Features Archives - CheckoutWC https://www.checkoutwc.com/doc-cats/features/ Mon, 23 Oct 2023 17:52:47 +0000 en-US hourly 1 Abandoned Cart Recovery https://www.checkoutwc.com/documentation/abandoned-cart-recovery/ Mon, 08 May 2023 14:20:00 +0000 https://www.checkoutwc.com/?post_type=bonita-doc&p=97576 NOTE: Abandoned Cart Recovery requires a properly functioning WP cron. Read our guide on configuring WP cron correctly. According to research, the average e-commerce site has an abandoned cart rate as high as 80%, which means that a significant number of potential sales are lost. The good news is that sending follow-up emails can help […]

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NOTE: Abandoned Cart Recovery requires a properly functioning WP cron. Read our guide on configuring WP cron correctly.

According to research, the average e-commerce site has an abandoned cart rate as high as 80%, which means that a significant number of potential sales are lost. The good news is that sending follow-up emails can help recover at least 30% or more of those sales.

CheckoutWC now includes a full-featured solution for recovering abandoned WooCommerce carts. Our Abandoned Cart Recovery feature allows you to create multiple follow-up emails and schedule them to send at specific times. You can offer coupons or other incentives to improve the likelihood of conversion. And you can use our analytic dashboard to track your recovery performance.

Required License

Requires a Plus or higher license.

Configuration

All of the Abandoned Cart Recovery configuration settings are found here: WP Admin > CheckoutWC > Abandoned Cart Recovery > Settings

The settings

Enable Abandoned Cart Tracking

This is the master on/off switch for the Abandoned Cart Recovery feature. Leave this off until you have everything else configured.

Cart Is Abandoned After X Minutes

This is the number of minutes CheckoutWC should wait before it considers a cart abandoned. (Carts are only considered abandoned if the customers navigates to checkout and then doesn’t complete their order within this time span)

Default: 15

Email Sending Options

From Name

The from name on follow-up emails sent to customers.

From Address

The from email address on follow-up emails sent to customers.

Reply-To Address

To enhance delivery rates, we generally recommend this be the same email address as the From Address, but this can be useful to direct replies back to a certain inbox (such as your Customer Support inbox)

Advanced Options

Cart Recovered Order Statuses

By default orders that reach the status of Completed are considered recovered. Depending on your site’s specific fulfillment processes, you can choose one or more statuses that indicate a successful order.

Exclude From Abandoned Cart Recovery By Role

Allows you to exclude user roles from receiving abandoned cart emails. Useful if you use the same store for retail and wholesale sales, for example. 

Emails

You can define as many follow-up emails as you want. We recommend 3-5. Here’s some ideas to get you started:

Email 1: Sent within 1-2 hours of cart abandonment

Subject Line: “Oops! Did you forget something in your cart?”

Email 2: Sent 24 hours after cart abandonment

Subject Line: “Still thinking it over? Your cart is waiting for you!”

Email 3: Sent 48-72 hours after cart abandonment

Subject Line: “Last chance: Don’t miss out on the items in your cart!”

If you decide to extend your email sequence to 4 or 5 emails, consider these subject lines:

Email 4: Sent 5 days after cart abandonment

Subject Line: “A special offer just for you: Get [discount]% off your abandoned items!”

Email 5: Sent 7 days after cart abandonment

Subject Line: “Final reminder: Your cart items will be gone soon!”

These are just examples! For the best success you will want to tailor your approach to your target audience and monitor what is working.

Replacements

Replacements allow you to personalize follow-up emails. 

Here are the replacements you can insert:

Abandoned Cart Details Table

Text: {{cart_products_table}}

An HTML table with the cart details:

Abandoned Date

Text: {{cart_abandoned_date}}

The date the cart was abandoned. Example:

July 4, 1776

Checkout URL

Text: {{checkout_url}}

The URL to the checkout page that will restore the tracked cart. This is literally the text of the URL – to use it, you can use it as the link value:

Checkout Button

Text:

{{checkout_button}} OR {{checkout_button label="My Label"}}

Default Label: Complete Order

Renders a button in the style of the primary button on the checkout page, according to your Design settings. Uses the background and text colors.

Customer First Name

Text:

{{customer_firstname}}

Value: The customer’s first name

Customer Full Name

Text:

{{customer_full_name}}

Value: The customer’s full name. Example: John Smith

Customer Last Name

Text:

{{customer_lastname}}

Value: The customer’s last name.

