Set up checkout process on ShopBase Creator
You can catch visitor's interest and get them to click on your product, but the sale is not final until the checkout is completed. By providing a high-quality checkout experience for your potential members, you can complete your sales and increase your conversions. This article will walk you through all of the steps required to set up and complete the checkout process on your website.
A. Connect Stripe and PayPal to your website
B. Place a test order
C. Customize checkout form
On ShopBase Creator, you can connect Stripe and PayPal - 2 of the most popular payment methods - to your website so that members can easily make a payment for your products. You can find your payment method settings by going to Settings > Payment providers and follow the instructions down below for further details.
Connect Stripe to your store, which accepts debit/credit car payments.
Connect PayPal to your store, which accepts payments via PayPal.
If your website is in free trial mode, all connected payment methods will not be displayed on the checkout form. You can enable test mode to test the checkout process.
By placing a test order, you can simulate the customer experience of the order checkout process and make sure that this process process along with other settings all function accurately without being charged. To enable test mode, follow the instructions below:
From your ShopBase Creator admin, go to Settings > Payment providers.
In Test mode, click Enable test mode.
To place a test order, go to your website and place an order as a customer would. At checkout, enter the following test credit card details instead of genuine numbers:
In Card number: enter 4242424242424242 to simulate an Approved transaction.
In Date: enter any date in the future.
In CVV: use any three numbers as the Card Security Code.
If genuine card details are submitted during checkout when test mode is enabled, the system will report an error.
Orders created during test mode will be marked as Test and will not be counted in Analytics reports.
After a test order is made, you will be redirected to the order confirmation page (thank you page). However, you will not have access to the product you purchased.
If test mode is enabled, the person who completes the checkout will not receive abandoned checkout emails.
On ShopBase Creator, you can create a checkout form directly on the sale page of your product.
From your ShopBase Creator admin, go to Products. Then, select an existing product or create a new one.
Click Design sales page to access the Website Builder and start building your sale page.
You can also go to the Checkout tab and click Customize checkout design in Checkout form section.
Design your sale page to your preference. To add a checkout form to your page, click on the + button on the Header bar to access the Insert panel. In Checkout, click and drag the Checkout section to your page.
Then, you can edit the Checkout section to match the style of your web page and websites. Please refer to this article on how to set up sections on Website Builder.
The Checkout section contains the Checkout form block. Here, you can customize the Checkout form styles and settings.
In Styles, you can customize the checkout form's position, alignment, width, background, border, radius, shadow, padding, and margin. Please refer to this article for more details on how to set up blocks on Website Builder.
In Settings:
Paynow label: Edit the text of the Pay now button.
Term & Policy: Enable Customers must agree to term of services so that the customers must confirm the terms of service and privacy policy before placing an order.
Link to Terms of Service: The link to your default Terms of Service page will be prefilled here.
Link to Privacy Policy: The link to your default Privacy Policy page will be prefilled here.
You can customize the style of your Checkout form button in the Styling settings. Please refer to this article for more information on the styling settings in Website Builder.
Click Save once finished.
From your ShopBase Creator admin, go to Website > Pages.
Click on the Terms of Service and Privacy Policy pages which are generated by ShopBase Creator by default when your website is created.
In General, copy the page link in the URL section.
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Understand customer checkout process on ShopBase Creator
In this article
A. Connect Stripe and PayPal to your website
B. Place a test order
C. Customize checkout form
A. Connect Stripe and PayPal to your website
On ShopBase Creator, you can connect Stripe and PayPal - 2 of the most popular payment methods - to your website so that members can easily make a payment for your products. You can find your payment method settings by going to Settings > Payment providers and follow the instructions down below for further details.
Connect Stripe to your store, which accepts debit/credit car payments.
Connect PayPal to your store, which accepts payments via PayPal.
If your website is in free trial mode, all connected payment methods will not be displayed on the checkout form. You can enable test mode to test the checkout process.
B. Place a test order
By placing a test order, you can simulate the customer experience of the order checkout process and make sure that this process process along with other settings all function accurately without being charged. To enable test mode, follow the instructions below:
From your ShopBase Creator admin, go to Settings > Payment providers.
In Test mode, click Enable test mode.
To place a test order, go to your website and place an order as a customer would. At checkout, enter the following test credit card details instead of genuine numbers:
In Card number: enter 4242424242424242 to simulate an Approved transaction.
In Date: enter any date in the future.
In CVV: use any three numbers as the Card Security Code.
If genuine card details are submitted during checkout when test mode is enabled, the system will report an error.
Orders created during test mode will be marked as Test and will not be counted in Analytics reports.
After a test order is made, you will be redirected to the order confirmation page (thank you page). However, you will not have access to the product you purchased.
If test mode is enabled, the person who completes the checkout will not receive abandoned checkout emails.
C. Customize checkout form
On ShopBase Creator, you can create a checkout form directly on the sale page of your product.
From your ShopBase Creator admin, go to Products. Then, select an existing product or create a new one.
Click Design sales page to access the Website Builder and start building your sale page.
You can also go to the Checkout tab and click Customize checkout design in Checkout form section.
Design your sale page to your preference. To add a checkout form to your page, click on the + button on the Header bar to access the Insert panel. In Checkout, click and drag the Checkout section to your page.
Then, you can edit the Checkout section to match the style of your web page and websites. Please refer to this article on how to set up sections on Website Builder.
The Checkout section contains the Checkout form block. Here, you can customize the Checkout form styles and settings.
In Styles, you can customize the checkout form's position, alignment, width, background, border, radius, shadow, padding, and margin. Please refer to this article for more details on how to set up blocks on Website Builder.
In Settings:
Paynow label: Edit the text of the Pay now button.
Term & Policy: Enable Customers must agree to term of services so that the customers must confirm the terms of service and privacy policy before placing an order.
Link to Terms of Service: The link to your default Terms of Service page will be prefilled here.
Link to Privacy Policy: The link to your default Privacy Policy page will be prefilled here.
You can customize the style of your Checkout form button in the Styling settings. Please refer to this article for more information on the styling settings in Website Builder.
Click Save once finished.
How to get links to the Terms of Service and Privacy policy pages
From your ShopBase Creator admin, go to Website > Pages.
Click on the Terms of Service and Privacy Policy pages which are generated by ShopBase Creator by default when your website is created.
In General, copy the page link in the URL section.
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Maximize your order value using upsell on ShopBase Creator
Understand customer checkout process on ShopBase Creator
Updated on: 11/11/2022
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