Setting up the shopping cart

The shopping cart is a versatile content record that manages your users’ financial interactions with your website. The shopping cart allows users to pay for products, memberships, event registrations, and to make donations. iMIS uses a combination of several content items on a single content record to create the cart. It is recommended that you copy the content record from the Core Content folder and paste it to your desired site.

Do the following to copy the Shopping Cart content record to any webpage:

  1. In the Staff site, go to RiSE > Page Builder > Manage content.
  2. Go to Core Content > Shop > Store Layouts, and then select the Cart content record.
  3. Select Organize > Copy.
  4. Go to your desired content folder, and select Organize > Paste. For example, paste the copied content record to Shared Content > Shop folder.

    5. Note: All content records in the Core Content content folder are protected as System content records and are locked. You must paste your copy of Core Content content items into a Shared Content folder. Be sure to also update any navigation items or shortcuts that point to that content record.

  5. Publish the content record.
  6. (optional) Go to Site Builder > Manage sitemaps:
    1. Select a website from the drop-down.
    2. Select New > Website Navigation Item.
    3. Enter a folder name and link text for the new navigation item.
    4. Select the Content or URL to Link to. The Document Browser is displayed.
    5. Select the copied content record (Shared Content > Shop) to populate the navigation item.
    6. Click Save.
  7. Publish the new Website Navigation Item.

The shopping cart is a complex content record comprised of several content items. These content items work together to form a customizable shopping cart for your users. A list of each content item available for use in configuring the shopping cart is available here:

Note: The configuration steps below reflect the default Cart settings and arrangement. If you would like to reconfigure your existing cart, log in as a user with administrative privileges and enable Easy Edit. Modify your Cart content record as desired. This can be done from any site.

Do the following to create a custom shopping cart content record:

  1. Go to RiSE > Page Builder > Manager content.
  2. Click on the folder in which you will place your new content record.
  3. Select New > Website Content.
  4. Give the new content a Title and Publish file name. The Publish file name determines the name of the webpage, and defaults to match the Title if a custom name is not provided.
  5. For Layout, select OneOverTwo50-50OverOne.
  6. Click Add content in the appropriate content area depending on your selected content layout.
  7. Select the desired content item from the Content Gallery.

    8. Note: Most, but not all, of the Shopping Cart-related content items are available in the Commerce gallery.

    Note: The title field of a content item configuration page will populate a title visible on your webpage. Only give a title to those content items which you'd like to call out.

  8. Connect relevant content items. Connections enable content items to interact with one another. In the Shopping Cart, for example, the Cart Charges Display content item needs to know the shipping address (determined by the Shipping Method Selector content item) in order to calculate shipping and tax fees. Creating a connection will enable these content items to communicate between each other, removing the need for additional administrative maintenance for site administrators. You only need to add connections where the content item's instructions indicate they are needed. Not all content items support this.
    • Cart Charges Display
      • Click Connect on the Cart Charges Display content item navigation header. A new window is displayed about the content items.
      • Select Create a new connection.
      • In the Object Consumer drop-down, select the Shipping Method Selector content item.
      • Click Connect.
      • Click on the red X to close the Connector.
  9. Select the Properties tab, and select the Content is Secure (https://) checkbox.
  10. Click Save & Publish to finalize your Cart content record.
  11. Go to Site Builder > Manage sitemaps:
    1. Select a website from the drop-down.
    2. Select New > Website Navigation Item.
    3. Enter a folder name and link text for the new navigation item.
    4. Select the Content or URL to Link to. The Document Browser is displayed.
    5. Click Save.
  12. Publish the new website navigation item.

After you have configured your custom cart page, you can begin rerouting all checkout links to your new page. Do the following to edit the All Sites shortcut for the Cart:

  1. From the Staff site, go to RiSE > Site Builder > Manage shortcuts.
  2. Select the Cart shortcut for All Sites.
  3. Click Edit selected.
  4. Select the custom Cart page from the URL or Content Record field.
  5. Click Save.

Change the Cart sitemap navigation item, along with any other sitemap navigation items that link directly to the Cart:

  1. From the Staff site, go to RiSE > Site Builder > Manage Sitemaps.
  2. Select the website from the drop-down menu.
  3. Select the Cart navigation item.
  4. From the Properties tab, select the custom Cart page from the Content or URL to link to field.
  5. Click Save.
  6. Click Publish.

Update any other sitemap navigation items as necessary.