Prebuilt Checkout links

Learn about Prebuilt Checkout links and how to generate and manage them.

Prebuilt Checkout links streamline the checkout process for both administrators and customer service representatives. These links integrate seamlessly with Digital River's comprehensive services, including payment processing, fraud detection, tax exemption, and disclosure services. Prebuilt Checkout links can easily connect customers to the necessary commerce systems, enhancing the overall shopping experience. This section will guide you through creating, managing, and deploying Prebuilt Checkout links to ensure optimal utilization within your workflow.

You can configure Prebuilt Checkout in the Digital River Dashboard to let you generate Prebuilt Checkout links as an administrator or customer service representative. You then can share these links to connect a customer to an upstream commerce system with Digital River's payment processing, fraud detection, tax exemption, and disclosure services.

You can add a new or existing customer or a new or current product to the Create Prebuilt Checkout link page during the checkout so that that information is associated with the generated link.

You can provide additional helpful metadata for Sales or the client brand. For example, you could include data such as an opportunity ID, purchase order number, subscriber ID, or other relevant details. Use metadata to add necessary values to an order cart before emailing it to the end user.

Work with Prebuilt Checkout links

Go to the Prebuilt Checkout links page to work with and manage Prebuilt Checkout links.

To get to the Prebuilt Checkout links page:

1. Go to the Order Management section in the left navigation of the Dashboard.

2. Click Prebuilt Checkout links to go to the Prebuilt Checkout links page.

   
3. Click the Refresh icon to update the list of permanent (reusable) links displayed.

This page lists all permanent links you created and provides an ID link to each link's details page. The Prebuilt Checkout links page shows the following information for each link:

• ID: A unique identifier for the link. Click the link ID to go to that link's Link details page.

• Link: The actual link URL. Click the Copy to clipboard icon next to the link's row to copy the link to the clipboard for sharing.

• Currency: The type of currency being used in this transaction.

• Created: The link's creation date.

Filter links by date and status

The Filter button lets you filter the results displayed on the Prebuilt Checkout links page by date and status. Use the following steps:

1. Click Filter on the Prebuilt Checkout links. The Filters dialog appears.
2. Complete the Start date, End date, and Status fields for the links you want to view and click Apply. To clear the filter settings, click Filter and then click Clear. Once you navigate from the page, the default settings are restored.

View, add, and delete Prebuilt Checkout links

You can view, add, and delete specific links on this page based on your assigned role for using the Dashboard.

If assigned a Customer Service role, you can do the following:

• View link information and the Prebuilt Checkout link details.
• Create a Prebuilt Checkout link session by clicking Add link.
• Generate a one-time Prebuilt Checkout link that expires in 24 hours.
• Generate a reusable Prebuilt Checkout link with no expiration.
• Add a new or existing product to a Prebuilt Checkout link.
• Add a new or existing customer to a Prebuilt Checkout link.

If you are assigned an Administrator role, you can do the following with this feature:

• Create, save, update, and manage Prebuilt Checkout scoped configurations.
• Create a Prebuilt Checkout link session by clicking Add link.
• Generate a one-time Prebuilt Checkout link that expires in either 24 hours or once it is used.
• Generate a reusable (permanent) Prebuilt Checkout link with no expiration period.
• Delete any reusable Prebuilt Checkout links you no longer want active.
• Add a new or an existing customer to the Create Prebuilt Checkout links page during a session.
• Add a new or current product to the Create Prebuilt Checkout links page during a session.

For more information on roles, refer to Users and roles.

View a link and its details

To view a link and its details:

1. Go to the Order Management section in the left navigation of the Dashboard.
2. Click Prebuilt Checkout links to go to the Prebuilt Checkout links page. This page lists all links you have created and provides an ID link to each link's details page to view that additional information.
3. Click the More icon (vertical ellipses) at the end of a link row to view the link details.

   
4. Click View to see the Prebuilt Checkout link details.

   

Add a link

To add a link:

1. Go to the Order Management section in the left navigation of the Dashboard.
2. Click Prebuilt Checkout links to go to the Prebuilt Checkout links page.

3. Click the Add link button at the top of the page. The Create Prebuilt Checkout link page appears.

   
4. Follow the instructions in Generate Prebuilt Checkout links to finish adding a link on this page.

Delete a link

To delete a link:

1. Go to the Order Management section in the left navigation of the Dashboard. Click Prebuilt Checkout links to go to the Prebuilt Checkout links page. This page lists all permanent links you have created and provides an ID link to each link's details page.
2. Click the More icon (vertical ellipses) at the link row's end.

   
3. Click Delete to delete that Prebuilt Checkout link and its information. Note: Only users with an Administrator role can delete a link.

Refer to Delete a link for additional information.