How to collect data from customers before checkout (e.g the cart page or the product page)

Topic summary

Collecting customer information before checkout for a services-based Shopify store.

  • Request: A copywriter wants a custom page/form to capture project details before checkout, with the data stored and sent upon purchase. They speculate this may require cookies and seek guidance.

  • Suggestions: Use a third‑party app to add extra product options/fields, specifically EXPO – Extra Product Options (link provided). For more tailored functionality, hire a Shopify developer via Shopify Experts (link provided).

  • Decisions/Actions: No implementation chosen yet; options presented are using an app or commissioning custom development.

  • Open questions: Whether cookies are needed and the exact method to store/send form data at checkout remain unaddressed.

  • Status: Unresolved/ongoing; external resources and a potential contact offered for further help.

Summarized with AI on February 3. AI used: gpt-5.

Good day all! As a copywriter, I am hoping to use Shopify to offer my services. I have nearly completed my website, but I am having difficulty setting up a system to collect customer information before beginning a project. Is there a way I can create a custom page with a form, and when the customer fills it out and hits a button, the information is stored and sent to me once they check out? I believe this likely requires cookies, etc. Could anyone kindly provide assistance or advice in this matter? Thank you.

Hi there!

There are several apps that can help you to add additional product details for your products. One of them is EXPO - Extra Product Options: https://apps.shopify.com/expo

If you need a more custom solution, then you require a Shopify developer. You can hire Shopify Expert that can help you out with this, or message me directly if you wish to work with me on this.