Learn about the different order and email customization options. These options are great for branding, as they allow you, as a seller, to set custom messages, upload custom logos, and more.
If you want to see them in action, you can find inspiration by looking at our examples:
In this article about the Shopping List feature, we have mentioned the different customization options you have for the shopping area and shopping button.
Table of contents:
How to acces the shop settings
Connect your custom email provider
How to access shop settings
Before you can customize any order options, you need to add a shopping area or a shopping button to your catalog. The Shop settings can only be accessed after this step.
Here’s how:
- Open one of your catalogs in Flipsnack.
- Add a shopping area or a shopping button to any page from the Interaction tab on the side navigation.
- Once added, click on the shopping area or button, and you'll see the Shop settings option appear in the bottom left corner of your screen.
- Click on Shop settings to open the configuration options.
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Configure the shop settings
For our visual learners, here's a helpful video that will show you how you can configure your shop setting depending on your use case.
After that, a pop-up will appear, and you will see the following that you can configure:
Shop appearance
Here, you can personalize the shop icon in the flipbooks' control bar and the shopping button. Four icons are available: shopping bag, shopping cart, heart, and star, so you can choose the one that fits your needs.
Order notification
You can choose between two options.
1. Simple inbox
This option is straightforward: add one or multiple email addresses by hitting Enter after typing each one. You will receive the orders on this/these email addresses. Then, set an Order confirmation message, and click on Save changes.
2. Conditional inbox
This option allows you to receive orders to different email addresses based on buyer choices. For example, you can ask your buyers to select their location when placing an order.
You can offer them choices such as North America, Europe, Asia, etc. You can then associate each choice with an email address: northamerica@, europe@, asia@, and so on. When a buyer selects North America, the order will be sent to the email address associated with that specific location, for example northamerica@email address.
Note: You can assign multiple email addresses to a condition. For example, if an order is placed for the North America branch, multiple team members from that branch can receive the order email instead of just one person.
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The option you set is customizable, and you can easily add, edit, and remove answer options. After you finish editing, click on Save changes. The Save changes button is disabled until you type in the minimum valid data.
Order confirmation message
After that, you can customize what buyers see after sending the order; in the Confirmation modal, you can toggle on or off the option to show the order ID or not and also set up your own thank you message.
Note: You can check Show order number option to ensure it's displayed in email communications. Once enabled, the unique order ID will appear in the subject line of confirmation emails sent to both buyers and sellers, making it easier to identify and track specific orders in your inbox.
Warning: If you do not add any email here, the order requests will be sent to the email registered with your Flipsnack account.
Set a minimum order price
To help you avoid small, low-value transactions, you can now set a minimum order price in your catalog. This means customers will need to reach a specific total amount before they can complete their purchase. Make sure is enabled and enter the amount you want to set (e.g., $50)
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Set customer contact information
You can find this section by scrolling down in the Shop settings pop-up. Here, you can add a Section title and a Section description, as well as the contact fields that you want your customers to complete before sending an order.
The Email address is added by default, and you can't delete this field. To add other predefined fields, click on the Add field button, located under the existing field and a list of options will appear. You can reorder the fields by pressing the 2 lines in front of each field and dragging it higher or lower in the desired position.
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Email address - is added by default, and you can't delete this field;
- Phone number
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Full name
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Country/region
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Website
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Paragraph
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Custom input
You can also choose different field validations, by clicking on the icon next to each field, such as email, phone number, or website. You can make the fields mandatory by clicking on the asterisk mark next to the validation icon.
If you decide that you should delete a certain field, this is possible by clicking on the trash icon, located after the validation icon.
Note: The orders placed through the shopping list feature will not be directly connected to your stocks or affect your website at checkout. They serve as informational notes to tell you what your customers are interested in purchasing. Please contact your account manager if you want a custom integration to connect your shopping list with your website.
Customize order
To access the order options, click on a shopping area or a shopping button from your publication, then click on Shop settings in the bottom left corner. Click on Order options tab, in the newly opened window.
Email orders
First, you can add your logo to appear in the email of the customer that received the order.
This is how your order will look like in your customer inbox:
Scrolling down, you can set a button label and enable or disable the PDF or CSV download.
You can enable either or both options, as each has its benefits. For example, the CSV file can easily be imported into spreadsheet programs or integrated with company ERP applications.
If you have enabled PDF download, you can now access additional options: add your custom logo to the PDF order list, customize the header, and customize the footer.
This is how your PDF download will look like:
WhatsApp checkout
In many markets, shoppers prefer to check out via messaging apps such as WhatsApp, and here the only thing you will have to do is add the mobile number you want to receive the order, and your customers will then be able to send orders via WhatsApp.
You can also enable the WhatsApp checkout option for your catalog. You will have to add your mobile number, and your customers will then be able to send orders via WhatsApp.
The Button label, Hello message, and Thank you message are customizable as well.
This is how the order will look in your WhatsApp inbox:
If you want these changes to apply to all future order lists, check the Preserve settings checkbox, at the bottom of the Shop settings pop-up. If this is a one-time thing, leave this section blank.
You can track the orders received through WhatsApp in the Statistics section. Learn more about shopping list order statistics here.
Another integration we have for your shopping list orders is Slack for reducing delays and improving efficiency in managing customer requests and catalog sales. This integration allows you to receive customer requests directly in your Slack workspace, this will not appear as a button, it fully depends on how you set it up from the Order options whether you toggle on or off.
For more details on setting up Slack integration, check out this article.
Printing the order list
Before printing your order list, there are two things to take into consideration:
- Set the page layout to A4, not letter or other layout options, since the printing settings at Flipsnack are optimized for A4.
- Add margins to your list. The standard margins for the A4 layout are: left (0,75 in), right (0,52 in), and bottom (1,44 in).
Note: If you did not check these requirements, you might have a weird-looking order list that is not properly bordered, especially for order lists that have two or more pages.
Connect your custom email provider
You will be notified via email when someone sends an order, and you can use Mailgun or Amazon SES as email providers in Flipsnack.
Note: If you use Flipsnack as your email provider, the notification comes from noreply@flipsnack.
You can easily set this up by clicking on Settings in the Main dashboard, then on Email provider. The newly opened window will show you the three email provider options: Flipsnack, Mailgun, and Amazon SES. Flipsnack will be your default provider, so no further action is needed if you wish to keep it this way.
Selecting a custom email provider allows you to customize the name and address you receive emails from. For example, you could receive the notification from Orders and set the address as orders@yourdomain. The name and the address are up to you.
Note: Please contact us if you would like to integrate a custom email provider.
Next steps
Useful resources
Looking to optimize your shopping list setup and analytics? Here are some key resources to help you get started:
Need expert support?
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