A-Z guide on using Shopify metafields for business owners (2024 Updated)

Ellie Ho

June 17, 2024

July 22, 2023

•

5 min read

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Metafields are one of the most powerful Shopify admin tools, allowing you to add custom data to your store that goes beyond the standard Shopify configurations. However, many business owners find them difficult to implement.

Add product origin details, include downloadable manuals, display volume pricing and discounts, or even create custom Shopify filters for your products. All can be done with Shopify Metafields. In fact, there are over 218 apps dedicated to using metafields alone in Shopify, demonstrating their importance for store growth.

This guide will demystify metafields and empower you to use them effectively. In just 10 minutes, you'll learn how to leverage this powerful tool to take your Shopify store to the next level.

What is a metafield?

Metafields (or custom fields) help you put extra information on your store which isn’t included in Shopify basic configuration.

For example, you want to specify where the product’s origins are, add a downloadable manual pdf for your product, display volume pricing and discount on Shopify. These things will need you to use metafields.

What’s more, metafields might help your SEO by altering data that is unlikely to appear in the store editor.

Additional information about product details are added in the product pages using Shopify Metafields. (Source: Nama Studio)

Type of Shopify Metafields

In Shopify, there are 8 custom fields of Shopify metafields you can use right now.

1. Shopify Product Metafields

This is the most common one. It helps us show additional information for each product on the product page.

For example, proper use of metafields can help you show tech specs like this electronic store:

(Source: Satechi)

2. Shopify Variant Metafields

This type of metafields helps Shopify users add extra information for each variant of the products.

The picture below is an example of how you can use variant metafields. With each color variant, there will be different information in the bike’s parameters.

(Source: amazon.com)

Read more:

3. Shopify Collection Metafields

Collection metafields go with specific collections in your Shopify store. They enable you to store unique data points for each collection, such as promotional banners, offer expiry dates, and additional descriptions.

This newly released type of metafields allows merchants to be more creative with collection pages.

An excellent example here is the additional information on a discount campaign. You can add a Metafields definition for the sales details and another one for the countdown timer to create a sense of urgency.

4. Shopify Customer Metafields

Customer metafields serve as custom fields associated with individual customer profiles. Shopify merchants can leverage this to store additional, customized information about their customers, enhancing the overall shopping experience.

Metafields for customers' information are a brilliant feature to helps you with customer segments based on custom and specific customer details.

Use these metafield-based customer segments as filters, you can:

Send targeted emails to specific customer groups, for example: customers that view a particular product in the last 7 days.
Display reminders on account pages for customers to review their orders.
Define loyalty tiers to segment discounts.

An example of Shopify Customers Metafields on account page. (Source: identixweb.com)

5. Shopify Order Metafields

Shopify Order Metafields allows store owners to add custom fields to individual orders, enhancing how they manage and interact with their customers.

There are many ocassions where you need some extra information for your store orders. Identixweb has named a few as follows:

Add remark to your orders
Arrange the order as per priority
Mark the order for normal or express delivery
Give ratings to the orders

In these cases and more, you can now use Shopify Order Metafields instead of a third-party app.

Similary, you can add metafields for Shopify Pages, Shopify Blogs, Shopify Blog Posts thanks to the latest update of Online Store 2.0.

Metafields List

Simply put, this is an improvement in which Shopify allows metafields to store a list of value instead of a single value in the past. However, not all content types support this upgrade.

Content types of Shopify metafields that accept list values are: Color, Date/Date & Time, Dimension, Weight, Volume, Number, Rating, Product reference, File reference, Page reference, URL, Text.

When choosing the supported content types, you'll see a little checkbox for list of values like below.

After the definition is successfully created, you can go to the part of your store where you want to add the metafield value. In this example, I created a Product Metafield, so I'll go to a product and scroll down to Metafields section. Now I can add multiple value for the Recommended products metafield.

There are many powerful applications for metafield lists such as:

Add a Frequently Bought Together section using Product reference metafields on Product page to upsell and cross-sell
Include popular pages like policy page, size page with Page reference metafields
Make a list of ingredients for a recipes with Text metafields
Use File reference metafields to insert important files for customers to download.

Metafield Limit

Currently, Shopify allows merchants to create up to 200 metafield definitions. When it was just released, there were only 100 metafield definitions that Shopify businesses could add. Recently, Shopify has extended the limit to 200. For SMBs, we think this number should be enough. However, if you are running a megastore with a huge inventory, you may need a third-party app to store and manage your metafields.

Use Metafields and Metaobjects with Dynamic Sources

The Online Store Editor now includes support for Market Metafields as a dynamic source. This enhancement enables merchants to effortlessly incorporate Market Metafields into their storefronts, thereby improving the customization and functionality of their online stores across various markets.

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Benefits of Shopify Metafields

While the Shopify App Store boasts hundreds of third-party apps dedicated to creating and managing metafields, Shopify has also released its own intuitive admin tool.

