Customising platform checkout
You can customise the design, appearance and functionality of your website's checkout using the various settings available on the platform checkout configuration page within your ShopWired account by navigating to Checkout > Design & display.
This guide details each of the settings available and their effect on your website's checkout.
More advanced customisations to your checkout's appearance and functionality can be achieved using the Custom CSS and Custom JS settings (described below). For even more advanced customisations refer to the theme control section of this guide.
Logo & header
Logo & header
These settings determine the design and information displayed in the heading section of each of your website's checkout pages.
Header logo
Use this setting to display a logo in your checkout pages' header section that's different to the logo uploaded in your ShopWired account that is displayed on your website.
Display a "secure checkout" message in the checkout header
Use this setting to display a message in your checkout pages' header section showing the words "secure checkout" with a secure padlock icon.
Display a telephone number in the checkout header
Use this setting to configure a telephone number to display in your checkout pages' header section.
Colours
Colours
Use the colour settings, described in the table below, to set the colours for your website's checkout pages. You can use the reset
option in this section to reset the colours to the default settings.
Colour Group | Colour Setting Label | Description | Default |
---|---|---|---|
Header | Background | The background colour of the header of your checkout pages | #FFFFFF |
Header | Secure Checkout Icon | The colour of the “secure checkout” icon shown in the header of your checkout pages | #0A0A0A |
Header | Secure Checkout Text | The colour of the “secure checkout” text shown in the header of your checkout pages | #0A0A0A |
Header | Company Name | The colour of your company name shown in the header of your checkout pages, only displayed if you haven’t uploaded a logo to your ShopWired account | #000000 |
Header | Need Help Text | The colour of the text “Need Help?” shown in the header of your checkout pages, only displayed if you have selected to show a phone number | #0A0A0A |
Header | Phone Icon | The colour of the phone icon shown in the header of your checkout pages, only displayed if you have selected to show a phone number | #0A0A0A |
Header | Phone Number | The colour of the phone number shown in the header of your checkout pages, only displayed if you have selected to show a phone number | #000000 |
Content | Background | The background colour of the main section of your checkout pages | #F8F8F8 |
Content | Box Background | The background colour of the boxes containing the form fields of your checkout pages | #FFFFFF |
Content | Section Title | The colour of the title of each section of your checkout pages: “Login to checkout faster”, “Delivery or collection”, etc. | #0A0A0A |
Content | Instruction Text | The colour of any additional text accompanying each section of your checkout pages: “I already have an account”, “Forgot your password”, etc. | #0A0A0A |
Content | Edit Address Link | The link and icon to edit a visitor’s stored address | #000000 |
Content | Box Borders & Lines | The border of any boxes shown in checkout steps, for example the border surrounding a saved address | #E7E7E6 |
Content | Button Background | The background button of primary buttons on checkout pages (e.g., the “proceed” button) | #000000 |
Content | Button Text | The button text of primary buttons on checkout pages | #FFFFFF |
Content | 2nd Button Background | The background button of secondary buttons on checkout pages (e.g., the “add a new address” button) | #E4E4E4 |
Content | 2nd Button Text | The button text of secondary buttons on checkout pages | #000000 |
Content | Payment Gateway Box Background | The background colour of the box that contains the available payment gateways | #FEFEFE |
Content | Payment Gateway Name | The display name of each of the available payment gateways | #0A0A0A |
Progress Indicator | Border | The border surrounding step numbers in the progress indicator | #E7E6E6 |
Progress Indicator | Active Step Number | The step number of the active/current checkout step | #000000 |
Progress Indicator | Active Step Text | The step text of the active/current checkout step | #000000 |
Progress Indicator | Inactive Step Number | The step number of all inactive checkout steps | #878787 |
Progress Indicator | Inactive Step Text | The step text of all inactive checkout steps | #878787 |
Fields | Label | The label text of all checkout fields | #0A0A0A |
Fields | Border | The border of all checkout fields | #CACACA |
Fields | Text | The user inputted text shown within checkout fields | #0A0A0A |
Fields | Check Box Background | The background of all check boxes | #FFFFFF |
Fields | Check Box Tick | The tick icon within all check boxes | #000000 |
Fields | Failed Validation Border | The border of any checkout field that failed validation (e.g., an invalid email address) | #D70000 |
Order Confirmation | Social Refer Icon | The social media sharing icons shown on order confirmation | #000000 |
Order Confirmation | Social Refer Text | The social media sharing text shown on order confirmation | #000000 |
Fonts
Fonts
Select the font to use on checkout pages
Select the font to use on your website's checkout pages from ShopWired's curated selection of Google Fonts. If a Google Font you want to use is not available in the list of options, contact theme support.
