Prebuilt Checkout

Learn how to configure a Prebuilt Checkout session and create one-time and reusable Prebuilt Checkout links.

You can configure Prebuilt Checkout to generate links that connect to an upstream commerce system with Digital River's payment processing, fraud detection, tax exemption, and disclosure services.

The Digital River Dashboard provides the following features to let you use this capability:

• A configuration settings page lets you create, save, and manage Prebuilt Checkout scoped configurations. This topic focuses on how to use this page. The Prebuilt Checkout page can be found under the Settings section.

• A related link generation page lets you create a Prebuilt Checkout session and generate checkout links after creating a configuration.

Role-based access

Depending on your assigned role, you can access all or part of the Prebuilt Checkout feature using the Digital River Dashboard.

Feature	Customer Service	Administrator
View the Configured Prebuilt Checkout settings	✔	✔
Create, save, update, and manage Prebuilt Checkout scoped configurations		✔
Create a Prebuilt Checkout link session	✔	✔
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	✔
Delete any one-time or reusable Prebuilt Checkout link		✔

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

Understand the uses of Prebuilt Checkout

The Prebuilt Checkout feature is ideal for completing order checkouts with limited storefront capabilities. It facilitates transactions by providing a checkout link or modal, enabling purchases without a storefront. Key functionalities include:

• Checkout options independent of a storefront

• SKU-based checkout for catalog sales

• One-time or reusable checkout links for promotions. You can copy and paste these links anywhere.

• Easy integration of checkout links into emails or social media. For example, you could copy the link to an email or a social media post to provide a quick purchase and checkout.

• Continuation of sales during storefront downtime or construction by providing this checkout method

View the configured Prebuilt Checkout settings

To view the configured Prebuilt Checkout settings, click Prebuilt Checkout under Settings in the navigation pane.

Configure the Prebuilt Checkout settings

To configure the Prebuilt Checkout settings, users with an Administrator role can create or modify configurations, which include options for default shipping settings, consents, and policies. This setup ensures streamlined management of checkout sessions, allowing for efficient session link requests and customization of the checkout modal UI, such as setting single-use or reusable checkout links.

With this saved configuration, you do not need to specifically enter Prebuilt Checkout configuration information every time you want to initiate a new session. Once you create and save a Prebuilt Checkout configuration, administrators and customer service representatives can then request one-time use checkout links using that session ID. The Prebuilt Checkout session ID and URL provided in a session response create a one-time checkout modal window. If you have an Administrator role, you can also decide whether the link is single-use or reusable.

1

Custom options

1. Click Prebuilt Checkout under Settings in the navigation pane.

2. Click Edit.

3. You can turn the following custom options on or off by toggling the settings:

   • Display a "Purchasing for a Business" checkbox: Enable this option to show a checkbox that indicates whether the shopper is purchasing for a business rather than as an individual.

   • Require shoppers to provide a ship-to phone number: Enable this option to mandate that shoppers provide a phone number for shipping during checkout.

   • Require shoppers to provide a bill-to phone number during checkout: Enable this option to require shoppers to give a phone number for billing at checkout.

   • Collect custom information during checkout: Select this checkbox to gather additional customer information during checkout.

     1. To indicate the field is required, turn on the Required toggle.

     2. Choose the field type from the Field type drop-down list. Your options are as follows:

        • Text: The Text field is a customizable input option that lets customers enter free-form text during checkout. It helps collect information that doesn't fit into specific categories, like special requests or comments. You can also make it a required field, so customers must fill it out before purchasing. This makes the Text field flexible for gathering information that suits your business needs.

        • Numeric: The Numeric field is designed to collect numerical input from customers during checkout. This field allows shoppers to input only numbers, making it ideal for collecting information like quantity, percentage, or any other necessary numeric data. You can also designate this field as required, ensuring customers provide a number before purchasing. It helps streamline the checkout process by ensuring you receive the necessary numeric information directly from the customer.

        • Dropdown: If you choose Dropdown, enter an option label and value for each option in the drop-down list. To add drop-down options, click Add custom field dropdown option (at least 1 is required).

     3. Provide a key in the Key field, and enter a label in the Label field.

        

2

Logistics

Pick your shopper's logistics settings by selecting the appropriate checkbox:

• Set a default shopping country: To set a default shopping country, select the checkbox and enter the two-letter country code in the field.

• Set a default ship-from address: Select the checkbox and enter the shipping address details in the field provided to set a default ship-from address. This is the address from which physical products will be shipped. For more information, see Ship from.

• Set default shipping methods: You must set up the default shipping methods for physical products. To set the default shipping methods:

  1. Select the Set default shipping methods checkbox.

  2. For each shipping method, enter:

     • The shipping cost in the Amount field, for example, 14.00. Note: Enter Amount information as decimal values.

     • The shipping cost in the Description field, for example, USPS.

     • The service level in the Service level field, for example, priority.

  3. To add a shipping method, click Add shipping method and complete the fields.

  4. To delete a shipping method, click Delete next to the shipping method.

  For more information, see Shipping methods and Webhooks. Webhooks explains how to

3

Shopper consents

Pick your shopper's consent settings by selecting the appropriate checkbox:

• Display additional legal policies: Provides a clickable link to the store's other legal policies at checkout. To display additional legal policies:

  1. Select the Display additional legal policies checkbox.

  2. In the Public company name field, type the company name you want to appear in the checkout modal.

  3. Select the Your End User License Agreement checkbox if you want customers to agree to your End User License Agreement (EULA) and provide the URL of the EULA.

  4. Select the Your Terms of Service checkbox if you want your customers to agree to your Terms of Service (ToS) and provide the TOS's URL.

• Display marketing opt-in: Provides you with a selectable checkbox that lets the shopper opt-in to the store's marketing information. To display the marketing opt-in checkbox, turn on the Display marketing opt-in checkbox toggle.

Note: Entering incorrect or invalid information in these fields will result in an error message. This could include entering invalid URLs, data of the wrong type, invalid country codes, etc.

4

Store policies

Pick your shopper's store policies settings by selecting the appropriate checkbox:

• Display a link to your store's return policy: Select the checkbox and provide the URL to your store's return policy. The shopper will see this clickable link at checkout.

• Display a link to your store's refund policy: Select the checkbox and provide the URL to your store's refund policy. The shopper will see this clickable link at checkout.

Note: Entering invalid URLS in these fields will result in an error message.

5

Webhooks

You can choose to create webhooks for Prebuilt Checkout by selecting the appropriate checkbox:

• Enable the shipping webhook: Select the checkbox and provide a URL, username, and password. This webhook retrieves shipping options using a sessionId and requires that the provided URL can handle requests and respond correctly. It overrides other shipping methods in the checkout session, displaying the shipping options in the session link modal.

• Enable the store credit webhook: Select the checkbox and enter a URL, username, and password. This webhook activates when a shopper tries to use store credit, ensuring the requested credit is valid by calling a specified endpoint. For more information on using this feature in Prebuilt Checkout, see Offering store credit.

6

Save your changes

Click Save to save your Prebuilt Checkout settings or Cancel to discard your changes.