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Custom Checkout Questions

Set up custom questions that customers need to answer in the last step of the checkout. Use this feature to elicit extra information from your customers.

Setting up Custom Questions

Custom questions are set at Website level. Select the Website to edit then go to General Settings > Checkout and Signup > Custom Checkout Questions

Title and Introduction

If required, you can provide a title and introduction to the custom questions - this will be displayed before the questions on your website.

Custom Questions

Example of a choice-type custom question

For each question you want to add, you'll need to set the following:

  • Question: this is the precise wording that will be presented to the customer

  • Required: is an answer to this question required. In the case of 'checkbox' question types, this means that the box MUST be ticked

  • Type: what type of question is this? Text allows free form input of any characters, whereas number and date will restrict the type of data that can be entered. Choice type will present a list of pre-defined choices that you will have to set up. Checkbox is simply a boolean yes/no checkbox.

Checkout Display of Custom Questions

Example of how custom questions are displayed on the checkout

Custom questions are displayed in the last stage of the checkout, just before the customer clicks the main 'Place Order' button.

Viewing Custom Question Answers

Answers to questions are logged against the order that was placed in the checkout. There are numerous ways you can access and use these answers:

Order Detail View

Example of how answers to custom questions are shown on the Order detail page

View on Order detail view: click into an order to view it and go to the Checkout tab. You'll see the answers to the custom questions under Customer Checkout Details.

Order List View

You can also add checkout answers to any Order list view by customising the view in the usual way. Only the answers are shown (without the question), in order to conserve space.

Order Emails and PDFs

Answers to custom questions appear on Order confirmation emails and PDFs as well as picking and dispatch notes.

API/Webhooks

An example of custom responses in the API/Webhook data for an Order

You'll find answers under customFieldResponses when accessing/sending Order data via the API or Webhooks. Note that the key for each response is the verbatim question text, so when accessing answers, you'll need to know the exact question text.

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