To meet specific shipping and order requirements, such as including a house number or avoiding P.O. Box addresses, it’s important to collect the right information from customers at checkout. Incomplete or incorrect details can lead to delivery delays and order issues. Shoplazza offers a flexible solution that allows you to add custom information fields and set up validation rules directly on the checkout page. This ensures you're collecting the right information, improving order fulfillment and making the customer experience smoother.
Adding extra information fields on the Checkout page
1. Access the Shoplazza admin: From your Shoplazza admin, go to Settings > Checkout page. Locate the Collect addition information at checkout option, then click on Customize.
2. Create additional information fields: On the Additional information fields page, click Create to start setting up new fields.
3. Set up information collection options: Configure the following options on this page:
- Country-Specific information: Choose to display certain fields based on the customer's shipping address country, or apply them globally. Set the Field Name that will appear on the checkout page.
- Types of information: Select options such as phone number, email address, or custom data using dropdown menus or manual entry fields.
- Required or Optional fields: Specify whether the field is mandatory. If marked as required, customers must provide valid information according to the set rules.
Customer view for additional information fields
Customers will see these fields on the checkout page. If a field is required, it will be marked with an asterisk (*) to prompt customers to provide the necessary information before completing their order.
Adding custom validation rules for order information
If additional requirements need to be met, like blocking missing house numbers or P.O. Box addresses, the Checkout Premium app from the Shoplazza App Store can be used to set up custom validation rules. This app helps ensure the accuracy of the information entered during checkout, providing more control over order details.
Install the required app
1. Access the app store: From your Shoplazza admin > Apps, click Visit App Store. This will take you to the Shoplazza App Store where you can find various apps to enhance your store's functionality.
2. Find the app: In the search box, type Checkout Premium. Once the app appears, click Add app to add it to your store.
3. App installation: Once you've added the app, click Install app to complete the installation process.
Setting up custom validation rules
1. Access validation settings: After installing the app, go to the Validation and Blocking section to set up your custom rules.
2. Configuring custom rules:
- Predefined rules: Use built-in options for house number validation or blocking P.O. Box addresses.
- Create custom rules: Select the input field to be validated (e.g., address, phone number) and define specific criteria, such as blocking the keyword "PObox." If the information doesn't match the rule, an error message will appear.
- Activation conditions: By default, rules apply to all scenarios. You can also set specific conditions under which the rule should be triggered.
Customer view for validation rules
If customers enter information that does not meet the validation criteria, an error message will appear, instructing them to correct the details before proceeding with the order.
Faqs about custom validation rules
Q: How many custom validations can I add?
You can add up to five custom validation rules for each information field on the checkout page.
Q: Can these validations be bypassed?
If an order is placed through non-standard methods, such as orders created by the merchant, custom rules may not apply. Always review manually created orders to ensure they meet your criteria.
Customizing the checkout page with additional fields and validation rules helps you gather accurate customer information, reduce order errors, and improve delivery success. Implementing these features creates a smoother checkout process and enhances the overall shopping experience for your customers.
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