Asking for extra information during checkout
What are custom fields?
The VaocherApp checkout only asks for what's absolutely needed to fulfill a gift voucher order. It typically asks for the purchaser's name and email address and that of the recipient also. Along with a couple of extra things like what the message is to the recipient or what postal address to send it to.
If you need to capture a little more information from the purchaser you can add custom fields to the checkout flow by heading to Custom Fields Settings in your VaocherApp dashboard.
How to create custom field
Log in to your VaocherApp dashboard and navigate to Settings → System Preferences → Checkout form, scroll down to the "Ask for extra info" section, and then click on "Add new field" button (or simply just click here).
A typical example is collecting phone number. Following the example below to create a custom field to collect guest's phone number during checkout:
💡 When deciding how to label your extra fields, please be careful and ask for the correct information. For example "Phone number" is a little vague, the purchaser might be thinking "My phone number, or that of the recipient?" It is better to be clear.
And we would ask for this information during checkout:
Custom field type
Selecting the correct custom field type not only help you to collect the right information, but also improve your guest's checkout experience.
There are 5 different types of custom fields:
- Single-line text: can be used to capture anything, from alphabetical (a-z) and numeric (0-9) letters, to spacial chars (e.g. @#$%^...) or event emojis (😍 🤗 🤠 👋 🎉 ...)
- Multi-line text: similar to single-line text field, but support line break
- Number: only numbers (from 0 to 9)
- Checkbox: useful to capture guest's acknowledgement such as terms & conditions, vaccinated against COVID 19...
- Dropdown list: lets your guests select from the options you defined
- Date: for birthday, schedule a date in future...
Date custom field on checkout form - Time: select specific time (e.g. 1:30pm)
Time custom field on checkout form - Date & time: collect both date & time, useful for appointment
And here is how they look in the checkout form:
Visibility of the captured data
By default, we will capture and store this extra information when you are viewing the gift voucher in the dashboard:
Required custom fields
By default, all custom fields are optional. That means your guests don't have to fill in those inputs to complete the order. You can make a custom field compulsory by selecting "Yes" in the "Is this required?" section when creating or editing a custom field.
When a custom field is required, your guests must fill in data in order to continue during checkout. Otherwise, an error message will show if a required field is left blank:
Conditional custom fields
By default, custom fields will be showed in the checkout form when your customers are buying any items. You can control whether or not to show a custom field based on the selected menu item.
To do so, when creating or editing a custom field, in the When to ask for this section, select the appropriate options.
Visibility of custom fields
By default, custom fields will be showed in your checkout form and dashboard. If you don't want a specific custom field to show in your checkout form, you can control that by ticking on the Hidden on checkout form checkbox.
Doing this, your custom field will NOT show on your checkout form, regardless of the showing condition.
For example: Your staffs are issuing gift vouchers in VaocherApp dashboard. For reporting purpose, you want to know who issues the vouchers and when. Then you can create 2 custom fields: 1 to collect the staff name, 1 to collect the date & time. More likely that you don't want to show these 2 custom fields to your customers when they are buying via checkout form. In order to achieve that, you can tick Hidden on back of house checkbox.