Basket and Checkout - process and forms

The product checkout process involves a number of forms, pages, email and attachment templates.
The diagram below illustrates the various components of this process

Product Forms

• Capture information about the product e.g. Attendance ticket might capture Name and Email
• Each product Item has an associated form
• If any fields are required they must be filled in before the product can be 'checked out'

Personal Information Form

• Capture additional information about the person making the transaction
• Add marketing, T&C or other GDPR related questions and opt-ins here

Invoice Details form

• Billing information which is used on the Paperwork
• If the transaction has zero value, this form is not displayed

Thank you page

• There is a dedicated page for the thank you stage of the process
• Customers are redirected to this page after credit card processing via external providers or directly after selecting 'Invoice' as the payment method

Email templates

• Different templates are used for the 'Thank you' email according to the type of payment method (Credit card or Invoice) or whether or not the transaction is zero value

Paperwork and Attachments

• A PDF of the 'paperwork' is attached to the thank
• Optionally, each product type can have its own PDF attachment. These attachments are made via free form HTML templates e.g. for Event Attendance there may be an "Event Guide" doc attached.