Guides & documentation

Extra questions: Free includes text, select, checkbox, textarea, email, telephone, number, radio and URL in Classic and Blocks. Configure the label, location, required status, validation and four order/email display destinations. Up to 100 custom fields are supported.

A plain gift-message textarea is included in Free. Showing it only when a gift checkbox is selected requires Pro. For a general order message, WooCommerce’s existing Order notes may already meet your needs.

The permanent field key is locked after saving. Reordering or renaming a field retains that key. Expand wording, validation and storage settings as needed; the structural preview does not replace a real checkout test.

Checkout Blocks placement: order questions follow WooCommerce’s Order information block. To show them before Payment, edit the assigned checkout page and move that block before Payment in List View, then save the page and test checkout. Cartdini’s question arrows reorder questions, not checkout sections. The structural preview is not the exact storefront layout.

Large answers: Cartdini Free checks both individual saved values and the combined order/email answer snapshot against a 65,000-byte storage limit before payment. This is a serialized-data limit, not a character allowance. If the checkout asks for shorter answers, entered text stays available for correction and retry. Use practical field limits and test longer and repeated answers.

Existing fields: Classic supports selected text and ordering controls. Blocks has shared Company, Phone and Address line 2 settings, ten address labels/order and default Place Order text. Shared native settings save separately and are not included in custom-field templates, transfers or history. WooCommerce retains essential country validation. In Blocks, contact email, address placeholders and native section content remain under WooCommerce control. Compare the exact controls.

Hidden on checkout hides a shared native address input. WooCommerce can still store existing address data or values submitted through its API, including on the order and saved customer address. This setting does not reject or erase that data; Cartdini custom questions have separate controls.

Pro adds conditional questions and requirements, date/time inputs, multiple selections, private uploads, repeatable groups and fixed priced choices. Workflows offers six reviewed recipes: gift messages, business purchase references, product instructions, paid gift wrapping with a conditional message, private artwork with instructions, and participant details. Paid wrapping requires your own amount and tax choice. Artwork formats depend on the server’s image-processing support. Review, load a draft, then Save explicitly; recipes never publish checkout changes.

Build a conditional workflow or compare Free and Pro.

Follow the date availability walkthrough.

For a standalone Date question, open Date availability. Set an optional rolling minimum of 0–365 calendar days, select available weekdays and exclude up to 100 dates. These rules combine with fixed earliest/latest dates and use the store timezone.

Classic and Checkout Blocks validate the date on the server. An optional answer may stay blank. A native date picker may still show an unavailable date; selecting it produces an explanation. Test the lead-day boundary, excluded dates and a change of day in your store timezone.

These rules do not reserve delivery capacity, appointment slots or stock. Dates inside repeatable groups retain their simple validation.

Follow the Orders columns and CSV walkthrough.

Open Tools & restore → Order answers, or use Cartdini answers on WooCommerce Orders. Choose up to three saved-answer columns for your administrator account on this store. Native Screen Options can hide individual columns. Both HPOS and legacy order storage are supported; existing columns remain visible if Pro editing is locked.

For CSV, find up to 100 placed orders by date/status or explicit IDs, review the selection, and choose up to 20 answer fields. Saved snapshots retain historical labels, removed questions and billing/shipping scope. Repeated answers stay in one cell; uploads contribute filenames only, never private download links. The export does not add payment details or native customer addresses.

Export requires Pro access and permission for every selected order. Cartdini rechecks current order data before delivery; changed, unavailable or oversized selections stop with a message instead of returning a partial file. Refresh and review before retrying. CSV is generated on request, not stored by Cartdini. Protect downloaded answers and delete copies when no longer needed.

Pro file questions collect JPG, PNG or PDF artwork at the order location. The available formats depend on your server. Private writable storage outside public web roots is required; uploaded files are not malware-scanned.

New or edited upload setups allow at most eight enabled file questions and 40 MB in combined per-file limits. Optional and conditional file questions count too. The shopper session allows ten upload attempts per clock hour, including failed content checks, and 50 MB of pending files; shared IP/server limits and host restrictions also apply. This leaves room for retries without increasing abuse limits. Existing larger setups remain readable and show a warning until reviewed.

Follow the private artwork walkthrough. Access and deletion remain subject to the store’s permissions and retention settings.

Pro’s Tools keeps up to 20 local templates and ten restore points. Imports transfer configuration, not customer answers. Review Add or Replace, conflicting keys, source dependencies and destination product/category/role/method mappings. Confirm amount thresholds when currency or precision differs. Classic core overrides require explicit inclusion; shared native address/button settings remain separate.

Load reviewed draft does not publish. Recover previous draft restores the editor draft from before loading; Save changes applies it. Successful meaningful saves create history. Unchanged or failed saves do not consume older restore points, and another tab’s saved revision requires refreshing before an overwrite.

Free and Pro can recover unfinished custom-field and native-setting drafts for up to 24 hours in this browser tab, scoped to the site and administrator. Resume rechecks the saved revision and only loads a draft. Browser storage may be unavailable or cleared; it is not a substitute for a site backup.

All nine Free types, four advanced Pro types, private uploads, repeatable groups and fixed priced choices support Classic and Blocks. Files, repeaters and priced choices use the order location only.