Site Name

Text:

{{site_name}}

Value: The name of your site as defined in WordPress general settings.

Site URL

Text:

{{site_url}}

Value: The URL to your site’s home page.

Unsubscribe Link

Text:

{{unsubscribe_url}}

Value: The URL to unsubscribe from future follow-up emails. 

Note: This is automatically added to the footer of outgoing emails unless you manually add it to emails. Just like the checkout URL, this is the text of the URL only and needs to be used as the URL location for a link.

Coupons

When configuring a new coupon, you can restrict the coupons to ACR orders only:

It is not possible to generate coupon codes per email.

Scheduling

Emails are scheduled successively. 

  • When a cart is marked as abandoned, the first email is scheduled.
  • When the first email is sent, the second email is scheduled.
  • And so on…

This is useful to know when editing follow-up emails while customers are actively receiving them. 

The Send After value is relative to the time the cart was marked as abandoned, not from the time the email is scheduled.

Reporting 

The reporting options should be fairly self-explanatory. 

Recoverable Orders

The number of currently tracked, non-recovered orders.

Recovered Orders

The number of recovered orders.

Lost Orders

The number of orders considered lost/non-recovered.

Recoverable Revenue

The monetary value of all tracked, non-recovered carts.

Recovered Revenue

The monetary value of all successfully recovered carts.

Recovery Rate

What percentage of carts has been successfully recovered.

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Local Pickup https://www.checkoutwc.com/documentation/local-pickup/ Tue, 28 Jun 2022 18:52:11 +0000 https://www.checkoutwc.com/?post_type=bonita-doc&p=82171 Local Pickup allows your customers to opt to pickup their purchase and skip all shipping related fields. Here’s a quick demo of it in action: Setup Pre-requisites: You need to have a ‘shipping method’ for local pickup setup in all of your zones. We recommend using the ‘Local pickup’ method that WooCommerce includes. Consider two […]

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Local Pickup allows your customers to opt to pickup their purchase and skip all shipping related fields. Here’s a quick demo of it in action:

Setup

Pre-requisites:

    1. You need to have a ‘shipping method’ for local pickup setup in all of your zones. We recommend using the ‘Local pickup’ method that WooCommerce includes. Consider two scenarios that demonstrate the necessity of configuring your zones properly:
      1. A brand new customer who will geolocate to a specific zone or pickup the default customer location (which could be no location depending on your settings)
      2. An existing customer who has a saved shipping address from a previous order
    2. You should turn off this setting in WooCommerce > Settings > Shipping > Shipping options: Hide shipping costs until an address is entered. Leaving this on may prevent customers from matching a zone until they have entered an address which will be impossible for pickup customers.

Steps to Enable Local Pickup

Go to WP Admin > CheckoutWC > Local Pickup and check the box to enable Local Pickup.

You’ll see a few options:

  • Local Pickup Option Label: Allows you to change the label of the pickup option to something else. Default is: Pick up
  • Local Pickup Shipping Methods: These are the options that CheckoutWC should treat as ‘pickup’ options. These options will be hidden from customers who select ‘Ship’ as their delivery method. Conversely, only these options will be shown if you choose to use the Enable Shipping Method Step option described below.
    • Selecting ‘Other’ reveals an Other Shipping Method field. This can be the name of another shipping method that is not available in the general list. This would primarily be used when your pickup option comes from an API and isn’t explicitly listed in your shipping zone.
    • Enable Regex tells CheckoutWC to use ReGex to match against the Other Shipping Method field. Allows multiple methods to be matched with the other field. Example: .pickup.*
  • Enable Shipping Method: If you have more than one pickup option, or you are using a plugin like IconicWP Delivery Slots, you will want to enable this option so that customers are able to select those additional options / methods.

Add a pickup location

Go to WP Admin > CheckoutWC > Pickup Locations and add at least one pickup location using the ‘Add Pickup Location’ button.

  • Title: The title of your pickup location shown to customers. Example: Tiffany’s – Times Square
  • Address: The address customers should go to to pickup their merchandise
  • Estimated Pickup Time: The amount of time a customer should expect to wait until their order is ready for pickup.
  • Pickup Instructions: Any information a customer needs to pickup their order. This information is shown on the thank you page. Example information: Please wait to receive an email from us confirming your order is ready. Once you arrive, head to the customer service desk. Operating hours are 8-5AM M-F.

What happens when a customer selects pickup?

