Adding Checkboxes, Radio and Dropdown Options to Your Checkout (Options Overview)

Adding Checkbox, Radio and Dropdown options to a checkout are a great way to enhance your offer. Options can be used to gather more information when a customer is placing an order, as well as enhance your offer by adding price modifiers to the option. 

Spiffy makes options a powerful feature for checkout pages as we provide the ability for you to add price modifiers to your options, as well as the ability to set up integration actions on each individual options, like applying a specific tag to your customer in your connected system, when a certain option is selected.

This overview will guide you on how to get started with 'Options' and show you how to set up the features that 'Options' have to offer. We recommend setting up a test checkout to get familiar with options, as there are a number of ways they can be used. As you get familiar with them, you may come up with some new ideas on how you want to leverage 'Options' on your checkouts!

We will begin with a quick tutorial on adding an option block, and formatting, and then cover setting up the individual options.


Getting Started - Adding an Option block:

From the Spiffy Checkout Editor, click on 'Add Section' and select 'Options'.

Select the type of 'Options' you would like to add (Checkboxes, Radios, Dropdown)

In the 'Option' settings, you can input a 'Label'. This is optional for checkbox and radio options, but required for dropdown options


(Optional) You can store option inputs as a field value. This can be used with integration field mapping as well. If you store selections to a field, and optional 'Value' field will be available for each of your options, allowing you to set a value to store when the option is selected that differs from your customer facing option 'text'

(Optional) Spiffy offers a few different 'Width' settings. If you would like to experiment with this, just select a different 'Width' option and click 'Save' to see what looks best for you

(Optional) Checkbox and Radio options include 'Layout Settings' that you can explore! This gives you the ability to transform your traditional checkbox and radio options into buttons. (Click Here to see examples of how the different layout options look.)

Here is an example of Radio options set to the Buttons - Stacked layout

When you have finished configuring your checkout options, be sure to click the 'Save' button at the top of the option settings, and when you are ready, 'Publish' your checkout

Configuring your Options

From your checkbox, radio or dropdown Option settings, click 'edit' on an option under the 'Options' header

From here, you can add additional options to configure, or remove existing options if you don't need as many.

To configure a specific option, just click on it to open it's configuration

Configure your option 'Text' label.

(Optional) Radio and Checkboxes will have an optional short 'description' field that you can configure

Here is an example of a short description on an option

(Optional) If you set your option block to store inputs to a field, you will have an optional 'Value' field that can be used to set a specific value that is stored internally when the option is selected. If no 'value' is set, Spiffy will store the option 'Text' instead

You can use the 'Selected by default' tickbox to set an option to be automatically selected when the checkout is visited.

Use the orange '+' button to add price modifiers and automation. 

When adding a single pay price modifier to an option, you will be able to set the price, as well as modify the item name that will appear in the order summary.

Alternatively, you can also set options up to be recurring subscriptions, which will allow you to even add free trial days.

When you have finished configuring your checkout options, be sure to click the 'Save' button at the top of the option settings, and when you are ready, 'Publish' your checkout


Setting up Integration Automation for Options

Spiffy provides the power of integration actions to be used on individual options, making them a very powerful feature for checkouts. Setting up automation on checkout 'Options' is very similar to setting up integration automation in other areas of the app, selecting your integration, and then configuring the action.

Click on the orange '+' button and select Add Automation

Select your connected integration from the list

Select and configure your integration action.

To make changes to an existing automation configuration, just click on 'Automations' to make additional changes.

When you have finished configuring your checkout options, be sure to click the 'Save' button at the top of the option settings, and when you are ready, 'Publish' your checkout

You can also review your finished option 'Automation' configuration from the 'Automation' tab of the checkout editor. Any automation tied to checkout 'Options', 'Addons' or 'Payment Plans' will have a 'Connected Option' indicator.

Clicking on an automation that has the 'Connected Option' indicator will open settings that will show you which option it is connected to, as well as allow you to make any additional changes.  Clicking on the 'Option' will direct you back to the checkout editor configuration options for the selected option.

If you have any questions about setting up checkout 'Options', just let us know at Support@Spiffy.co
We're always here to help