How to Add Custom Fields / Intake Forms to Products

Before You Start

Create the form first: Products & Services > Forms > New Form

Steps

Step 1: Open the product settings

• Navigate to: Products & Services > Manage Plans
• Find the product → click to edit

Step 2: Attach the form

• Scroll to the Forms section and find the Required pre-purchase form dropdown
• Select an existing form, or click Create new to build one
• Set the trigger to Before purchase
• Click: Save

The form is now required before this product can be purchased. Responses are stored on the customer’s profile in CRM.

Tips

• Waivers: Use the signature field type for legal agreements — the signed form is stored with the customer profile.
• Multiple forms: You can attach more than one form to a product; each must be completed before purchase.
• Existing buyers: Customers who already purchased won’t be required to fill out a newly attached form unless they repurchase.

Troubleshooting

Form isn’t appearing at checkout. Verify the form is attached to the correct product, the trigger is set to “Before purchase,” and the product was saved after attaching the form.

Form responses aren’t showing on customer profiles. Responses appear in the Forms section of the customer’s profile. If missing, confirm the customer fully completed (not just started) the form.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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