This article gives instructions for setting up a store in Click and Pay Suite. A store should be created before creating products or registrations, as you can only see them when assigned to a store. To create a store, navigate to Store/Events > Store Settings > Stores.
Click the “+ ADD” button to create a new Store. Once a Store is created under the Action column, click the 3 dot icon ⋮ at the far right to View Store, Edit, Delete, Clone, Make Default, or access the Box Office. Stores may also be edited by clicking on the store name link.
If using Swiper1 to check-in/check-out attendees at an event, set the store where the tickets were purchased as the Default store to facilitate the look-up.
Tabs included for each store are General, Store, Calendar, Locale, Option, Image, Notifications, Server, and Assigned Products/Tickets. Each tab contains many fields, but only those marked with a *red asterisk are required.
In addition to creating a store, you can set up the Shipping Methods, Themes, and Localizations (where sales taxes are defined).
Stores - Store Tabs
General Tab
*Store URL – This is automatically assigned when you add a Store.
Meta Tag Title – Search engines use the title to index or categorize a site. Patrons will see this title in the search results.
Meta Tag Description – Summary of this Category that will be included in search engine results.
Meta Tag Keywords – Single words that will give search engines more information about the Category.
Theme – Select a theme for the store. Alpha theme is the default.
Data Display View - Choose between List (1 item per row) and Grid (3 items per row). The end user will be able to choose either view in the published store.
Sort Order - Choose which display options are available to the end user. If more than one option is selected, the user will be able to choose which option they prefer in the published store.
Default Sort Order - Choose which display option will appear by default.
Note: Customer may change this view in the published store.
Banner Images – Highlight a product/ticket (registration) or upload an image or images. Multiple images will create a slider. Recommended image size is 1900 x 400 pixels.
Banner Description – Enter text to provide and desired information about your store. AI text that includes colorful emoji and graphics may be pasted into the text editor.
Footer Settings
There are two options for footer settings: Default and Customized.
Default Footer Configuration
The default footer setting is for legacy stores but may be used for new stores as well. There are four columns:
- Information
- Navigation
- Categories
- Store Address (Contact Us)
The Information column populates from data created in the Information menu located in the left-hand menu under the Catalog section. In the Information Menu, click +ADD to create an item. There are two tabs in this section.
- In the General Tab, enter the text to appear in the footer, such as "About Us." This text will become a clickable link in the footer. In the description area, write the text that will appear when the About Us link is clicked.
- In the Data Tab, assign the information to the desired store and check the "bottom" checkbox to have it appear in the footer. Add as many items as needed to the Information column.
The Navigation column populates with the login and register fields to access/create a store user profile.
The Categories column pullulates with categories assigned to that store.
The Store Address and Contact Us information populate from the information in the Store Tab as outlined below.
Customized Footer Configuration
Choose "Customization" to customize the footer. You may choose up to four columns. A text editor appears for each column. Footer background color is black. Default text color is white.
Footer columns could include such information as:
- Org address and webiste
- Contact information
- EIN
Store Tab
*Store Name – Enter the Store name. This will appear on the "Contact Us" page, linked to in the store footer (default footer design).
Store Owner – Optional lookup field of the Users in the Salesforce instance. Begin typing the user name and select from the list provided.
Salesforce Campaign – Optional lookup field of the Campaigns in the Salesforce instance. Begin typing the campaign name and select from the list provided. This will map transactions in the store to the transaction campaign. Item SKUs need to be used to map to the primary campaign.
Store Status – Set the status - Active or Inactive - for the Store visibility.
Make it as Default Store – Is this your default Store? The first store created must be set to default.
Note: If using Swiper1 to check-in/check-out attendees at an event, set the store where the tickets were purchased as the Default store to facilitate the look-up.
Fields that populate the footer default setting..
*Address – Address of the store. This will appear in the store footer and on the "Contact Us" page, linked to in the store footer.
Fields that appear on the "Contact Us" page, linked to in the store footer.
- Geocode – Enter the Latitude and Longitude for your Store.
- *Telephone – A phone number for the store.
- Fax – A fax number for the store.
- Image
- Note: If connected to Swiper1, this image will show there as well.
- Opening Times – Add the opening and closing times for the Store.
- Comment – Enter any comments you may want to share about the Store.
- Store Location – Checking this box will show all stores listed in Store Settings > Localization.
Calendar Tab
Checking the Show Calendar box enables the user to view store items based upon Display, Sales or Event start dates.
Locale Tab
Country – Enter the Country where your organization is located.
*Region/State – Enter the Region/State where your organization is located.
Payment Information
*Payment Process – Select Automatic unless special case, such as not charging until shipped, in which case select Manual.
*Automatic Process Order Status – Add options for Automatic Process Status, e.g., Complete, Pending, etc.
*Cart ID Generation – Set parameters to create a Cart ID for the shopping cart (Order ID) Select the merge field drop down list above this field to create the ID. Default is set to: Cart-{Account Number}-{YYYYMMDD}-{HHMMSS}-{Counter}.
