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Creating a custom checkout form

You can create a custom checkout form for customers to complete when they place an order.

A custom checkout form is a great way to collect any information from customers on the checkout page, like gift messages, special delivery instructions, or comments. You can also use it to require customers to agree to your Terms of Service.

Note: The custom checkout form is used for gathering information for an entire purchase. To collect information for a single item, like custom engraving or lettering instructions, add a custom product form instead.

Step 1 - Enable the form

In the Home Menu, click Settings, and then click Checkout.

CheckoutCommerce.jpg

Scroll down and click Additional Fields.

additional_fields.jpg

At the bottom of the panel, check Enable Custom Checkout Form.

Step 2 - Build the form

Click Edit Custom Checkout Form to start building the form.

The Edit Custom Checkout Form window opens. It has a Note / Additional Info placeholder field to help you get started.

In the Form Name box, replace the Additional Information placeholder with the name of your form.

Click the + icon to add a new field. Once you've added an additional field, you can click the trash can icon to remove the built-in form field. The custom checkout form requires at least one field.

Note: To learn more about the available fields, visit Form fields explained.

As you add and edit fields, a preview populates to the right. If the field is required to submit the form, check Required.

Click Done after creating each field.

Continue adding fields.

You can click Edit next to a field to edit its content at any time.

Note: We recommend keeping the form short to avoid cart abandonment. Only add fields required to collect the information you need. Long forms can delay the checkout process, which can result in customers deciding to leave your site without completing the purchase.

Step 3 - Save

When you're done creating the custom checkout form, click Save to publish your changes.

Step 4 - Preview (optional)

To see how the form appears to customers, run a test order.

Step 5 - Review form Submissions

Custom Checkout Form submissions appear in a few places where you can manage your orders. 

Orders tab

Form submissions appear in the Additional Information area of the Order summary

Notification emails

Form submissions also appear in the notification emails you receive for each order.

Export as a .csv file

When you export your orders to a .csv file, completed forms are included in the file.

Note: To learn more about exporting orders to a .csv, visit Exporting orders.

Example forms

If you want to add a customized experience to checkout but aren't sure where to start, use these examples as inspiration.

Gift messaging

If you allow customers to include a gift message for the order, use the Text and Text Area form fields to build a gift message form.

Terms of Service

If you require that customers agree to your Terms of Service, use the Checkbox form field. Copy and paste your Terms of Service into the Description box, and add "I Agree" as the only option. Check Required to make it a required field.

Delivery instructions

If you hand-deliver your orders, use the Custom Checkout Form to allow customers to select a date and time that works best for them. Remember to ask for a phone number if you call before delivery.

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Creating a custom checkout form