Knowledge Base - Marketing Master IO

Configuring Checkout Fields

Configuring checkout fields and custom checkout fields

MMIO enables you to customize what data to collect at checkout. 

In this article, we will go through:

  • How to configure MMIO checkout fields

  • How to create custom checkout fields

Configuring Checkout Fields

  1. Go to Ecommerce > Checkout Settings

    1.-Ecommerce-_-Checkout-Settings.jpg

  2. Select the store you want to create the checkout rules for

    2.-Select-Store.jpg

  3. Click Checkout Fields on the right side of your screen

    2.-Checkout-Rules.jpg

  4. Customize your checkout fields

    Customize.jpg

    • Select Hidden to hide fields at checkout. Customers will not see these fields.

      3.-Hidden.jpg

    • Select Required to make the field mandatory at checkout. Customers will not be able to checkout if they do not fill up these fields.

      4.-Required.jpg

    • Select Optional to make the field optional at checkout. Customers can still checkout if they do not fill up these fields.

      5.-Optional.jpg

  5. Changes are automatically saved. You can exit the page once you are done.


Creating Custom Checkout Fields

With custom checkout fields, you are able to get information from customers without any restrictions.

  1. Go to Ecommerce > Checkout Settings

    1.-Ecommerce-_-Checkout-Settings.jpg

  2. Select the store you want to create the checkout rules for

    2.-Select-Store.jpg

  3. Click Checkout Fields on the right side of your screen

    2.-Checkout-Rules.jpg

  4. Click Add Custom Checkout Field

    6.-Add-New-Field.jpg

  5. Input Custom Field Label to let customers know what information to provide

    7.-Custom-Field.jpg

  6. Select Custom Field Type

    8.-Field-Type.jpg

  7. Define custom field inputs (if required)

    • One-Liner Text - Select Custom Field Validation Type

      9.-One-Line.jpg

    • Paragraph Text - No additional inputs required

    • Select Options - Custom Field Options & Select Mode

      10.-Select.jpg

    • Radio Options - Custom Field Options

      11.-Radio.jpg

    • Checkbox Options - Custom Field Options

      12.-Checkbox.jpg

    • Date - No additional inputs required

    • Image Upload - No additional inputs required

  1. Click Submit to create and save custom checkout field

    Field-Submit.jpg

  2. Configure the custom field to make it a hidden, required or optional field at checkout

    13.-Options.jpg


Editing Custom Checkout Field

  1. Go to Ecommerce > Checkout Settings

    1.-Ecommerce-_-Checkout-Settings.jpg

  2. Select the store you want to create the checkout rules for

    2.-Select-Store.jpg

  3. Click Checkout Fields on the right side of your screen

    2.-Checkout-Rules.jpg

  4. Under the Action column, click on the edit icon to edit the Custom Field
    14.-Edit.jpg

  5. Make the necessary changes.

  6. Click Submit to save your changes.
    Field-Submit.jpg


Deleting Custom Checkout Field

  1. Go to Ecommerce > Checkout Settings

    1.-Ecommerce-_-Checkout-Settings.jpg

  2. Select the store you want to create the checkout rules for

    2.-Select-Store.jpg

  3. Click Checkout Fields on the right side of your screen

    2.-Checkout-Rules.jpg

  4. Under the Action column, click on the bin icon to delete the selected Custom Field
    15.-Delete.jpg

Note: Changes are saved automatically. Once you click on the bin icon, you cannot undo deletion.