Gather additional information from customer after checkout

[dbrennan]

Good afternoon.  We sell a custom product which requires the customer to provide the measurements (length and width) to which they would like the product sized.  We would like the process to flow as follows: 

(1) Customer chooses product type / quantity and adds to cart

(2) Customer performs checkout (measurements have no impact on cost)

(3) Customer enters measurements against the order (could be immediately after completing checkout, or they could take the time to measure and come back at a later date/time)  

What is the best way to accomplish this?  The standard flow doesn't seem to allow additional information to be added after checkout is complete.   Any ideas would be greatly appreciated.

Thanks,

Dan

[BobsMojo]

Hi @dbrennan 

Does it have to be done after checkout? There are a number of apps available that allow you to provide additional customizable fields for the customer to enter information such as sizes/custom product options at the time they are adding to cart, such as (to name a few):

Infinite Options 

Infinite Product Options 

Best Custom Product Options 

Bold Product Options 

[dbrennan]

Good afternoon @BobsMojo  - thanks for your response.  We would definitely prefer the fields be available after checkout.  We found that requiring the entry of measurements ahead of, or during checkout led to a great deal of cart abandonment...customers didn't want to have to drop what they were doing to take precise measurements in the middle of their shopping session.  So capturing the data after checkout would be much preferred, as it would lock in the order, and allow the customer time to take the measurements necessary at their convenience.

Thanks,

Dan

[BobsMojo]

I see. 

In that case, you might try one of the post-purchase survey apps that are available. Most allow for customizable questions and input methods, and can be done either via the order confirmation page, email, etc.

You can check out some of them here.

[dbrennan]

@BobsMojo - appreciate the feedback.  I just took a quick peek at a few, and it looks like most of them trigger immediately after checkout...do you know of any that would allow the customer to enter information after having potentially logged back in hours or days later?

[Helen]

Hey, @dbrennan!

If you don’t find an app to your liking, and you decide that you’d like to give a customization option on the Product page a go, it’s also possible to edit your theme code to accomplish this. 

There is a tutorial in the Community called Product pages - Get customization information for products that has the exact steps needed to customize your theme yourself. However, if you aren’t comfortable with coding, a Shopify Expert can also help; You can hire one from directly within the Experts Marketplace. 

Although the checkout cannot be edited it could also be worth reaching out to an Expert to discuss this type of customization elsewhere in your store. They may be able to assist with coming up with a solution to reduce the likelihood of an abandoned cart occurring.

Hope this helps too!

[PaulNewton]

A process issue you'll find here is associating/adding that post-checkout information to the order itself, or the customer account for reuses across orders.

The crudest way is to make a custom contact form template that logged in customers-with-accounts who are sent to that contains their prepopulated info and order#/order.id, then you have to manually edit/add/timeline that info to the order or keep track of externally.

https://shopify.dev/themes/customer-engagement/add-contact-form#optional-inputs 

Another option is a scriptable automation app like usemechanic

https://tasks.mechanic.dev/tutorial-trigger-a-task-from-a-contact-form-using-webhooks

https://tasks.mechanic.dev/demonstration-order-editing 

Note to self: test to see if news contacts are created this way even if customer email exists. 

[Rohitparakh]

Have you found a solution for this yet? Looking for something similar