Add/edit form fields

How to add/edit form fields in UpPromote. Step-by-step guide for Shopify merchants.

To add/edit form fields in the Affiliate registration form, go to Display > Registration > Customize > Content > Form > Form Fields > Customize.

1. Edit form fields

You can rename any fields or mark them as required.

Important Note: Please don't change the following fields into others: First name, Last name, Email, Password, Confirm password. You may rename or change the wording/language of those, but you have to make sure that they still ask for the same information. Those fields have their unique function relating to the affiliates' accounts. For the same reason, please don't change other fields into those "fixed fields".

For example, you can rename the field "Last name" to "Family name" or "Nom de famille" ("last name" in French). However, you should not change it to "Password", "Company" or anything else. You also shouldn't change "Company" into "Password" or "First name" either.

To edit a field, please click the Edit button next to it.

You can then change the Field label or add/remove options for the Dropdown and Multiple checkboxes format.

For Payment method fields, you can also edit the Field label of additional payment info.

If you consider any field compulsory, check the box Required > click Apply.

2. Add form fields

There are 5 input types you can choose when adding a new field: Short answer, Long answer, Checkbox, Dropdown, Multiple checkboxes (available from Free plan), and File upload (available from Growth plan).

With Dropdown and Multiple checkboxes, you can add several options for affiliates to select in the field while registering, which can help you obtain more useful information from affiliates.

With File upload, you can enable your affiliate to submit required documents during their signup.

3. Sort form fields

After finishing creating form fields, you can sort their order to prioritize the important information by clicking Hover to the field. Then you can move it.

To sort form fields, drag and drop them to change their order. Any new fields selected will appear on this list in real time. To save the new order, click Apply.

After you complete editing form fields in general, don't forget to click Save.