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Using the Catalog Request feature in Checkout Manager

All merchants using Checkout Manager may add the Catalog Request feature to their store. If you were previously using this feature with Order Forms, and migrated to Checkout Manager, please read the information and help in the section "Merchants who used Catalog Request with Order Forms". Here, you can learn how to continue using your old Catalog Request form until you've customized your new form, and recreated any custom fields, JavaScript, or custom CSS you may have been using.

If you have always used Checkout Manager, please read the information and help in the section titled "Merchants new to Catalog Request" to learn how to create, customize, and publish your Catalog Request form and confirmation page.

Merchants who used Catalog Request with Order Forms

If you were previously using a Catalog Request form with Order Forms, you can continue to use your old form until you're ready to move to the new form. If you'd like to create and enable a new Catalog Request form in Checkout Manager, you should do the following:

  1. In the Page Configuration section of Checkout Manager, use the Catalog Request and Catalog Request confirmation tabs to customize your page title, page message, page sections and fields, and display options, and to create custom fields. Note: if you were using custom fields such as Catalog Selection check boxes, text fields, or any other custom field and still wish to use them, these fields must be recreated.

    Learn how to customize and edit your Catalog Request form and confirmation page.

  2. If you were using custom CSS with Order Forms and wish to use it with Checkout Manager, you'll need to add some new CSS rules to your custom CSS file.

  3. When you've finished customizing your Catalog Request pages, recreated any custom fields and custom CSS, and previewed your pages, you will need to enable your new Catalog Request form in the Advanced Settings section of Checkout Manager.

  4. Once you've enabled Catalog Request in Checkout Manager, you must publish your Order Settings before any changes will take effect. Once your order settings are published, your old Catalog Request form will automatically be redirected to your new form.

  5. If you aren't linking to your Catalog Request form from any of your store pages, learn how. If you're using a hard-coded link that is redirecting to your new Catalog Request form, learn how to update this link.

Merchants new to Catalog Request

If you've always used Checkout Manager, or if you were not using the Catalog Request feature prior to April 11, 2008, you can create and customize your Catalog Request pages by doing the following:

  1. In the Page Configuration section of Checkout Manager, use the Catalog Request and Catalog Request confirmation tabs to customize your page title, page message, page sections and fields, and display options, and to create custom fields.

    Learn how to customize and edit your Catalog Request form and confirmation page.

  2. When you've finished creating and customizing your Catalog Request pages, and have previewed your pages, you'll need to enable your form in the Advanced Settings Section of Checkout Manager.

  3. Once you've enabled Catalog Request in Checkout Manager, you must publish your Order Settings before any changes will take effect.

  4. If you aren't linking to your Catalog Request form from any of your store pages, learn how.

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