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How to Manage Checkouts

After creating a web checkout, you can further customise it to enhance the user experience and effectively represent your company.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 months ago

πŸ” Required Role Permissions: See Checkouts, Modify Checkouts

  1. In the Ventrata dashboard, go to Web Checkouts > Checkouts.

  2. Select an existing checkout.

Checkout Details

This section contains basic information about the checkout entered at the time of creation.

To change anything, press the EDIT DETAILS button.


Branding

Customise the look of your checkout's homepage by uploading a video or banner image.


Meta Data

Improve the quality of website traffic to your checkout from search engines.


Claims

Add a text bar to your checkout for announcements or promotions.

  1. Press the + NEW CLAIM button.

  2. Give it a title. This text be visible on the checkout page.

  3. Use Font Awesome icons to include in your claim.


    πŸ“— TIP

    Browse the icon categories Font Awesome. Select the icon that suits your claim and enter the font type (regular, solid) and the icon name (file, envelope). You can use any of the FREE icons in the database. An example entry would look like this: fa-solid fa-bolt


  4. Enter a description. This will be visible on hover.

  5. Enter a link. When the customer clicks on the claim, they will be redirected to the target URL.

  6. Make the claim visible for all products, or select specific products and the claim will be visible only on those product pages.

  7. Press the Create Claim button.


Banner Images

Upload one or more banner images. The recommended aspect ratio is 480x195.

  1. Press the + NEW BANNER IMAGE button.

  2. Press the Choose file button and choose an image from your computer.

  3. Add a title and a caption. Both will be displayed at the centre of the banner image.

  4. You can also add an Alt Tag for accessibility purposes and SEO.

  5. Enter a URL address. If the customer clicks on the image, they will be redirected to the target URL.

  6. Press the Create Banner Image button.


Layout

Checkout is currently available in two modes:

  • Embedded

  • Pop-up

Read the Implementation Guide for a more detailed description and implementation guidance.


Navigation

Customise your navigation bar.

  1. Select a destination or keep 'All Destinations' to set up a common navigation bar.

  2. Press the + NEW NAV button.

  3. Enter the name of the navigation menu link in the 'Title' field.

  4. Enter a higher level menu item in the 'Parent Navigation' field. This will create a drop-down menu with the current navigation item as a drop-down option.

  5. Select where on the page the navigation appears, Header, Footer or both.

  6. Choose where the navigation points to. Select one of the existing destinations, pages, articles, categories or products or enter a link to an external site if you choose 'Redirect'.

  7. Select a destination if the navigation should appear only on the selected destination page.

  8. Press the Create Nav button.

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