When a customer selects pick up, a few things happen instantly:

  • The shipping address is hidden
  • The shipping total is relabeled ‘Pickup’
  • The shipping address review at the top of the payment screen switches verbiage to ‘Pick up in store’
  • The shipping method selection step is either hidden (recommended) or renamed to Pickup.

How can I add pickup time slots?

Currently CheckoutWC doesn’t have a time slots feature. That may be added in the future.

For now we recommend using a plugin like IconicWP’s Delivery Slots plugin. 

When using a plugin like this, you will want to enable the Enable Shipping Method Step option described above.

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PHP Snippets https://www.checkoutwc.com/documentation/how-to-add-a-custom-php-snippet/ Thu, 21 Apr 2022 21:25:30 +0000 https://www.checkoutwc.com/documentation/how-to-add-a-custom-php-snippet/ While we generally recommend adding custom PHP snippets to your theme’s functions.php file or using the Snippets plugin, you can add PHP snippets directly to settings. Go to WP Admin > CheckoutWC > Advanced. You can enter your PHP snippets here: Caveats You can break your site. We try to protect you from doing that, […]

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While we generally recommend adding custom PHP snippets to your theme’s functions.php file or using the Snippets plugin, you can add PHP snippets directly to settings.

Go to WP Admin > CheckoutWC > Advanced.

You can enter your PHP snippets here:

Caveats

You can break your site. We try to protect you from doing that, but always test the front end of your site after adding or editing a PHP snippet. 

If you see an error, you can always return to admin and remove the offending snippet.

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Thank You Page https://www.checkoutwc.com/documentation/how-to-enable-and-configure-the-thank-you-page/ Thu, 21 Apr 2022 21:25:13 +0000 https://www.checkoutwc.com/documentation/how-to-enable-and-configure-the-thank-you-page/ The Thank You page feature replaces the order received page with a beautiful design that closely resembles the checkout page. This same template is used for viewing orders from My Account. It looks like this: There are a number of configuration steps but most are optional and it will work pretty basically out of the […]

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The Thank You page feature replaces the order received page with a beautiful design that closely resembles the checkout page. This same template is used for viewing orders from My Account. It looks like this:

There are a number of configuration steps but most are optional and it will work pretty basically out of the box.

Please note: This premium feature is available to  Plus (Legacy), Pro, and Agency license holders.

Step 1: Enable Thank You Page

Go to WP Admin > CheckoutWC > Pages > Thank You and toggle the checkbox next to ‘Enable support for thank you page.’

Step 2: Configure Order Statuses (Optional)

When you enable the Thank You Page in Step 1, you’ll notice a new option appear: Order Statuses

This allows you to define which statuses show up in the status row:

To select the order statuses you want to show, pick them from the list and click Save Changes:

Step 2a: Sorting Order Statuses 

The sort order of these statuses depends on two things:

  1. If you are using WooCommerce Order Status Manager, the order is determined by the order you configure in the status settings. The Post Attributes setting allows you to define an order. These are ordered from least (0 0) to greatest (a very large number)
  2. If you are NOT using WooCommerce Order Status Manager, you’ll have to add some custom code to re-order the statuses into the order you prefer. This is beyond the scope of support, but the filter you should use is: wc_order_statuses 

It is not always necessary to resort the statuses, the order they appear in the dropdown is the order they will be listed on the checkout page.

Step 3: Configure Map Embed (Optional)

The thank you page includes an optional map embed that looks like this:

To enable the map, you need to toggle the setting and provide a Google API Key.

To enable the setting, toggle ‘Enable map embed’ under Settings > CheckoutWC > General:

The Google API Key is shared with the Address Autocomplete setting. If you already have Address Autocomplete enabled, this will save a bit of time. 

Configuring Google API Keys can be a bit tedious, to help guide you in the process we have created a separate doc: How To Get and Configure Your Google API Key

Step 4: Configure Order Status Icons (Optional)

The order status row allows you to  include an icon for each order status as seen here:

If you’re using WooCommerce Order Status Manager, you can easily setup your icons. Go to WooCommerce > Settings > Order Statuses and click on the status you want to change. Then select your icon like this:

NOTE: Due to the complexity of supporting other icon packages, we currently only support FontAwesome. The icon collection we load is FontAwesome 4.70 which you can browse here: https://fontawesome.com/v4.7.0/

