Did You Know you can collect additional order information during checkout with custom fields?
You can add custom fields to the portal checkout process to collect more information about the user’s order.
For instance, suppose you need to know the cost center that the order is going to, or maybe you want to require the user to answer a specific Yes or No question before checking out.
Custom fields can be set up as open type inputs, drop down list of option, or a date picker and they can be required or not required. Custom fields are created on the portal-level.
Benefits to You
- Collect extra information about orders during checkout (client analysis, region, etc.).
- Create required checkout fields for needed information such as cost centers or codes.
How It Works
To set up order level custom fields do the following:
- Go to the Customer Detail page. Select the Custom Fields tab. Portals > Select Customer > Custom Fields
- Click Add Custom Field.
- Input the name (the text the user will see on the checkout page)
- Select whether it will be an input box, a dropdown list or a date selector.
- If it’s an input box, add the max number of characters, if it’s a drop down list, add the drop down options.
- Choose whether the custom field will be required or not.
- Optionally, add a tooltip. This will be visible when a user hovers over the custom field.
- Save and log in as a user to test it out.
These custom fields will be shown to all users on the checkout page. The data acquired from the custom fields are captured and can be obtained by running the Order details or Order Top Level reports.
If you have any questions or need support, you can contact our support team at: support@propago.com or 512-887-5847
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