Buttons
Buttons
Use the button settings to configure the text displayed in each of your website's checkout pages buttons.
Button Name | Description | Default |
---|---|---|
Account login | Displayed beneath the login form | Login + proceed |
Guest checkout | Displayed when | checkout as a guest |
Account creation | Displayed when visitors are prompted to create an account during checkout | Create your account |
Forgotten password | The link for visitors to request assistance logging into their account | Request password |
Create a new address | Displayed when visitors are logged in and are prompted to create a new address | add a new address |
Save address | Displayed when visitors have created a new address | Save address |
Proceed to next step | Displayed on each checkout step prompting visitors to proceed to the next step | Proceed |
Account creation after checkout | Displayed after successful checkout to visitors not logged into an account during checkout | Create account |
Form fields
Form fields
These settings determine various form fields displayed at checkout
Display a field for visitors to enter their company name
Select this setting to prompt visitors to enter a company name for both their shipping and billing information.
Make the company name field required
Select this setting to make the entry of a company name required.
Display a field for visitors to enter their telephone number
Select this setting to prompt visitors to enter a telephone number for both their shipping and billing information.
Make the telephone number field required
Select this setting to make the entry of a telephone number required.
Display an option for visitors to consent to receive marketing communications
Select this setting to prompt visitors and customers to consent to receive marketing communications from you. If the visitor is logged into a customer account the selection of their marketing preference on their customer account will be overridden by their selection of this setting.
Display an option requiring visitors to accept your terms & conditions
Select this setting to make visitors agree to your company's terms and conditions before proceeding to payment. When enabling this setting:
- You'll be prompted to select from one of your text & information pages
- If you are using the trade accounts app you'll be prompted to select a separate text page
Customer accounts
Customer accounts
These settings determine whether visitors are prompted to log in to a customer account during checkout (which includes trade customer accounts) and whether guest checkout is available.
Prompt visitors to log in to a customer account during checkout
Use this setting to select whether visitors are prompted to log in to an account during checkout. The login page includes the option to create a new customer account.
Allow visitors to checkout as a guest
Use this setting to select whether visitors are allowed to complete checkout as a guest, without having to log in or create an account.
Delivery & billing
Delivery & billing
These settings determine the selection of delivery information.
Allow visitors to enter different delivery and billing addresses
To prevent visitors from entering separate shipping and billing information, select no for this setting. This will ensure that orders are always shipped to the customer’s billing address.
Prompt users to select a delivery rate after entering a delivery address
To use the shipping on checkout configuration for your website's checkout, select yes for this setting. To use the shipping on basket configuration, select no for this setting.
Click & collect
Click & collect
Enable the 'click & collect' feature on your checkout
To enable the click & collect feature on your website's checkout select yes for this setting. Click & collect locations must be configured separately in your ShopWired account and at least one delivery rate assigned to each click & collect location.
Allow visitors the option to search for their nearest click & collect location
If you have enabled the click & collect feature and have multiple click & collect locations configured, select yes for this setting to prompt users to search for their nearest location.
VAT & taxes
VAT & taxes
Your checkout displays an order summary on the right-hand side of each step of checkout:
Display product and delivery prices including VAT or excluding VAT
- To display order summary prices including VAT, select including VAT
- To display order summary prices excluding VAT, select excluding VAT
Display a separate line total for VAT/tax
- To show a separate VAT line total in your checkout’s order summary, select yes in the VAT and taxes section.
