Customize order and customize email options in Shopping List

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.

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

You can access the general settings by clicking on a shopping area or a shopping button from your publication and then clicking on Shop settings in the bottom left corner.

Shop button icons

Here, you can personalize the shop icon in the flipbooks' control bar. Four different icons are available, depending on 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.

Here, you can set a button label and enable or disable the PDF or CSV download. 

It is up to you which one you want to enable; both have advantages. For instance, the CSV file can be imported into a spreadsheet or companies' 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.

You can also enable the WhatsApp checkout option. 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, simply leave this section blank.

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.