1. Create the Form
Go to StoreConnect Navigation → Configuration → Forms → All Forms.
Click New to create a form.
Select Checkout Form type → Click Next.
Give your form a Name.
In Display Mode, choose when to show the form:
During Checkout
After Order is Complete
Click Save.
2. Add Form Questions
Go to the Related section of the form.
Click New to add a question.
Enter the Question Text.
Choose Data Type (e.g. text, pick list, date, number, file upload).
- If using Pick List, enter options separated by semicolons
;.
- If using Pick List, enter options separated by semicolons
Set Position in the form.
Optionally mark Required if the customer must answer it.
Click Save and New to add more questions.
3. Apply the Form to a Store
Go to Store Forms.
Click New.
Select your Store.
Set the form to Active.
Click Save.
4. Control Form Display (Optional)
Use the Conditions field to control where the form appears in checkout:
Example conditions:
Customer Information
Shipping Information
Terms and Conditions
Payment Information
5. View and Test the Form
Go to your Storefront Checkout and refresh the page.
Check that the form appears in the selected checkout step.
After checkout, if set to display after checkout, the form will appear on the Order Page.
6. View Form Responses (Backend)
Go to Orders in backend.
Open the desired Order.
Go to Order Products → select product → scroll down.
See Form Submissions and view responses.