Requesting additional information from customers

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In some cases you may need to get some extra information about your customers before checkout. It might be:

  • tax ID number
  • "How did you find us" survey
  • additional information about a customer
  • a general comment or instruction to the order
  • feedback on the store
  • some specific considerations that your customer would like to attach like a gift note or preferred delivery time
  • any message, depending on the specific business you do. Ecwid provides two approaches which give your customers an opportunity to leave comments to the whole order as well as to every item in particular.

1. If you want your customers to leave comments for an order on checkout, use the Order Comments tool. 

You can enable the Order comments box in your Ecwid Control Panel → Settings → General → Cart & Checkout, the Order comments block:

Order comments

Order comments can later be available in order’s details in your Ecwid Control Panel → My Sales → Orders

This is how this block looks for your customers:

Order comments in the storefront

You can also use the How did you find us app. It is free.

2. If you want to get more information from your customers, you can use the Checkout Questions app for that. This tool offers a visual editor to add extra fields to your checkout form. No coding required, just install the app, add and publish extra fields - all within a few clicks. For your customers the fields will look like a native part of your shop. Filled forms are stored with your order details - you can see them in your sales list or in your email notifications.

3. If you want your customers to leave such a comment about each item in the order, you can use product options. The customers will be able to leave their comments to each product in the order, which will as well be reflected on the order details page. You can enable the product options on the Options tab in your Ecwid Control Panel → Catalog → Products, the product details page. Click New option, name it, choose Text Field in the input type drop-down menu. Tick Required option if you want it to be obligatory, save the changes:

Using options to get information from cutomers

Here is how it looks in your store:

Example: a gift note

4. If you want to have an additional field which can work as an alternative to a custom field in the checkout form, there is a workaround: in the Ecwid Control Panel → Settings → General → Cart & Checkout, enable the Ask for the company name option. This will enable the Company field in the address forms on checkout. Then rename it the way you need.

This custom solution will provide you with an additional field on checkout. The information will as well be available on the order details page.

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