Product customization: How and when to gather customization info from the customer?

digialkrouse
Excursionist
15 2 5

Imagine that you have a PDF product that you customize with information that the customer supplies.

 

(1) Which is the best moment to collect that customer information — at "add to cart" or during checkout?

(2) How do you build the necessary customization fields into the add-to-cart or checkout process?

Reply 1 (1)
Brett_Helium
Shopify Partner
145 32 52

Hey @digialkrouse!

I would recommend adding this sort of customization directly to the product page and have the customization options added to the products as part of the add to cart button.

The easiest way to do this would be to use a product customization app such as Infinite Options.

Brett | Helium
Helium builds apps that thousands of merchants depend on:
- Customer Fields ✪✪✪✪✪ (330+ reviews)
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