TABLE OF CONTENTS

1. Making Shipping Details Hidden, Optional or Mandatory
   1. Why Customize Shipping Details in Checkout?
   2. Step-by-Step Guide
      1. Access the Checkout Page Editor
      2. Select the Checkout Element
      3. Navigate to the Advanced Settings
      4. Customize the Fields
      5. Save and Publish
   3. Key Considerations
      1. Impact on Shipping Rates
      2. Live Rates Compatibility
      3. Faster Checkout Process
   4. FAQs
2. Additional Notes in Checkout Page for Ecommerce Stores
   1. Feature Overview
   2. Key Features
   3. How to Enable and Customize Additional Notes
   4. Key Points to Remember
   5. Benefits of the Additional Notes Feature
      
      

A. Making Shipping Details Hidden, Optional or Mandatory

This document provides a step-by-step guide to help store owners customize the Shipping Details section on their Ecommerce store's checkout page by making fields Hidden, Optional, or Mandatory.

Why Customize Shipping Details in Checkout?

Customizing the Shipping Details section allows you to:

• Enable faster checkouts by asking for only relevant information.
• Simplify the customer experience to improve conversion rates.
• Meet the specific requirements for shipping rate calculations or live rates integration with platforms like Shippo.

Step-by-Step Guide

1. Access the Checkout Page Editor

1. Go to your Sites > Stores > Select your Store.
2. Select Edit the Checkout Page for editing.

2. Select the Checkout Element

1. Click on the Checkout element within the page editor.
2. This will open the settings menu on the right side of the screen.

3. Navigate to the Advanced Settings

1. In the settings menu, locate and click on the Advanced Section.
2. Look for the Form Options subsection.

4. Customize the Fields

1. In the Form Options, you’ll see a list of fields under the Shipping Details section:
   • Phone Number
   • Address
   • Country/State
   • City
   • Zip/Postal Code
2. For each field, you can choose its status from the dropdown menu:
   • Hidden: The field will not appear on the checkout page.
   • Optional: The field will be visible but not required to complete the checkout.
   • Mandatory: The field will be required to proceed with the checkout.

5. Save and Publish

1. Once you’ve customized the fields to your preference, click Save.
2. Publish the changes to apply them to your live store.

Key Considerations

1. Impact on Shipping Rates

• Some shipping carriers calculate rates based on specific fields like Address, City, and Zip/Postal Code. Ensure all necessary fields are retained as Mandatory if you rely on accurate shipping rate calculations.

2. Live Rates Compatibility

• If you’re using multi-carrier platforms like Shippo, all fields need to be completed by customers to retrieve live shipping rates.

3. Faster Checkout Process

• Reducing the number of mandatory fields can streamline the checkout experience for your customers, encouraging higher conversion rates.

FAQs

Q1: Can I customize fields for specific products or categories?

No, this feature customizes the Shipping Details section globally for the checkout page.

Q2: What happens if I hide a field?

Hidden fields will not appear to customers on the checkout page, and no data will be collected for those fields.

B. Additional Notes in Checkout Page for Ecommerce Stores

This guide will help you understand and utilize the Additional Notes feature on the checkout page of your ecommerce store. Follow the steps below to enable, customize, and manage this feature effectively.

Feature Overview

The Additional Notes feature allows store owners to capture specific instructions or details from customers during the checkout process. This can include special delivery instructions, gift messages, or other custom notes.

Key Features

1. Enable/Disable Toggle

   • A toggle button labeled "Enable Notes at Checkout" is available in the Checkout Settings.
   • Store owners can activate or deactivate the Notes section based on their store’s needs.

2. Notes Checkbox Flow

   • A checkbox appears between the Shipping Details and Payment Options sections on the checkout page.
   • By default, the checkbox is unchecked.
   • Customers can check the box to add additional notes in the textbox.
   • If the checkbox is selected but no text is entered, the Notes section in the Order Details will appear blank.

3. Customizable Text Options

   • Store owners can personalize the Notes section in the Text Optionssettings:
     • Customize the Notes Heading Label to match your store’s tone and style.
     • Set a Textbox Placeholder to guide customers on what type of notes to add.

How to Enable and Customize Additional Notes

1. Access Store Builder:
   Open the Store Builder and edit the Checkout Page in your ecommerce store settings.

2. Enable the Notes Section:

   • Select the Checkout element.
   • Go to the Advanced Section in the settings menu on the right side.
   • Toggle on "Enable Notes at Checkout" to activate the feature.

3. Customize Notes Text Options:

   • Navigate to the Text Options section under General Settings.
   • Modify the Notes Heading Label Text and Textbox Placeholder Text to suit your requirements.

4. Save and Publish:
   Save your changes and publish the updates to enable the feature on your store's checkout page.

Key Points to Remember

• Optional for Customers: The Notes section is optional. Customers can provide additional details only if they choose to.
• Blank Notes: If the checkbox is selected and no notes are entered, the Notes section in the Order Details will remain empty.
• Flexible Management: The feature can be toggled on or off as needed, providing flexibility to store owners.

Benefits of the Additional Notes Feature

• Enhance customer experience by allowing them to share order-specific instructions.
• Easily customize the Notes section to align with your store’s branding.
• Capture valuable details that improve order fulfillment accuracy.