This demonstrates Shopify's commitment to making extra metadata more accessible to all merchants. The benefits of using metafields are undeniable, and Shopify is empowering businesses to leverage this powerful feature with ease.

Enhanced Customization

Flexible data storage: Custom data in metafields help with storing additional product details like materials, care instructions, and sizing charts.
Personalized shopping experience: Unique product information can contribute to tailored shopping experience.

Improved SEO

Detailed product descriptions: Adding relevant keywords and structured data in metafields makes your product pages more discoverable.
Better search engine indexing: Search engines can crawl and index detailed information stored in your Shopify metafields, enhancing product visibility.

Increased Conversion Rates

Informative product pages: Extra information fields provide detailed product information to help customers make informed decisions.
Enhanced customer trust: Metafields can be used to show testimonials, user-generated content to build trust and encourage repeat purchases.

Efficient Data Management

Centralized data: Easily manage and update product information across your store with metafields because all the product information is centralized in one Shopify admin tool.
Bulk editing: Shopify allows for bulk editing of metafields, saving time and effort when managing large inventories.

Versatility in Use

Wide range of applications: Use metafields for shipping information, customer preferences, or internal notes.
Easy integration: Integrate seamlessly with Shopify's admin panel and third-party apps to amplify the application of metafields.

How to use metafields in Shopify

Note: these instructions were demonstrated on Debut themes. The steps are the same for any other themes.

To create a metafield product, you have to fill out the required information below

Namespace - A grouping of metafields to prevent conflicts.
Key - The metfield name.
Value - The value assigned to each product and will show in the frontend
Description (optional) - To make others understand the meaning of the metafields.

Step 1: Create the metafield definition

To create metafield using Shopify configuration, use the following steps:

1. Go to Setting > Metafields
2. Choose Metafields type. In this guide, we will choose the “Products” metafields type for demonstration.

3. Click Add Definition
4. Fill in name, namespaces, key, and choose content type. Description is optional

Namespace & Key: as explained above, the namespace is like naming your folder, and key is the metafields name. Separate these 2 things by using a full stop - “.”

It doesn’t matter which name, namespace, or key you choose, it won’t affect anything. Its only job is to help you manage and differentiate from other metafields.

In the example below: we use “my_fields” as the namespace and “condition” as the key.

For the content type, it decides the format of the metafields'the value. In this example, we choose the “text” format. With each format, there are further options for you to configure, but it is optional.

5. Hit Save to successfully create one metafield definition.

Note:

Shopify requires you to pin the metafield (top right corner in the image above) to make it work. When you create a new one, it's pinned by default.
If you use 3rd-party Shopify Metafield apps, you can create new metafields definitions right on the app's dashboard.

Step 2: Add value to the metafield in the product setting

Now, you need to add value to the newly created metafields in each product. You can do it in 2 ways:

Add metafields one by oneAdd metafields in bulk

Add metafields one by one

1. In Shopify admin, go to Products > All products > choose the products you want to add more information through metafields.
2. On the product setting page, scroll down to the “Metafields” section.
3. Add Value to the Metafields.

However, if you have thousands of products that need to add a metafield to, this method could be very time-consuming. Therefore, we will guide you through how to add metafields in bulk.

Add metafields in bulk

1. First, you need to type this URL format in your browser:

store-name.myshopify.com/admin/bulk?resource_name=Product&edit=metafields.{namespace}.{key}:{vaule_format}

You need to change {namespace}.{key}:{vaule_format} according to the metafields name space & key definition you want to edit. All of this information can be taken from the metafield definition you just made.

Continue with the example above, if we want to edit the metafield “Condition” in bulk, we have to enter the URL:

store-name.myshopify.com/admin/bulk?resource_name=Product&edit=metafields.my_fields.condition:text

2. After entering the URL, you will see the bulk editor screen (which is not accessible through the traditional way), now you can add values to multiple products at the same time.

Although you still have to fill each value for each product, it's much faster than going to each product and adding one by one.

Alternative option: you could consider using a Shopify App to bulk edit Metafields.

For example, Metafields Guru will help you edit the first 1000 products for free. However, bulk editing is a premium feature in every app, so you need to consider the cost and benefit to your business before deciding to buy one.

If you have more than 1000 products or need to edit metafields in bulk multiple times, then using these an app is more reasonable.

Step 3: Display Metafields on your Shopify Store

With the release of Online Store 2.0, Shopify users now have 2 ways of showing metafields in the front-end:

Add code to themes (work with all theme versions)
Use theme editors (only available for OS 2.0 themes)

Following the example below, we will show you how to show metafields in product pages

Showing product metafields by adding code to themes

1. Go back to Metafields Setting, and copy/remembers this line, we will use it soon.

2. Go to Online Store > Themes > Actions > Edit Codes

3. In the Section Folders, find product-template.liquid

4. Add the following code using the line we copied earlier in the suitable location in the template files.

In our example, it will look like this:

Condition: {{ product.metafields.my_fields.condition }}

In the Debut theme, we add them right after the description and social share part, which you could identify by briefly viewing the code. However, you can add these lines anywhere on the product pages. If you don’t know where to add it, just experiment with a few places and preview the front-end to see how it ends up.

