Input areas enable you to request customers to provide additional information like greetings for presents, preferred dates, or documents for products or services that you offer. This manner, shoppers can customize the item they’re intending to purchase and more. You can make providing input obligatory or optional for your clientele.
Following checkout, all the customer input will be visible in the order details as well as in your store’s notifications and in invoices.
Table of content
Accessible input field types
The following input area types are accessible in your store:
- Text Field and Text Area are input text areas where your clients can type any text for a product. It is frequently employed to offer customization, etching, bespoke printing, or stitching for products. Compared to text fields, text areas can contain multiple lines.
- Date Picker is a popup calendar to choose a date for a product or service.
- File Uploader enables clients to attach files to the product or service they order.
Formulating input fields
You can append an unlimited number of input areas to each product to assist clients in personalizing their purchase.
To create an input area for a product:
- From your store admin, proceed to Catalog → Products.
- Access the product page you wish to edit or initiate a new one.
- Proceed to the Options tab.
- Scroll down and hit Add Input Field.
- Add the title of the input area (e.g., "Greeting").
- From the Input field type dropdown, choose your preference. For instance, if you desire your client to add an extensive greeting with several paragraphs, select Text Area:
- (optional) Check Mandatory field if you want clients to be obliged to provide input. This way, a client cannot add a product to the cart without completing the field.
- Save the adjustments.
Repeat the aforementioned steps to add more input areas (like file upload) if necessary.
Here is how a product with an input area appears in the storefront:
And here is an instance of how shoppers are prompted to provide input after selecting the Add to Bag button if you make the fields obligatory:
As evident, a client cannot add the item to the cart without furnishing input.
Modifying input fields
After you incorporate an input area into a product in your store, you can make alterations to it if necessary. For instance, if later you wish to modify the input area name or type, or you intend to make it obligatory.
To adjust an input field:
- From your store admin, navigate to Catalog → Products.
- Access the product you wish to modify.
- Proceed to the Options tab.
- Click the three dots icon next to an input area, then select Edit:
- Make the necessary adjustments to the field.
- Save the changes.
That’s it! Now customers will notice the updated input area on the product page within your store.
Organizing input fields
You have the ability to modify the sequence in which input fields and choices show up on the product pages in your store. For example, if you wish to rearrange various text areas on the page or you want input fields to be displayed prior to product choices.
To rearrange input fields and choices on the product page:
- From your store admin, go to Catalog → Products.
- Access the product you wish to modify.
- Proceed to the Options tab.
- Click the three dots icon next to an input area, then select Change Order:
- Drag and drop input fields and choices to rearrange them.
- Save the changes.
That’s it! Now input fields and product choices will appear on the product page exactly in the order that you have specified.
Accessing input field data
All the data your customers provide via input areas on product pages appears in the order details within your store admin. It is also accessible in the administrative and client email notifications, as well as in the order invoices and in client accounts.
To access input area data in the order details:
- From your store admin, go to My Sales → Orders.
- Click on the order to open it.
- Locate field data in the product block:
You can also download input area data for your orders as a CSV file.
Bulk addition and updating of input fields
You can always include or update input areas and product selections in bulk using built-in import tool.
Additionally, you can effortlessly revise your input areas and product selections using the Batch Product Editor app from App Market.
Batch Product Editor aids you:
- modify all your products in bulk or filter those you’d like to amend
- alter properties like price, weight, quantity, and more
- include and eliminate selections and input areas (they all go under “selections” in this app)
- include and eliminate selection values
- import input areas and selections from CSV file (it's compatible with spreadsheets)
- activate and deactivate products in bulk
If you have any queries about the Batch Product Editor, please reach out to the developer of the app directly.
Deleting input fields
You can eradicate input areas that exist in your store at any moment. For instance, if you no longer require a date selector for a product as you’ve shifted to showcasing available pickup date and time at checkout.
To remove input areas from a product page:
- From your store admin, navigate to Catalog → Products.
- Access the product you wish to modify.
- Proceed to the Options tab.
- Click the three dots icon next to an input area, then select Delete.
- Save the changes.