Difference between revisions of "Standard Order Form Templates"
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| − | Having an effective order | + | 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|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== | ==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== | ||
| − | + | 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=== | ===Features=== | ||
| − | * '''Product Group Name''' | + | * '''Product Group Name''' — The name of the product group in the Admin and Client Areas. |
| − | * '''Product Group Headline''' | + | * '''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''' | + | * '''Product Group Tagline''' — A tagline immediately below the headline (optional). |
| − | * '''Group Features''' | + | * '''Group Features''' — An unlimited number of features to display below the plans in selected Landing Page Order Form Styles. |
| − | * '''Order Form Template''' | + | * '''Order Form Template''' — A specific Order Form template for products within this product group. |
| − | * '''Available Payment Gateways''' | + | * '''Available Payment Gateways''' — A list of the payment gateways that are available for use with products inside a product group. |
| − | * '''Hidden''' | + | * '''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 and their values | + | 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]] | [[File:PremiumComparisonFeatureHighlights.png|right]] | ||
| + | |||
===Usage=== | ===Usage=== | ||
| − | Feature Highlights are | + | 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: | 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 | + | The preview on the right shows how this example would display in the '''Premium Comparison''' order form. |
| − | <div class="docs-alert-info"> | + | <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=== | ===Disabling Feature Highlights=== | ||
| − | + | You may need to disable feature highlights when, for example, using other markup in the product description. | |
| − | # Remove | + | |
| − | < | + | 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> | |
| − | + | {$feature} | |
| − | </ | + | </li> |
| − | #Replace with: | + | {/foreach} |
| − | < | + | </ul></nowiki></div> |
| − | + | # Replace this with:<div class="source-cli">{$product.description}</div> | |
| − | </ | ||
| − | Save changes and upload the modified template file. | + | Save the changes and upload the modified order form template file. The system will now display product descriptions as you enter them. |
==Templates== | ==Templates== | ||
| Line 94: | Line 99: | ||
Product Group Features: No<br /> | Product Group Features: No<br /> | ||
Number of Products: For best results 3, supports unlimited.<br /> | Number of Products: For best results 3, supports unlimited.<br /> | ||
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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=== | ||
| Line 110: | Line 115: | ||
Product Group Features: Yes<br /> | Product Group Features: Yes<br /> | ||
Number of Products: For best results 3, supports unlimited.<br /> | Number of Products: For best results 3, supports unlimited.<br /> | ||
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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=== | ||
| Line 126: | Line 131: | ||
Product Group Features: Yes<br /> | Product Group Features: Yes<br /> | ||
Number of Products: For best results 4, supports unlimited.<br /> | Number of Products: For best results 4, supports unlimited.<br /> | ||
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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=== | ||
| Line 141: | Line 146: | ||
Product Group Features: Yes<br /> | Product Group Features: Yes<br /> | ||
Number of Products: For best results 6, supports unlimited.<br /> | Number of Products: For best results 6, supports unlimited.<br /> | ||
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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=== | ||
| Line 155: | Line 160: | ||
Featured Products: Yes<br /> | Featured Products: Yes<br /> | ||
Product Group Features: Yes<br /> | Product Group Features: Yes<br /> | ||
| − | Number of Products: For best results between 4 and 8, supports unlimited space permitting.<br /> | + | Number of Products: For best results between 4 and 8, supports unlimited (space permitting).<br /> |
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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=== | ||
| Line 171: | Line 176: | ||
Featured Products: Yes<br /> | Featured Products: Yes<br /> | ||
Product Group Features: Yes<br /> | Product Group Features: Yes<br /> | ||
| − | Number of Products: For best results between 2 and 12, supports unlimited space permitting.<br /> | + | Number of Products: For best results between 2 and 12, supports unlimited (space permitting).<br /> |
| − | Compatible With: Six | + | Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4 |
</div> | </div> | ||
| − | + | 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.
Contents
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).
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:
- Open the /templates/orderforms/*your active template*/products.tpl template file for editing.
- 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> {$feature} </li> {/foreach} </ul>
- Replace this with:{$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
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
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
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
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
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.