AutomationEdit Checkout Form Options
Last updated: October 07 2024
Tailoring your checkout form is an essential aspect of enhancing the customer journey on your Shopify store. By learning how to edit checkout form options, whether to include custom fields, tweak required details, or refine the checkout process, you can greatly boost your store’s efficiency and provide a smoother shopping experience for your customers. In this guide, we'll walk you through the essential steps to modify checkout form settings, empowering you to create a seamless and personalized checkout experience for your customers.
How to Edit the Checkout Form Options: A Detailed Guide
How to Set Up Customer Contact Methods at Checkout
You can customize which contact options are displayed to customers during checkout by following these steps:
- Choose the contact method customers can use at checkout:
- Phone number or email
- Email only
- Decide whether to display a link prompting customers to download the Shop App.
- Set whether customers must log in to their accounts before checking out.
Step 1: Access Settings and hit Checkout
From your Shopify admin, go to Settings > Checkout.
Step 2: Modify Phone number and email in the Customer contact method
In the Customer Contact Method section, make your changes.
Step 3: Hit Save to save all changes.
Click the “Save” button to complete the adjustment.
How to Set Up Customer Information at Checkout
The Customer information section lets you define which details customers need to provide during checkout. You can adjust the following options:
| Customer information | Form options |
|---|---|
| Full name | Require both first and last name, or only the last name. |
| Company name | You can remove, make optional, or require this field. Note that if required, some payment options like Apple Pay and Meta Pay won’t be available. |
| Address line 2 (apartment, unit, etc.) | This field should only be used for secondary address details. It can be removed, made optional, or required. |
| Shipping address phone number | If your payment provider requires a phone number, you can make it a required field. Alternatively, set it to optional if you prefer to avoid cart abandonment. |
Other form options, like Save this information for next time, are always required. Shopify doesn't store this data; instead, it's cached by the customer's browser and will automatically clear after a year if not sooner.
Step 1: Go to Settings > Checkout
- From the Shopify homepage, look at the left side of the screen and click on the “Settings” button to continue.
- Choose the “Checkout” button to proceed to checkout.
Step 2: Find the Customer Information option
In the Customer Information section, choose what you want to change.
Step 3: Edit the Customer Form
Inside the field, you can see a lot of options placed in different sections. You can set the options below:
- Full name: you can ask for the customer's full name or last name only
- Company name: you can choose to include it in the checkout form or not
- Apt, bldg, etc.: you can choose to include it in the checkout form or not
- Phone number: you can choose to include it in the checkout form or not
Step 4: Hit Save for all the changes.
Click “Save” to apply your changes.
Bottom Line
To wrap up, editing your checkout form options is a simple yet powerful way to enhance the shopping experience on your Shopify store. By customizing fields, adjusting required information, and refining the checkout process, you can create a more personalized and efficient journey for your customers. Now that you have the tools and steps to make these changes, take action today to optimize your checkout process and watch your store's performance improve.
FAQs
How do I customize my checkout form?
To customize your Shopify checkout form, go to Settings > Checkout in your admin. From there, you can adjust customer contact methods, required information fields, and other checkout form options, such as making certain fields optional or required.
How do I change the checkout options on Shopify?
To change checkout options in Shopify, navigate to Settings > Checkout in your admin dashboard. Here, you can configure options like customer accounts, contact methods, and shipping details. You can also decide whether customers need to log in before checking out.
How to edit checkout fields in WooCommerce?
In WooCommerce, you can edit checkout fields by using a plugin like Checkout Field Editor or by adding custom code to your theme. These tools allow you to add, remove, or rearrange fields in the checkout form.
Why can’t I edit my checkout page on Shopify?
Shopify checkout customization is limited due to security and compliance reasons. You can’t fully customize the checkout page unless you’re using Shopify Plus, which allows for more advanced customization options like modifying the checkout code.
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