Setting Up a Page for Online Sales/Orders
These instructions cover the setup tasks specific to creating a page to accept orders (and payments) for fixed price items using either the Online Store template or Classic template. You can find illustrated instructions for setting up the elements shared by all fundraising campaigns here.
The Classic template provides the simplest (one-page) order form for a handful of items.
The Online Store template is more suitable for showcasing many items and offers two additional features (not available with Essentials Plan):
- an image carousel supports the display multiple images for each item
- a separate, editable online cart. Store transactions will create separate orders for each store/campaign and will remain separate from purchases made in an auction, from the catalog, or during ticket sales.
Be aware the items are temporarily removed from inventory as soon as they are placed in the cart. If the order has not been completed within 30 minutes, the item is returned to inventory but will continue to display in the order. If the buyer returns later to complete the order the transaction will proceed as expected as long as inventory is still available. If not, a message will inform the buyer that the item is no longer available.
Tip: If you'd like to see how a page can be used for sales/orders, you can view (and test) the examples below on our Demo site.
Online Store Template:
Store template provides tiles for browsing with modal windows for complete item details, including images:
Setting up Store Template:
Customize your Store Banner with an image or color as the background for your Store Name (Campaign Title) and optional subtitle:
As always, you can include donation options - and the Store template provides the option of displaying donation options before or after the fixed price items.
- If you create the items in the catalog before creating your fundraising page, they will be available in the Existing Item menu.
- If you create your fundraising page first, use the Create New Item form to create your items.
Options
- The Online Store template displays the primary (first) image on the browse tile and all images in the detail window. If no images are provided, a generic icon displays in the browse tile.
- Image order can be rearranged by editing the item in the catalog.
Classic Template: Page set-up for online orders/sales:
- If you create the items in the catalog before creating your fundraising page, they will be available in the Existing Item menu.
- If you create your fundraising page first, use the Create New Item form to create your items.
Options
- The Classic template is designed for use without item images, but will display the primary image (only) if provided.
- Description: you have the option of displaying or hiding any description text on individual fundraising campaigns.
- Qty option: Selling in Quantity provides a field for buyer to indicate quantity they wish to buy. Leaving the box unchecked restricts purchaser to "one per order" with an "Add to Cart" button.
As always, when creating a fundraising page, you can choose to add an existing cash donation option or use a basic form to create a new option.
Note: Advanced tools (for customizing the "ask" text) only display on the Edit screen so you must create and save your fundraising page first.
Tips:
- If you are only offering a single cash donation option on the Classic template, the NAME does not display on the public form.
- To display an custom amount field only (as shown in the image above), clear all suggested amounts to leave field blank and check the box to "allow custom amounts".
Provide Instructions for Delivery/Pick-up of Purchases:
Communicating pick-up/delivery instructions early and often will save you a lot of time and effort later. . .
Places to include delivery details:
- Text space provided in Add Content section (Classic template)
- Create a Plain Text Custom Field
- Edit confirmation email templates
- If you're sending invitations to order, edit the invitation template to include delivery information.
- If you're using the Crowdfund template, sending an update will trigger an email to all buyers that have opted in to receive updates
More Tips:
- If you need to collect additional information from buyers, you can add custom fields.
- Be sure to confirm that the guest/sales receipts and credit card processing are set up on the event site.
- Creating a test order is the best way to ensure that the page works as intended and that all instructions and email messages are accurate and easy to understand.