Do you want to add a file upload option to the WooCommerce checkout page?
As a WooCommerce store owner, it's crucial to accommodate specific personalized requests from customers seamlessly to grow your business.
If you need additional information related to customers’ orders in a file format, you should offer a file upload option on your WooCommerce checkout page.
The default WooCommerce checkout lacks the flexibility for uploading files, which can lead to missed opportunities, unhappy customers, and potentially lost sales for your business.
In this blog, we will share a step-by-step guide on how to add a file upload field on the WooCommerce Checkout Page. We will outline two methods:
Let’s begin.
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File uploads during the WooCommerce checkout process are a feature that allows customers to upload files directly to the website when completing a purchase.
You may need a file upload option on the checkout page depending on your business.
Adding file uploads to WooCommerce checkout is needed for different kinds of businesses:
1. Product customizations
2. Customer verification
3. Service-based businesses
4. Compliance and regulations
Adding a file upload option to the WooCommerce checkout page offers several benefits, enhancing both the customer experience and the operational efficiency of the business.
Here are some key advantages:
In short, adding a file upload option to your WooCommerce checkout page offers plenty of benefits if your business needs to communicate with clients regarding order customizations.
Now, let’s look at the methods you can follow to add a file upload option to the WooCommerce checkout page.
In this section, we will share how you can add a file upload field to the WooCommerce checkout page using a free plugin.
Note: This plugin has some limitations, such as you can not upload all types of files and also can’t control the position of the file upload field on the checkout page.
Follow the following steps to add a file field to WooCommerce checkout.
The first step is to install and activate Checkout Files Upload for WooCommerce.
After activating the plugin, navigate to WooCommerce ⇒ Settings ⇒ Checkout Files Upload.
And configure the following options:
Finally, click on the ‘Save Changes’ button to update the settings.
Now, if you try placing an order, you should see a field to upload a file.
This is a good option to add a file field to WooCommerce, but it’s not the most efficient way as it doesn’t allow customers to access all types of files, such as PDFs.
Besides, you don’t have any control over the placement of the file upload field.
In the next section, we will share how you can add a file upload field that allows users to upload all types of files and also how you can control the placement of the form field.
For this, we will use a premium but affordable plugin.
In this section, we will use two premium plugins to create a stunning optimized checkout page with a file upload option that allows users to upload any type of file while placing an order.
The two plugins are:
Make sure you install and active the required plugins before moving to the main process:
First, we are going to create a file upload field using Checkout Add-Ons, then add it to the checkout page.
To create the new field, navigate to WooCommerce ⇒ Checkout add-ons and click on the “Add add-on” button.
After that, provide a Checkout Label and Description (optional), and choose the Add-On type ad File. After providing all the information, click on the Create button on the right to save the new checkout form field.
You can also set conditions for adding the file upload option to the checkout page.
To set conditions, navigate to the ‘Display Rules’ tab and specify the criteria.
For instance, you can prompt customers to upload a file if the cart total falls within a certain range if the cart contains specific products, or if the products belong to a certain category, and so on.
Now, we’ll create a custom store checkout that will replace the default WooCommerce checkout page.
This custom checkout page will incorporate all the conversion-worthy elements required to drive sales in your store.
We will use FunnelKit Funnel Builder, which allows you to create high-converting store checkouts with prebuilt templates. It also provides customization options, ensuring your customers experience a seamless checkout process.
To begin, navigate to FunnelKit ⇒ Store Checkout and click on the ‘Create Store Checkout’ button.
After that, select your page favorite page builder and choose a template from the list of prebuilt checkout templates FunnelKit provides.
To select one, hover on the template you like and click on Preview. We are choosing Utopia here.
Now, choose whether you want a single-page checkout or a multi-page checkout.
After that, click on “Import This Funnel,” provide a name, and click on Add to import this funnel as your default checkout.
This will import your store checkout funnel with three steps: checkout, one-click upsells, and a thank you page.
Now, edit the checkout template and add the file upload field we created earlier to the checkout page.
For that, click on the checkout page template.
On the Design tab, you can customize the design and content of the checkout template by clicking on the “Edit Elementor Template” option.
For more details on how to customize the checkout page, read our blog “How to Customize WooCommerce Checkout Page without Code”.
To add the file upload field to the checkout template, you need to scroll down a little to the Checkout Form Fields section.
With FunnelKit, the most advanced WooCommerce checkout manager plugin, you can add, edit, rearrange, or delete the sections and fields on your checkout form.