How to use icons if you don’t have WooCommerce Order Status Manager

If you don’t have WooCommerce Order Status Manager, you can still configure icons but it will take a little bit of coding.  The icon library you can use is FontAwesome 4.7.0. You just need to lookup the desired icon and then provide the icon classes. Here’s a quick example that shows you how to use the check mark icon for the Pending status:

You’ll notice you have to provide both classes from FontAwesome, which you can see highlighted here:

Using a different font library

Because the above filter just returns a class, you can theoretically use any icon library that uses an I element with specific classes. You would just need to setup the classes using the above filter and then add the font library to WP Admin > CheckoutWC > Appearance > Design > Custom CSS

Using the Thank You Template For Viewing Orders

We also allow you to use the Thank You template for viewing orders, from My Account or elsewhere.

 

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Order Pay Page Support https://www.checkoutwc.com/documentation/how-to-enable-order-pay-support/ Thu, 21 Apr 2022 21:24:23 +0000 https://www.checkoutwc.com/documentation/how-to-enable-order-pay-support/ WooCommerce allows customers to pay for their orders using a special link that looks like this: https://yoursite.com/checkout/order-pay/1234/?pay_for_order=true&key=wc_order_FvNvVRjXin9HD This is also used by some gateways that immediately redirect you to the order-pay endpoint after checkout. Previously this would fall back to the native WooCommerce templates.  Starting in 2.31.0, CheckoutWC can handle the order-pay endpoint. You enable […]

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WooCommerce allows customers to pay for their orders using a special link that looks like this:

https://yoursite.com/checkout/order-pay/1234/?pay_for_order=true&key=wc_order_FvNvVRjXin9HD

This is also used by some gateways that immediately redirect you to the order-pay endpoint after checkout. Previously this would fall back to the native WooCommerce templates. 

Starting in 2.31.0, CheckoutWC can handle the order-pay endpoint. You enable it in WP Admin > CheckoutWC > Pages > Checkout. Look for Order Pay at the bottom of the page:

Once enabled, the order pay page looks like this:

Please note: This premium feature is available to Plus, Pro, and Agency license holders.

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Google Address Autocomplete https://www.checkoutwc.com/documentation/how-to-enable-address-autocomplete/ Thu, 21 Apr 2022 21:24:18 +0000 https://www.checkoutwc.com/documentation/how-to-enable-address-autocomplete/ Google Address Autocomplete allows customers to quickly fill in their address using Google Maps JavaScript API to intelligently find their address. You can enable Google Address Autocomplete in WP Admin > CheckoutWC > Pages > Checkout. Configuring Google API Keys can be a bit tedious, to help guide you in the process we have created a separate […]

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Google Address Autocomplete allows customers to quickly fill in their address using Google Maps JavaScript API to intelligently find their address.

You can enable Google Address Autocomplete in WP Admin > CheckoutWC > Pages > Checkout.

Configuring Google API Keys can be a bit tedious, to help guide you in the process we have created a separate doc: How To Get and Configure Your Google API Key

Check the box for “Enable Google Address Autocomplete” and then head to WP Admin > CheckoutWC > Integrations and provide your API key:

Then click Save Changes.

Address Autocomplete in Action

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Cart Editing https://www.checkoutwc.com/documentation/how-to-enable-cart-editing/ Thu, 21 Apr 2022 21:24:15 +0000 https://www.checkoutwc.com/documentation/how-to-enable-cart-editing/ Cart editing allows customers to adjust the quantity of cart items or remove cart items all together without leaving checkout. Cart Editing is available to Plus (Legacy), Pro, and Agency license holders. You can enable Cart Editing in WP Admin > CheckoutWC > Cart Summary: Simply check the box for “Enable cart editing” and click […]

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Cart editing allows customers to adjust the quantity of cart items or remove cart items all together without leaving checkout.

Cart Editing is available to Plus (Legacy), Pro, and Agency license holders.

You can enable Cart Editing in WP Admin > CheckoutWC > Cart Summary:

Enable Cart Editing At Checkout - CheckoutWC Setting

Simply check the box for “Enable cart editing” and click Save Changes.

Cart Editing in Action

The following gif shows the card editing functionality in action. If you’d like to check it out for yourself you can take a look at any of the live demos linked on our demos page.

