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Configuring checkout fields
With EkmPowershop it is very easy to configure the way that your checkout fields
work, and the information that is displayed to your customers.
To begin, go into your settings, and then into “configure checkout fields”, and you will
be presented with the following screen;
The first option that you can see is “custom fields status”. If you enable this, then the
screen will change to this;
For the purposes of this guide, we will have the custom fields enabled, as they are
quite useful, and this guide is aimed at the custom fields as a whole. To
access a certain section of the checkout procedure, simply click on the page
that you wish to modify.
Now we will tackle each of the sections in turn.
Initial stage
If you click onto “initial stage”, you will be presented with the following;
The initial checkout stage determines whether your customers can create an account with you
or not. If you have this section enabled, then when your customer places their
order and click “checkout”, they are presented with the following screen;
If this is their first order, they will enter their e-mail address, leave the radio box
set to “I am a new customer”, and then click “continue with checkout”. If this
is a repeat order, they can change the radio box to “I am a returning
customer”, enter the password that they created on their last visit, and then
their address details will be filled in automatically on the next stage based
on the address details that they entered on their last visit.
If this section is disabled, then the above step is skipped and the customer is taken
directly to the customer details section.
This section must be enabled if you want to enable the customer reviews advanced
options, as your customers must put their username and password in if they wish
to leave a review.
Custom field
We will take a look at these sections at the end of the guide, as there is quite a lot
to cover.
Customer Details
The customer details section deals with all the information that is required from
the customer before they can place an order, so for example, what address
details they need to fill in. If you click on the customer details section, you
are presented with the following page;
The required field section determines what information a customer has to enter
before they can proceed to the checkout stage. So for example, you may want
your customers to enter a contact number so that you contact them if there is a
problem with the order. To force a customer to enter something into a certain
field, simply tick the box of the field that you want to make mandatory, and
click update. When you go to the customer details section of the checkout
procedure, the field you have just selected will now be marked with a red * and
your customers will have to enter something into that field or they will not be
able to proceed to the next stage.
The display delivery address section specifies whether your customers are allowed to
deliver their goods to a different address to the billing address. The main
advantage of disabling this section is to prevent credit card fraud, as it
ensures that the goods can only be delivered to the card holder’s address. This
is of course, no good if you are offering a gift wrapping and delivery service
for example, as your customer may want the goods to be delivered to the person
who is receiving the gift.
Be aware that some payment gateways require some checkout fields to be filled in,
otherwise they will error out. To confirm which fields are required for your payment
gateways, please contact the payment gateways.
Custom Fields
We will take a look at these sections at the end of the guide, as there is quite a lot
to cover.
Payment Stage
The payment stage is where your customers select which of the payment methods you are
offering they will pay via. If you click into this section, you will be
presented with the following;
The only options available here are whether you want to display a summary of the cart
before the customer selects how they want to pay. In most cases you will want
to display this, as this gives your customers one last chance to confirm that
what they have bought is correct, and will help prevent incorrect orders being
placed.
Order complete
And now to the final stage, the order complete stage. With this stage it is possible to
modify the message that appears when a customer has completed the order, and
this is also the section where you will need to insert your conversion tracking
code, if you are using a conversion tracker. If you click into this section,
you will be presented with the following;
As you can see, all the payment gateways you are offering are listed on the left. Using
this section, it is very easy to change the message that is displayed when an
order is completed.
For this example of how to modify the message, we will use Paypal. To start, click on
Paypal on the list on the left, and you are presented with the following;
As you can see, Paypal is highlighted on the left to show that this is the one that is
currently being modified.
The Editor on the right makes uses of the Ekm tags, a full guide to which can be found here.
Simply use the editor as you would the WYSIWYG editor anywhere else on the
ekmPowershop system. You can also switch into the source view by clicking on the
“toggle between HTML and code view” button on the bottom right of the editor,
and enter some custom code to make sure that this final page keeps the same
design as the rest of the site. Another use for this is if you are using some
kind of conversion tracker such as Google analytics. With this, you must enter
a line of code into the final page of your checkout procedure, and this where
to do it. Simply click on “toggle between HTML and code view” button and drop
in the code that conversion company have provided you with.
