Difference between revisions of "Standard Order Form Templates"

From WHMCS Documentation

(→‎Ajax Cart)
 
(29 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
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]].
+
Having an effective order can mean the difference between a visitor becoming a customer or abandoning their order. In WHMCS, you can choose from a variety of order form templates to showcase your products in the most effective way possible.
  
−
==Templates==
+
==Setting a Default Order Form Template==
 +
 
 +
To set a default order form template, go to the '''[[Ordering Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 +
 
 +
The system uses the default order form template for any product group for which you haven't set up a custom order form template.
 +
 
 +
==Setting a Product Group Template==
 +
 
 +
WHMCS allows you to specify an order form template for each product group you create. This allows you to use different order form templates for different types of products you offer.
 +
 
 +
To set a product group order form template, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Create or edit an existing product group to set the order form template for it.
 +
 
 +
==Order Form Landing Pages==
 +
 
 +
Order form landing pages in WHMCS are the first pages that users see when selecting a product group. They display and showcase your products in various different formats.
 +
 
 +
Order Form landing pages support many features to maximise the impact of the pages. You can control these from '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' while creating or editing a group.
 +
 
 +
===Features===
 +
 
 +
* '''Product Group Name''' — The name of the product group in the Admin and Client Areas.
 +
* '''Product Group Headline''' — A headline at the top of the Order Form Landing Page. You can use this for a marketing promotional line.
 +
* '''Product Group Tagline''' — A tagline immediately below the headline (optional).
 +
* '''Group Features''' — An unlimited number of features to display below the plans in selected Landing Page Order Form Styles.
 +
* '''Order Form Template''' — A specific Order Form template for products within this product group.
 +
* '''Available Payment Gateways''' — A list of the payment gateways that are available for use with products inside a product group.
 +
* '''Hidden''' — Whether to display a link to the product group within the shopping cart. This link will continue to be accessible via '''Direct Cart Group'''.
 +
 
 +
==Feature Highlights==
 +
 
 +
Feature Highlights allow you to define features for products and their values in a way that WHMCS can interpret for comparison-based display.
 +
 
 +
Most order form templates support Feature Highlights (see above).
 +
 
 +
[[File:PremiumComparisonFeatureHighlights.png|right]]
 +
 
 +
===Usage===
 +
 
 +
Feature Highlights are part of the product description.  You must enter them in the following format, with one feature per line:
 +
 
 +
<div class="source-cli">
 +
Feature: Value
 +
</div>
 +
 
 +
For example, the description for a shared hosting product using Feature Highlights might look like this:
 +
 
 +
<div class="source-cli">
 +
Disk Space: 1000MB
 +
<br/>Bandwidth: 5GB
 +
<br/>Email Accounts: 5
 +
<br/>Subdomains: 3
 +
<br/>Addon Domains: 1
 +
</div>
 +
 
 +
The preview on the right shows how this example would display in the '''Premium Comparison''' order form.
 +
 
 +
<div class="docs-alert-info">
 +
We recommend using the same features in the same order for all products within the same product group.
 +
</div>
 +
 
 +
===Disabling Feature Highlights===
 +
 
 +
You may need to disable feature highlights when, for example, using other markup in the product description.
 +
 
 +
To do this:
 +
 
 +
# Open the <tt>/templates/orderforms/*your active template*/products.tpl</tt> template file for editing.
 +
# Remove or comment out the following lines:<div class="source-cli"><nowiki>
 +
{if $product.featuresdesc}
 +
    <p id="product{$product@iteration}-description">
 +
        {$product.featuresdesc}
 +
    </p>
 +
{/if}
 +
<ul>
 +
    {foreach $product.features as $feature => $value}
 +
        <li id="product{$product@iteration}-feature{$value@iteration}">
 +
            <span class="feature-value">{$value}</span>
 +
            {$feature}
 +
        </li>
 +
    {/foreach}
 +
</ul></nowiki></div>
 +
# Replace this with:<div class="source-cli">{$product.description}</div>
  
−
===Ajax Cart===
+
Save the changes and upload the modified order form template file. The system will now display product descriptions as you enter them.
−
[[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.
 
  
−
Allow Multiple Quantities and Product Bundles are not available on this template.
+
==Templates==
  
−
===Comparison===
+
===Standard Cart===
−
[[File:Comparisonthumb.gif‎|thumb|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===
+
<div class="docs-alert-warning">
−
[[File:Sliderthumb.gif‎|thumb|Slider]]
+
'''Supported Features'''
−
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.
 
