The Checkout feature allows customers to buy configured products directly from their user portal. To configure this feature, you must first enable checkout for your system, then configure the product, ad size, ad rate, issues, and sections for sale.
Enabling Checkout #
The first thing you will need to do is ensure that checkout is enabled for your system. Start by clicking on your profile avatar in the bottom left-hand corner of the screen. From the dropdown menu, select System Settings.
Next, click on the General Settings link to display your system settings. In the Portal section, toggle the E-Commerce switch to ON to enable checkout functionality.
Additionally, under the same Portal section, the Terms and Conditions setting allows you to specify which terms and conditions you would like to apply to checkout sales. Make sure these are configured according to your preferences before proceeding.
Enabling Checkout for your Product #
To add a product to Checkout, first click the Products link in the left-hand navigation menu. Then, click the View button next to the product you want to enable for checkout. On the product page, click the Edit button in the upper right corner.
In the edit product window, scroll to the bottom and toggle the Enable for Checkout button to ON to activate the product in Checkout.
Next, ensure all applicable components of the product are enabled for checkout. This includes:
- Ad Units: Click the Edit button next to the ad size you want to enable. Then, select the Edit button next to the rate associated with that ad unit. Toggle the Checkout switch to ON.
- Issues: Navigate to the Issues tab, select the Edit button next to the issue you want to enable, and toggle the Checkout Enabled switch to ON.
If you're using Sections or Locations, you’ll need to enable checkout for each of these components as well by following the same process: click the Edit button next to the component and toggle the Checkout Enabled switch to ON.
Setup your Sales Sheet #
To configure the sales page for the product, start by selecting the Checkout Page tab on the product's details screen. Then, click the Edit Page button.
In the Checkout Page editor, you can configure the sales page that your clients will see when they are making a purchase. This page serves as a sales one-sheet, explaining the value of the product they are purchasing. The editor functions similarly to the contract/invoice template editor and the email campaign editor, allowing you to customize content as needed.
For more details on using the editor, click here.
Sending the Checkout Page #
You can send the Checkout page to clients in two ways:
First Option: #
You can send the Checkout page to clients in two ways. To send a checkout link individually, first select Accounts from the navigation menu. Then, click View next to the account you want to send the link for. In the Portal Links section on the right-hand side of the screen, click the Checkout button. This action will copy the checkout link to your clipboard, making it easy for you to share it directly with your client. This method allows for a personalized checkout experience by sending the link individually to each client.
To send a checkout link via email, select the email icon and paste the link into the email body. After formatting the email as needed, click Send to deliver it to your client.
Second Option: #
Alternatively, you can send checkout links to multiple accounts at once using an email campaign. To set up an email campaign template for checkout, start by selecting Accounts from the navigation menu. Then, click the Campaign tab at the top of the screen and select the Manage Templates button. Click the New Template button in the top right-hand corner, name your template, and choose Accounts under the Newsletter Type dropdown. After selecting Create Template, click the Edit Template button. In the template editor, add a button to your template, click on the button, and select the Special Link option on the right side of the screen to configure it with the checkout link.
To provide each client with their own unique checkout link, select Account: Product Store from the Special Link dropdown. Note that this secure link is only valid for 30 days. After selecting the appropriate link, finish designing your email and click Save. Once your email is ready, configure and send your campaign. For more detailed instructions on sending an email campaign, take a look at this article.
What the Customer Will See #
Now that Checkout is configured, you can view the customer portal to see what it will look like for your customers.
The customer will see their personalized Checkout page, where they can select from the products that have been configured for purchase. When clicking on a product, a window will appear, allowing them to choose details such as ad size, rate, section, issue, floor plan, and more, depending on the options available. Once they are satisfied with their selections, they can click Add to Cart to proceed with the purchase.
Once the customer has added their selections to the cart, they will be given the option to continue shopping or, if they are finished, proceed to checkout. At this stage, the system will guide the customer through the remaining steps of setting up their contracts, which includes digital signing to finalize the purchase.
Note: Using online checkout requires a down payment of 100%.
Once your customer adds these items to the Cart, MediaOS will simultaneously create a proposal for their account. Even if the buyer abandons their cart, the proposal will remain in their account in the system, allowing a sales rep to follow-up if necessary. You will receive a notification in MediaOS for this sale, and the contract will be marked as Won and handled as a usual contract within the system would be.
