Skip to content
English
Sign in
Raise an urgent issue (out of office hours)
  • There are no suggestions because the search field is empty.

How to Configure Purchaser Contact Information at Checkout

Learn how to control which contact information fields donors are asked to fill in during checkout.

Checkout Options let you decide whether donors are required to provide a phone number, mailing address, or company name when completing a purchase. Adjusting these settings helps you collect the information you need without adding unnecessary friction to the checkout experience.

How to Configure Purchaser Contact Information

  1. From your fundraiser, open the Builder from the sidebar.
  2. Click Checkout Options.
  3. Under Purchaser Contact Information, locate the three contact information fields.
  4. For each field, select one of the following options using the dropdown:
    • Required — the donor must fill in this field to complete checkout.
    • Optional — the field is shown but can be left blank.
    • Not Asked — the field is hidden from the checkout entirely.
  5. Click Save, then Publish Changes in the top-right corner.

Please Note: These settings apply to the standard checkout flow and the Sales Entry System (SES) only. They do not apply to the Check-In Tool.

Frequently Asked Questions

Will changing these settings affect purchases that have already been made?

No. Changes to Purchaser Contact Information settings only apply to new checkouts going forward.

If I set Mailing Address to "Not Asked," will it still be required for donations?

Yes. Donations and Canadian Raffle tickets require mailing addresses automatically.

Can I collect a company name for some purchases but not others?

No. The Company field setting applies across all standard checkouts for your fundraiser. If enabled, it will appear as an option for all purchasers.

Need Help?

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.