Checkout questions can be added to the eStore (Cart) site to ask for additional information from constituents that are purchasing items. Checkout questions can be added in two forms, either on the entire Cart site, meaning the question shows up no matter which item is purchased, or attached to a specific item, meaning that the question will only be asked when the item(s) the question is attached to are purchased.
For more information on how to create a general checkout question that is applied to the entire Cart site, click here.
For more information on how to create an item specific checkout question, click here.
The answers constituents give to these checkout questions can be included in the confirmation emails eTapestry sends when a purchase is made, in the email that both the constituent and the organization receives.
1. Click Communications in the menu 2. Click the category the template currently being used for Cart confirmation emails is stored under (ex: Cart Templates) 3. Click the template to open it 4. Click the Order Details widget within the template to bring up another window; the Order Details widget is the section of the template that contains sample information for a constituent, and is required for any template being used for Cart confirmations 5. Select Yes in the drop down menu under Include General Checkout Question Responses in order to include the answers to checkout questions applied to the entire Cart in the confirmation email 6. Select Yes in the drop down menu under Include Item Checkout Question Responses in order to include the answers to checkout questions applied to specific items in the confirmation email 7. Click Update 8. Click Save And Finish to save the changes made to the template
The confirmation emails sent to both the constituent and the organization when a purchase is made will now contain answers to checkout questions.
For more information on how to check which template is currently being used for Cart confirmation emails, or how to change which template is selected, click here.