- If you display prices including VAT, the VAT line total will be labelled as Including VAT
- If you display prices excluding VAT, the VAT line total will be labelled as VAT
Order questions
Order questions
You can use the order questions feature to ask visitors to your checkout pages questions that you configure, using the settings described below. You can configure an unlimited number of order questions on your checkout and the questions and answers provided are stored on the order as .
Order question type
Select the type of question you are creating:
- Text field asks visitors to enter a single line of text
- Text area asks visitors to enter multiple lines of text
- Checkbox asks visitors to either select or not select (selection can be made mandatory)
- Radio button asks visitors to select from different choices using a selection
- Select list asks visitors to select from different choices using a
Order question display name
Configure the label for the question you are asking.
Configure the available options the visitor can select from
If you are creating a question of the type radio button or select list you must configure the available options in this setting. Separate multiple options with a comma.
Configure the option selected by default
If you are creating a question of the type radio button or select list you can configure a default option that is pre-selected for visitors. This is optional.
Instruction text
Instruction text
Display additional instructions on your checkout
Use this setting to configure additional text information to display to visitors to your checkout. The additional instructions are displayed directly above the payment method selection section.
- To configure rich text such as text of different sizes, bold, underlined and links, select rich text
- To configure standard text without making it different sizes or inserting links, select plain text
Delivery date
Delivery date
You can prompt visitors to select a requested delivery date for their order (displayed on the payment method selection step) using the settings in this section. The visitor's selected delivery date is displayed on the order.
Prompt visitors to select a delivery date
To prompt visitors to select a delivery date, select yes for this setting.
Require visitors to select a delivery date
If you want to require visitors to select a delivery date, select yes for this setting.
Configure the days of the week that you offer delivery on
Use this setting to select which days of the week that you offer delivery on. Most users will not select Saturday or Sunday here.
Configure your lead time for delivery
Use this setting to configure the earliest date available for a visitor to select from. For example, enter 0
if next day delivery is available.
Configure the cut-off time for dispatch if an order is received 'today'
Use this setting to configure the time by which a visitor must place their order for “tomorrow” to be available for selection on the delivery date calendar when the delivery lead time setting is set as 0
.
Configure any specific dates that you don't offer delivery on
You can specifically exclude certain dates from being selected by visitors (for example, Christmas Day or New Year's Day) by entering a list of excluded dates in this setting. Enter dates in the format DD-MM-YYYY
and separate multiple dates with a comma.
Configure instructions to be displayed above the delivery date selection
You can use this setting to display some additional text beneath the delivery date label.
Payment methods
Payment methods
Each that is configured in your ShopWired account is displayed in this section and, if configured, the offline payment method. For each payment method you can configure various settings.
Configure a display name for this payment method
This setting determines the name of the payment method displayed to visitors, for example, Pay by credit/debit card
.
Select the card brand logos to display for this payment method
This setting determines which card brand logos are displayed for the payment method. Select each card brand logo that you want to display.
Configure a minimum order value
Use this setting to determine a minimum order value amount. If a visitor's order grand total is beneath the minimum order value set, the payment method will be hidden.
Configure a maximum order value
Use this setting to determine a maximum order value amount. If a visitor's order grand total is above the maximum order value set, the payment method will be hidden.
Configure the type of visitors that are permitted to use this payment method
Use this setting to configure the types of visitors that the payment gateway will be available for:
- Regular visitors (visitors not logged into an account)
- Registered customers (visitors logged into a normal customer account)
- Trade customers (visitors logged into a trade account)
Allow gift cards to be purchased using this payment method
Use this setting to determine whether or not visitors can use the payment method to complete an order that contains a gift card.
Order confirmation
Order confirmation
These settings are used to configure a customer's experience once they have successfully completed checkout and made payment for their order (or completed their order using the offline payment method).
