Custom Order Fields in Infusionsoft
March 12th, 2010
Here’s how you can add custom order fields to the Infusionsoft shopping cart!
- Go to Setup -> Misc. Settings. Under Application Settings, you’ll see a section called Custom Fields. Make sure you select Order from the drop down before clicking Go.
- Add the custom field you want. Be sure to select the appropriate field type as this will affect the searches you can do later on.
Custom Field Screen
- Click View the field database names (for the API). Write down or print out the “Database Name.” You’ll need this later on. For example, the name of my Test field is Test1. These names are case-sensitive, so make sure you capture the name exactly!
- Now, go to Setup -> Shopping Cart and select Theme Gallery. The edit your current theme. Click the HTML Sections tab, and then click the Edit button for Area 1. Enter the HTML code for your custom field like this:
<input name=”Order0_Test1″ id=”Order0_Test1″ type=”text” value=”Test Order Data”/>
Notice that you have to put Order0_ in front of the database name. That’s the word, “Order” followed by a zero and an underscore. You should have this in both your name and id attributes.
Click Save. - Click Back to Theme Gallery and click Live Preview. You should see your store front. Add a product to the cart and click Checkout. You’ll see your custom fields in Area1 above the Billing Information.
Shopping Cart with Custom Fields
- Now, pay for the order. Here’s a good trick. Under Shopping Cart, Payment Options, select the checkbox for payment by check. Then, when you’re testing, you can just click the pay by check option in your shopping cart. You don’t actually have to pay for the order this way!
- Finally, go to Orders -> Find Orders …, and lookup your new order. You’ll see a Custom Fields tab. Click that, and you’ll see your order complete with the custom field data.
Order Screen with Custom Fields
I hope this is helpful. Leave a comment below with any questions or to let me know how this works for you!
We are trying your recommendation but can’t get it to work. We have all our custom order fields set up. Is the only code you are entering in the Area 1 html section? Or is there additional code that we are missing.
Thanks,
Brett
@Brett Youngberg
That’s right, the only code is in Area 1. Actually it doesn’t matter where you put it as long as it’s included when the form gets submitted.
I’m assuming that the order fields are showing up when your cart is displayed? Check the field names — All this is very sensitive. The names are case sensitive.
And, it’s always possible the Infusionsoft has changed or broken something. Hopefully not, but I have seen some problems lately.