The ‘Stripe Payments Additional Custom Fields Addon’ allows you to collect information from your customers before they proceed to checkout. Admin can create either a checkbox or a text field where they can ask one or a series of questions to the customer. The questions that are required can be marked as required which ensures your customers provide you with an answer.
All information supplied by the customers using the custom fields is then stored in the Orders menu. Admin can access this information at any time.
Cases when the Additional Custom Fields Addon Should be Used
If you wish to ask your customers more than one question before they complete a payment for goods or services on your site, you will need the ‘Stripe Payments Additional Custom Fields Addon’.
Some questions that you may need to ask your customers include although are not limited to the following:
- ‘Where did you hear about our product/service?’
- ‘Do you require a tax invoice – yes or no?’
- ‘What name should be displayed on your personalized item?’
- ‘Are you purchasing this product as a gift?’
- ‘Please provide your email if you would like us to send you discounts in the future.’
The questions you ask your customers using this addon may be specific to your products/services or about your company in general.
Configuring the Additional Custom Fields Addon
1) Creating Custom Fields for your Stripe Payment Products
Step 1) Ensure you have Downloaded the addon and installed and activated it on your WordPress site.
Step 2) Once the addon is active, you will notice a new tab under your Stripe Payments Settings menu. The new tab will be titled Additional Custom Fields. Click on this tab.
Step 3) Mark the Enable Additional Custom Fields checkbox. The fields you add will then be displayed on each product where the global settings for Custom Fields is enabled. You can disabled the custom fields on a per product basis (see instructions below).
Step 4) Choose what type of field you wish to add: A Text Box or A Checkbox.
A text box will allow your customers to answer using text while a checkbox will allow your customers to answer by marking a checkbox. If the customer marks the checkbox it shows they agree/want what you are asking.
Step 5) Click the Add New button. You will see a New Custom Input Box.
Step 6) Add a Label for your field and a Description. If this field is mandatory, mark the Required Checkbox. This ensures your customers cannot checkout until they have provided an answer.
The Label will be the title of the field while the Description will be displayed below the field. The description should give your customers ‘hints’ or further information on how they can answer the custom field.
Step 7) Once you have entered in the information for your new custom field, click the Save Changes button. Use the arrows to decide the order they should be listed in on the products page (if you have more than one custom field). Clicking the Garbage Bin icon, will delete that specific custom field.
Step 8) View a product where you have enabled the custom fields option. The screenshot below demonstrates 3 different custom fields. The first two fields are ‘Text Fields’ while the third is a ‘Checkbox Field’:
2) Enabling/Disabling Your Custom Fields on a Per Product Basis
By default, if you have marked the Additional Custom Fields checkbox, these fields will show up beneath each of your products. Within each of your products you can choose to disable the Additional Custom Fields if it does not make sense for them to be shown.
- Click the Products menu under Stripe Payments.
- Click on the product where you wish to Disable the Custom Fields.
- Scroll towards the bottom of the product page. You will see a section titled Custom Field.
- By default, the Use Global Setting checkbox will be marked.
- To disable the custom fields for this product, mark the Disable checkbox.
- Click the Update button to ensure the changes you have made are saved.
- View your product. You will notice no custom fields are displayed.
3) Viewing Your Customer’s Custom Field Data
If a customer successfully purchases one of your products that has custom fields enabled, you can view their responses by clicking on the Stripe Payments Orders menu.
Click on the Title of the order and you will see information about the customer but also their response/s to your custom field/s.
FAQ’s for the Stripe Payments Additional Custom Fields Addon
Q: Can you Add HTML in the Description Field?
Q: What will Happen if my Customer Clicks the Buy Now Button without Filling out a Required Field?
A: The customer will not be able to purchase the product if they have not entered information for all fields that are required by admin. They will be asked the following below the required field: “Please fill in this field before proceeding.”
Q: How many Custom Fields can be Created?
A: Admin can create as many custom fields as they would like.
Q: Can you alter the Order the Custom Fields are Displayed in?
A: Yes you can use the up and down arrows in the custom fields tab to choose how the fields should be displayed.
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