CheckoutWC Cart Editing Example Gif

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International Phone Field https://www.checkoutwc.com/documentation/international-phone-field/ Thu, 21 Apr 2022 21:23:40 +0000 https://www.checkoutwc.com/documentation/international-phone-field/ The International Phone Field feature uses international telephone input to validate the phone number according to the country selected by the customer. It also allows you to format the phone number for normalized storage. Requirements: You must have configured WooCommerce to enable the phone field. For validation, the phone field must be set to required. […]

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The International Phone Field feature uses international telephone input to validate the phone number according to the country selected by the customer. It also allows you to format the phone number for normalized storage.

Requirements:

  1. You must have configured WooCommerce to enable the phone field.
  2. For validation, the phone field must be set to required.

By default, the phone field will be set the country the customer selected but it can be changed to a different country:

If the phone field is required, a proper phone number must be entered for the selected country.

The phone number can be stored in one of several formats:

Raw Value: The number is stored exactly how the user entered it.

E164: Format phone number with E164 standard.

International: Format phone number with RFC3966 standard without the tel: prefix

National: Format phone number based on selected country. US Example (555) 555 – 5555, UK Example: 07911 123457

RFC3966: Format phone number with RFC3966 standard.

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Side Cart https://www.checkoutwc.com/documentation/side-cart/ Thu, 21 Apr 2022 21:23:38 +0000 https://www.checkoutwc.com/documentation/side-cart/ Side Cart is a full cart solution that is designed to replace your cart page with a beautiful and performant side cart. When customers add an item to the cart, the side cart appears from the right.  If you have a  Plus (Legacy), Pro or Agency (150 Sites) license, you can enable Side Cart in WP Admin > CheckoutWC […]

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Side Cart is a full cart solution that is designed to replace your cart page with a beautiful and performant side cart. When customers add an item to the cart, the side cart appears from the right. 

If you have a  Plus (Legacy)Pro or Agency (150 Sites) license, you can enable Side Cart in WP Admin > CheckoutWC > Side Cart.

Options

Enable Floating Cart Button

Enables a site wide cart button at the bottom right of the screen:

Floating Cart Button Right Position

The position in pixels that the floating cart button will be rendered from the right side of the screen.

Floating Cart Button Bottom Position

The position in pixels that the floating cart button will be rendered from the bottom of the screen.

Enable AJAX Add to Cart

Turns on AJAX add to cart on archive and single product pages.

Enable Express Payment Buttons

Allows gateways that support the WooCommerce Minicart to output payment buttons at the bottom of the Side Cart.

Enable Order Bumps

Turn on to display Order Bumps that are set to display below cart items.

Enable Coupons

Turn on to allow customers to enter a coupon in the Side Cart.

Enable Free Shipping Progress Bar

Enable a progress bar that shows the customers how much more they need to add to their cart to qualify for free shipping.

Free Shipping Threshold

The subtotal amount required for free shipping. If left blank, your shipping methods will be parsed to determine if any of them are of the free shipping type and to determine if they have an amount limit set.

Amount Remaining Message

What you want to display to the customer letting them know how much they need to add to the cart for free shipping.

Free Shipping Message

The message displayed to customers to indicate that they have qualified for free shipping.

Side Cart Free Shipping Progress Indicator Color

The color of the progress bar indicator.

Side Cart Free Shipping Progress Background Color

The color of the progress bar beneath the indicator.

Adding Your Own Cart Link / Button

You can easily turn any link or button or HTML element on your website into a cart open button. Simply add this class to the element:

cfw-side-cart-open-trigger

For example, you can add the class to menu items:

If you don’t see CSS Classes as an option, click on ‘Screen Options’ top right and toggle the option for CSS Classes:

If you can’t easily add a class to an element, we have provided another way to tell CheckoutWC about your button. Using this WordPress filter you can specify as many additional buttons as you would like:

The filter receives a string which is a CSS selector that is passed to jQuery. This will make it possible to select any element on the page. 

Side Cart Launcher

We also have a shortcode for outputting a cart icon + quantity anywhere you would like. 

[checkoutwc_cart]

Shortcode options:

color

Example: #222222

width: 

Example: 30px

text_color:

Example: #333333

Full example:

[checkoutwc_cart color="#222222" width="30px" text_color="#222222"]

Using in a WordPress menu item

You can use this simple plugin to add the side cart launcher to a WordPress menu item:

https://wordpress.org/plugins/shortcode-in-menus/

Opening The Side Cart With a URL

You can add this hash to a URL to cause it to open the side cart on page load:

#cfw-cart

Example 1: https://yoursite.com/#cfw-cart

Example 2: https://yoursite.com/shop/?parameter=value#cfw-cart

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