Revision as of 09:47, 17 July 2019

Having an effective order form is crucial as it can mean the difference between a visitor converting into a customer, or abandoning their order entirely.

Whatever type of products and services you offer, WHMCS has a variety of order form styles you can choose from to showcase your products in the most effective way possible.

Setting a Default Template

• To set a default order form template, navigate to Setup > General Settings > Ordering.
• The default order form template will be used for any product group for which no custom template is set.

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 styles for different types of products you offer.
• To set a product group order form template, navigate to Setup > Products/Services, and either 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 page users see when selecting a product group.
• They display and showcase your products in various different formats.
• Order Form Landing Pages support a number of features you can take advantage of to maximise the impact of the pages. All of these are controlled from the Product Group management page.
• To access the product group management, , navigate to Setup > Products/Services, and either create or edit an existing product group to set the order form template for it.

Features

• Product Group Name - The name of the product group used in the admin and client area.
• Product Group Headline - A headline displayed at the top of the Order Form Landing Page. Can be used for a catch marketing promotional line.
• Product Group Tagline - A tagline displayed immediately below the headline (optional).
• Group Features - Group features are displayed below the plans in selected Landing Page Order Form Styles. Add an unlimited number of features here for display.
• Order Form Template - Allows you to override and use a specific Order Form Template for products within this product group.
• Available Payment Gateways - Allows you to restrict the payment gateways that are made available for use with products inside a product group.
• Hidden - Determines if a link is shown to the product group within the Shopping Cart. Will still be accessible via the Direct Cart Group link.

Feature Highlights

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

Feature Highlights are supported by most order form templates. See the above descriptions for exact details.

Usage

Feature Highlights are specified as part of the product description. They must be entered 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 the above would be rendered in the Premium Comparison order form.

Disabling Feature Highlights

There may be occasions when it's required to disable feature highlights, such as when wishing to use other markup in the product description. To do this, simply edit the /templates/orderforms/*your active template*/products.tpl template file and perform one edit:

1. Remove/comment out:

                                    {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>

1. Replace with:

                                    {$product.description}

Save changes and upload the modified template file. Now product descriptions will be displayed as entered.

Templates

Standard Cart

The default shopping cart experience in Version 6.1 and later. Compatible with all types of products.

Premium Comparison

Premium Comparison

Perfect for comparing a number of products/services. You should utilise the product features functionality to define comparable features/values, and ensure you have the same format/order for all descriptions of products within the group for best results.

Pure Comparison

Pure Comparison

Perfect for comparing a number of products/services. You should utilise the product features functionality to define comparable features/values, and ensure you have the same format/order for all descriptions of products within the group for best results.

Supreme Comparison

Supreme Comparison

Perfect for comparing a number of products/services. You should utilise the product features functionality to define comparable features/values, and ensure you have the same format/order for all descriptions of products within the group for best results.

Universal Slider

Universal Slider

Allows you to showcase your products in a slider format that can work universally for any type of product. Includes support for comparison of product features with percentage bars as well as support for a free-form text description. For best results we recommend utilising the product feature functionality to define 4 or 8 comparable features/values and using the same product description format for all products within the group - this avoids page shifting on sliding between products.

Cloud Slider

Cloud Slider

Perfect for comparing a number of products/services. You should utilise the product features functionality to define comparable features/values. For best results use 4 feature/value comparisons. and ensure you have the same format/order for all descriptions of products within the group for best results.