Introduction – How To Add Custom fields to the woocommmerce checkout
In this video tutorial I will show you how to add a custom fields to the WooCommerce checkout As an example I have decided to add a customer reference number and save that against a customer user meta.
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Why Add a Customer Reference Number?
A customer reference number is a unique identifier that can be assigned to each customer, allowing you to track and organize orders efficiently. It serves as a valuable tool for customer support, order management, and streamlining business processes. By integrating a customer reference number into your WooCommerce store, you can enhance customer experience and gain valuable insights into your sales.
Step 1: Install and Activate Woo Checkout Field Editor Pro
Before we begin, make sure you have WooCommerce and WordPress installed and activated on your website. Then, head over to the WordPress plugin directory or navigate to https://wordpress.org/plugins/woo-checkout-field-editor-pro/ to download the Woo Checkout Field Editor Pro plugin. Once downloaded, follow these steps to install and activate the plugin:
- Log in to your WordPress admin dashboard.
- Go to “Plugins” > “Add New.”
- Click on the “Upload Plugin” button.
- Choose the downloaded ZIP file of Woo Checkout Field Editor Pro.
- Click “Install Now” and then “Activate.”
Step 2: Access the Woo Checkout Field Editor Pro Settings
After successfully activating the plugin, you can access its settings by following these steps:
- From your WordPress admin dashboard, go to “WooCommerce” > “Checkout Fields.”
- Here, you will find various customization options and settings for your checkout page.
Step 3: Add a Customer Reference Number Field
To add a customer reference number field using Woo Checkout Field Editor Pro, follow these instructions:
- In the “Fields” tab, click on the “Add Field” button.
- Specify the field label as “Customer Reference Number” or any desired name.
- Set the field type to “Text” or “Number,” depending on your preference.
- Configure other options such as field visibility, required status, and validation rules as needed.
- Save the changes.
Step 4: Customize the Customer Reference Number Field
Now that you’ve added the customer reference number field, you may want to customize its appearance and functionality. Woo Checkout Field Editor Pro offers a range of customization options, including field placement, conditional logic, styling, and more. Explore these settings to tailor the field to your specific requirements.
Step 5: Test and Implement
Once you have configured the customer reference number field to your satisfaction, it’s essential to test its functionality. Create a test order on your WooCommerce store to ensure that the customer reference number is generated and displayed correctly.
Wrap up – Add a Custom fields to the woocommmerce checkout
Customizing your WooCommerce store can greatly enhance your business operations and improve the overall customer experience. With the Woo Checkout Field Editor Pro plugin, adding a customer reference number to your checkout page becomes a breeze. By following the step-by-step instructions outlined in this blog post, you can effortlessly incorporate this crucial feature into your online store. Utilize the customer reference number to streamline your order management process, provide better customer support, and gain valuable insights into your sales data.
If you need help setting up custom fields on your WooCommerce checkout why not start a trial of our WooCommerce Webmaster plans and we’ll do that for you.
Photo by Nick Hillier on Unsplash