Looking to collect extra information from your customers beyond what's available on the default SamCart checkout pages? Then custom fields are going to be your new best friend.
Custom fields are perfect for anyone looking to collect custom product variations such as size, color, fabric, date, time, etc.
Types Of Custom Fields
Right now, you can create 3 unique types of Custom Fields...
1: Dropdown List
Allow customers to select from several options you provide using a dropdown menu. Best used for things like collecting size, color, etc.
2: Text Input
Provide a blank text line where customers can type in their own responses.
Provide a checkbox customers can check or un-check before placing their order.
Creating A Custom Field
Custom-fields are created and managed in your Marketplace Settings. They can then be added to your checkout page in your Product Settings.
Let's get started by making a drop-down list...
- Begin by clicking the drop-down menu below your email then clicking Settings.
- From there, click the Custom Fields link on the left side of the screen.
- Then, click the + Create New button.
In the popup window, choose an Internal Field Name. This only gets displayed inside of your SamCart account, and will not be seen by customer.
Then choose your Checkout Page Label. This label will display on your checkout page where the custom field is in use.
Lastly, choose what type of Custom Field you want to create. You have three options...
1: Drop-Down List
To create a list of options your customers can choose from, select Drop-down List under Field Type.
You can then enter the options that you would like to have appear in the list. Write each option on a new line.
2: Text Input
To make a Text Input field, follow the exact same guidelines above, except choose Text Input in the Field Type drop-down list (as pictured below).
Add a checkbox that your customers can check or un-check as they complete their order.
Choose what this checkbox will display, and decide if this box should be pre-checked, or if checking this box should be required to place an order.
Adding Custom Fields To Checkout Pages
Once you've created your custom fields, you can place them into any of your checkout pages.
Open up any product's settings, and click on the Customize tab in the left-hand sidebar. Scroll until you find the Custom Field checkboxes.
Select any custom fields you want to display on this product's checkout page. Once they're checked off just save your changes, and you're good to go!
Here's the final product (on the Sales Letter template):
Adding Custom Fields To Upsell Pages (BETA)
You can also add your Custom Fields to any of your One-Click Upsells. To do so, head to your Upsell's Edit Page and scroll down to the bottom.
Next to the Custom Fields section, check the desired Custom Fields and click Save Changes.
Here's how a standard Drop-Down List looks on an Upsell Page:
NOTE: Please send Support a message to have Upsell Custom Fields enabled in your Marketplace.
Custom Field Options
There are two customization options available for each Custom Fields. Both options can be edited by visiting your Marketplace Settings, clicking on the Custom Fields tab in the left-hand sidebar, and then editing any of your Custom Fields.
If you want to require customers to fill in this Custom Field before placing their order, click the Required? checkbox.
Show In Receipt
If you would like this Custom Field (and the customer's selection) in the Order Receipt your customer receives after placing their order, click the Show In Receipt? checkbox.
- Custom Field information will be included when you open an order from your Orders tab, or export your Orders table.
- Custom Fields cannot be moved around SamCart checkout pages right now. Their location is fixed, but we're working on offering more flexibility with the design soon!
- Custom Field information is included in the information SamCart sends to Zapier, and through the SamCart Webhook.