Metafields Documentation

Complete guide to understanding and working with metafields in Dynamic Metafields.

What Are Metafields?

Metafields are Shopify's way of storing custom data beyond standard fields. Think of them as extra information fields you can attach to customers, orders, products, and more.

Automatic Creation

Dynamic Metafields automatically creates the metafield definitions in Shopify when you save your form, so you don't need to set these up manually.

Customer Metafields

Customer metafields store information about individual customers:

Use Cases

Business information (company name, tax ID)
Account preferences
Loyalty program data
Custom account settings

Characteristics

Persists across multiple orders
Tied to customer account
Accessible from customer profile
Survives even if orders are deleted

Order Metafields

Order metafields store information about specific orders:

Use Cases

Custom product specifications
Engraving text
Gift messages
Delivery instructions
Order-specific notes

Characteristics

Specific to one order
Accessible from order details
Independent for each order
Perfect for one-time information

Choosing the Right Type

Use this guide to choose between Customer and Order metafields:

Information Type	Recommended Metafield Type
Business details	Customer
Contact preferences	Customer
Custom engraving	Order
Delivery instructions	Order
Gift message	Order
Account settings	Customer

Managing Metafields

View and manage metafields in Shopify admin:

Go to Settings > Custom data
View all metafield definitions
See which are created by Dynamic Metafields
Manually edit values if needed

Caution

Deleting metafield definitions will remove all associated data. Make sure to export data before deleting if you need to keep it.

Best Practices

Use descriptive field labels
Choose the appropriate metafield type
Don't collect unnecessary information
Regularly review and clean up unused metafields
Export data before making major changes