Custom Digital Orders

Looking to provide personalized files to your customers, such as custom artwork? With Payhip, you’re able to ask the customer questions during the checkout process to help personalize their order.

In this article, we will show you how to set up and manage custom digital orders.

• Set up custom digital orders
• Manage custom digital orders

Set up custom digital orders

Step 1. Create your product and placeholder file

The first step is to set up the product that you want to sell. To do that:

1. Log into your Payhip account.
2. Click Products > Add New Product.
3. Choose the Digital Product option.
4. Fill out the details of your product (title, description, etc).
5. Upload a placeholder file; for example, a PDF or text file that thanks the customer for their purchase and lets them know that they’ll get their file within X hours/days.
6. Click Add Product.

If the customer needs to send you a file for you to complete the order, include instructions on how to do that (e.g. via email).

Step 2. Add your custom checkout questions

Now you’ve created your product, it’s time to add the questions that you’ll use to personalize the order:

1. Go to Account > Settings > Advanced Settings and scroll down to Checkout Settings.
2. Select the checkbox for “Display your own questions for customers to answer during checkout” if it’s not already selected.
3. Click Add checkout question and a pop-up will appear.
4. Choose which of your products you’d like the questions to appear for and click Continue. 
5. Click Add first question and choose the type of question you’d like to add (e.g. short text, multiple choice, yes/no, dropdown).
6. Fill out the details of the question.
7. Make the question required by clicking the wrench icon and selecting the checkbox for “Required”.
8. Click Add another question to add more, or click Save Changes if you’re done.

Manage custom digital orders

View checkout responses

When the customer buys your product, you’ll be sent an email that includes their answers to the checkout questions.

You can also view the responses in your Payhip dashboard. To do that:

1. Log into your Payhip account.
2. Click Customers in the top navigation bar.
3. Search for the customer in question by clicking on Filter Orders.
4. Click View order details.
   
   



This will bring up a pop-up that includes the customer’s checkout question responses:

Send the customer their file

Once you’ve finished creating the file, you can email it to the customer. You’ll have their email address from the order notification email, or you can find it on your Customers page.