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Adding new fields

With Checkout Manager, you can add custom fields to your checkout pages. For example, you can add a special shipping instructions field to your shipping address section or add special gift instructions to your billing information section. You can choose which section to add fields and whether to add them to the top or bottom of the section. See figure 1 for examples of custom fields.

Figure 1: Custom fields examples: a list box used to let customers select to receive catalog issues and a check box used to opt-in shoppers to the store mailing list.

To add new fields:


  1. From Checkout Manager, select the "Page Configuration" link.
  2. Click the tab for the page where you wish to add a field (Note: the tabs that appear in the "Page Configuration" module reflect the flow settings you selected in the "Global Settings" module).
  3. Select the section in the Page Sections table where you wish to add a new field and click "Add".
  4. Enter or select the following (see figure 2):
    • Display name: Enter a display name to label the field for shoppers.
    • Field Name Visibility: Choose to show or hide the field name to label the field for buyers.
    • Field Location: Choose to display the field and the top or bottom of the selected section.
    • Field Type: Select a field type based on your needs.

Figure 2: Add Fields > Add Field Attributes.

  1. Click "Next".
  2. Edit or select attributes for the field (see figure 3):
    • Field ID: Enter a field ID to identify the field in your HTML code. The field ID will be used as the field name in your HTML code.
    • Field Sizes (for input field types): Enter values for field width (if applicable) and field height (if applicable).
    • Field value: Enter a field value (for text boxes and text areas this will be the default text) or field values (for check boxes, radio buttons, menu, and list boxes these will be the choices from which shoppers select).
    • Character limit (for input field types): Enter the maximum number of characters the shopper can enter into a field.
    • Validation rules (for input field types): Select validation rules to check shopper input upon submission.
    • Required: Select whether the field is required or not to complete the checkout process.
    • Field Help: Enter helpful text (optional) to appear beneath the field to guide users in how to complete each field (where appropriate).

Figure 3: Add Fields > Add Field Values.

  1. Click "Finish".

Your new field now appears in the Page Sections table in the section you selected. You can preview the page to see your new field as it will appear to shoppers.

When ready, you can return to the Store Manager and publish your order settings.

See Also


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