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In this article
  • Creating a new conditional rule
  • FAQs

Adding Conditional Rules to Your Checkout Page Fields

In this article
  • Creating a new conditional rule
  • FAQs
Conditional rules help you collect the exact info you need based on your customers' responses. 
For example, you can ask customers whether their purchase is meant to be a gift. Then, based on their reply, you can display additional questions only to those customers who replied "Yes".
GIF showing a conditional rule in the checkout page
In this article, learn more about:

Creating a new conditional rule

Each rule includes a condition and an action: If a condition is fulfilled, another field reacts accordingly (action).
Start by selecting one of your checkout fields (e.g. the "Is this a gift" field). Then, apply the condition that needs to be fulfilled (e.g. Is equal to "Yes"). Finally, select the action that occurs when the condition is met.
Before you begin:
Before you create your rule, make sure you add any custom fields you need. For the example used in this article, the following 2 fields were added before the rule was created:
Screenshot of 2 custom fields added to the checkout page

To add a new rule:

  1. Click the Rules icon  on the left.
Screenshot of part of the page where you customize checkout, with the Rules icon outlined.
  1. Set up the condition for your rule under If:
    1. Select a field from the This field dropdown. 
    2. Select an option from the Choose a condition dropdown.
      Tip: Depending on the type of field and condition, you may be required to make additional selections.
  2. Decide on your form's behavior under Then
    1. Select a field from the This field(s) dropdown. 
    2. Based on your visitor's input, select an option under Is:
      • Shown: The field appears. 
      • Hidden: The field becomes hidden. 
      • Optional: This field isn't mandatory to submit the form. 
      • Required: Your visitor must fill this field to complete checkout.  
  3. Click Save Rule.
    Tip: You may be prompted to change the default visibility status of a rule, for example if it should only be shown when a condition is met.

FAQs

Click a question below to learn more.

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