Magento 2 Custom Checkout Page: Collect Customer Data Strategically!

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Optimize the Magento 2 Custom Checkout Page: What should or shouldn’t ask your customers in the checkout process?

The most important part of a customer journey is the very end of it – Checkout.

The checkout process is the last obstacle before your customers really make a purchase, so it’s important to get it right – or to be more specific, it’s essential to collect the right information in the checkout process.

Research shows that information requested on the checkout page plays a big role in conversion rates.

Clearly, the more you know about your customers, the better you can reach and convince them to buy from you.

That’s why we wrote this article to show you some important questions that you should consider adding to your checkout page to optimize it!

EXPLORE 8 Tips For Magento 2 Checkout Customization to optimize the checkout experience in your store! 

The Limitation of Magento 2 Default Checkout Page

Magento 2 Default Checkout Page still shows basic informative fields like customer’s name, shipping and billing information.

Magento 2 Default Checkout Page

But as you can see, only collecting that data isn’t enough for your business to serve customers better.

And the worst is that adding extra checkout fields isn’t available by default.

If you want to add more checkout fields to collect additional customer data, the only way is to install an extension that allows you to add custom fields to the Magento 2 checkout page.

Currently, there are a lot of Magento 2 custom checkout page extensions. However, we strongly recommend the best one and only – Magento 2 Checkout Custom Field by BSS.

It is the best solution to create unlimited custom fields of different data types. And this module allows you to add your custom fields to any step of the checkout page and display the collected customer data in Order detail, Order grid, invoice PDF, and confirmation email.

READ MORE about how to Add Custom Checkout Fields to the checkout page HERE!

Magento 2 Custom Checkout Page: Collect Customer Data Strategically

In this section, we wouldn’t talk about the mandatory data that is already available in the default Magento checkout pages, like the customer’s name or demographic information.

Instead, we will suggest some other additional checkout fields you can consider adding to your checkout page.

Collect Customer Data Strategically

Delivery date and time – Must-have Magento 2 custom checkout page!

This is definitely a must-have on your checkout page.

Your customers usually wouldn’t be available at any time to receive the product. If you don’t allow them to choose the most convenient delivery date and time for them, there is a high chance they will abandon the shopping cart.

Company information

If you sell to B2B customers, you should collect data about their company and professional life. It can help you target similar customers in the future.

Some data points you should request:

  • Company industry: You can base on this data to consider niching into the primary industry of customers or creating products and services specifically for them.
  • Company size: The size of their companies gives you insight into their needs and problems.
  • Job title: Job title can tell you a lot about the person who makes purchasing decisions at their companies.

Referral source

Whenever making a sale or getting a new client, it’s crucial to ask where they came from.

This way, you can check the trends and invest more resources into effective channels.

Social media presence

It can be helpful to know where your customers spend most of their time online to promote better on social media.

Newsletter opt-in

Technically, you shouldn’t send email marketing to your customers just because they made a purchase.

But of course, your customers are the best people to market to. They’ve already made the first purchase, and you can’t just let them go.

So to show your respect to customers and build a good relationship with them, you can add a checkbox that says something like “I want to receive promotions information” to let them join your list if they want.

Magento 2 custom checkout page


In this article, we have shown you some of the most important customer data. However, a word of warning, you should consider carefully what your business needs to collect and what is not. Customers can be put off by too many checkout fields to fill or and the lack of necessary fields to express their demands. Thus, it’s better to limit the number of checkout fields to make the process as fast and frictionless as possible.

We hope this blog is helpful and good luck to you.

CHECK OUT Magento 2 Checkout Customization to learn nine techniques to improve the process!

BSS Commerce is one of the leading Magento extension providers and web development services in the world. With experienced and certified Magento developers, we commit to bringing high-quality products and services to optimize your business effectively. Furthermore, we offer FREE Installation – FREE 1-year Support and FREE Lifetime Update for every Magento extension.

CONTACT NOW to let us know your problems. We are willing to support you every time.

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