Page Setups for the Checkout Process

 If you decide to use the guest checkout process, you will need to created two separate workflows; one for logged in web users and the second for guest web users. The flowchart below shows how each control is dropped onto a separate page and how the different pages all link together. 

From the web, you drop the one control or module onto the page and configure the web settings, as shown below. See Configuring the Web Settings for the Checkout Control for more information.

In order to link the pages in sequential order, you must set the PWF Parameter field to the next page's URL in the checkout process. For example, if you are configuring the web settings for the Checkout module, from the Checkout Complete Redirect Page URL field, you would set the parameter to be the Checkout Thank You page since it is the next step in the checkout process.  

If you have a simple membership join process and list it as a product in the online store, if a web user does not have an account for your site, and selects the membership product, when the user begins the checkout process if he/she selects to proceed as guest to complete it, a user account is generated for him/her. However, in order for the web user to access it, he/she needs to select the "Forgot Password" link on the Login screen. As a best practice, it is highly recommended that you setup a welcome notification to be sent to the new member informing him/her that an account has been created and in order to access it he/she has to select the "Forgot Password link on the Login screen, as shown below.

See Also:  

·            For an overview on how the Checkout control works, refer to Workflows for the Checkout Control

·            To see the back office set ups necessary for the Checkout control, refer to Back Office Settings for the Checkout Control.

·            To add the Checkout control to a page on the web, refer to Web Settings for the Checkout Control.

·            For a broad summary of the Checkout control, refer to Overview: Checkout Control.

·            For a video demonstrating how to add the Checkout control to a page, refer to Video Demo: Configuring the Checkout Control.