Ch. 033. Assign a Form to the Checkout Page

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Checkout Forms

In Admin > Preferences > Forms, you were able to create a custom form. One of the places you can use these forms is on a checkout page. It is a great way to capture additional information from the buyer that is related to the order itself. 


Assigning a Checkout Form to your site

After the form you want has been created you'll need to assign it to the Checkout area. To do this, go to Site > Settings, and scroll to the section labeled "Checkout Forms." The available forms list displays forms that you created in Preferences. These forms may be assigned to the checkout page by selecting the form, and clicking the arrow to move them to the assigned forms list. The responses to the form will be shown in the order summary, in the buyers order history and in the admin order area and order reports. 

Note: A checkout form cannot use the "File Upload" form option. If you need your buyer to upload a file, that should be done on the product page. You can set that option during the product setup. 

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