How to add custom fields
In this help article, we’ll cover adding custom fields to your checkout.
Adding custom fields to your checkout makes capturing customer information and checkout preferences easy.
How to add custom fields
- Create a checkout
- Add your “Product name”
- Add your “Price”
- Click “Create checkout” to continue
- Under the “Fields” tab, click “Add custom field”
- Select a field type from the dropdown
- Add label text
- Add placeholder text
- Select a data type if needed
- Check “This field is required” if needed
- Click “Save”
- Now you’ve added a custom field to your checkout!
You can drag and drop custom fields to sort how they appear in your checkout.
There is no limit to the number of custom fields you can add to your checkout.
Select your field type from the drop-down.
- Text: single-line response
- Textarea: multi-line response
- Email: email addresses only
- Checkbox: yes or no response
- Select: select from a list of options (not a variant)
- Quantity: choose the quantity of an item
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”.
Add placeholder text to your field that helps your customer complete the field.
If left blank, your field will automatically use your field label as it’s a placeholder.
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.
This field is required
Check to make completing a field required before checkout.
Add a reference code to identify your field in integrations.
If left blank, after saving, a unique reference code will automatically be generated for you.
Example reference code
Viewing custom field data
After successful checkout, you can find your customer’s responses to your custom fields in 2 different places.
- You will receive a checkout confirmation email that contains a breakdown of the payment and your customer’s responses
- Under “Payments”, every payment has its own payment page that contains a breakdown of the payment and your customer’s responses
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 customer is 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?
- T-shirt size
Integrating Checkout Page with your CRM, email marketing, or other apps
Using our Zapier integration, you can connect Checkout Page with 100s of popular apps.
- Update your CRM with custom field data after a successful checkout
- Update your email marketing app with custom field data after a successful checkout