Merchants can use Checkout Manager to create, edit and preview their Catalog Request form and Confirmation page. Checkout Manager's "Page Configuration" section includes "Catalog Request" and "Catalog Request Confirmation" tabs where you can modify and preview your settings.

To access your Catalog Request form settings:

1. In Checkout Manager, click the "Page Configuration" link.
2. In the Page Configuration section, click the "Catalog Request" tab.
3. Here, you can customize the page title (Figure 1, A), add a message, such as instructions or other important information for your customers (Figure 1, B), and choose which page sections and fields to display (Figure 1, C).
4. To preview your form, click on the "Save & Preview" button.

When you're ready to use your new Catalog Request form, you must enable Catalog Request in the Advanced Settings section of Checkout Manager, then publish your Order Settings for the changes to take effect. Learn how to enable Catalog Request.

Figure 1. Use sections under the Catalog Request tab to add a page title (A) and a page message (B), and to choose which sections and fields to display (C).

Customizing Page Sections and Fields

You can use the Page Sections area of the Catalog Request tab to choose which optional sections or fields you wish to display, to add new fields, or to edit field settings. There are three sections available to display on the Catalog Request form: Catalog Request, Comments, and Catalog Selection. Of these, only the Catalog Request section must be displayed.

Overview of Page Sections

Catalog Request

The Catalog Request section is a required section of the Catalog Request page and may not be hidden or removed. Shoppers will use this section to enter their name, street address, city, state, zip code and country. You can also choose to include fields for their company name, phone number and email address in this section (optional).

Note: Shipping Address fields used in the Catalog Request section of your Catalog Request form are shared with your other checkout pages. Changes made to these shared fields will be implemented across all pages that use these fields. For example, if you're using the Phone field on your Shipping page (or combined Shipping/Billing page) and had set it to be an optional field, then added the Phone field to your Catalog Request form and made it a required field, the Phone field would also become a required field on your Shipping (or combined Shipping/Billing) page.

Comments (optional)

You may include a text area for shoppers to include comments (such as special delivery notes, questions, etc.). This is not a required area of your form. If you wish to hide it, select the "Hide" checkbox beside this section and save your settings.

Catalog Selection (optional)

If your store offers more than one catalog (for example, seasonal catalogs, or catalogs for different product categories), or you wish to offer mailing list or other types of signups, you can use the Catalog Selection area to let customers choose what they'd like to receive.

Note: The Catalog Selection section is hidden by default, until you choose to make it visible. If you don't see this section when previewing your Catalog Request form, make sure that the "Hide" check box is not selected.

Adding and Editing Page Section fields

To add a new field to a page section:

1. Select the section you wish to add a new field to by clicking on the radio button beside the section name.
2. Click the "Add" button. You'll be taken to the "Add New Field" page.
3. Set field attributes for the field you'd like to create, including the Field Display Name, whether or not to display the Field Display Name in checkout, where to display the field (top or bottom of the section), and the field type to be used.
4. Click the "Next" button. You'll be taken to the Field Values page.
5. When you've finished creating Field Values, click the "Finish" button. Your field will be created and you'll be taken back to the Catalog Request tab.
6. Click the "Save & Preview" button to preview your Catalog Request page.

To edit an existing section or field:

1. Select the section or field you wish to edit by clicking on the radio button beside the section or field name.
2. Click the "Edit" button below the table. You'll be taken to the "Edit Field" page where you can modify available settings for the field or section you've chosen.
3. Click the "Finish" button. You'll be returned to the Catalog Request tab.
4. Click the "Save & Preview" button to preview your changes.

Once you've finished modifying your form, you must publish your Order Settings for the changes to take effect.

Offering More than One Catalog Selection to Buyers

If your store offers a single catalog for customers, the information provided in the Catalog Request section of your form can be used to fill all catalog requests. However, if your store offers more than one catalog (for example, seasonal catalogs, or catalogs for different product categories), or offers catalogs, mailing list, email newsletter, or other signups, you can let your customers choose what items they'd like to receive by adding fields to the Catalog Selection section.

To add fields to the Catalog Selection section:

1. Select a section to add a new field to by clicking on the radio button beside the section name.
2. Click the "Add" button. You'll be taken to the "Add New Field" page.
3. Enter an option that your customers may select in the Field Display name field. For example, this may be the name of a catalog, or another option such as signing up for a mailing list.
4. Choose to display the field at the top or bottom of the section.
5. Click the "Next" button. You will be taken to the "Edit Field" page.
6. On the "Edit Field" page, enter a Field ID (not displayed) and choose a default value of "On" or "Off" (checked or unchecked). You can use the "Field Help Text" field to enter a description of the catalog or option, or include important information about the item for your customers.
7. Click the "Finish" button. Your Catalog Selection item will be created, and you will be taken back to the Catalog Request tab.
8. Click the "Save and Preview" button to preview your Catalog Request page.

Once you've finished modifying your form, you must publish your Order Settings for the changes to take effect.

See Also:

• Using the Catalog Request feature in Checkout Manager
• Creating a Catalog Request Confirmation page in Checkout Manager
• Enabling the Catalog Request form in Checkout Manager
• Can I customize the visual design of my Catalog Request form and confirmation page?