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Creating a Catalog Request Confirmation page in Checkout Manager

You can create and customize your Catalog Request confirmation page using the "Catalog Request Confirmation" tab in the Page Configuration section of Checkout Manager.

To access your Catalog Request confirmation page settings:

  1. In Checkout Manager, click the "Page Configuration" link.
  2. In the Page Configuration section, click the "Catalog Request Confirmation" tab.
  3. Here, you can customize the page title (Figure 1, A), add a message for your customers, such as a thank you message, expected catalog delivery time, or other important information (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 pages, 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.

Note: If you were previously using a Catalog Request form with Order Forms, enabling Catalog Request in Checkout Manager will automatically redirect your old form to your new form. Before enabling the new Catalog Request form, you should recreate any custom fields and custom CSS that you'd like to continue using. Learn more.


Figure 1. Use sections under the Catalog Request Confirmation 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 Confirmation tab to add new fields, or to edit section and field settings.

Overview of Page Sections

Catalog Request Confirmation

The Catalog Request Confirmation section displays at the top of the Catalog Request Confirmation page, above the Confirmation and Ship To sections. You may add plain text or hidden fields to this section. If you'd like to add messages, details or instructions not included in the "Page Messages" field (located in the Page Settings area of the Catalog Request Confirmation tab), you may wish to add a plain text field to this section.

Confirmation

The Confirmation section includes the Order Date and Order Number fields, which display the date the customer submitted a catalog request, and the ID assigned to the catalog request. The Order Date and Order Number fields are required fields that may not be hidden or removed.   You may add plain text or hidden fields to this section.

Ship To

The Ship To section displays the shipping address information provided by the customer in the Catalog Request form. This section may not be hidden or removed. You may add plain text or hidden fields to this section.

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 on the confirmation page, 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 Confirmation tab.
  6. Click the "Save & Preview" button to preview your Catalog Request Confirmation 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 will be taken to the "Edit Field" page where you can modify available settings for the field or section you've chosen.
  3. Click the "Save" button (Note: depending on the field type you're editing, this may also be the "Finish" button). You will be returned to the Catalog Request Confirmation tab.
  4. Click the "Save & Preview" button to preview your changes.

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

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