Here, on the right-hand side, among all the form fields, you should see a field called Checkout Addons.
Now, you can place it anywhere in the checkout field just by dragging and dropping it. We want to position it after the products section.
To add the file upload field, select the Checkout Add-ons field and drag and drop it to the desired location.
Note: Note that you can only add the file upload field; you can add any type of custom field to the checkout page using the FunnelKit Funnel Builder.
After adding the field, click on “Save” to update your WooCommerce checkout form.
Note: If you want, you can add order bumps on the checkout page. And like the checkout page, you can also customize the upsell and the thank you page with FunnelKit’s Funnel Builder.
Finally, you need to activate the store checkout. For that, come back to the sales funnel page and turn on the “Enable Store Checkout” button.
This will make your store checkout active on your website.
Now, if you try to place an order, you should see a field with the file upload option.
With this file field, you can upload various types of files, including images (JPG, PNG, SVG, etc.), PDFs, Zip files, music files, and more.
This is how easily you can add a file upload and make a stunning checkout page.
Here are some effective best practices to follow when offering file upload option on your WooCommerce checkout page:
1. Limit the size of files
Set up limitations on the size of files (in KBs or MBs) that users can upload to avoid server overload and potential denial of service attacks.
It’s important that you clearly communicate users about the maximum file size they can upload to avoid frustration and ensure compliance.
2. Set restrictions on file types
Allow only a certain file types to be uploaded, such as .jpg, .png, .pdf, .docx, etc. This reduces the risk of malicious files to get uploaded.
Always ensure that the extension of the uploaded file matches its MIME type to avoid spoofing.
3. Accept a reasonable number of files
It’s crucial to determine whether drag and drop single or multiple file uploads are necessary. Make sure to set a balance like setting a reasonable limit of 3-5 files is recommended to avoid any performance issues.
These limits should be flexible and adjustable based on your user’s feedback and usage patterns.
4. Provide clear instructions
Offer clear instructions to users on how they can upload files, including supported formats, size limits, and any specific requirements.
Incorporate tooltips or help text to guide users through the file upload process.
5. Handle errors and provide feedback
Provide clear error messages for any issues encountered during the file upload process on the checkout page. It could be because of unsupported file type, file too large, etc.
You can also use inline validation to immediately inform users of any issues before they attempt to hit the WooCommerce place order button.
6. Security measures
Enforce robust security measures like server-side validation for checking the uploaded files to prevent unauthorized or malicious files from being accepted.
Adopt secure file naming conventions to prevent unauthorized access and reduce predictability.
In addition, scan all the uploaded files for malware or viruses using automated solutions or third-party services to mitigate any potential threats.
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Let’s quickly look at some commonly asked questions and their answers from our experts.
1. How do I add a file upload to WooCommerce Checkout?
You can add a easy upload files option during WooCommerce checkout using free plugins like Checkout Files Upload for WooCommerce or paid plugins like Customer Upload Files for WooCommerce, etc.
Then you can integrate the file upload with FunnelKit Checkout to optimize your buying process for quick conversions.
2. How do I allow customers to upload files in WooCommerce?
You can allow customers to upload files in WooCommerce by navigating to settings.
If you’ve installed any WooCommerce file upload plugin, you can find its settings under WooCommerce.
Then enable the plugin and configure the file upload settings there to make it work.
3. How do I add additional information to WooCommerce checkout?
You can add additional information to WooCommerce checkout by creating new fields inside the checkout form.
With FunnelKit, adding custom fields to the checkout page in WooCommerce is a breeze with a simple drag and drop.
4. How do I add custom fields to WooCommerce customers?
You can add custom fields to WooCommerce checkout page and those custom fields will get reflected in the orders a customer places.
You can easily do it with the FunnelKit Funnel Builder.
A file upload option on the WooCommerce checkout page can be a game-changer for both the store owner and the customer.
It allows customers to provide their specifications more seamlessly and helps store owners fulfill the requested specifications correctly.
We have shared two methods for offering a file upload option on the checkout page.
If you have budget constraints, you can opt for the free method. However, if you want more control over offering the file upload option and creating a visually appealing checkout page, we recommend the second method.
Additionally, with the second method, which uses Funnel Builder, you can create a targeted sales funnel that drives users to complete purchases and boosts average order value (AOV) by offering order bumps and one-click upsells to encourage additional purchases.
So, are you ready to add file uploads to the WooCommerce checkout page?
