How to use the shopping list feature

Learn all about the shopping list feature from a buyer's and seller's point of view.

If you’re a wholesaler or retailer using Flipsnack to create catalogs, you can use the Shopping List feature to make buying and selling easier.

With the shopping list feature activated, you can add a Shopping area and a Shopping button in the catalogs you create. This will allow your customers to quickly add items from the catalog to their shopping list.

When they’re finished adding all their desired items to the shopping list, they can easily download it as a PDF or CSV or email the list directly to you.

Downloading the list as CSV allows one to import it into spreadsheets or ERP applications companies use. 

The shopping list feature will allow you to quickly and easily access orders from a PDF or CSV document. It reduces all the back-and-forth and streamlines the process of wholesaling from start to finish for both the seller and the buyer. 

The shopping list feature is available as an Add-on with the Enterprise and Organization plan.

Here’s how you set it up:

How to use the shopping list feature as a seller

First, you must have an Enterprise plan and the shopping list feature activated. If you’d like to request it, please talk to your account manager, as it will be available for an extra fee.

Once you’re logged in and in the Design Studio, click on Interact on the left-hand side.

Shopping-list-buttons-in-Design-Studio

How to add a shopping area

Once clicked, you’ll see two options under Shopping. First, you have the Shopping area button. This will allow you to drag an overlay over a certain area of your catalog where users can click to add an item to their shopping list.

Shopping-list-overlay

When you select the overlay, you will be able to add additional details to the item in an overlay that pops up before the item is added to the shopping list. Starting from the top, you see that you have the option to Open overlay, which will open a popup window when the item is clicked.

Moving down, you can add product details such as title, product ID, and a description. Below that, you can add the normal price, a discounted price (if it applies), and the currency. Ease your work even more by automating your shopping areas and shopping buttons.

Enable-quantity-for-a-product-in-your-catalog

Next, you’ll see an option titled Enable quantity with a check box next to it. If activated, the buyer will have the option to adjust the quantity of the selected item in their list. If it’s deactivated, they won’t have this option.

enable-min-and-max-quantity

Below that, you have the option to Enable min/max quantity. Toggling this option will allow you to set a minimum and maximum quantity that your customers can add to their shopping list for purchase.

Upload-product-images

In the next tab, titled Product images, you’ll be able to add images related to the item selected. These images will be used in the popup, and you can select up to 3. Square images greater than or equal to 260x260 will work best and produce the highest quality.

Under that, you have the Customize button option. Here, you can customize the add-to list button, but it is not required. Create a new label, and change the colors of the button and text.

Customize-shopping-button

Additionally, you can change the overlay's opacity by going to the top right of the Design Studio and adjusting it.

Change-the-opacity-of-the-overlay

Lastly, at the bottom of the Open overlay section, you have the Website button. Clicking on this option will open a drop-down menu where you will be able to Enable website button.

Enable-website-button

Enabling this option allows you to add an extra button to your flipbook that takes shoppers directly to your website. This will allow you to give a more detailed overview of each product. Simply create a Button Label, and insert the URL where you want the shoppers to be directed.

Add directly to list

As I mentioned at the beginning, you have the option to make an overlay popup when either the Shopping area or Shopping button is clicked. But, if you choose, you can make that item go directly into the user’s list without the overlay popping up.

Add-directli-to-list-option

Because the items are going directly into the shopping list, you will not have the option to customize the shopping button or add a website button.

To do this, simply select the Add directly to list option instead of Open overlay. Then, when the item or button is clicked, it will be added directly to the shopping list, which you can see on the bottom right of the flipbook player.

Shopping-list-icon-in-Flipsnack-player

How to add a shopping button

The second option is to add a Shopping button. This button will look like a CTA (Call to Action) and is customizable with the Button label, Button color, and Text color. To customize your button, click on the Customize button.

How-to-add-a-shopping-list-button

The Shopping button contains all of the same fields as the Shopping area, the biggest difference being a noticeable button (CTA) instead of an item overlay.

There are additional customizations you can make regarding the order and the email.

Important: In order to use the shopping list feature, you must have the Enhanced skin activated.

Using the shopping list feature as a customer

From the customer’s perspective, the shopping list feature is very straightforward. When viewing a catalog, and you see an item you want to add to your list, simply click on the item (if the Shopping area is activated) or click the CTA button (if the Shopping button is activated).

Once the item is added, you can see your list by clicking the shopping bag icon at the bottom right of the flipbook player.

Shopping-bag-icon-in-flipbook-player

Important: This can only be activated by the owner of the catalog. In Controls, simply select Show shopping list.

In the shopping list, you will see the item selected and the quantity of that item. Next to the quantity, you can remove the item by clicking the trash can icon. You can clear it entirely at the top of the list by clicking Clear list.

edit-the-item-list-in-the-shopping-bag

From here, you can send the order directly to the seller. Simply input the information that the seller requires, and off it goes! You can also download the order list as a PDF or CSV to have a copy of the order you sent to the seller. 

The PDF or CSV will contain the product name, product code, price, quantity, and total. This will make dealing with larger orders much easier and help avoid miscommunication between the seller and the buyer.

If you have any questions, please do not hesitate to contact our support team. We’re always happy to help in any way we can.

There are more things to read about the Shopping List feature:

Discover the different order and email customization options you can use for the shopping areas and shopping buttons. 

Find out how you can see the orders made through the Shopping List feature.