How to customize order options for product catalog

Overview

Shop settings control what happens when a reader sends a Shopping list order: who receives it, what the buyer must fill in, which checkout channels show (email, WhatsApp, Slack) and how the confirmation email and the PDF order list look. Set them once per catalog, or keep them for future catalogs with Preserve settings.

Requirements

Plan: Pro or above: check your plan or compare plans
A shop area or a shop button in your catalog: add one

To see shop settings in action, look at our catalog examples:

The Shopping list article shows how to customize the shopping area and the shopping button. This article shows the order and email options.

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.
In the left side panel, click Interactions. From the Shop group, add a Shop area or a Shop button to a page.
Select the shop area or the shop button. The Shopping list panel opens, with the Shop settings button at the bottom.
Click on Shop settings to open the configuration options.

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 in the General tab, you can personalize the shop icon in the flipbooks' control bar and the shopping button. Four icons are available: a shopping bag, a shopping cart, a heart, and a star, so you can choose the one that best fits your needs.

Order notification

You can choose between two options.

1. Simple inbox

Type one or more email addresses. Press Enter after each address. All these addresses receive the orders. Then set an Order confirmation message and click Save changes.

2. Conditional inbox

This option enables you to receive orders at different email addresses based on the buyer's 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 American branch, multiple team members from that branch can receive the order email instead of just one person.

You can add, edit and remove the answer options.

You can also click on the Import button to upload up to 100 conditional inbox rules to route orders to the right team, based on product, region, or store. Download our template for an easier way.

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 value

To stop small orders, set a minimum order value. Customers can send the order only when the total reaches this amount. Turn on Minimum order value and type the amount, for example 50.

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.

Email address - is added by default, and you can't delete this field;
Phone number
Full name
Country/region
Website
Dropdown field
Paragraph
Custom input

Note: You can also choose different field validations by clicking on the icon next to each field, such as email, phone number, or website.

Custom dropdown field

If you click on the Dropdown field, you can add custom values. This allows you to gather specific information from buyers in a structured way. For instance, you might ask:
“How did you hear about our catalog?” and add the options you prefer.

When filling out the shopping list form, your customers will view a simple and clean Contact details pop-up. They’ll be asked to enter relevant details such as their name, email, and other fields you’ve added.

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 directly affect your website's checkout process or stock levels. They act as informational requests, giving you visibility into what your customers are interested in purchasing.

For a connection to your PIM or ERP system, Flipsnack offers an API integration. It keeps product data in sync and supports custom workflows.

Please contact your account manager if you want a custom integration.

After you select the fields, you can add a link to your privacy policy. Turn the option on, then add your Company name and Privacy Policy link.

Add legal agreement

Use this setting to require buyers to accept a legal agreement before they can submit their shopping list. This is useful for linking to your Privacy Policy, Terms of Service, or any other document buyers should review.

To set it up, toggle on Add legal agreement, then fill in the three fields:

Agreement text, The introductory phrase buyers see next to the checkbox, for example, "I have read and agree to the."
Document label, The clickable link text that follows the agreement text, for example, "Privacy Policy."
Document link, The URL the label points to, for example https://legal.flipsnack.com/privacy-policy.

Together, these display as a single line that buyers must check before submitting (e.g., I have read and agree to the Privacy Policy).

Check Preserve settings to keep this configuration for future shopping lists, then click Save changes to apply.

Customize order

To open the order options, select a shop area or a shop button in your catalog. Click Shop settings at the bottom of the Shopping list panel, then click the Order options tab.

Email orders

Turn on Email checkout. Buyers can then send their orders by email through Flipsnack. These options show:

Allow buyers to send order emails to multiple recipients

Buyers can send the order confirmation to up to 5 more email addresses, for example to team members.

Important: The seller does not receive emails at these additional addresses. They are for the buyer only, so the buyer does not have to forward the confirmation email.

Then, if the seller has allowed it, a checkbox labeled Send this order list to more recipients will appear.

By checking it, buyers can enter up to 5 additional email addresses. These can be team members, colleagues, or family members who need a copy of the order confirmation.

Branding checkout email

Then, you can customize the text on the button, then the notification message, and next add your logo to appear in the email of the customer who received the order.

In the Notification message section, you’ll see two input fields:

For you – This is the subject line you (the admin) will see when a customer submits their favorites list or shopping list.
For your customer - This is the subject or header your customer will see in the confirmation email they receive.

This is how your order will look in your customer's inbox:

Tip: To track orders and Shopping list performance, go to the Analytics page.

PDF attachment in order confirmation emails

Order confirmation emails will include the full order as a PDF attachment, making it easier for recipients to download, share, print, or archive orders. This is especially useful for teams that process requests offline or need a quick file for internal approvals.

Buyers will receive the order as a PDF attachment in their confirmation email.
Sellers will receive both a PDF and a CSV attachment, so any existing CSV-based workflows remain unaffected.

Email language for orders

To ensure a more consistent and professional experience, the confirmation email message will follow the same language as your catalog and tooltip interface.

If your catalog is in Spanish, French, German, or another supported language, the confirmation email will be sent in that language instead of defaulting to English. This applies automatically. There’s no need for manual translation or setup.

Note: The email shows images of the saved or ordered products, so customers recognize what they added to their list.

PDF or CSV download

Scrolling down, you can enable or disable the PDF or CSV download.

You can turn on one option or both. For example, you can import the CSV file into a spreadsheet or into your company ERP application.

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. Toggle on WhatsApp checkout, add the Recipient WhatsApp number where orders should arrive, and your customers will be able to send their shopping list straight to that chat.

The Button label is customizable and comes preset as Order via WhatsApp. The Message template box holds the Hello message and the Thank you message. Both ship empty and show placeholder wording (Hello! This is my order from shopping list. and Thank you! Have a great day!), so type your own in to replace it.

For the full setup, see How to set up WhatsApp checkout for catalog orders.

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.

To see the orders, go to Analytics, select the catalog in the filter and click the Shop tab. More in Shopping list order statistics.

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, 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: With a different page size or no margins, the printed order list can lose its borders. This happens most on order lists with two or more pages.

Enable clients to add products to the shopping list

Turn on this option to let readers add products to a Shopping list while they browse the flipbook. On the Customize page, under Controls, turn it on. A Shopping list icon then shows in the flipbook, and clients use it to save the products they want.

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.

To set this up, in your workspace, click Branding, then Email provider. The page shows the three email provider options: Flipsnack, Mailgun and Amazon (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. 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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