Want your customers to check out with email, so you can send a quote? Or to send the order to a reseller? In any case, you can easily add the option to check out with Email.
🔰 Before you get started
This article assumes that you've already set up the Shop Configuration for your Flipbooks. If you haven't already, take a moment to read our Setting up Shop guide, which will show you how:
📖 This article explains:
Adding the Email Checkout option
So now that you've set up the basics of your Shop Configuration, it's time to add Email as a checkout option.
Open your Flipbook Settings.
Select the Modules tab.
Select Shop configurations from the vertical menu on the left. From this view, you’ll be able to select which Shop configuration to use in your Flipbook.
Click on the gray box in the Select shop configuration field to open a list of all your shop configurations.
Here, you can either:
create a new shop configuration to add to your Flipbook, via the Create button in the bottom left corner, or,
edit an existing configuration by clicking the Pencil icon beside the configuration you wish to edit.
Whether you create a new one, or edit an existing configuration, you will be presented with the same shop configuration options:
Name of configuration: Make sure to give your shop configuration a name.
💡 If you plan on having several shop configurations, consider implementing a naming convention that distinguishes your shop configurations, for example, for different markets or brands.
Shop title: this is the title that will appear at the top of your shop configuration when a visitor adds something to their basket. By default, this is set to ‘Basket’.
Currency: here you can set the currency of your Shop configuration, by typing in the currency you wish to offer your checkout in.
💡 This field also supports symbols, to allow for currency denominators, such as ‘€, $, £, or ¥’.
Checkout options: here you will see a list of any and all checkout options you have set up for this shop configuration. The order in which they are ranked (top to bottom) is also the order in which they are presented in your Flipbook’s checkout.
💡 You can change the order of your checkout options by dragging them up, or down, respectively.
Add primary checkout options: If you’d like several alternative checkout options in your shop configuration, you can select them from the dropdown menu. Once added to your shop configuration, you can further customize them to suit your checkout.
Personalizing your email checkout
The default checkout option on any new shop configuration is Email, and one is automatically created when you create a new shop configuration. You can edit it (and you’ll want to do that) by clicking on the ‘…’ icon to the right, and selecting Edit.
Alternatively, if you’d like to add a new Email checkout to an existing shop configuration, you can select on the Add primary checkout options drop-down menu, and select Email.
With email checkout, visitors can add products to the Flipbook’s basket, and then fill in the information you require to complete an order. Upon checkout completion, an email is sent to you with the customer’s information and a list of the products they ordered. A receipt email can also be sent to the customer. Both emails can be configured individually, but we’ll get to that a later...
Aside from being able to edit the Name of your Checkout option, so you can easily find it later, there are a number of editable fields available to you:
Header text: The header to be displayed on the email form.
Introduction message: The introduction text you displayed on the email form.
Confirmation message: The confirmation text you want to be displayed when the email is successfully sent.
Checkout button label: When the email checkout is enabled, what you type in this field will show on the email checkout button.
Form field: The input variables that will be shown in the form that users will see before submitting the email request.
Besides the basket contents sent with the email, you can add additional fields to your email checkout. The options available to you are quite broad:
Single line of text
Multiple lines of text
You can add as many, or as few, of these as you need to make sure your visitors can checkout in a way that is easy for them, and provides you with the data you need to complete the transaction.
💡 Additionally, all form fields are editable, and often, you can add a predefined, default value in the field or a form of validation. This means that if, for example, a customer enters an email address incorrectly – without an @ symbol, the system will pick up the error. Smart!
To add a new form field, click on the ‘+’ in the top right corner of the gray Form fields box. Alternatively, to edit an existing field, click on the pencil icon to the side of the field you want to edit. To remove an existing field, click on the trash icon to the side of the field you want to delete.
You're almost there! Now for the last few fields to enter before you're ready to start taking orders!
Order and Confirmation email
Upon checkout completion, an email is sent to you with the customer's information and a list of the products they ordered. A receipt email can also be sent to the customer. Both emails can be configured individually.
Prepopulate the email address(es) of the recipient(s). If you have multiple email addresses, these should be separated with a semicolon.
This is the subject field of that email.
Here, you can customize the design of your order email. All sent order emails will use this template.
The subject field in the Receipt email, we send to your customer
Customize the design of your receipt/confirmation email. All sent receipt emails will use this template.
💡 For more information and ideas on how to customize your email templates, check out our guide below.
You are able to edit the emails sent to your liking. This is an HTML template, which can require some technical insight. If you need any help, don't hesitate to reach out to us via the chat box in the bottom corner.
🎉 And that's it! Simply save your new checkout option, add it to a Flipbook and start taking orders!