Extra Fields

The system allows Admin to add extra form fields to the New Customer Form. This is useful when you want more information from the customer other than the pre-defined fields.

To add an extra form field, go to the Admin >> Customer >> Website Customer >> 'Extra Fields' Button (Top-Right Corner)

The Extra Fields dashboard lists down all the extra-created fields by you. To add a new fields, click on the Add button.

Title

Enter the title of the fields. This name appears at the front end for Customers.

In the image, ‘DOB’ and ‘Blood Group’ are the title of fields respectively. They appear at the front store.

Description

Enter a short description explaining the input type or the field. This will appear under a '?' icon at the front store.

Block Name

Name this block same as the Block Template fields name. Fields with the same Block Name are mapped together in the Designer studio and are auto-filled with the data entered. This is helpful when you create a Store Profile. See Store Profile.

User Type

Select the user type. This will make the Form Field available for the selected User Type only.

For example, a Date of Joining form field is useful for Store Customers only. Thus, for this field, the User type can be only store.

Where fields should appear?

Select the sections where the created fields should appear. When the admin has not selected any of the below displayed options, then the Fields will appear in the User Registration form.

For example, a 'Street Number' field is part of Address, thus for it, you can enable the Shipping Address and Billing Address options.

A ‘Date of Birth’ field can be included in customers’ details, thus enable the Order Customer Details option.

Field Group

Select the Field Group in which this newly created form field should appear. Read the article further to know more about Field Groups.

Input Type

Select the input type i.e. how you want the customers to enter data for the field created.

The input type available in the system are-

Validation

This checks if the data entered by the customer is in the correct format or not. Select the Validation type from the drop-down.

This helps you group Form Fields with similar characterizes. The Field title with its description will be displayed on the Sign Up form under the title provided.

Below example shows, a group named 'Personal Details' with its description as displayed at the front end. The Fields assigned in the group are – DOB and Blood Group.

In a similar manner, you can create Field Groups and assign fields in them.

To avoid the hassle of adding customer extra fields one by one, you can directly import extra fields' information for all your customers.

For example, you have added two new extra fields in the system. However, the previously registered customers will have no information in those added fields. To update information for such customers you can use this feature.

Step – 1 Download File

Select the field type and download the excel file.

The file will have pre-filled customer details. Make choices for the field type according to the 'Extra Fields' created.

If the field created belongs to customer information, then download the file with Field Type as Customer Details and if the extra field added belongs to the address information of the customer then select the field type as 'Address'.

Step – 2 Fill up data

Using the guidelines from the 'Help' section of step-2 fill up the excel sheet.

Step – 3 Upload File

After filling in the details of newly added fields, upload the excel file in this step. Select the field type and upload the file.

Step – 4 Map Database field

Here the system maps the database with the existing customers' database and highlights the incorrect fields.

Step – 5 Import data Summary

This shows the successfully imported data in the system.

With this feature, you can apply rules on fields and handle your dependent fields effectively on the Front-Store.

Sometimes, it so happens that certain dependent fields are to be shown/hidden based on customer’s selection. This scenario can be efficiently handled with this feature.