*Counter Increment – Increment for the number sequence of the Cart ID. Default is set to 1.
C&P Account
If you have multiple Click & Pledge accounts associated with your store, you can allow the patron to select which account they want to use. These account options will appear at the far right-hand side of the store header.
Accounts Selection Display Label – Enter text to display if connecting multiple CONNECT accounts to a Store. For example, different chapters or currencies. Display label could be "Choose which branch to support" or "Choose your Currency."
Default – The first account selected will appear in the store header as the default account.
Send CONNECT Receipt – check this box to send a CONNECT receipt to the customer. (The receipt associated with the CONNECT campaign selected will be sent.)
C&P Account – Select the desired C&P Account to display. To add a second account, for example a Canadian dollar account, click the ... ADD NEW button. You will be able to set this new account as the default if desired.
Display Label – This is the text that will appear in the upper right-hand corner of the store header with a toggle arrow to indicate a list to open. Suggested text would be "Choose a Chapter" or "Select a currency." If there are not multiple accounts to choose from, this field may be left blank or may be used to show your organization name if it does not appear in the logo at the left of the header.
CONNECT Campaign – If desired, select a CONNECT campaign for this store.
CONNECT FORM – Option to select an associated CONNECT form for reporting purposes.
Free Payment Label – this is the text that will appear on the receipt for no-charge transactions. Suggested text is "free" or "complimentary." Note: Payments of $1 or less will not be charged to a credit card and will be treated as a custom payment type.
Option Tab
PRODUCTS
Category Product Count – Selecting “Yes” will display how many products are available within each category or subcategory of the parent categories located in the Top Menu.
Display Products Per Page – choose a number between 1 and 30 items to be shown per page.
TAXES
Display Prices With Tax – Selecting “Yes” will display the estimated tax on the product’s page under Price. Selecting “No” will not show the price of taxes until the checkout.
Use Store Tax Address – The tax estimate will use the store’s shipping or payment address if the user isn’t logged into their account with their address information.
Use Customer Tax Address – The tax estimate will use the patron’s shipping or payment address if they are logged into their store account.
ACCOUNT
*Customer Groups – Select the desired customer group.
*Default Customer Group – Select the default customer group for this Store.
Patron Portal Terms – Optional inclusion of terms of use to be required before the patron can create and account in the store and have access to the patron portal. (Terms are created in the "Information" section in the left-hand menu under Catalogue and will appear here as a pulldown menu.) Selecting "None" will allow account creation without agreeing to any terms.
CHECKOUT
Checkout Terms – Optional inclusion of terms of use required before the patron can check out form the store. (Terms are created in the "Information" section in the left-hand menu under Catalogue and will appear here as a pulldown menu.) Selecting "None" will allow checkout without agreeing to any terms.
Coupon Code - If no coupons will be used in this store, set to "Hide."
Add Comments about your Order - If you wish to remove this from the checkout page, set to "Hide."
Fraud Settings - There are 3 options for Fraud Settings at the store level.
- Enable (uses C&P standard fraud policy
- Bypass for logged-in users
- Disable
STOCK
Display Stock – Select “Yes” to display the amount of product left in stock. This can also be designated at the product or registration level.
Donor Covered Fees
There are 3 options for Fraud Settings at the store level.
- Disabled — Option will not display
- Enabled-Automatic — Fee will be added to every transaction with no ability to remove it
- Enabled-Opt In — Donor has the option to pay or decline the fee
Fee settings:
*Additional Fee - Enter desired amount and click the box to Adjust Fee to match the Effective Net Rate if desired. SKU may also be added.
*Item Name - This is the language that will appear on the receipt.
Item SKU and Item GAU - add as desired.
*% Tax Deductible - enter desired percentage amount.
FMV - Enter Desired Fair Market Value
*Opt-In Label - This is the text that will appear next to the fee on the receipt.
ℹ️ Enabled-Opt In: A checkbox will be checked to accept the fee. User may un-check to remove the fee. The label text is what appears after the checkbox
💡Enabled-Automatic has no checkbox — suggested language for the Opt-in Label: Service Charge: {AdditionalFee}
*Default Option (Enabled-Opt In only) — Choose Opt-In (box is checked) or Opt-Out (box is unchecked)
ADDITIONAL PRODUCT AT CHECKOUT
Enable Additional Product - checkbox to enable patrons to make an additional donation at checkout, or to add any other desired product as an option at checkout. A list of restrictions appears for this product.
Use the lookup field to select the product.
Note: To display an additional donation at checkout, create a product in the Catalog section called "Additional Donation" or desired name with the "Open Price" option. Be sure to uncheck the "Requires Shipping" box. Assign this product to the store and, if desired, uncheck the "Display on Home Page" box so that it does not show as a product in the store. If not displaying in the store, there is no need tohave an image associated with it. It will appear as an option in the checkout page, and Patrons will be able to fill in the desired amount of the donation.