Prompt customers not logged in during checkout to create a standard customer account after completing their order
For customers who didn't log in to a customer account before or during checkout, select yes for this setting if you want to prompt them to create a customer account. Only standard customer accounts can be created after checkout, trade customer accounts cannot be created.
Prompt customers to share their order on social media
Use this setting to prompt customers to share that they have completed an order on your website with their friends and followers on social media (Facebook and X/Twitter).
Include a referral link in the social media sharing message
If you're using the to reward customers and visitors for referring new customers to your website, select this setting to include the customer's referral link (only available if the customer is logged into a customer account) in the social media sharing message.
Configure the contents of the social media sharing message
Use this setting to configure custom text for the message that’s predefined for customers when they make a post to Facebook or Twitter sharing that they’ve just completed an order on your store
Payment messages
Payment messages
You can use these settings to customise the text and information that is displayed to customers once they have successfully completed their order.
You can use in any of these settings to return dynamic information:
- About a customer's order using the order object
- About the products in a customer's order using the order product object
- To dynamically adjust or generate text depending on variables within the customer’s order, for example:
- To use a conditional statement to display text based on the customer’s order value
- To use a conditional statement to display text based on the customer’s selected shipping method
- To use a conditional statement to display text determined by any data about the products in a customer’s order, for example; the type of products in a customer’s order, the value of each product in an order
- To use a conditional statement to display text determined by any custom field data set on any of the products in a customer’s order
For assistance configuring dynamic information contact theme support.
Take a look at some code examples here.
Configure the text displayed on the order confirmation page
Use this setting to configure the text displayed when a customer successfully completes an order through a payment gateway.
Configure the text displayed on the order confirmation page for customers that used the offline payment method
Use this setting to configure the text displayed when a customer completes their order through the offline payment method.
Configure the text displayed on the order confirmation page for customers who place pre-order orders
Use this setting to configure the text displayed when a customer successfully completes an order through a payment gateway where the order contains at least one .
Configure the text displayed when the payment method status is 'pending'
Use this setting to configure the text displayed when ShopWired cannot determine the status of the visitor's payment (because it is awaiting the message from the payment gateway that informs it whether the visitor's payment was successful or not). In these cases, the customer will receive either the order confirmation email or the order failed email when ShopWired has determined the payment’s status
Configure the text displayed when the payment method status is 'polling'
Use this setting to configure the text displayed when ShopWired is polling. The polling message is only displayed temporarily until ShopWired correctly determines the status of the visitor's payment.
Configure the text displayed when the payment method fails
Use this setting to configure the text displayed when a visitor's payment has been unsuccessful.
Referrals
Referrals
Prompt customers to refer their friends after completing their order
If you're using the reward points app to reward customers and visitors for referring new customers to your website, select this setting to prompt customers (who are logged into a customer account) to refer their friends to your website.
Configure the display message above the displayed referral link
Use this setting to configure information text that's displayed above the referral link displayed to customers on the payment confirmation page.
Enable customers to send referral emails after checkout
Use this setting to enable customers to enter the email address(es) of their friends to send a referral email to them after checkout.
Enable customers to copy a referral link to their device's clipboard
Use this setting to display a referral link to customers that they can copy to their device's clipboard and then share with their friends.
Enable customers to share a referral link through Facebook
Use this setting to enable customers to share a referral link with their Facebook friends.
Configure the contents of the Facebook referral message
Use this setting to configure custom text used when a customer uses the Facebook referral feature.
Enable customers to share a referral link through X/Twitter
Use this setting to enable customers to share a referral link with their X followers.
Configure the contents of the X/Twitter referral message
Use this setting to configure custom text used when a customer uses the X referral feature.
Enable customers to share a referral link through WhatsApp
Use this setting to enable customers to share a referral link using WhatsApp.
Configure the contents of the WhatsApp referral message
Use this setting to configure custom text used when a customer uses the WhatsApp referral feature.
Advanced customisation
Advanced customisation
Configure custom CSS for your checkout pages
You can use CSS to configure advanced display customisations to your checkout pages by entering your CSS code into this setting. Do not enter opening or closing <style>
tags.
