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Platform checkout customisation

Most aspects of your website's checkout can be customized through the platform checkout page of your ShopWired account.

To configure the available settings select Checkout > Platform Checkout from the left menu.

Customization of your checkout is split into different sections.

Coming soon!

Our development teams are currently building a live preview/editing system for platform checkout so you can see the effects of the settings you change.

Click a section below to jump to it

Customer accounts
Form fields
Delivery & billing
Delivery date
Offline payment method
Payment gateways
Order questions
Instruction text
Order confirmation
Payment messages
Display customisation
Colors
Buttons
Advanced customisation


Customer accounts back to top

Would you like to prompt customers to login to an account after confirming their shopping cart?

This setting determines whether or not customers are asked to either login to an account or create a new account, the first step in the checkout process. Select 'yes' to ask customers to login and 'no' if you want to skip this part of the process.

If you select 'no', customers will be taken straight to the shipping address entry page.


Do you want to give customers the opportunity to checkout as a guest and not have to login/create an account?

This setting is only applicable if you have selected 'yes' to the previous option. If you select 'yes' for this option, customers will not be forced to login or create an account at checkout, instead they'll be able to opt to proceed as a guest.


ShopWired recommendations

ShopWired recommends that customers are prompted to login to an account during the checkout process. For customers who have an account on your website they'll be able to checkout faster (by selecting from one of their saved addresses).

ShopWired recommends that guest checkout is enabled so users can skip the account login/creation process if they want to.

Form fields back to top

Each setting in this section determines whether particular form fields are shown to the customer.

You can choose to display Company Name and Phone Number fields, if you do these will be shown for both the Billing and Shipping addresses.

You can choose whether or not these are required fields or optional.

Do you want to ask customers to consent to receive marketing materials?

This setting determines whether customers are asked if they want to opt-in to receive marketing communications from you. This option is presented to customers above the payment method section.

Do you want to ask customers to agree to terms & conditions before they can make payment?

This setting determines whether customers are forced to agree to your terms & conditions before they can proceed to payment. The terms & conditions page will be linked to for the customer to view (in a new window). If you are using the trade accounts app a separate drop down will appear where you can select a different set of terms (website page) for trade customers (in case you have different terms and conditions for trade customers).

Delivery & billing back to top

Do you want to allow different delivery and billing addresses to be entered?

By default, checkout will allow customers to enter separate delivery and billing addresses. If you select no for this setting, customers will only be able to enter one address which will be used for both billing and shipping.

Do you want to enable Click & Collect?

Platform checkout has an inbuilt system for click & collect. Enable the system with this setting and refer to the click & collect help guidance for more information.

Delivery date back to top

Should users be asked to select a delivery date?

Select ‘Yes’ if you want customers to be able to choose a delivery date. Select ‘No’ if you don’t want them to be able to select one.

Should the selection of a delivery date be mandatory?

Select ‘Yes’ if customers should have to select a delivery date before they can checkout. Select ‘No’ if a selection shouldn’t be mandatory.


Use the following settings to determine which days/dates will be shown on the delivery date calendar as options for customers to select:

What days of the week is delivery offered?

Select which days you want delivery to be offered. Place a tick in the box beside days of the week that should be allowed to be selected by customers. Untick the box beside days of the week which you don’t want to be able to be selected by customers.

Delivery lead time

Use this setting to determine the earliest date (expressed in the number of days following today) that the customer should be able to choose. Enter 0 if next day delivery is available.

What is the cut off time for next day delivery (in UTC time)?

Select what time an order needs to be placed by in order to still qualify for next day delivery.

Please note!

This setting runs on UTC time. This means you will need to determine what UTC time is equivalent to the time in your timezone that you want the cut off point to be. For example, if your local timezone is EST and you wanted the cut off time to be 3pm, then you should select 8pm from the dropdown as UTC is 5 hours ahead of EST.

Do you want to exclude any particular dates from being selected?

If you don’t offer delivery on particular dates in the year (such as Christmas Day or New Years Day), then enter those dates here to have them be excluded from the delivery date calendar. Your customers won’t be able to select these dates when checking out.

Do you want to add any additional instructions to be shown to the customer?

If you have any instructions or information that you want to display to your customers as they select their delivery date, then enter them here.

Offline payment method back to top

If you have enabled the offline payment method on your store you'll be able to configure certain settings about this payment method here.

Payment gateway display name

This setting determines the text that is displayed for the payment method as shown in the screenshot below.

If the setting is left blank, we'll use the default value which is Offline.


You can set a minimum order value and maximum order value for this payment method by entering values into the fields.

If the customer's order total (the final total of their order, including any VAT/Taxes) is outside of the limits that you set then the payment method will not be available for customers to choose from (it will not appear in the payment methods list).


Who should have access to this payment gateway?

You can indicate which customers have access to this payment method by ticking/un-ticking the boxes.

Regular Visitors - refers to customers who are not logged into a customer or trade account.

Registered Customers - refers to customers who are logged into a customer account.

Trade Customers - refers to customers who are logged into a trade account.

Trade Customers (credit accounts) - refers to customers who are logged into a trade account and have been given a credit account.

Payment gateways back to top

Each payment gateway enabled on your account is listed for you to configure separately.

Please note!

Some express payment gateways (such as Amazon Pay, DIBS Easy and CCAvenue) will not appear here for configuration due to them only appearing on the cart page and not on the checkout page.

