Customizing the Checkout Page in Ecommerce Stores

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.