How to Create & Customize Your Checkout Form

How to Create & Customize Your Checkout Form

By Michael Chen

November 24, 2024 at 04:34 PM

Easily gather essential customer information during checkout with a customized form that collects gift messages, delivery instructions, or special requests.

Activating Custom Checkout

  1. Navigate to "Checkout" menu
  2. Scroll to Additional Fields
  3. Enable Custom Checkout Form
  4. Click Edit Custom Checkout Form

Creating Your Form

  1. Replace placeholder text with your form name (e.g., "Gift Message" or "Delivery Instructions")
  2. Add new fields using Add Form Field button
  3. Customize each field with:
    • Title
    • Description/instructions
    • Required field option
  4. Click Finish after creating fields
  5. Save to publish changes

Form Location and Display

  • Physical products: Appears below Shipping field
  • Digital products: Shows below Email field
  • Apple Pay: Displays on order summary page (non-required fields in accordion menu)

Practical Uses

  • Gift messages
  • Delivery instructions
  • Terms of service agreement
  • Referral surveys
  • Special requests

Accessing Form Submissions

View submitted forms in:

  • Order Details section
  • Email notifications
  • Exported CSV order files

Important Notes

  • Minimum one field required
  • Not available for personal sales
  • Some fields (like File Upload) aren't supported
  • You can edit fields anytime
  • Test your form by placing a sample order

This custom checkout form enhances your customer service while collecting valuable information for order fulfillment and business insights.

Remember to review submissions regularly and adjust form fields based on customer engagement and business needs.

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