  
−
It is also possible to link to the slider and preselect a product on the slider bar using a link such as this: /cart.php?pid=xxx
+
Headline: Yes<br />
 +
Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: No<br />
 +
Number of Products: For best results 3, supports unlimited.<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
===Modern===
+
This is the default order form template in Version 6.1 and later. This is compatible with all types of products.
−
[[File:Modernthumb.gif‎|thumb|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===
+
===Premium Comparison===
−
[[File:Web20cartthumb.gif‎|thumb|Web 2.0 Cart]]
+
[[File:Premium-Comparison.png‎|thumb|Premium Comparison]]
−
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.
+
<div class="docs-alert-warning">
 +
'''Supported Features'''
  
−
===Cart===
+
Headline: Yes<br />
−
[[File:Cartthumb.gif‎|thumb|Cart]]
+
Tagline: Yes<br />
−
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.
+
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: Yes<br />
 +
Number of Products: For best results 3, supports unlimited.<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
===Boxes===
+
Use this order form template for comparing several products or services. You can define comparable features and values and ensure that you have the same format or order for all descriptions of products within the group.
−
[[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===
+
===Pure Comparison===
−
[[File:Verticalstepsthumb.gif‎|thumb|Vertical Steps]]
+
[[File:Pure-Comparison.png‎|thumb|Pure Comparison]]
−
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.
+
<div class="docs-alert-warning">
 +
'''Supported Features'''
  
−
==Using Feature Highlights==
+
Headline: Yes<br />
 +
Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: Yes<br />
 +
Number of Products: For best results 4, supports unlimited.<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
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.
+
Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features and values and ensure you have the same format or order for all descriptions of products within the group.
  
−
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.
+
===Supreme Comparison===
 +
[[File:SupremeComparisonOrderForm.png‎|thumb|Supreme Comparison]]
 +
<div class="docs-alert-warning">
 +
'''Supported Features'''
 +
Headline: Yes<br />
 +
Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: Yes<br />
 +
Number of Products: For best results 6, supports unlimited.<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
For best results it is recommended that you make it so that all products in the same group, have the exact same attributes specified.
+
Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features or values and ensure you have the same format or order for all descriptions of products within the group.
  
−
For example, on shared hosting products you might create a description like this:
+
===Universal Slider===
 +
[[File:UniversalSliderOrderForm.png‎|thumb|Universal Slider]]
 +
<div class="docs-alert-warning">
 +
'''Supported Features'''
 +
Headline: Yes<br />
 +
Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: Yes<br />
 +
Number of Products: For best results between 4 and 8, supports unlimited (space permitting).<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
Disk Space: 1000MB
+
Use this order form template to showcase your products in a slider format that can work universally for any type of product. It includes support for product feature comparison with percentage bars and support for a free-form text description. For best results, we recommend using the product feature functionality to define four or eight comparable features or values. Then, use the same product description format for all products within the group. This avoids page shifting or sliding between products.
−
Bandwidth: 5GB
 
−
Email Accounts: 5
 
−
Subdomains: 3
 
−
Addon Domains: 1
 
−
 
−
And a further text description can go here to be displayed below the highlights...
 
  
−
==Using Different Templates for Different Products==
+
===Cloud Slider===
 +
[[File:Cloud-Slider.png‎|thumb|Cloud Slider]]
 +
<div class="docs-alert-warning">
 +
'''Supported Features'''
  
−
It is possible to specify the template you want to use for a product in the URL you use to link to the order form. And therefore by doing that you can use multiple different templates concurrently and thus use the one that best suits each product or type of product you offer.
+
Headline: Yes<br />
 +
Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
 +
Product Group Features: Yes<br />
 +
Number of Products: For best results between 2 and 12, supports unlimited (space permitting).<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 +
</div>
  
−
Details on how to do this can be found in the article: [[Linking_to_WHMCS#Order_Links|Linking to WHMCS - Order Links]]
+
Use this order form template for comparing a number of products or services. Use the product features' functionality to define comparable features or values. For best results, use four feature or value comparisons and ensure you have the same format or order for all descriptions of products within the group.

Latest revision as of 16:20, 5 May 2022

Having an effective order can mean the difference between a visitor becoming a customer or abandoning their order. In WHMCS, you can choose from a variety of order form templates to showcase your products in the most effective way possible.

