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Set Up Conditional Fields In Checkout Form

Conditional fields appear only when certain criteria are met. 

In this documentation, we will show you how to set up different conditional fields in Funnelkit Checkout. 

For example, we will share that we require a “Company Name” only in the "Wholesale" category in the cart.

How To Set Up Conditional Fields In Checkout Form 

Step 1: Add the conditional field to the checkout form

First, add the field you want to make conditional to the WooCommerce checkout form. In our case, this is Company Name. 

But if you want to create a custom one, you can do that as well. For help, check our guide on custom fields

Adding Company Name field in WooCommerce checkout form

Step 2: Add  a condition 

Next, navigate to the checkout step and then scroll down to the “Checkout Form Fields” section and hit the option “Add Condition”. 

Clicking Add Condition in checkout form fields section

Expand your target section and select “Apply to specific fields.” Then choose the field that you want to make conditional. 

Note: You can hit on “+ Add Field” to add multiple fields under the same condition that we will set in the next step. 

Selecting specific fields to apply conditional logic

Step 3: Set up the condition 

To start setting up a condition, hit the " Add Condition " button.

Adding a new condition in FunnelKit checkout settings

Next, you need to select a condition type. There are three types: User, Carts & Fields. 

Note: Later in this documentation, you will find all the available parameters. 

Choosing condition type such as User Cart or Fields

Once you select each condition, you can select from different parameters. 

Here, we are going with the Cart Category under Cart. 

Selecting Cart Category condition in FunnelKit

After you select the category, you can set the condition. Example: Cart Category matches “Wholesale”. 

Setting condition Cart Category matches Wholesale

Finally, hit Add to save the checkout field. 

Step 4: Test the conditional field 

Now, to test, place an order that meets the criteria. In this case, the cart should contain a product from the “Wholesale” category to show the company name field. 

Company Name field visible when Wholesale category product is in cart

If conditions are not met, then the field will not show up. 

Company Name field hidden when condition is not met

Set Up Multiple Conditions for a Specific Field 

With Conditional Fields by FunnelKit Funnel Builder, you can set multiple conditions in two ways: within the same group using the “AND” operator, or by creating different groups to apply the “OR” logic.

  • In the same group (AND): All conditions must be met for the field to appear.
  • In different groups (OR): The field will appear if any one group’s conditions are satisfied.

For example, to use the “AND” operator, along with “Cart Category is Wholesale,” you can add another condition like “User Role is Subscriber.”

This ensures the field is shown only when:

  • The cart contains wholesale products
  • AND the user is logged in (registered customer)
Using AND condition with multiple rules in FunnelKit

To use an “OR operator”, hit on “Create Filter Group”. 

Creating a new filter group for OR conditions

This will add the “OR” condition, then you can set the condition. For example, the cart total is greater than 1000. 

Applying OR condition such as cart total greater than 1000

Make sure to click “Add” and then save the checkout field by clicking “Save.”

That’s how you can set up multiple conditions for a conditional field.

Available Parameters For Conditional Field 

User

This is applicable when you want to show or hide fields based on the customer’s account details. These conditions help you target users based on their role or login status.

ConditionDescriptionExample Usage
User RoleChecks the role assigned to the user in your store (e.g., Subscriber, Customer, Wholesale)Show a field only if the user role is “Subscriber” to target logged-in users
User StatusChecks whether the user is logged in or browsing as a guestDisplay a special note or field only for logged-in users and hide it for guests

Cart 

These conditions let you show or hide fields based on the contents and properties of the customer’s cart.

ConditionDescriptionExample Usage
Cart TotalChecks the total amount of the cartShow a field only if the cart total is greater than $500
Cart ItemsChecks for specific products in the cartShow a field if the cart contains the product “Premium T-Shirt”
Cart CategoryChecks if products from a certain category are in the cartShow a field if the cart contains items from the “Wholesale” category
Cart TagChecks if products with a specific tag are in the cartDisplay a field if the cart has products tagged “Summer Sale”
Cart Item CountChecks the total number of items in the cartShow a field if the cart has more than 3 items
Cart CouponsChecks if a specific coupon is appliedDisplay a field when the coupon “WHOLESALE10” is used
Cart is VirtualChecks if the cart contains only virtual/downloadable productsShow a field if all items in the cart are virtual products

Fields 

These conditions let you show or hide fields based on the information the customer enters at checkout.

Contact Information

ConditionDescriptionExample Usage
EmailChecks the customer’s email addressDisplay a field for users with a company email (e.g., ending with @company.com)
Company NameChecks the company name fieldShow a field only if a company name is entered
PhoneChecks the phone number fieldShow a field only if a phone number is provided (e.g., 555-123-4567)

Shipping Address

ConditionDescriptionExample Usage
First NameChecks the first name fieldShow a field if first name is “John”
Last NameChecks the last name fieldShow a field if last name is “Doe”
Street AddressChecks the street address fieldDisplay a field if street address is “123 Main St”
Apartment, Suite, Unit, etc.Checks additional address lineShow a field if apartment/unit is “Apt 4B”
Town / CityChecks the city fieldDisplay a field if city is “New York”
ZIP CodeChecks the postal/ZIP codeShow a field if ZIP code is “10001”
Country / RegionChecks the country or regionDisplay a field if country is “United States”
StateChecks the state/provinceShow a field if state is “NY”

Billing Address

ConditionDescriptionExample Usage
Street AddressChecks the street address fieldDisplay a field if billing street address is “456 Elm St”
Apartment, Suite, Unit, etc.Checks additional address lineShow a field if billing apartment/unit is “Suite 210”
Town / CityChecks the city fieldDisplay a field if billing city is “Los Angeles”
ZIP CodeChecks the postal/ZIP codeShow a field if billing ZIP code is “90001”
Country / RegionChecks the country or regionDisplay a field if billing country is “United States”
StateChecks the state/provinceShow a field if billing state is “CA”
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