How to add custom fields
In this help article, we’ll cover adding custom fields to your checkout or form.
Adding custom fields to your one-page checkout or form makes it easy to capture customer information and checkout preferences.
How to add custom fields
- Create a checkout or form
- Under the Checkout tab, click Add custom field
3. Select a field type from the dropdown
4. Add Label text
5. Add Placeholder text
6. Select a data type (optional)
7. Check This field is required (optional)
8. Click Save
9. Now you’ve added a custom field to your checkout or form!
You can drag and drop custom fields to sort how they appear in your checkout or form.
There is no limit to the number of custom fields you can add to your checkout or form.
Field
Select your field type from the drop-down list.
The possible field types are:
- Text: single-line response
- Text area: multi-line response
- Dropdown: dropdown selection
- Checkbox: yes or no response
- Multiple choice: multiple choice options
- Quantity: choose the quantity of an item
- Email: email addresses only
- Phone: phone numbers only
- Number: for numbers only
- Country: field to enter the country
- Date & time: for a specific date and time
- Date: for a only a date
- Time: for only a time
- Tax ID: field to enter the Tax ID
- PO number: for the PO number in an address
Label
Label your field with a name that your customers will easily understand.
Please note: to edit the label text for the Discount code and Card fields, navigate to Design and then Custom labels.
Placeholder
Add Placeholder text that helps your customer complete the field.
If left blank, your field will automatically use your label as a placeholder.
Data type
Data types are used to store custom field data (your customer responses) in a structured manner.
For example, if you wanted to capture your customer’s name, assigning the data type of Customer name means we can structure this data appropriately.
This is especially useful when connecting Checkout Page with other apps using our Zapier integration.
Please note that you must add (and make required) custom fields that use the Customer name and Shipping address data types if you wish to use any of the other shipping address data types.
Required
Check to make completing a field required before checkout/submission.
Reference
Under More, you can add a reference code to identify your field in query parameters and integrations.
If left blank, after saving, a unique reference code will automatically be generated for you.
Viewing custom field data
After successful checkout, you can find your customer’s responses to your custom fields in two different places:
- You will receive a checkout confirmation email that contains a breakdown of the payment and your customer’s responses
- Every page has an overview of the payments made on the page that contains a breakdown of the payment and your customer’s responses when you click the payment line. To access, click on the page to see the overview:
You will then be taken to the payment overview where you can select the payment line in question to view the customer's payment details:
You will be taken to the customer's payment detail page where you can see the answers that they have inputted in your custom fields:
The difference between a form select and a product variant
There is some crossover here but we recommend the following rules:
- Use Variants when your customers are making a choice about what they will purchase.
- Use a Form select when your customer is making a choice unrelated to what they will purchase.
Form select example
- How do you hear about us?
- Other
Variant example
- T-shirt size
- Small
- Medium
- Large
