There are many situations where you might want to add custom fields to your Easify Box Builder pages. For example:
- A text area for customers to write a card message or leave order notes
- A text box for entering the receiver’s name or engraving text
- A date picker for selecting the delivery or pickup date
- A file upload for uploading reference images, logos, or design instructions
- A number box for providing the receiver’s phone number
This is where the Custom Fields feature in Easify Box Builder comes in, helping you easily add and manage custom fields on your box builder pages.
Demo:
- Custom fields displayed within a step:
- Selected custom fields shown on the summary page:
Custom Field Types #
Easify Box Builder offers over 10 field types you can choose from:
- Text Box: A single-line text input (e.g., name, engraving, short notes)
- Text Area: A multi-line input box for longer text (e.g., card message, special requests)
- Number Box: Accepts numbers only (e.g., phone number, quantity)
- Date Picker: Lets customers select one or multiple dates from a calendar
- File Upload: Lets customers upload one or multiple files (e.g., images for custom designs, logos)
- Time Picker (coming soon): Allows selection of a specific time (e.g., delivery/ pickup time)
- Dropdown (coming soon): A dropdown list where customers can choose from preset options
- Checkbox (coming soon): One or multiple checkboxes to allow selection of options (e.g., “Add gift wrap”)
- Button (coming soon): A button list where customers can choose from preset options
- Radio Button (coming soon): A group of options where only one can be selected (e.g., select one style or color)
- Switch (coming soon): A toggle on/off switch (e.g., “Include a greeting card” yes/no)
How to Set Up Custom Fields #
1️⃣ Create your box and add steps
If you haven’t yet, follow the guide here to create a new box and add steps.
2️⃣ Go to the Step where you want to add custom fields
Scroll to the Custom Fields section.
3️⃣ Click Add field
Choose your preferred field type.
4️⃣ Edit field settings
After adding, click Edit to configure each field.
General Field Settings #
Every field type includes these common settings:
- Option name: Give your field a unique name. This name will appear on the summary page for customers and in the Shopify admin under order details. Make sure each field in the box has a distinct name to avoid confusion.
- Option label: Add the label that will be shown to customers on the step page. Labels can be the same or different across fields — it’s up to you.
- Placeholder: For text fields, placeholders provide a helpful hint or example inside the field (e.g., “Enter your text…”). For dropdowns, date pickers, and others, it might be something like “Select option”, “Please select”, or “Select date”. The placeholder disappears once the customer starts typing or making a selection.
- Tooltip: Add an informative tooltip that appears when customers hover over the small question mark icon, offering extra guidance or context.
- Help text: Provide additional instructions or clarifications that show up below the field, giving customers more details if needed.
- Column width: Adjust the width of the field by choosing from 25%, 33%, 50%, 66%, 75%, or 100%. For example, 2 fields set at 50% will fit side by side on the same row. You can also mix widths, like combining a long 75% field with a short 25% field to create a balanced layout.
- Required: Make the field mandatory, ensuring customers can’t move forward without providing the necessary input.
Field-Specific Settings #
Text Box / Text Area
▸ Min characters – Set the minimum number of characters required (leave blank for no limit).
▸ Max characters – Set the maximum allowed characters (leave blank for no limit).
▸ Character count – If Max characters is set, a character counter will appear in the input box.
Number Box
▸ Min value – The lowest number customers can enter (leave blank for no limit).
▸ Max value – The highest number allowed (leave blank for no limit).
Date Picker
▸ Date format – Define how the date appears (e.g., DD/MM/YYYY).
▸ Multiple selection – Allow customers to pick more than one date if enabled.
Managing Your Custom Fields #
You can: edit, duplicate, delete, reorder, collapse or expand the fields.
Once you’re done, save the step and check how it looks on your storefront!
Viewing Custom Field Data in Orders #
All custom field selections will appear in the Additional details section of each order in your Shopify admin.
If you export orders using Shopify’s standard export function, custom field data will be included in the export file.
Need Help? #
If you run into any issues or have questions, feel free to reach out via our in-app 24/7 live chat. We’re always here to help!
