Additional Steps: Checkout Landing Page

The instructions below are intended for a web user with web admin/host privileges.

If you decide to use the guest checkout workflow, as a best practice, it is highly recommended that you create a Checkout landing page that web users who are not logged into your site are redirected to before beginning the checkout process. The alternative is to direct unauthenticated web users to the standard login page on the site.

A special checkout landing page gives the web user additional options, such as the opportunity to log into your website if he/she already has an account, and if the web user does not have an account, he/she can proceed to the first step in the checkout process as a guest. Even if you decide not to use the guest checkout process, if you do not already have a standalone page with the Login control (e.g., the login that appears on your main page or in-line on some other page), then your site should still use this landing page.

See Also:

·            For a broad summary of the Guest Email Lookup control, refer to Guest Email Lookup Control Overview.

·            To add the Guest Email Lookup control to a page on the web, see Configuring the Web Settings for the Guest Email Lookup Control.

·            If you want an overview of the guest checkout process, refer to Workflows for the Guest Email Lookup Control.

To configure a Checkout Landing Page:

1.    Create a new page. Please refer to Adding a Page on Your Site Using DNN for more information.

You have to set the right page permissions in order for your web users to be able to view a page in your e-Business site. For example, if you want all users (registered and non-registered) to be able to view a page, such as online store, you check the All Users checkbox.  If you just want registered users to be able to view a page, check the Registered Users checkbox. In addition, all IMS roles are also displayed in the Page Permissions tab and that is why you see Personify Staff, Personify Member, etc. Please refer to Adding a Page on Your Site Using DNN for more information.

a.    From the Advanced Settings tab, from the Page Skin drop-down, select a two column skin.
As a best practice, it is recommended that setup your page to have two columns. In the left column, you should drop the Login control and in the right column, you should add the Proceed as Guest button as well as text explaining the guest checkout process to your web user.

2.    Drop the Login Web Module onto the left column of this page.
This module provides web users who are not logged into your site, but have username and password credentials, the opportunity to login to your site, as shown below.

3.    From the Modules drop-down, select Add New Module > HTML, as shown below.

4.    Place the HTML module in the right column on your page.
Once added to your page it displays as shown below.

5.    Change the title of this module, so the page does not say "Text/HTML", as pictured above.

a.    Select the Settings option from the gear icon, as highlighted below.

The Basic Settings screen displays, as shown below.

b.    From the Module Settings tab, rename the Text/HTML text in the Module Title field.
This title should prompt the web user to begin the checkout process. As a best practice, Personify recommends using the title "New to our Checkout Process?".

c.    Click Update.

6.    To add instructions below the title of  this module:

a.    From the Pencil icon, select Edit Content, as highlighted below.

The Edit Content screen displays, as shown below.

b.    Select "HTML" as Render Mode.

c.    If you would like to use the verbiage on the Personify base sample site, then copy and paste the following HTML code into the text box, as highlighted below.
<p>You&nbsp;<strong>do not</strong>&nbsp;need to create an account to place an order. Click 'Checkout' to continue.&nbsp;</p> <p>To make future purchases even faster, you will have the option to create an account during checkout.</p> <p>Members need to log in to receive preferential pricing.</p>

<div class="buttonRow"><input type="button" class="proccedAsGuest" value="Proceed as Guest" onclick="window.location.href='GuestEmailLookup.aspx'" /></div>

You need to understand how to edit HTML code in order to make edits to the text above.

d.    Click Save.
The text displays as shown below.

If any of the HTML code is incorrectly formatted, you will see strange characters similar to those pictured below. It is important to preview all setups to catch errors like this.

Customer Impact

After configuring the settings for you Checkout Landing page, it will display similar to what is shown below to your web users.