Pricing Plans: Collecting Additional Information With a Custom Form

3 min

In this article

Step 1 | Create your custom form
Step 2 | Connect the form to one or more plans
FAQs

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.

A screenshot of a form on a live site before a customer continues to checkout.

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:

Go to Pricing Plans S ettings in your site's dashboard.
Click + Create Form next to Custom forms for plans.
Tip: Click Manage Forms if you already have existing forms created.
Click + Create Form.
(Optional) Edit the default My Form title at the top of the form builder and click the Save icon.
Drag the relevant fields to the form, or click a field to add it.
(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.
Repeat steps 5-6 to add and customize additional fields.
Click Save at the top right.