Payment gateway display name

This setting determines the text that is displayed for the payment method as shown in the screenshot below.

If the setting is left blank, we'll use the default value which will be the name of the payment gateway as stored by ShopWired.


You can set a minimum order value and maximum order value for this payment method by entering values into the fields.

If the customer's order total (the final total of their order, including any VAT/Taxes) is outside of the limits that you set then the payment method will not be available for customers to choose from (it will not appear in the payment methods list).


Who should have access to this payment gateway?

You can indicate which customers have access to this payment method by ticking/un-ticking the boxes.

Regular Visitors - refers to customers who are not logged into a customer or trade account.

Registered Customers - refers to customers who are logged into a customer account.

Trade Customers - refers to customers who are logged into a trade account.

Order questions back to top

This section can be used to configure additional questions that customers will be asked before making payment, as shown in the example below.

The following types of questions can be asked:

Text Field a one line text field

Text Area a multi-line text field

Check Box a tick box selection

Radio Button a list of radio buttons (customer chooses from one of multiple options)

Select List a drop down list of options (customer chooses from one of multiple options)

Questions can be set to required if the customer must make a selection or enter some text before proceeding. Where a check box field is set to required, the customer will need to tick the tick box before proceeding.

You can add as many order questions as you require, but please note that each question cannot exceed 100 characters.

Instruction text back to top

This section can be used to configure text that appears directly beneath any questions that you configure.

Order confirmation back to top

This section contains a range of additional options that will be presented to customers after they have completed checkout.


Where a customer completed checkout without being logged in, should we prompt them to create an account after their purchase?

We can prompt customers to create an account (if they weren't logged in to an account whilst completing checkout). This helps to encourage users to create accounts which will assist with faster checkout on their next order.

If you select this setting, after completing payment customers will be able to tick a box to create an account and enter a password. The customer's billing email address will be used for their account login


Should we prompt customers to share their purchase on social media?

This setting will prompt customers to share their purchase with their Facebook friends and/or Twitter followers by clicking the social sharing buttons.


Customise the social sharing message

Use this setting to customise the text that's displayed in the social sharing dialogue box. Default text is shown in light grey in the field and will be used unless you write your own message.


When sharing their purchase, if the customer is logged into an account, should we include a referral link?

This setting will only appear if you are using the reward points referral scheme.

When enabled, if customers share their purchase on social media, the link back to your website (in the sharing message) will include the customer's unique referral affiliate link so they will be rewarded if their friends/followers make a purchase after clicking on the link they've shared.


Enable the refer a friend prompt

The refer a friend prompt works in conjunction with the reward points referral scheme system.

This option (and it's related options described below) will only appear if you have configured a referral scheme on your account.

When activated, the customer will be prompted to share your website with their friends by selecting one of the referral options.


Customise the refer a friend message

This is the text shown to users to instruct them to refer their friends. In our example above this text is shown as 'Earn 500 reward points by referring your friends'.


Individual referral options

Each referral option can be activated/deactivated individually by selecting either yes or no for the option.

Some options allow you to configure the text that will appear in the social media sharing dialogue box. You can leave these fields blank to use the default text (which is shown in grey in each field).

If you enable referring by email, you will need to configure the contents of the email in order for the feature to work. Click here to learn how to edit the contents of your automatic emails. The name of the email is "Platform Checkout Referral Email", and the only variable available for use in the email is .

Payment messages back to top

Depending on the outcome of the customer's payment, they will be shown one of a number of different messages. You can configure the content of each message here.

Order confirmation displayed on successful payment through a payment gateway.

Order confirmation (for offline payment method) displayed on successful submission of an order using the offline payment method.

When payment status is pending displayed when the payment gateway's message to ShopWired is not sent so we cannot confirm whether the order was paid or not (this is rarely used).

When payment status is polling displayed when ShopWired is waiting to receive a signal from the payment gateway (this is rarely used).

When payment fails displayed when a customer cancels the payment process or their card is declined by your payment gateway.

Display customisation back to top

You can use this section to customise the header of your checkout.


Logo

By default, we'll use your website's logo (as uploaded on the basic information page of your ShopWired account). If you haven't added a logo then we'll display your company name instead. You can choose to display a different logo for your website's checkout if you prefer by uploading it in this section.


Show a "secure checkout" message in the top left

This setting will display a 'secure checkout' graphic and text in the top left of each page of your checkout, as shown in the example below.


Telephone number

Entering a telephone number here will display it in the top right of each page of your checkout, as shown in the example below.


Font

You can choose the font that is used through your website's checkout from the drop down selection. Each font is listed separately with the name of the corresponding theme shown in brackets (so you can match your font to your theme).

Colors back to top

You can use the color section to set the color used throughout checkout. Color settings are grouped together depending on the part of checkout that they relate to.

To test color changes you'll need to save the changes and then refresh your website (and proceed through to checkout).

Please note ShopWired development teams are currently working on a live preview system to enable users to preview color changes as they are made.

Buttons back to top

You can use this setting to customise the wording of buttons used throughout checkout.

The default text for each button is shown in grey in the field, this text will be used unless you override with your own custom text.

We recommend not adding too much text to individual buttons.

Advanced customisation back to top

Using the custom CSS and custom JS fields you can add your own CSS and/or JS to each page of your website's checkout.

Custom CSS can be used to override styles used on platform checkout, allowing you to further customise the design. If you need assistance with this please contact us for a quote.

Custom JS can be used to add in Javascript widgets or other client side functionality.