Each provider’s marketplace checkout can be tailored without touching code. It’s all under Providers → (pick a provider) → Settings, alongside branding.
Name, email and billing address are always collected and required — those can’t be turned off. Everything below is layered on top.

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A checkout message

A short note shown at the top of the provider’s checkout — a welcome, a promo, or what to expect after signup.
1

Write the message

In the Checkout Message card, type the message (or leave it blank for none) and Save. It appears as a banner above the checkout form.
Checkout message setting

Setting a checkout message

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Field rules

Control the built-in optional fields on the checkout form.
1

Set the rules

In Checkout Form Rules, set each field:
  • Phone and Company — Optional, Required, or Hidden.
  • Marketing consent — Shown unchecked, Shown pre-checked, Required to proceed, or Hidden.
Checkout form rules

Phone / company / marketing consent rules

Marketing consent stays opt-in to respect CASL — “pre-checked” still lets the subscriber uncheck it before paying.

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Your own custom questions

Ask anything else you need at signup — “How did you hear about us?”, a referral code, a preferred contact time. Answers are saved on the subscriber record.
1

Add a field

In the Custom Fields card, click Add a field. Give it a label, pick a type — text, dropdown (with your options), or checkbox (yes/no) — and choose Required and Show at checkout.
Custom fields manager

Defining custom fields

2

See it on checkout

Fields marked Show at checkout appear in an “A few more details” section on the marketplace checkout. Required ones must be answered before payment; the answers land on the subscriber’s record.
Live checkout with a custom question

Custom questions on the live checkout

A field that isn’t shown at checkout still lives on the subscriber record — use it for internal notes your team fills in later.
Try it end-to-end in the dashboard sandbox, and match the emails to your brand in Branding & subscriber emails.