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.
Last updated
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.
Last updated
Custom questions are set at Website level. Select the Website to edit then go to General Settings > Checkout and Signup > Custom Checkout Questions
If required, you can provide a title and introduction to the custom questions - this will be displayed before the questions on your website.
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.
Custom questions are displayed in the last stage of the checkout, just before the customer clicks the main 'Place Order' button.
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:
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.
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.
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.
