Checkout Form Setup

A step by step guide to setting up checkout forms for online sales in Rinsed

 

How to Create Checkout Forms

1. To create a checkout form, go to Checkouts > New Checkout Form

2. Name your checkout form. This name is only used internally and will not appear in the customer-facing form. Then optionally, add a redirect URL. Redirect URLs help you control your user's journey. 

3. Select the server or Replication Group where your POS API is hosted. This will determine which products are available to purchase.

4. Under Edit Products, choose a product from the drop-down menu that you want to add to the checkout form. Every product you select here will be available for purchase on this form.

5. In the field labeled Product Name, input the name and price of your product. The format should be "Name ($/month)," e.g. "Basic ($14.99/month)."

Note: For ICS customers - you will also need to input the price in the Price field. Enter the exact amount that the customer will pay upon purchase, pre-tax. 

You can also add an image using the Add image button, which will replace the Product Name text. 

To add additional products to your checkout form, click the + Add Product button located towards the bottom of the checkout form and repeat the steps above. 

6. If you would like to collect additional information from your customers upon purchase, you can add Custom Fields. Click +Add Custom Field, then enter a Field code (internal label for the custom field), Field label (how it will appear on the live form), and Placeholder text (offers an example of what the user should type). Check Required to make the field required for purchase. 

7. Enable Terms of Service - Default Terms of Service must be enabled to set up your e-commerce form. To enable, check Enable Terms of Service. Custom Terms of Service can be copied into the checkout form itself, which will override your default settings. This feature is helpful for limited periods, such as promotions and fundraisers, which may have special terms and conditions. 

8. Customize gift recipient email, credit card brands, checkout failure email, BCC address, and max checkouts per customer:

1. 1. Select Show Gift Recipient Email field, if this checkout form is being used for single washes or gift cards. See Selling Gift Cards with Rinsed CRM for details.
   2. Select Display wash location state dropdown if you have many locations and would like to require a state selection. This way, customers do not need to sort through as many locations.
   3. If you only accept specific credit card brands, select those brands under Show credit card brands. This can also be used for compliance purposes.
   4. Select Enable Checkout Failure Email if you want to send email notifications to customers if a checkout fails due to an API outage. 
   5. Click Disable this form if you aren't ready for this checkout form to be active. 
   6. Add a BCC Address if you want a copy of all confirmation emails to be sent to an additional recipient. 
   7. Set a maximum checkouts per customer if you want to limit reuse of this checkout form (this may be useful when creating promotions). The customer will be tracked by the phone number entered on the form. 

9. Finally, click Create Checkout Form.

Preview & Embed Checkout Forms

When you make changes to your checkout form, you can preview them before updating it under Preview. Click the mobile or desktop button to switch between views. Click Test It Out Here to preview on a Rinsed hosted form. Copy and paste the complete HTML snippet under Preview to embed this checkout form on your website.

Additional Checkout Form Customizations

Editing Product Items

Select a new existing product from the drop-down menu or change the Product Name text to modify your products. All alterations will be visible in the Preview window prior to updating your Rinsed checkout form.

After you have made your edits, save your changes by clicking the Update Checkout Form button.

Re-Arranging Items and Deleting Items

Select the menu icon and drag and drop it to the desired arrangement to re-arrange the order of displayed product items. To delete an item, click the trash icon.

Editing Confirmation, Abandoned Cart, and Checkout Failure Emails

Click Email Templates in the top right navigation bar to edit confirmation, abandoned cart, or checkout failure emails. Then, click on the email that you would like to edit.

Make all modifications in the email builder. Then, click Update Email Template to save your edits.

Note: For checkout form confirmations, be sure to add or remove the sale code as needed. If you are an LPR wash, your members won't need to scan a barcode upon entry, since they will be identified by the license plate, so you can remove the sale code from your confirmation email. 

Promotional Windows 

If you would like to set up a discount in which a customer is charged X price upon purchase, and then Y price after some number of days/months, use the Configure promotional window feature. This allows you to sell a customer into one plan, and then switch to a second plan after a certain number of days.

In the example above, customers who purchase on this form will buy into the Basic 50% off plan for $7.50. After 30 days, they'll be switched onto the full price Basic plan at $14.99/mo.

Special Configurations for Recent Members

Suppose you want to sell a specific product to those whose memberships were active within the last "X" months. To do this, click the user clog icon to customize the sale approach for this customer group.

To set up products for recently active members, choose a product from the dropdown menu that will be sold instead of the parent product listed above. Next, select the active period of the recent members from the dropdown menu.

In the example above, any customer who has been an active member within the last 6 months will not be eligible for the $14.99/mo plan, and will instead be sold into the $24.99/mo plan. 

When using this feature, we recommend adding language to your website that clearly describes the terms of the promotion/discount.

Adding Images

To add an image to your product button, select Add Image, then choose a .jpg or .png file format image to upload. When the image has been uploaded, you will be able to view them in the Preview window. An image overrides the Product Name and Price field.

We recommend banner-shaped images. If your images are larger than 320px wide, they will appear in a single column; if your images are 320px wide or smaller, they will appear in 2 columns.