How to customize order options for product catalog

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 here. 

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:

General settings

Customize order

Printing the order list

Connect your custom email provider

General settings for order options

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. 

You can access the general settings, where you can set the options for the check-out by clicking on a shopping area or a shopping button from your catalog page and then clicking on Shop settings in the bottom left corner.

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. 

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

This is the message your customers will receive when sending an order. 

Customer details

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.

• Email address - is added by default, and you can't delete this field;

• Phone number

• Full name

• Country/region

• Website

• Paragraph

• 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.

After selecting the fields you wish to add, you can choose whether or not to add your own privacy policy link. Simply toggle the option on or off, then add your Company name and Privacy Policy link. 

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.

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.

Slack checkout

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.

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:

1. Set the page layout to A4, not letter or other layout options, since the printing settings at Flipsnack are optimized for A4.
2. 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).

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. 

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.

For more information on how to choose a custom email provider, read the following articles: 

How to set up Mailgun in Flipsnack

How to set up Amazon SES in Flipsnack

If you have any questions, please do not hesitate to contact our support team or your account manager. We’re always happy to help.