Tips and Tricks HQ Support Portal › Forums › WP eStore Forum › WP eStore F.A.Q/Instructions › Collecting Customer Input/Details with WP eStore Plugin
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October 1, 2010 at 4:43 am #1946amin007Participant
WP eStore plugin has an option that lets you collect customer input for a particular product at purchase time (for example you need to collect a name). To use this option simply check the “Collect Customer Input” checkbox when configuring the product.
You can also instruct your customers to add custom instructions at checkout time on PayPal’s checkout page. PayPal lets your customers add a note (upto 300 characters) when checking out.
Depending on your situation you may need to collect a lot of data from the customer for a particular transaction. Unfortunately, there is a limit on how much “non PayPal payment related data” you can pass through PayPal at transaction time. To get around this problem you can do the following:
Place a contact form on the “Thank You” page that will collect all the necessary data from the customer after the payment. This way you can customize what fields you want to place to collect the data using a free WordPress contact form plugin (for example: Contact Form 7).
So the transaction flow will be similar to the following:
1) Customer decides to buy a product
2) Customer clicks on the “Buy” button and makes a payment.
3) The customer gets redirected to your “Thank You” page
4) The customer fills in all the additional necessary data in the contact form that you have placed on the “Thank You” page.
You can enable “Auto Return” in your PayPal profile which will automatically redirect the customer to your “Thank You” page after the payment.
Collection Customer Input in the Cart
WP eStore plugin has a built in option to collect customer input for each of your products. However, if you need to collect an input from your customers in the shopping cart (not just for individual products) then the following extension should be helpful:
WP eStore Addon – Collect Customer Input in the Shopping Cart
Collecting Different Customer Inputs for Different Products
If your products require lots of different customer input for each product then you can do the following:
1) Make a separate page for each of your products that require additional custom information from the customer.
2) Add the forms on these pages to collect the details (you can use a contact form plugin to create custom forms and place it on a page)
3) Then use eStore’s “Product Specific Instruction” field of each product to let the customer know which page to go to and fill the form to finalize the order.
4) Add the following email tag in the Buyer Email Body field of eStore settings:
{product_specific_instructions}
Here is an example:
Lets you have 2 products: Product A and Product B. You have created two pages and placed two different forms on these pages to collect additional information.
Edit product A and add something like the following in the “Product Specific Instruction” field of this product:
Please go to the following URL and fill in the details to finalize your order:
yourdomain.com/additional-info-for-product-aEdit product B and add something like the following in the “Product Specific Instruction” field:
Please go to the following URL and fill in the details to finalize your order:
yourdomain.com/additional-info-for-product-bNow. when your customer purchase product A, they will receive the message for product A. When they purchase product B, they will receive the message for product B.
November 11, 2010 at 10:32 am #24966chiefoxMemberThank you – just the thing I was wondering !
November 11, 2010 at 12:08 pm #24967treetoseaMemberThank you very much for the eStore Plugin. I purchased about month ago and it works GREAT! I also appreciate the support I get from this forum.
On this topic of collecting user info, I am wondering if it is possible to have a dropdown list instead of a text field for the user input. I am collecting a set deposit amount for one of several differently priced products. A dropdown list would really streamline the process because it also informs the buyer of what the total price will be.
When I put this code into into the eStore “Field Label” for “Collect Customer Input” :
<form> <select style="font-size: 12px; color: #006699; font-family: verdana; background-color: #ffffff;" name="menu"> <option>Prices by board...</option> <option value="http://">Minnow 5'4 $700</option> <option value="http://">Vola 5'11 $700</option> <option value="http://">Woodchip $700</option> <option value="http://">Striper 6'4 $750</option> <option value="http://">ShingleFin 6'9 $750</option> <option value="http://">MiniMalibu 8'0 $800</option> <option value="http://">Wing 9'0 $850</option> <option value="http://">Waterlog 10' $900</option> <option value="http://">W'SUP 12' $1000</option> </select></form>
This is what I get [http://treetosea.org/sample.png]
You can see the above code just puts an empty menu next to the text box.
How can I do this?
Thank you,
Rich
PS – I’m really a codeaphobe so any help would need to be pretty much a step-by-step
November 12, 2010 at 12:36 am #24968amin007ParticipantLooks like you should just be able to use the “Product Variation” option for this. Why try to convert the text field to a variation when there is product variation option ready for you to use.
This documentation explains how to use product variation:
November 18, 2010 at 6:38 pm #24969visinnoMemberTo use this option simply check the “Collect Customer Input” checkbox when configuring the product.
The above instruction does not work. I have done so and I do not receive the information entered when completing a transaction. Where does this field get stored? What is its email tag? How do we access this information? It isn’t getting passed to PayPal.
Here is an example page: [http://timelessmoments.com/testpage-giftcert.html]
November 19, 2010 at 4:05 am #24970amin007ParticipantLooks like you have modified the plugin code to me which broke this functionality. Have you done any modification to the plugin code?
February 7, 2011 at 7:27 pm #24971dlusionzMemberI´d like to know where the information they put in the customer input text box is saved to, there doesnt seem to be a tab for it in the manage customers menu on the wp-estore area
thanks in advance
February 8, 2011 at 2:48 am #24972IvyMemberHi, The customer input is saved with the product name in the “Product Name” column. Click the “Edit/View Details” link for the transaction you are interested in from the “Manage Customers menu”. This information is passed via PayPal and can be found in the email you receive from the eStore also.
February 8, 2011 at 3:17 am #24973dlusionzMemberthanks!
April 1, 2011 at 5:29 pm #24974netxmMemberIf user has any input text it is added to product name in shopping cart. How do I remove it from shopping cart, but still want to be able to see it in receipt or order form?
April 1, 2011 at 11:36 pm #24975amin007ParticipantYou can’t remove the input data from the product name for the eStore’s default “Collect Customer data Input” option.
April 6, 2011 at 3:02 am #24976sunnydtMemberCan you please tell me if there is a way to add an upload box to the order? I need people to be able to upload an image when making a purchase. Thank you for any help.
April 6, 2011 at 11:50 pm #24977amin007ParticipantIf you are following the approach whereby you place a contact form on the “Thank You” page to collect the data from the customer then you should be able to configure an upload field when you configure the contact form (you can create custom contact forms and specify what fields will appear in the form). Contact Form 7 Plugin is a good one to use I think:
October 28, 2011 at 1:23 pm #24978tecdacMemberWe are trying to figure out how to use the customer input field with Authorize.net.
We don’t see the customer input anywhere after the transaction has been created.
Please help.
October 28, 2011 at 9:54 pm #24979adminKeymasterWhich option are you using? Just the option in the product by checking the “Collect Customer Input”? Please post a link to the page where you have the product in question.
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