Difference between revisions of "Standard Order Form Templates"
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WHMCS includes a number of standard order form templates to choose from to provide the best ordering experience for your visitors. To select a template navigate to '''Setup > General Settings > Ordering tab'''. This page describes the various templates, for instructions customising them refer to [[Order Form Templates]]. | WHMCS includes a number of standard order form templates to choose from to provide the best ordering experience for your visitors. To select a template navigate to '''Setup > General Settings > Ordering tab'''. This page describes the various templates, for instructions customising them refer to [[Order Form Templates]]. | ||
| − | + | ===Ajax Cart=== | |
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| − | ==Ajax Cart== | ||
[[File:Ajaxcartthumb.gif|thumb|Ajax Cart]] | [[File:Ajaxcartthumb.gif|thumb|Ajax Cart]] | ||
| − | + | This replaces the previous Ajax Order Form to bring together the best of both worlds - the intuitive one-page ajax order form and useful floating summary box with a fully featured shopping cart. It enables clients to order multiple products in a single order and see the total price update live as they add/remove items and adjust options/addons. | |
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| − | ==Comparison== | + | ===Comparison=== |
[[File:Comparisonthumb.gif|thumb|Comparison]] | [[File:Comparisonthumb.gif|thumb|Comparison]] | ||
| − | This visually appealing template allows you to display a comparison table of the | + | This visually appealing template allows you to display a comparison table of your products & services. This is done using the feature highlights method described below. Domain availability checking is handled with ajax, a live summary displays the total due for a product and recurring summary as options are selected, and the checkout page is laid out in 2 columns. |
| − | + | ===Slider=== | |
| − | + | [[File:Sliderthumb.gif|thumb|Slider]] | |
| − | + | This template uses a slider bar for product selection. Country flags are displayed for currency selection, and feature highlight bubbles can be created to highlight the key differences between each package (see feature highlights described below). An ajax domain availability checker reduces page reloads, and an order summary is updated instantly as clients configure the products they order. | |
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| − | ==Modern== | + | ===Modern=== |
[[File:Modernthumb.gif|thumb|Modern]] | [[File:Modernthumb.gif|thumb|Modern]] | ||
| − | The | + | The modern order form template is based upon the Slider template, identical in every way except for the initial product selection step. This can be used for products that don't really suit a slider based selection method should you still wish to get the look and style of the product configuration and checkout steps used in Slider. |
| + | ===Web 2.0 Cart=== | ||
| + | [[File:Web20cartthumb.gif|thumb|Web 2.0 Cart]] | ||
| + | This template features generous use of white space to create a web 2.0-like appearance. Like the original cart template below, it allows clients to configure and add multiple products before checking out to pay in one single transaction. | ||
| + | ===Cart=== | ||
| + | [[File:Cartthumb.gif|thumb|Cart]] | ||
| + | The original cart template. This template provides a simple cart process, very flexible & easily integratable into any website design. There is little default styling to make customisation as easy as possible. It behaves like a regular shopping cart, with buttons to empty cart, and continueing shopping prior to checkout. | ||
| − | == | + | ===Boxes=== |
| − | [[File: | + | [[File:Boxesthumb.gif|thumb|Boxes]] |
| − | + | This traditional order form template allows clients to order a domain & product in a form that guides the user through the process from product selection to checkout. This template is not intended to behave like a shopping cart and so restricts the user to one product & domain in the cart at a time. | |
| − | + | ===Vertical Steps=== | |
| + | [[File:Verticalstepsthumb.gif|thumb|Vertical Steps]] | ||
| + | Previously named 'default', this template is predominantly aimed at web hosting sales with a guided 5 step process, highlighting the current step at each stage, and allowing the customer to order a single product & domain - it does not behave like a shopping cart. | ||
| − | + | ==Using Feature Highlights== | |
| − | + | Feature Highlights are supported by the '''Slider''', '''Modern''' and '''Comparison''' cart templates. The idea behind these is to allow you to highlight or bring attention to certain key features of each product/service. | |
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| − | + | They are used by entering features in the format "'''Attribute: Value'''" within the product description field, one per line, starting on the first line of the description. And in the case of the Slider & Modern templates, you can also include a text description to be displayed below them. | |
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| + | For best results it is recommended that you make it so that all products in the same group, have the exact same attributes specified. | ||
| + | For example, on shared hosting products you might create a description like this: | ||
| − | + | Disk Space: 1000MB | |
| − | + | Bandwidth: 5GB | |
| − | + | Email Accounts: 5 | |
| − | + | Subdomains: 3 | |
| + | Addon Domains: 1 | ||
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| + | And a further text description can go here to be displayed below the highlights... | ||
Revision as of 17:28, 18 May 2011
WHMCS includes a number of standard order form templates to choose from to provide the best ordering experience for your visitors. To select a template navigate to Setup > General Settings > Ordering tab. This page describes the various templates, for instructions customising them refer to Order Form Templates.
Contents
Ajax Cart
This replaces the previous Ajax Order Form to bring together the best of both worlds - the intuitive one-page ajax order form and useful floating summary box with a fully featured shopping cart. It enables clients to order multiple products in a single order and see the total price update live as they add/remove items and adjust options/addons.
Comparison
This visually appealing template allows you to display a comparison table of your products & services. This is done using the feature highlights method described below. Domain availability checking is handled with ajax, a live summary displays the total due for a product and recurring summary as options are selected, and the checkout page is laid out in 2 columns.
Slider
This template uses a slider bar for product selection. Country flags are displayed for currency selection, and feature highlight bubbles can be created to highlight the key differences between each package (see feature highlights described below). An ajax domain availability checker reduces page reloads, and an order summary is updated instantly as clients configure the products they order.
Modern
The modern order form template is based upon the Slider template, identical in every way except for the initial product selection step. This can be used for products that don't really suit a slider based selection method should you still wish to get the look and style of the product configuration and checkout steps used in Slider.
Web 2.0 Cart
This template features generous use of white space to create a web 2.0-like appearance. Like the original cart template below, it allows clients to configure and add multiple products before checking out to pay in one single transaction.
Cart
The original cart template. This template provides a simple cart process, very flexible & easily integratable into any website design. There is little default styling to make customisation as easy as possible. It behaves like a regular shopping cart, with buttons to empty cart, and continueing shopping prior to checkout.
Boxes
This traditional order form template allows clients to order a domain & product in a form that guides the user through the process from product selection to checkout. This template is not intended to behave like a shopping cart and so restricts the user to one product & domain in the cart at a time.
Vertical Steps
Previously named 'default', this template is predominantly aimed at web hosting sales with a guided 5 step process, highlighting the current step at each stage, and allowing the customer to order a single product & domain - it does not behave like a shopping cart.
Using Feature Highlights
Feature Highlights are supported by the Slider, Modern and Comparison cart templates. The idea behind these is to allow you to highlight or bring attention to certain key features of each product/service.
They are used by entering features in the format "Attribute: Value" within the product description field, one per line, starting on the first line of the description. And in the case of the Slider & Modern templates, you can also include a text description to be displayed below them.
For best results it is recommended that you make it so that all products in the same group, have the exact same attributes specified.
For example, on shared hosting products you might create a description like this:
Disk Space: 1000MB Bandwidth: 5GB Email Accounts: 5 Subdomains: 3 Addon Domains: 1 And a further text description can go here to be displayed below the highlights...