Custom fields
Finally we come to the custom fields. These are two pages that can be displayed either
side of the customer details page. If have this function enabled in the
configure checkout fields section, the pages will not display unless you go
into them and specify something to appear on the pages.
Within the custom fields there are 4 options that you can use, drop down box, text box,
text area, and check box.
Probably the most common use for extra fields in the checkout page is to gather customer
feedback. So for example, you could have a drop down with a list of possible
places that a customer found your site, or a text area where customers can make
suggestions of ways to improve the site, or list of reasons with check boxes as
to why the customer chose to use your site.
Alternatively, they can be used add a specific amount or a percentage to an order. So for
example, when using a certain payment process you may want to add an extra
charge to the order because that payment gateway takes quite a high percentage
per transaction.
Another use for them is to have a tick box for “I confirm that I have read and understood
your terms and conditions”, or “I confirm that I am over 18 years of age”, if
your site sells adult products.
When you click on one of the custom fields, you are presented with the following page;
This page will list all of the options that you have configured when you add some. To add
an option, click “add”, and you are taken to the following page;
We’ll now go through the configuration of each of the options in turn. To configure an
option, simply click on it, and you will be taken to the relevant page below
Drop down box
For a drop down box, you must first name the field. You can then include some extra text
in the description to better describe the reason for the dropdown list. The
final option, if ticked, means that the customer has to select an item from the
dropdown list, or they cannot proceed to the next stage. Once you click add,
you are then given a list of 10 blank option fields to fill in, as show below;
As you can see from the red circle, another option is available with this type of field.
With this you can choose to add a specific amount or percentage onto the cost
of an order. A common use for this is if you are using a gateway that takes a
high percentage per transaction, and you may want to pass this charge onto your
customer. So you would want a drop that says “which payment gateway will you be
paying by?”. You would then list all of your available gateways, and for the
one that takes the high percentage, simply change the drop down on the right to
% and then in the far right field enter, for example +10, if you want to add
10% onto the order. -10 would take 10% off the order as well.
Once you have added all the fields you need, click update, and the changes will take effect immediately.
Text Box
When you click to add a text box, you are presented with the screen below;
To configure this field type, simply name the field, put a description in if you
feel it is necessary, and then decide if this field will be mandatory. Click on
add, and a text box is added to the custom pages. This type of field is
commonly used for one line answers, such as where did you hear about us, a
space for customers to enter their e-mail address to join a mailing list, or a
special message to be included with the goods if the goods were a gift for
someone.
Text Area
The text area is essentially the same as a text box, except it slightly larger in size,
and so is more suited to messages, for example if you were a gift company who
delivered goods directly to the person meant to receive it, your customer
include a special message that would included with the goods. Another common
use is for feedback, so your customers have chance to give you some ideas on
how to improve your site.
Check box
The final option is a checkbox. These are commonly used when you are asking a customer a
question, such as why did you choose us to buy from, and there can be multiple
answers the customer can give. They are also useful if you require customers to
confirm that they have read your terms and conditions, or to confirm that they
are over 18 if your site sells adult products. When you go to add a check box,
you are given the following screen;
Just name the field, describe it if necessary, and decide whether it will be mandatory
for customers to enter something into this field. Click on add when you have
done, and you are taken to this screen;
As you can see from the red circle, another option is available with this type of field.
As with the dropdown box discussed above, this is useful if you wish to charge
a customer more or less based on the answers they give in this field. So for
example, if you are using a payment gateway that takes a high percentage per
transaction, and you may want to pass this charge onto your customer. So you
would want a options that says “which payment gateway will you be paying by?”
You would then list all of your available gateways, and for the one that takes
the high percentage, simply change the drop down on the table above on the
right to % and then in the far right field enter, for example +10, if you want
to add 10% onto the order. -10 would take 10% off the order as well.
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