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Push to customer metafields

Store form submissions in a customer metafield when the customer is identified.

Use this when form data should be available as customer data later.

This is useful for reporting, theme logic, and downstream workflows.

What this setting does

When Save submissions to customer metafield is enabled, Roadmap stores the form submission under:

customer.metafield.roadmap.form_<formId>

This happens when the customer is identified.

Screenshot placeholder: Form settings with Save submissions to customer metafield enabled inside Advance Settings.

Enable customer metafield saving

1

Open the form settings

From Forms, open Settings for the form.

2

Open Advance Settings

Expand the advanced options for the form.

3

Enable metafield saving

Check Save submissions to customer metafield.

4

Save and run a test submission

Submit the form once and confirm the customer metafield is updated.

When to use it

Use this when you want to:

  • keep a structured record of the submission per customer

  • reference form data later in Shopify

  • persist answers from onboarding or qualification forms

Important behaviour

  • the metafield key is specific to the form

  • the customer must be identified

  • you should re-test after changing field names or structure

Troubleshooting

Nothing was written to the metafield

Check these first:

  • the setting is enabled

  • the form changes were saved

  • the customer was identified during the submission

The saved data looks outdated

Run a new test after any form structure change.

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