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Customize the help text for fields

Learn how to add helpful hints to assist customers during checkout.

Article ID: SLN19070

Often times, buyers may not know how to input data in a valid format. For example, your site may display a phone field where the required format is only numbers and spaces (408 555 1212). The buyer may try entering their information in various other formats (408.555.1212, 408-555-1212). While you can choose to not set field validation rules so that any format will be acceptable, you may need to accept information in a certain format if you are processing the information through a third party system for order management or other purposes.

In cases where you have set field validation, Checkout & Registration Manager allows you to provide field help text to guide buyers as to the acceptable formats.

Add customized help text

  1. Sign in to your My Services page.
  2. Click the Store link.
    The Store link is under Control Panels.
  3. Go to Checkout & Registration Manager.
    The Checkout & Registration Manager link is under Order Settings.
  4. Go to Page Configuration.
    The Page Configuration link.
  5. From the Order tab, click the link for the page with the field you wish to delete.
    Pages on the Order tab.
  6. Select the field in the Page Sections table for the field to add help text then click the Edit button.
    The Page Sections table.
  7. Click the Next button.
    The Next button.
  8. Enter your text into the Field Help Text field then click the Finish button.
    The Field Help Text field on the Edit Field page.
  9. Click the Save button when finished or click the Save & Preview button to save and preview your changes.
    The Save and Save & Preview buttons.
  10. Return to Store Manager and publish your Order Settings.
    The Publish Order Settings link.