Setting a Default Order Form Template

To set a default order form template, go to the Ordering tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

The system uses the default order form template for any product group for which you haven't set up a custom order form template.

Setting a Product Group Template

WHMCS allows you to specify an order form template for each product group you create. This allows you to use different order form templates for different types of products you offer.

To set a product group order form template, go to Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services. Create or edit an existing product group to set the order form template for it.

Order Form Landing Pages

Order form landing pages in WHMCS are the first pages that users see when selecting a product group. They display and showcase your products in various different formats.

Order Form landing pages support many features to maximise the impact of the pages. You can control these from Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services while creating or editing a group.

Features

  • Product Group Name — The name of the product group in the Admin and Client Areas.
  • Product Group Headline — A headline at the top of the Order Form Landing Page. You can use this for a marketing promotional line.
  • Product Group Tagline — A tagline immediately below the headline (optional).
  • Group Features — An unlimited number of features to display below the plans in selected Landing Page Order Form Styles.
  • Order Form Template — A specific Order Form template for products within this product group.
  • Available Payment Gateways — A list of the payment gateways that are available for use with products inside a product group.
  • Hidden — Whether to display a link to the product group within the shopping cart. This link will continue to be accessible via Direct Cart Group.

Feature Highlights

Feature Highlights allow you to define features for products and their values in a way that WHMCS can interpret for comparison-based display.

Most order form templates support Feature Highlights (see above).

PremiumComparisonFeatureHighlights.png

Usage

Feature Highlights are part of the product description. You must enter them in the following format, with one feature per line:

Feature: Value

For example, the description for a shared hosting product using Feature Highlights might look like this:

Disk Space: 1000MB
Bandwidth: 5GB
Email Accounts: 5
Subdomains: 3
Addon Domains: 1

The preview on the right shows how this example would display in the Premium Comparison order form.

We recommend using the same features in the same order for all products within the same product group.

Disabling Feature Highlights

You may need to disable feature highlights when, for example, using other markup in the product description.

To do this:

  1. Open the /templates/orderforms/*your active template*/products.tpl template file for editing.
  2. Remove or comment out the following lines:
    {if $product.featuresdesc} <p id="product{$product@iteration}-description"> {$product.featuresdesc} </p> {/if} <ul> {foreach $product.features as $feature => $value} <li id="product{$product@iteration}-feature{$value@iteration}"> <span class="feature-value">{$value}</span> {$feature} </li> {/foreach} </ul>
  3. Replace this with:
    {$product.description}

Save the changes and upload the modified order form template file. The system will now display product descriptions as you enter them.

Templates

Standard Cart

Supported Features

Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: No
Number of Products: For best results 3, supports unlimited.
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

This is the default order form template in Version 6.1 and later. This is compatible with all types of products.

Premium Comparison

Premium Comparison

Supported Features

Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: Yes
Number of Products: For best results 3, supports unlimited.
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

Use this order form template for comparing several products or services. You can define comparable features and values and ensure that you have the same format or order for all descriptions of products within the group.

Pure Comparison

Pure Comparison

Supported Features

Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: Yes
Number of Products: For best results 4, supports unlimited.
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features and values and ensure you have the same format or order for all descriptions of products within the group.

Supreme Comparison

Supreme Comparison

Supported Features Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: Yes
Number of Products: For best results 6, supports unlimited.
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features or values and ensure you have the same format or order for all descriptions of products within the group.

Universal Slider

Universal Slider

Supported Features Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: Yes
Number of Products: For best results between 4 and 8, supports unlimited (space permitting).
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

Use this order form template to showcase your products in a slider format that can work universally for any type of product. It includes support for product feature comparison with percentage bars and support for a free-form text description. For best results, we recommend using the product feature functionality to define four or eight comparable features or values. Then, use the same product description format for all products within the group. This avoids page shifting or sliding between products.

Cloud Slider

Cloud Slider

Supported Features

Headline: Yes
Tagline: Yes
Feature Highlights: Yes
Featured Products: Yes
Product Group Features: Yes
Number of Products: For best results between 2 and 12, supports unlimited (space permitting).
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4

Use this order form template for comparing a number of products or services. Use the product features' functionality to define comparable features or values. For best results, use four feature or value comparisons and ensure you have the same format or order for all descriptions of products within the group.

Retrieved from "http://3.17.75.209/index.php?title=Standard_Order_Form_Templates&oldid=32542"