Pricing Plans: Collecting Additional Information With a Custom Form

Create a custom form to collect extra information from clients when they buy a pricing plan, for example, their birthday. Once you’ve created the form, connect it to the relevant plans.

Before you begin:

Make sure to update the Pricing Plans app in your editor to access the latest features before creating a form.

Step 1 | Create your custom form

Create a custom form with the details you want to collect from clients. Give the form a name you can easily recognize, then add the fields you need. You can customize each field by changing its title, making it required, or setting a character limit.

To create your form:

1. Go to Pricing Plans Settings in your site's dashboard.

2. Click Manage Forms next to Custom forms for plans.

3. Click + Create Form.

4. (Optional) Edit the default My Form title at the top of the form builder and click the Save

   

   icon.

5. Drag the relevant fields to the form, or click a field to add it.

6. (Optional) Customize the new field using the options below:

   • Edit field settings: Click Field Settings to edit the field title, make it a required field, enter placeholder text and more.

   • Reorder the field: Drag and drop the field to change the order within the form.

   • Duplicate the field: Click the Duplicate icon

     

     to add another similar field.

     Note: This option is only available for specific fields.

7. Repeat steps 5-6 to add and customize additional fields.

8. Click Save at the top right.

Tip:

Click Preview to see what clients see before continuing to checkout.

Step 2 | Connect the form to one or more plans

Once your form is ready, connect it to the relevant plans. Then, clients can fill out the form before continuing to checkout.

To connect the form:

1. Go to Pricing Plans Settings in your site's dashboard.

2. Click Manage Forms next to Custom forms for plans.

3. Click Connect to Plans next to the relevant form.

4. Enable the toggle next to each plan you want to connect.

5. Click Done.

FAQs

Click a question below to learn more about collecting additional information.

How do I view information submitted in the form?

1. Go to Pricing Plans Settings in your site's dashboard.

2. Click Manage Forms next to Custom forms for plans.

3. Hover over the relevant form, and click View Submissions.