Content of this article
- Preliminary notes
- Details from the offer creation n the checkout
- Terms and Conditions, Opt-In and contractor information in the Checkout
- Payment Methods
- SEPA mandate text
1. Preliminary notes
In order to provide your customers with more details about your product, the plenigo backend offers you the possibility to enter information in form of text. During the offer creation you have the possibility of adding:
- a legal adivce
- a description
- a summary
Those texts are displayed to the customer in the checkout in addition to other data.
In the company settings are text fields that appear in the checkout as well. That includes:
- Contractor information
- Additional information
- Terms and Conditions/ Opt-Ins
- SEPA mandate text
Where exactly these are displayed in the checkout is described in this article.
Note: If a form contains a text field for legal advice then this is always a mandatory field. All remaining text fields, such as description and summary, are optional. In general, the names of the text fields are pure suggestions on our part, i.e. a text field for the contractor information does not necessarily have to contain something about a contract partner.
The screenshots made regarding the checkout for this article are only exemplary and represent the plenigo standard checkout as we offer it. If you don't use the plenigo checkout, you can add the texts via the API.
2. Details from the offer creation in the checkout
In the first step of the checkout process, the customer must enter his or her data for an initial purchase. A few texts already appear here, which were entered in the basic data:
(1) Offer (public designation): The public designation (not the internal title) of your offer is displayed twice. (see Fig 2)
(2) Legal advice: Here you will find the legal advice that you entered in the basic data of the offer. (see Fig 2)
(3) Description: The information icon opens the description for the offer, which was also specified in the basic data. (see Fig 2)
(4) Offer steps: Here the data, which were indicated in the offer steps, are summarized. For simple subscriptions the total period is shown and for multi-step offers the individual steps are shown. The billing period is also noted to the right, such as "monthly". If the first step is charged with 0.00€, the step is automatically described as a test period. (Fig 3)
(5) Pricesheet: The prices of the offer are displayed here. All price sheets within one step are summarized in terms of price. (Fig 4)
Fig 1: Texts from the offer creation in the checkout
Fig 2: Texts in offer creation
Abb 3: Offer steps
In Fig 4 only the price sheets of one product are shown in two steps. In the checkout, however, the prices of all products within one step are summarized.
Fig 4: Pricesheets of a product of steps 1 and 2
In the second and final step of the checkout, the summary (6) appears additionally under the "purchase" button. Nothing has changed under the public designation. All other texts will be discussed in the next section.
Fig 5: Summary in the last step of the checkout
Fig 6: Summary in the offer creation.
3. Terms and Conditions, Opt-In and contractor information in the Checkout
In addition to the texts in the offer creation, texts can also be stored in the settings of the company view. In the first step of the checkout the additional information (1) appears below the legal adivce. These can be added in the Checkout variants subitem in the text field. (see Fig 8)
Fig 7: Additional information in the checkout
Fig 8: Additional information in the subitem Checkout Variants
In the last step of the checkout, the remaining texts can be seen below the customer data.
(2) Terms and Conditions: Here are the terms and conditions. These can be stored in the settings in the subitem "Terms and Conditions". (see Fig 8 f.)
(3) Opt-In: Here is an opt-in, which can be stored in the settings in the subitem "Opt-In". If you want an opt-in to be displayed during checkout as well, then you must first enable this feature in the "Checkout variants" sub-item in the "Settings" tab. In the form for the opt-in itself, a text must be entered in the text field for the checkout. (see Fig 11 f.)
(4) Contractor information: Here is the contractor information (see Fig 14)
Fig 10: Remaining texts in the checkout.
Terms and Conditions:
The Terms and Conditions text can be stored in the subitem Terms and Conditions. For this purpose, use the text field "Terms during purchase".
Fig 11: T&C text fot the checkout
Opt-In Text:
If you want the opt-in to be displayed during checkout as well, you must first enable this feature in the "Checkout Variants" sub-item in the "Settings" tab. Afterwards, the opt-in text can be formulated in the "Opt-In" subitem. For this you use the text field "Opt-In during purchase".
Fig 12: Activating Opt-In in Checkout
Fig 13: Opt-In Text in text field for checkout.
Contractor information:
The contractor information can be stored in the "global checkout settings" subitem in the "Text" tab.
Fig 14: Contractor information in the subitem "global checkout settings"
4. Payment Methods
All payment methods that you have connected and activated in the plenigo backend are available for the customer in the checkout.
Fig 15: Different Payment Methods in the checkout.
Settings for payment methods can be made in the subitem "Payment methods". New payment methods can be connected and activated here. The checkboxes are used to activate and deactivate the respective payment types, and to display or hide them accordingly.
5. SEPA mandate text
A SEPA mandate text is displayed if the customer has selected the SEPA payment methode. If you have chosen PayOne as PSP, a mandate text from PayOne will be displayed in the checkout - unless the IBAN entered by the customer is already known. In this case your text will be displayed. Thereby the variable {mandateid} is replaced by the mandate ID of the customer deposited at PayOne. For any other PSP, this text is displayed in the checkout for the SEPA payment type.
In the checkout, the mandate text would appear below the customer data.
Abb 17: Mandate text in the checkout
You can define the mandate text in the settings in the subitem "Payment Methods", in the tab "Text".
Abb 18: Mandate Text in the payment methods