consider selecting Required for the field. |
Metafield value in Shopify does not match what the subscriber selected | A text field was used instead of a drop-down or radio button, allowing freeform input that does not match the expected value. | Switch to a drop-down or radio button input type with a fixed list of values. |
Existing customers who submitted the form do not have a metafield value | The popup was published before the metafield definition existed in Shopify, so no value was written. | Ensure the metafield definition is created in Shopify before publishing the popup. Re-collect data if needed. |
FAQs
Does the popup overwrite an existing metafield value if the subscriber already has one?
[Confirm whether submitting the popup form overwrites an existing metafield value or only writes a value if one does not already exist]
Can I collect more than one metafield in the same popup?
[Confirm whether multiple metafield fields can be added to a single popup form]
Does this work for existing customers or only new subscribers?
When a returning customer submits the popup and Shopify can match them to an existing customer record, the metafield value is written to their record. [Confirm the exact matching behavior, including whether it is email-based and what happens if the customer is not logged in.]
Can I use a metafield collected through a popup in a Seguno Email Marketing segment right away?
Yes. Once a subscriber submits the popup and the value is saved to their Shopify customer record, it is available as a segment condition and for email personalization in Seguno Email Marketing. [Confirm whether there is any sync delay between the popup submission and the metafield availability in Seguno]