New! Setting up Items with Item Custom Fields (Plus/Professional)
Plus/Professional subscribers can now collect additional information from buyers when they purchase fixed-priced items (Sellable, Signup, Raffle, and Paddle Raise) with Item Custom Fields.
Item Custom Fields are great for collecting information such as:
- Student or team purchase is supporting
- Personalization (monograms, engraving, gift message) requests
- Teacher/Class
- Child's name/age
To Set Up an Item Custom Field:
- Go to the Catalog page
- Click the Add an Item button or an Edit Icon next to an existing item.
- Select a fixed-price Item Type (Sellable, Signup, Raffle or Paddle Raise (Cash Donation).
- Check the box next to the 'Information required during item purchase' button to expand the form.
- Provide a field name or query to collect the desired information into one or both Custom Field(s). Blank fields will not be displayed.
- Choose the type of field best suited to collect the desired info:
- Text Fields allow buyers to type their own answer.
- Dropdown Menus provide a scrollable menu to choose from and can be either optional or required.
- Radio Buttons offer a list of choices - and buyers are required to select one.
7. If using Dropdown Menu or Radio Buttons - specify available choices.
8. Flag the field as required if desired.
9. Click Save.
Key details to keep in mind:
- Item Custom Fields are only available for Fixed-Priced type Items - Sellable, Signup, and Raffle (and Paddle Raise/cash donations).
- A fixed-price item can support up to 2 Item Custom Fields and/or 2 Item Variant Options in any combination.
- Leaving one or both Item Custom Fields blank will omit that Field.
- Edits to Items with Custom Field apply to future transactions ONLY.
- Items with Item with Custom Fields can be offered through a Fundraising Campaign, but NOT through Sponsorship Packages.
- Information collected can be viewed on individual Orders and Receipts, and added to the Will Call Report and all other Sales Reports using the Customize button.