Some examples of the types of advanced display customisations you can make with custom CSS are:
- Increase the font size of text on checkout steps
- Highlight particular pieces of text in different colours
- Hide certain fields or sections from checkout steps
- Change individual button colours
- Change the font sizes of text in buttons
- You can use custom CSS rules to alter the colour of elements of checkout pages but most colours can be set using the colour settings available in the colours settings
For assistance in configuring custom CSS contact theme support.
Configure custom JS for your checkout pages
You can use Javascript to configure advanced Javascript enabled functionality to your checkout pages by entering your JS code into this setting. You should enter opening and closing <script>
tags.
Some examples of the types of advanced functionality customisations you can make with custom Javascript are:
- Display a review widget on checkout steps
- Integrate a postcode lookup tool like Loqate or IdealPostcodes
- Validate a visitor’s entry into form fields (e.g. to prevent them adding a PO Box address)
- Change the text for field labels
- Update the marketing preference checkbox to be selected by default
Theme control
Theme control
ShopWired's platform checkout feature is suitable for most ShopWired users. It allows them to configure the design, display and functionality of the pages of their website's checkout using the settings made available within the ShopWired account. The advanced CSS and advanced JS settings also allow users to deploy their own CSS and Javascript to checkout pages to achieve more specific customisations to checkout pages.
However, further customisations are available by reverting the checkout pages to be controlled by the website's theme instead of using platform checkout. When reverting checkout pages to the theme, ShopWired users gain complete control over the checkout experience and can design, develop and deploy checkout pages that look and work exactly how they want them to, including the creation of a one page checkout.
Reverting checkout pages to the theme is a multi-step process:
- You need to develop the checkout pages that you want your website to use within your theme files
checkout_login.twig
(optional, to prompt visitors to log in or create an account)checkout_address.twig
(required, where visitors enter their address information and select their payment method)checkout_complete.twig
(required, where visitors land after successfully completing their order)checkout_fail.twig
(required, where visitors land when not successfully completing their order)
- You need to request support to disable platform checkout on your ShopWired account
You cannot view the checkout pages you have developed whilst platform checkout is enabled on your ShopWired account so it is strongly recommended to create a new ShopWired account free trial to develop the pages and then copy them across to your theme files on your live ShopWired account once they are ready.
Code examples - payment messages
Code examples - payment messages
Here are some practical examples of Twig code you can use in your order confirmation page text:
Basic order information
Thank you for your order, {{ order.billing_name }}!
Your order reference is: {{ order.reference }}
Order total: {{ format_price(order.total) }}
{% if order.shipping_method %}
Shipping method: {{ order.shipping_rates[0].name }}
{% endif %}
Conditional text based on order value
Thank you for your order!
{% if order.total > 100 %}
As you've spent over £100, you'll receive a free gift with your order!
{% elseif order.total > 50 %}
Spend just {{ format_price(100 - order.total) }} more to qualify for a free gift on your next order!
{% endif %}
Display based on shipping method
{% if order.shipping_rates[0].name|lower contains 'next day' %}
Your order will be dispatched today for delivery tomorrow.
{% elseif order.shipping_rates[0].name|lower contains 'standard' %}
Your order will be dispatched within 2 working days.
{% else %}
Your order will be processed shortly.
{% endif %}
Product-specific information
{% for product in order.products %}
{% if product.custom_fields.delivery_note %}
Note for {{ product.name }}: {{ product.custom_fields.delivery_note }}
{% endif %}
{% if order.digital_files|length > 0 %}
You'll receive download instructions by email shortly.
{% endif %}
{% endfor %}
Order invoice PDF
Thank you for your order, {{ order.billing_name }}!
{% if order.customer.is_trade %}
You can download an invoice for your order at <a href="{{ order.pdf_url(123) }}" target="_blank">{{ order.pdf_url(123) }}</a>
{% else %}
You can download a receipt for your order at <a href="{{ order.pdf_url }}" target="_blank">{{ order.pdf_url }}</a>
{% endif %}