Difference between revisions of "Standard Order Form Templates"

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(Created page with '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 > Gen…')
 
 
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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]].
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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.
  
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==Setting a Default Order Form Template==
  
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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'''.
  
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==Ajax Cart==
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The system uses the default order form template for any product group for which you haven't set up a custom order form template.
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[[File:Ajaxcartthumb.gif‎|thumb|Ajax Cart]]
 
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Combines the intuitive one-page ajax order form and useful floating summary box with a fully features cart interface. 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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==Setting a Product Group Template==
  
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==Boxes==
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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.
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[[File:Boxesthumb.gif‎|thumb|Boxes]]
 
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The traditional order form template allows clients to order a single domain + product in a 5-step checkout process.
 
  
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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.
  
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==Order Form Landing Pages==
  
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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.
  
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==Cart==
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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.
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[[File:Cartthumb.gif‎|thumb|Cart]]
 
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The cart interface allows clients to configure and add multiple products before checking out to pay in one single transaction. Includes a link to the shopping cart and a 'Continue Shopping' option on the checkout page to allow more products to be added.
 
  
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===Features===
  
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==Comparison==
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* '''Product Group Name''' — The name of the product group in the Admin and Client Areas.
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[[File:Comparisonthumb.gif‎|thumb|Comparison]]
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* '''Product Group Headline''' — A headline at the top of the Order Form Landing Page. You can use this for a marketing promotional line.
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This visually appealing template allows you to display a comparison table of the different products in place of the regular product listing page and displays country flags for currency selection. It includes an ajax domain availability checker and full checkout page to minimise page reloads. The comparison table is based upon your product description and all products in the same product group will be displayed side-by-side. Items must be listed one-per-line in the following format:
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* '''Product Group Tagline''' — A tagline immediately below the headline (optional).
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* '''Group Features''' — An unlimited number of features to display below the plans in selected Landing Page Order Form Styles.
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* '''Order Form Template''' — A specific Order Form template for products within this product group.
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* '''Available Payment Gateways''' — A list of the payment gateways that are available for use with products inside a product group.
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* '''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'''.
  
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  Attribute: Value
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==Feature Highlights==
  
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For example:
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Feature Highlights allow you to define features for products and their values in a way that WHMCS can interpret for comparison-based display.
  
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  Disk Space: 1000MB
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Most order form templates support Feature Highlights (see above).
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  Bandwidth: 5GB
 
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  Email Accounts: 5
 
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  Subdomains: 3
 
  
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==Modern==
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[[File:PremiumComparisonFeatureHighlights.png|right]]
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[[File:Modernthumb.gif‎|thumb|Modern]]
 
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The Modern order form template is based upon the Slider template detailed below for the configuration and checkout process but displays the products in one go instead of using a slider for initial product selection.
 
  
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===Usage===
  
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Feature Highlights are part of the product description.  You must enter them in the following format, with one feature per line:
  
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==Slider==
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<div class="source-cli">
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[[File:Sliderthumb.gif‎|thumb|Slider]]
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Feature: Value
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Uses a javascript slider to select between the different products in a product group and country flags for currency selection. The ajax domain availability checker reduces page reloads during the order process and the order summary is updated instantly as clients change configurable options/addons. Prominently display each product’s quotas based upon your product description and all products in the same product group will be displayed side-by-side. Items must be listed one-per-line in the following format:
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</div>
  
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  Attribute: Value
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For example, the description for a shared hosting product using Feature Highlights might look like this:
  
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For example:
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<div class="source-cli">
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Disk Space: 1000MB
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<br/>Bandwidth: 5GB
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<br/>Email Accounts: 5
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<br/>Subdomains: 3
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<br/>Addon Domains: 1
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</div>
  
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  Disk Space: 1000MB
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The preview on the right shows how this example would display in the '''Premium Comparison''' order form.
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  Bandwidth: 5GB
 
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  Email Accounts: 5
 
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  Subdomains: 3
 
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  And a further text description can go here.
 
  
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==Vertical Steps==
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<div class="docs-alert-info">
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[[File:Verticalstepsthumb.gif‎|thumb|Vertical Steps]]
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We recommend using the same features in the same order for all products within the same product group.
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Previously named 'default' this allows clients to order a single domain + product in a 5-step checkout process with their progress through the order form highlighted step-by-step.
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</div>
  
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===Disabling Feature Highlights===
  
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You may need to disable feature highlights when, for example, using other markup in the product description.
  
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To do this:
  
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==Web 2.0 Cart==
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# Open the <tt>/templates/orderforms/*your active template*/products.tpl</tt> template file for editing.
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[[File:Web20cartthumb.gif‎|thumb|Web 2.0 Cart]]
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# Remove or comment out the following lines:<div class="source-cli"><nowiki>
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This template features generous use of white space to create a web 2.0-like appearance. Like the Cart interface it allows clients to configure and add multiple products before checking out to pay in one single transaction. Includes a link to the shopping cart and a 'Continue Shopping' option on the checkout page to allow more products to be added.
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{if $product.featuresdesc}
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    <p id="product{$product@iteration}-description">
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        {$product.featuresdesc}
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    </p>
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{/if}
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<ul>
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    {foreach $product.features as $feature => $value}
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        <li id="product{$product@iteration}-feature{$value@iteration}">
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            <span class="feature-value">{$value}</span>
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            {$feature}
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        </li>
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    {/foreach}
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</ul></nowiki></div>
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# Replace this with:<div class="source-cli">{$product.description}</div>
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Save the changes and upload the modified order form template file. The system will now display product descriptions as you enter them.
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==Templates==
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===Standard Cart===
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
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Feature Highlights: Yes<br />
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Featured Products: Yes<br />
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Product Group Features: No<br />
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Number of Products: For best results 3, supports unlimited.<br />
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Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</div>
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This is the default order form template in Version 6.1 and later. This is compatible with all types of products.
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===Premium Comparison===
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[[File:Premium-Comparison.png‎|thumb|Premium Comparison]]
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
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Feature Highlights: Yes<br />
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Featured Products: Yes<br />
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Product Group Features: Yes<br />
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Number of Products: For best results 3, supports unlimited.<br />
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Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</div>
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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.
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===Pure Comparison===
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[[File:Pure-Comparison.png‎|thumb|Pure Comparison]]
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
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Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
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Product Group Features: Yes<br />
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Number of Products: For best results 4, supports unlimited.<br />
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Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</div>
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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.
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===Supreme Comparison===
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[[File:SupremeComparisonOrderForm.png‎|thumb|Supreme Comparison]]
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
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Feature Highlights: Yes<br />
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Featured Products: Yes<br />
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Product Group Features: Yes<br />
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Number of Products: For best results 6, supports unlimited.<br />
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Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</div>
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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.
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===Universal Slider===
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[[File:UniversalSliderOrderForm.png‎|thumb|Universal Slider]]
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
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Feature Highlights: Yes<br />
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Featured Products: Yes<br />
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Product Group Features: Yes<br />
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Number of Products: For best results between 4 and 8, supports unlimited (space permitting).<br />
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Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</div>
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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.
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===Cloud Slider===
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[[File:Cloud-Slider.png‎|thumb|Cloud Slider]]
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<div class="docs-alert-warning">
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'''Supported Features'''
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Headline: Yes<br />
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Tagline: Yes<br />
 +
Feature Highlights: Yes<br />
 +
Featured Products: Yes<br />
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Product Group Features: Yes<br />
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Number of Products: For best results between 2 and 12, supports unlimited (space permitting).<br />
 +
Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
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</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.

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.

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