🛒 Add Custom Checkout Fields in Fleetwire!

Want to collect more info from your customers at checkout? Fleetwire lets you create custom checkout fields to gather additional data, like “How did you hear about us?” or “Insurance policy number.” You can even use these fields as e-sign variables to auto-fill rental agreements, making your process smoother and more personalized. Let’s set up your custom fields and enhance your checkout experience!

🎯 Why Use Custom Checkout Fields?

Custom checkout fields in Fleetwire help you:

• Gather Key Info: Collect specific data from customers, like marketing insights or insurance details.
• Enhance E-Sign Documents: Use field data as variables to auto-fill rental agreements.
• Improve Customer Experience: Tailor the checkout process to your business needs.
• Stay Organized: Store all customer data in one place for easy access in your Orders dashboard.

🛠 How to Set Up Custom Checkout Fields

Follow these steps to create and attach custom checkout fields in Fleetwire, and use them in your e-sign templates.

Step 1: Access Checkout Settings

1. In your Fleetwire dashboard, go to Settings > Checkout.
2. Look for the Custom Fields section to start adding your fields.

Step 2: Create a Custom Checkout Field

1. In the Custom Fields section, click Add New Field.
2. Configure the field:

• Field Name: Internal name for reference (e.g., HowDidYouHearAboutUs or InsurancePolicyNumber).
• Label: What customers see at checkout (e.g., How did you hear about us? or Insurance Policy Number).
• Type: Choose the field type (e.g., Text for free-form input, Dropdown for predefined options like “Google,” “Referral,” etc.).
• Required: Toggle to make the field mandatory or optional.

3. Click Save to add the field to your checkout form.

Step 3: Use Custom Fields in E-Sign Templates

Custom checkout fields can be used as variables in your e-sign templates to auto-fill rental agreements.

1. Go to Documents > Templates to edit or create an e-sign template.
2. In the drag-and-drop editor, add a field and select your custom checkout field as a variable (e.g., {{HowDidYouHearAboutUs}} or {{InsurancePolicyNumber}}).
3. Save the template and assign it to your company branch or listing, as described in Using Fleetwire eSign to Streamline Rental Agreements.
4. During checkout, the customer’s input will auto-fill into the agreement.

Step 4: Test the Checkout Process

1. Visit your Fleetwire-hosted shop or create a test order in Orders.
2. At checkout, verify that the new custom field (e.g., How did you hear about us?) appears alongside the default fields (First Name, Last Name, Phone, DOB).
3. Complete the checkout to ensure the data is saved and, if linked to an e-sign template, auto-filled into the agreement.

🌟 Personalized Checkouts, Ready to Go!

You’ve successfully set up custom checkout fields in Fleetwire! Your checkout process is now tailored to your needs, and your e-sign agreements are more dynamic. Test the new fields in your shop ( yourcompany.fleetwire.io) and watch your rental process become even more efficient!

🚀 Next Steps

Enhance your checkout experience with these tips:

• Automate Agreements: Use custom fields in e-sign templates with Using Fleetwire eSign to Streamline Rental Agreements.
• Charge Payments: Process in-person payments with Charging Credit Cards in Fleetwire.
• Track Data: Monitor custom field responses with E-commerce Tracking via Google Analytics or Facebook Pixel.
• Need Help? Contact us at hi@fleetwire.io or via the in-app chat.

Happy customizing! 🌟

Updated on: 14/05/2025