Image Tab
This tab appears after the store is saved as the image is stored by Click & Pledge, saving you storage space in Salesforce.
Store Logo - Upload an image for your Store Logo. Recommended size is 500 x 500 pixels.
Icon - Upload an icon which will serve as your favicon for your Store.
Notifications Tab
Important: Templates to be used for Store Portal Registration and Store Products/Registration Order Notification (receipts) must be designed in the email designer before enabling. Note: Use the "Registration" tab to see templates for Portal Registration and the "Orders" tab for Store Products/Registration Order Notifications.
Three of the notifications relate to Customer Approval. Settings for Customer Approval is in the Customer Groups menu on the left, above the email designer. Edit a customer group and under "Approve New Customers" select automatic or manual.
In each section, complete the required fields. Note instructions on changing "From Email" address. This will prevent notifications from being flagged as spam.
"BCC" field is for internal notification(s).
Store Portal Registration – check to send Store Portal Registration Welcome Email.
Store Products/Registration Order Notification – Check to send order notification (receipt) for store purchases. CONNECT receipt will not contain itemized product/registration information or tickets.
Customer Approvals include:
- Customer Denied Notification
- Customer Waiting for Approval Notification
- Customer Approval Notification
Customer One Time Verification Code is the template for sending that code.
Server Tab
Uploads
Patrons may upload documents in the store, such as corporate logos when purchasing a sponsorship.
Max File Size (in kb.) - Set high enough for strong resolution. Max size is 3 MB (3072 KB).
Allowed File Mime Types/Extensions – Select the types of files allowed from the “Available” box and move them to the Selected box.
Assigned Products/Tickets Tab
This is a listing of all products and tickets assigned to this store. There is an option to hide or show on the home page of the store in this tab, as well as in the product or ticket/registration "Links" tab.
Download Reports Tab
Store-Level Reports are downloaded here.
- Open the Download Reports Tab
- Click "Generate Reports."
- The notification will appear the request has submitted successfully and that the job has started and may take some time to complete. Note: this notification will stop showing, but the job is still running. Exit from the store and re-enter to see the reports.
Available reports will generate. For example, if the store doesn't contain products, no product report will be generated.
- Registration Report
- Product Report
- Store Inventory Report
To download the report, click the action button at the right. The reports are zip files.
Shipping Methods
Different stores and items may use different shipping options, but the rates are set at the organization level. There are 4 shipping methods that can be created:
- Flat Rate - one charge regardless of the quantity selected.
- Per Item
- Free Shipping
- Pick Up from Store
Themes
Currently two themes are available. Alpha is installed for everyone. Epsilon may be added by clicking the "Upgrade" button.
Localization
Store Location
Add physical addresses for stores. These will appear on the "Contact Us" page, linked to in the store footer.
Stock Statuses
This is where you can set the status of your stock for store products and registrations. Examples would be In Stock, Out of Stock, Pre-Order, and Waitlist.
Order Statuses
This is where you can set the status of your orders for store products and registrations. Examples would be In Pending, Processing, Processed, Complete, and Cancelled.
Geo Zones
This is where you enter the Geo Zone information. Countries, states, territories, and provinces are all geo zones. Examples would be United States, and the home state. Use the picklist to select.
Taxes
Tax Classes
Create a Tax Class. Use the + button under Tax Rates to select the rate and what is based on (store address, shipping address or payment address). Assign a priority if needed.
Tax Rates
Enter all applicable tax rates. For example, State tax rate, County tax rate, City tax rate. Add the rate and type, for example 5.3 rate and Percentage as type. Tax rates may be assigned to customer groups. Tax rate must be assigned to a Geo Zone.
Store Actions
In the store list there is an "Action Column" at the right. These actions include
- View
- Edit
- Delete
- Clone
- Make Default
- Box Office
Box Office
The Box Office allows organizations to manually add purchases of store items on behalf of customers, volunteers, and others. This can be useful for orders that come in over the phone or by mail, and for additional payment methods, such as cash, check, complimentary ticket options. Make sure these additional payment types are added. Please note: The Payee for the transaction must be an existing contact. If they are a new contact, please create the contact first, and then make the Box Office transaction.
To access the Box Office, click on "Box Office" under the store actions. The store will open. Make the desired purchases. Note that there is a "Search Attendee" field at the top of the Registration/Attendee form. If the contact exists in Salesforce, it will populate. Otherwise add the Registration Information in the fields.
When you go to checkout, look up the contact making the transaction. All saved payment methods will appear including, if applicable, Amazon Pay, Apple Pay, Bank Account, and GPay. To process using cash or a check, click Cash or Other and customize the name to reflect the payment type. Complimentary transactions may be completed using a coupon.
Receipts and autoresponders will be sent from Box Office transactions the same as if made through the public-facing store.