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Custom Data Collections

Akhil S
  • Updated

This article walks through setting up Custom Data Collections. This feature allows for collecting additional information from the shopper on the checkout page. This is in additional to the standard shipping, payment and address information already available. For example, using a custom data collection you can collect an order fee, or ask the shopper to indicate if they have any notes for the order itself.

Article Sections

Add a Custom Data Collection

  1. Access the Settings Page.
  2. Click into the Custom Data Collections tab.
  3. Click the "New Custom Data Collection" button.

 

Setup a Custom Data Collection

Add the Title and Price Modifier for the Custom Data Collection. In this example, we are asking the shopper if they want a gift box for their order. 

  1. The Setup page will appear after clicking "New Custom .
  2. Enter a Title for the Custom Data Collection (see example below for where the Title of the Custom Data Collection appears).
    • Regarding Price Modifiers - A price modifier charges the shopper the specified amount when they respond to the Custom Data Collection. 
  3. Price Modifier Type - If adding a price modifier, choose if the price will be calculated on a flat dollar amount ($) or percentage (%) of the order. Please note, any price modifiers captured with custom data collections are not subject to sales tax calculation.
  4. Price Modifier - Enter the price modifier dollar or percentage amount. 
  5. Click "Save" to submit changes. 

 

Add Fields to a Custom Data Collection (Select Option Setup)

This example goes over the Select option, which allows the user to select from a drop down of options, as opposed to typing in their response. In this example, we are asking the shopper to respond yes or no if they want a gift box. 

  1. Access the Fields section.
  2. Click "New Select" - This option provides the user with a drop-down list of responses to select from. This option was selected in this example.
  3. Enter a Label which will appear as the label for this select input field.
  4. Use "multiselect" to allow users to select more than one option.
  5. Use "Required" to indicate whether or not a response is required for this custom data collection field.
  6. Click "new option."
  7. Type in the first response the user can select. To add another response, repeat steps 6 and 7. 
  8. Click "Save" to save the field.
  9. Click "Save" again to finally save the form (or add new selection fields).

 

Example of Custom Data Collection (Select Option)

Here is an example of what a Select type Custom Data Collection looks like on the checkout page.

 

Add Fields to a Custom Data Collection (Text Option Setup)

This example goes over the Text option, which allows the user to type in a response rather than select from pre-set drop-down responses.

  1. Access the Fields section.
  2. Click "New Text" - This option allows the user to type in their response. This option was selected in this example.
  3. Enter a Label which will appear as the label for this select input field.
  4. Choose the "Type" of text input: Text Field is a single line, and Text Area is a larger space.
  5. Use "Required" to indicate whether or not a response is required for this custom data collection field.
  6. Click "Save" to save the text field.
  7. Click "Save" again to finally save the form (or add new text input fields).

 

Example of Custom Data Collection (Text Option)

Here is an example of what a Text type Custom Data Collection looks like on the checkout page.

 

Change the Custom Data Collections Section Title

The section header (illustrated below) can be customized to meet your requirements by modifying the Custom Data Collections Name within the Checkout Options page of your store.

 

Use Checkout Options to customize the Custom Data Collections section title.

  1. Navigate to the Settings page.
  2. Click into the Checkout Options tab.
  3. Enter a new value for the Custom Data Collections Name for what you require.
  4. Click "Save" to submit your changes. 

 

Notes and Examples on Custom Data Collections

This section goes over examples and various notes/call-outs of using Custom Data collections and what pieces of data you can collect (or how to use this):

  • Editing Submitted Custom Data Collection Details: It is not possible to edit submitted text, or a selection within the custom data collection area of an order.
  • Capturing Notes on Orders: If you need to allow a spot for users to submit optional notes for an order, Custom Data Collections is a good way to capture this information. When setting up a custom data collection, you would specifically use the "New Text" option.
  • Assess an Additional Order Fee: If you need to add an additional flat ($) or percentage (%) amount to the order's subtotal, you can do this by using a custom data collection with a "modifier." When a custom data collection has a modifier, this means when that is filled out, the price modifier increases the order subtotal by the value input (i.e. if you input a 3% price modifier, the order subtotal will have a fee added in at roughly 3% of the order's subtotal value)
    • This is a good way to capture a processing fee, or handling fee.
  • Conditional Checkout: While this does require custom design, if you need certain shipping addresses, shipping methods, billing addresses, or payment methods to only be conditionally shown/hidden based on a user's custom data selection, this is doable. For example, we can make this so a user is asked: Is this order for Business or Personal Use?:
    • Personal: Using custom design, we could make this so they have to enter their own address, and must pay for shipping, and can only pay by credit card.

    • Business: Using custom design, we could make this so they cannot enter an address, but have to select from a list of available locations, and shipping can be waived (or a specific shipping method used), and we can show other methods of payment except credit card.

       

 

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