Extra fields are custom fields you can use to collect extra information from your customers in your checkout. For instance, you can add extra fields to collect phone numbers, have an options list to choose from, or have a date picker to pick dates for a booking.
There are two types of extra fields:
Product level: configured on individual products and only show in checkouts when they contain these products, e.g. "enter a gift message" for gift products
Global level: configured in your account settings and apply to all checkouts regardless of the products in them, e.g. "enter your phone number"
Global extra fields
To add global level extra fields to your account, follow the dashboard steps below.
First go to the Extra fields setting page (Settings > extra fields)
Click on 'add' and a 'Add extra field' panel will slide out.
Give your extra field a descriptive name. This can be used in your checkout form as the field name. Next, clicking on the dropdown will display the list of options you can choose to use for your extra field's type. The type of field usually determines how the field will display on the frontend, e.g. in a text field, dropdown, checkbox list, etc.
Choosing either the 'Options' or 'Radio' dropdown item will display another field for you to include the options you would like your customer to pick from.
Click into the field and press enter or comma as you type out your options to add them. Now click save in the bottom toolbar and you should see your new extra field added!
Product extra fields
Product specific extra fields can be configured while you edit your products in the dashboard. To do this, scroll down when editing your product to the "Extra fields" section, and click "Add".
Product level extra fields do not have a type. They are always treated as text fields. You are able to control whether the field is required or not, which will determine whether your customers must enter a value in the field when using your checkout.
Using extra fields
Once you've configured your extra fields, you need to integrate them into your checkout. If you're using our hosted storefront, they will show up automatically. If you are building your own checkout, you can look at your checkout token and use the data in the
extra_fields section to build your form. More information on this can be found in the FAQ section.