Talon Advanced Registration App Documentation

• Collect custom information you need from customers - like VAT or Tax ID numbers, business details, uploaded files, and more.

• Choose to manually, automatically or conditionally approve new registrations.

• Lock your store until your customers are registered and/or approved.

• All form data is saved to Shopify's customer records and Shopify customers' metafields - ready to use in themes, notifications, and invoices.

• Automatically or conditionally assign customer tags to organize customer groups.

• Great for wholesale and B2B stores. Sell products that require special licenses or satisfy any other verification requirements. Comply with regulations and vendor requirements.

Installation & Setup

Steps:

1. Install from the Shopify App Store.

2. Configure your custom form in the Form Designer tab.

3. Set approval rules and store lock options in the Configuration tab.

4. Publish the app to update your theme.

For a detailed walkthrough, see the setup video:

Existing Customers

Existing Customers are automatically allowed. No action needed.

New Customers are restricted based on your settings (e.g., approval or required fields).

Will I lose customer accounts if I remove the app?

No. Approved customer accounts remain in your Shopify store. You can safely remove the app and keep all approved customers.

How do I remove the app and return my store to normal?

Toggle Published to Unpublished at the top of the page. Then, remove the app from Shopify's apps management. Your original registration process will return.

If you want to uninstall the app you can do it through Shopify admin. In Shopify admin open Apps > Apps and sales channels settings and uninstall the app.

How do I disable 'Continue as Guest'?

In Shopify admin:

1. Go to Settings > Checkout

2. Check Require customer login before checkout

How do I stop bots and spam?

Many Shopify stores face automated account creation bots. This app uses a less common form and is unlikely to be targeted. However, bots access Shopify's backend directly.

To fight bots, use one of the following:

• Activate the login and account creation CAPTCHA: Go to Sales Channels > Online Store > Preferences, scroll to the bottom, and check Enable on login, create account, and password recovery pages.

  Note: The captcha might trouble real customers. Advanced Registration has a different registration form, unaffected by the captcha. Yet, the app uses Shopify's login system, which includes the captcha. So, real customers might face captcha challenges during login or password recovery.

• Use the External Customers Config to block or delete bot registrations.

How do I bulk delete external customers?

1. In the External Customers List, click Set tag on all external customers.

2. Choose a tag to identify them in Shopify like "external-bot"

3. When tagging is complete, find them in Shopify Admin.

4. Use the customer list filters:

   • Click Add Filter

   • Filter: customer_tags CONTAINS "external-bot".

   • Click Apply

5. Export the list if needed as a backup.

6. To delete:

   • Check the top box to select all

   • Click Select all 50+ customers

   • Click More actions > Delete Customers

Turn on auto-tagging or auto-deletion to prevent future issues.

What theme changes does the app make?

The app modifies registration, login, and profile pages. It changes theme.liquid to add locks. Unpublishing the app removes all changes.

When are customer accounts created?

If approval is required, accounts are created after approval. If not, they are created at registration time.

Where is customer data stored?

Until you approve them, customer records aren't stored in Shopify. They remain in the app. Once approved, they're created immediately in Shopify.

After approval, customer data is stored in both Shopify and our app's database, ensuring easy access for you.

• Relevant data, like 'First Name', is stored in corresponding Shopify fields.

• All form data is also stored in Shopify Customer's metafields.

• If your app settings allow, data can also go into the customer's notes field.

• All data remains on our servers until deleted from the app or Shopify.

• Data export as CSV is available at any time.

How to add metafields from the app to the customer record?

1. Go to Settings > Metafields and metaobjects in Shopify admin

2. Click Customers, then View unstructured metafields

3. Find entries like adv_reg.yourFieldID

4. Click Add definition, name it, and select type Multiline text

The metafield will now appear in the customer record.

How to change the page URL after login?

1. Go to Form Designer > Behavior in app settings

2. Scroll to Change page URL

3. Enter your desired redirect URL

Can I use two registration forms?

Yes. Leave Shopify's default registration form and use the Advanced Registration form on another page. In Form Builder > Behavior, check Keep existing registration form & process intact. Choose a page for the new form.

Note: store lock won't work in this mode.