Disclaimer: We recently redesigned our Admin Area. Your store may look different than the one shown in this video, but most click paths were not affected.

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Transcript

To create your own custom fields on the checkout page, go to Settings > Custom Fields in your Admin Area. There are 10 default custom field records: 5 specified for customers and 5 for orders. You can modify any one of these by clicking its ID number, or you can create your own by clicking Add.

The Table Name refers to the table in your Admin Area where information gathered from this custom field will be stored—either in the customer account record, or on the order details page. For example, Orders is the appropriate designation for a question you’ll ask on every order placed, like asking a customer to agree to your terms and conditions. Customers is appropriate for a question you’ll only ask of each customer once, like "How did you find us?".

Alias is the internal name you assign to the field. It does not display on your storefront.

The Question field is where you enter the text that will appear on the checkout page.

Question Sub Text is for any additional text you want to include.

Select the style of field from the Input Type menu. Since we’re creating an agreement to service terms in this example, we’ll choose a Checkbox.

If you selected Text Box from the previous menu, Input Max Length is a required field for specifying the maximum number of characters customers can enter. Otherwise, just enter any number.

Placement Order is for setting the vertical positions of your custom fields on the checkout page. If you leave this field blank, they’ll be arranged alphabetically.

Is Required means the customer must complete the field to complete their order.

Is Public controls whether or not the field displays on your storefront. If you leave this item un-checked, the record will remain in the table, but it won’t display on the checkout page.

Show on Invoices populates data entered in the custom field to the invoice template.

When you’re finished setting up your custom field, click Save.

Now, on the storefront, we can see our new custom field, but the terms of purchase referenced are not hyperlinked. For more information on adding a link, see our video called How to Create a Custom Field Link on the Checkout Page.

If you create a custom field with a drop-down menu, we’ll show you how to include options in the menu in our video called How to Add Selections to a Custom Checkout Field Drop-down Menu.

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