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Click & Pay (Salesforce): Store/Events

Updated

This article includes instructions to:
Get Started with Store/Events

For more detailed information, visit these Store/Event Links:

Get Started with Store/Events


There are many ways to customize your store in Click & Pay Suite on Salesforce. But to get up and running there are a minimal number of steps that need to be completed. Below are the steps to set up your Store and add a Product.  

  1. The Store/Events feature is hosted using Salesforce’s Sites. If your organization already has Salesforce Site(s) you will have the option to use your existing Site with Store/Event. If you do not have a Site set up, here are instructions to set it up: Salesforce Sites
  2. Once you have your Salesforce Site set up, you can create your Store. Go to Store Settings > Stores and click the “+ Add” button.
a. In General tab
i.   If the Enable Carousel box is checked, you must add Product/Ticket(s) or Image(s). 
b. In Store tab
i.   Enter Store Name.
ii.  Select Yes for Make it as Default Store.
iii. Enter Address.
iv. Enter Telephone.
v.  Enter Email Address
c. In Locale tab:
i.   Select your Region/State
ii.  Click in the dropdown box and select "Complete" to display on screen when the transaction is authorized.
iii.  In C&P Account choose your Click & Pledge account(s) to be used with this Store and in the field below the Account, provide a public name for your Click & Pledge account.
  • If more than one Click & Pledge account is selected, the Account Name will show on the header for the Store. This will allow your patron to choose the Click & Pledge Account they wish to use for the transaction. For example, if you have two accounts with us that offer different currencies, let’s say they are United States and Canadian currencies, you many want the Account Names to be “USD” and “CAD.” Or the public name could simply the Nonprofit names ties to each account, or maybe you wish to use Region names. It’s your choice.
  • You may create as many Stores as you wish. So, if you have multiple Click & Pledge accounts, you could create a Store for each account as well.
d. In Server tab
i.  This tab is used for digital media.  Both fields must have data in it or be empty depending on if you are offering digital media.
e. Click Save button.
3.    To create a product, the minimum steps you need to take is to name your product and add a price.
a. Under Catalog > Store Products click “+ Add” button
b. In General tab, enter Product Name then click Save button.
c. Click Data tab, scroll to Price. Open Price is defaulted so if you want the product to work as a donation with an open amount field, there is nothing more to do. If you want other options, you can set limits for Open Price or choose Fixed Price.
  • Open Price will offer an open field for the customer to enter any amount. Use the Minimum Price and Maximum Price fields to set price ranges.
  • Fixed Price will show a Price field where you enter an amount. Click Save button.

 Note: Before creating a ticket/registration, you must create an Organizer. This is done in the Registration section. 
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4. Once you have created a product (named and priced it), you can then add it to your Store. In Links tab, find Stores. Click the checkbox for the Store(s) you wish to offer the product. Click Save button.

Customers will be asked to enter their email at checkout. If there is no matching email in any contact record, they will be asked for their name, email, and mailing address, allowing for Guest Checkout. If there is an email match, a login screen will open, with a place to enter a verification code sent to that email, tying the transaction to a Registered User. 

SF - store verification code.png


So again, there are many additional options and features, but they are only there if you need them. With Store/Events, use it the way it best suits your needs. Keep if as simple as you like or use all the customization. It’s your choice. 
 

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