Expanded Pro rules use Cartdini’s registered Blocks integration on WooCommerce 9.9+. Older native workflows keep their earlier source-type and WooCommerce 10.1+ limits. The editor identifies unavailable workflows. Read the support matrix and legacy limits.

Using WooCommerce 11.2.1 Blocks? Since Pro 1.8.2, Cartdini protects newer customer details from its own successful paid-choice responses and refreshes address-dependent totals before ordering. This is a scoped fix: unrelated WooCommerce or extension cart responses can still replace newer details. Check the known issue before launching your checkout.

Free sends no telemetry. Pro contacts Cartdini only after an explicit license connection and sends installation/software details, never checkout answers or order/customer data. Answers remain in WordPress/WooCommerce; private uploads remain on the store server.

Display settings hide destinations, not stored answers. Historical order snapshots retain labels and values. While the plugins are active, WordPress personal-data export and WooCommerce’s configured order-erasure process include Cartdini data. Failed metadata reads, unverified deletion or unavailable private storage report a problem for retry rather than incomplete success. Resolve the reported problem, then rerun the request.

Deactivate Pro first if installed, then Free. Checkout fields and overrides stop applying. Configuration and historical answers remain after deactivation or uninstall; Free’s display hooks stop while inactive. Reactivating resumes the saved configuration. Deactivating Pro pauses Pro-only, conditional and fee-bearing fields without discarding their definitions.

Private files need writable storage outside all public web roots and are not malware-scanned. Follow the Pro readme’s retention and cleanup guidance, including retrying failed deletion. Store owners remain responsible for necessary collection, retention and privacy notices.

Keep Free active while handling privacy requests. If an order still has private upload records and Pro’s compatible eraser is unavailable, Free retains its identity and checkout answers and reports that the request needs attention. Reinstall and activate Pro, then retry; privacy erasure does not require a licence. Resolve any reported storage problem before retrying. Removing both plugins leaves retained files outside their privacy tools.

Free is available without a subscription or licence. Pro needs one successful activation to unlock editing and tools on a new site. After activation, Pro editing continues offline and after the subscription expires. Annual plans cover eligible new activations, updates and support for the selected number of sites. View current plans and currencies.

Eligible account downloads and billing and eligible Pro update checks supply the current Pro release. Contact support about an existing installation or access.

Free 1.8.11 is available on WordPress.org. Pro 1.8.11 is supplied separately through eligible account downloads. The current matched pair is Free 1.8.11 and Pro 1.8.11; existing Pro 1.8.7 also remains compatible with Free 1.8.11. Read the release notes and compare the editions.

WordPress navigation is visible initially. Full screen is optional and remembered for this browser, site and administrator. Use the Pro previews On/Off switch to hide optional Free previews and suggestions. Explore Pro and More Plugins stay available. Actual Pro workflows are not hidden. On narrow screens, open Menu to navigate; unfinished edits stay in the editor when visiting More Plugins. Set up Pro opens native WordPress installation/activation; the separate return link activates nothing. Resume recovered work explicitly before saving.

Plugin messages use WordPress translations and the administrator’s locale. A translation template is included; available languages depend on language packs.

Cartdini Free includes labelled Pro previews for conditional questions, paid extras, private uploads, repeatable groups and reusable setups. Open a local example to see its purpose and checkout requirements. Preview answers and prices never change your store.

Choose a task or open its Pro plans to remember a minimal task reference for seven days, locally for your WordPress administrator account on this store. Simply viewing a preview saves no task. After installing and explicitly activating an eligible Pro licence, choose Continue to return to the relevant editor. Cartdini rechecks the selected field and current compatibility; review the draft and save separately before checkout changes apply.

The Pro previews switch hides or restores optional previews and suggestions for your administrator account on this store. You can also clear the remembered task. Explore Pro remains available when previews are Off. Optional local action counts are off by default. If enabled, they count preview opens, pricing-link clicks and matching workflow saves and expire after 90 days on this store; they measure plugin actions, not purchases, and are never sent to Cartdini. Turning them off clears the counts.

A successful single manual Pro activation opens Settings → Cartdini Pro License. You can also open this page from WordPress Settings. It accepts an eligible purchase key after you review the communication notice. Choose Activate Pro license to activate Pro editing and tools on this site. Initial activation is supported on single-site WordPress installations. Checking an unactivated or expired key does not unlock a new installation. Daily/manual checks and verified private updates require an available service and an eligible supplied release. Updates also require a successful licence check within the last 48 hours. If the connection becomes stale, use Check now on the licence page; your earned editing access is retained.

After successful activation, Pro editing continues offline and after expiry. An account-side release, key replacement, refund or revocation stops the corresponding new activation and update access without removing the earned local unlock. Successfully using Disconnect inside WordPress locks Pro editing and releases the site registration. Remove local connection locks editing immediately but does not free the remote registration. Both preserve saved checkout rules, order answers and privacy controls while the plugins remain active. A copy at another host or site path needs its own activation. Changing WordPress salts may require reconnecting for updates; it does not erase an earned unlock. Connecting does not enable automatic installation. Get help with existing access.