5. Save, and check any product page to see the results.

Showing product metafields by using themes editors

Since this method only works for OS 2.0 themes, we will demonstrate it on the Dawn theme.

1. Go to Online Store > Products > Themes > In the current themes, choose Customize
2. Select Default Products Page or Product page template

3. On the control panel on the left, in the Product Information panel > Add a Text block. You can drag the block to the location you want.

4. Click on the Text block > click on the icon > add metafields.

Note: You need to add additional text before the block metafield to give the metafield a title.

5. Hit Save and you are done. Follow the same steps to add another metafield.

Best Practices When Using Shopify Metafields

Use a consistent naming convention for your metafields: Ensure namespaces and keys are descriptive, simple, focused, and organized to prevent conflicts and confusion.
Bulk Editing: Leverage bulk editing tools or apps for efficiency, especially with large inventories.
SEO Optimization: Use metafields to add structured data and relevant keywords to improve search engine visibility.
Test Thoroughly: Always preview and test changes in a development environment before applying them to the live store.

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Shopify metafields in practical use

Show additional information in an appealing style

This is a core functionality of metafields, a port to help shop owners add information that doesn’t have a place in Shopify to the product page. With the help of experienced web developers, you can have an appealing interface to display all information like showing in tabs, image slides, …etc.

This will give customers a better shopping experience. And better shopping experience always leads to a better conversion rate.

(Source: reddress)

Filter, site search, and sort option by Metafields

Filter or search by metafield is one of the most popular features when people are looking for a Filter & Search Shopify App.With metafields and an app that supports this feature, your customer can find almost anything in your store faster using any information about your products.

Let’s take a look at this furniture store, they have a filter to help customers find products if they have storage ability or not. This product’s attribute is presented efficiently when using metafields rather than tags or the product description.

Source: brosa.com.eu

Read more:

Latest Metafields Update from Shopify

September 25, 2024

Supercharged Storefront Filtering: You can now leverage category metafields within the Shopify Search & Discovery app for even more precise and personalized filtering experiences. This gives you granular control over how customers discover products, leading to higher conversion rates and happier shoppers.
Customer Metafields at Your Fingertips (POS Pro): Customer metafields pinned in your Shopify Admin are now accessible across all POS Pro locations. This allows your staff to personalize interactions, offer tailored recommendations, and provide exceptional customer service.

July 9, 2024

Lightning-Fast B2B Filtering: Filtering using metafields has been optimized, making it quicker and easier to manage your B2B customer data. This means less waiting and more doing!

April 29, 2024

Market Metafields in the Online Store Editor: Market metafields are now available as a dynamic source within the Online Store Editor. This allows for greater flexibility and personalization, making it easier than ever to tailor your online store to different markets and customer segments.

April 24, 2024

Streamlined Shopify Flow Integration: You can now directly access individual, typed metafields, simplifying your automation workflows and unlocking new possibilities for personalized customer experiences.
Metafields on Printed POS Receipts: The Liquid code editor for printed receipts now supports select metafields, allowing you to add customized information and create more professional, informative receipts.

January 31, 2024

Intuitive Dynamic Source Selector: The dynamic source selector in the Online Store editor has been revamped with a newly added search and filter to find the exact metafield or metaobject you need.

Frequently Asked Questions About Shopify Metafields

1. What is the difference between metafields and metaobjects?

Metafields allow you to store additional information for products, collections, and other resources in your Shopify store.

Metaobjects, on the other hand, are a way to group multiple metafields together, enabling more complex data structures. For more details, read our article about Shopify Metaobjects.

2. How many Metafields can you have in Shopify?

Shopify allows merchants to create up to 200 metafield definitions. This limit is usually sufficient for small and medium-sized businesses, but larger stores with extensive inventories might require additional solutions.

3. Can you import Metafields into Shopify?

Yes, you can import metafields into Shopify. This can be done using various third-party apps available in the Shopify App Store, which facilitate bulk imports and management of metafields, making it easier to handle large amounts of data efficiently.

Final words

Learning to use metafields in Shopify may be complicated. However, if it is done correctly, it can help you in many important aspects of your eCommerce store such as showing additional information, using in filter and search, or product management.

We hope after reading this article, you have learnt how to use metafield in Shopify.

If you have any questions, don’t hesitate to reach out to us through the contact page.

Subscribe to our email or follow us on Facebook, Twitter or Linkedin now for more valuable Shopify news, tutorials as well as eCommerce’s growth hacks to boost your business.

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Ellie Ho

•

Content Marketing Specialist

June 17, 2024

•

5 min read

A-Z guide on using Shopify metafields for business owners (2024 Updated)

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