Need to collect additional information from your shoppers? Custom fields allow you to ask shoppers questions, collect important order information, and require policy confirmations.
Add a Previously Created Custom Field
Step 1: To add a previously created field, click "Add a Field".
Step 2: Type in the field's name, and select the desired field from the dropdown.
Create a New Custom Field
Step 1: Type in the desired name in the "Add a Field" box.
Step 2: Click "Add "example"?" below.
Click the "Required" checkbox to make the field required at checkout.
Step 3: Select the field "Type":
- Choice - Customers can select from a dropdown.
- Short Text - Customer types in a single-line response.
- Long Text - Customer types in a line-by-line response.
- Yes/No - Customer answers a Yes/No question.
Pro Tip: Short Text and Long Text contain the same character limit.
If using the choice option, the next step will be to create the different choices the customer will select from.
Step 1: Click the "0 choices" button located on the right side of the box.
Step 2: A dropdown box will appear. Type the name of the first choice and click the "Enter (return) key" on your keyboard.
Step 3: Click "Add Choice" to type in another choice option. Continue this process until all options are added.
Options can be deleted by clicking the black "X" button to the right of the choices.
Step 4: Click the "save" button.
Edit a Custom Field
Click the Edit button to make changes to the custom field.
Delete a Custom Field
Delete a field by clicking the black "X" box to the right.
Now when the customer goes to checkout, they will be prompted to select the age group!
The selected custom field will also appear on the Order Report and Receipts! You can also filter the Product & Player Reports by custom checkout fields. Custom fields are a great way to collect additional customer info and help eliminate unnecessary back and forth between you and the customer!
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