Join Patrick Rauland for an in-depth discussion in this video Checkout settings, part of WordPress Ecommerce: WooCommerce.
- [Instructor] We covered the tax and shipping settings earlier in this course, and we covered a good chunk of the checkout settings earlier, but there's a few we skipped over, so let's go over those right now. The first couple settings are about coupons. If you never plan on using coupons, you can just turn that functionality off. It'll hide the coupon fields on the cart and checkout pages, so it actually makes them less cluttered. Definitely do this if you don't have a coupon strategy. You can always turn it back on when you do want to use coupons. The next option lets you choose how discounts are applied.
Generally in the U.S., we always take the discount off of the total order. So if I have two 10% off coupons on a $100 order, I expect to pay $80. But some countries do it in a different fashion. The next two settings are about checkouts. The first is about Guest Checkouts. If you turn this off, users will not be allowed to check out without creating an account. This can be really putzy on a mobile device, and it's still a pain on a computer. If I'm making a one-off purchase, like a Christmas present for a friend, and I'm likely to never come back to that site, I don't like making an account.
So I'd be pretty annoyed if you made me make one. You should get higher conversion rates by not forcing people to create accounts. I recommend leaving this setting on. The next option, forcing your site to use SSL in the checkouts. Many payment gateways, like Stripe, require the setting to be turned on. I definitely suggest turning this on once you have an SSL Certificate installed on your server. The one exception is if you wanted to use a different SSL plugin to apply it to the entire site instead of just the checkout.
There's a number of plugins that do this, but this one here, on wordpress.org, is great. If you do use a plugin like this, don't turn on the setting in WooCommerce, as you could have a redirect issue. So either use one or the other. The next group of settings have to do with the pages in the checkout. There's the Cart page, the Checkout page, the Terms and Conditions page, and by default, that one will be empty. If you ever wanted to use a different page for your Cart and Checkout pages, you can do so, although there isn't really a good reason to do so.
The Terms and Conditions page is interesting. Let's go ahead and save our settings so far, and we can create a brand-new Terms and Conditions page and then set it right here. Pages, Add New. I'll just call it Terms, and my terms are: You must have a good time with the product. And I'll publish these. Normally, you'd use more legal terms. I'll go back to WooCommerce, Settings, Checkout, although before I do this, to actually see the Checkout because I don't have an SSL Certificate installed on my site, I'm going to temporarily turn this off.
And I'll set the Terms and Conditions page here. Now let's go and see what this looks like on the front end. I'll open this up in a new tab, add this to my cart, take a look at the carts, click Proceed to Checkout, and now if we scroll all the way down, in addition to the regular stuff that we're used to seeing, there's also a checkbox that says, "I've read and accept the Terms and Conditions." And users can click this and open it in a new link, which forces them to read this. The next settings are all about end points.
Think of them as Wordpress pages without actually being pages. They look and feel like a page, but you can't edit the contents. The content is all dynamic, based on who logs in. So at most, you can change the URL here. Since these all look good to me, I'll leave them as is. The last of the settings here lets you choose the order of the payment gateways. You can see which ones are enabled, and you can put your preferred payment gateway towards the top. I prefer Stripe over PayPal, so I'll move that up.
And move that up above the rest. And now I'll Save Changes.
- Why WooCommerce?
- Installing WooCommerce
- Setting up your store
- Adding products, including images and data
- Creating a subscription product
- Setting up shipping
- Configuring payment options
- Setting up taxes
- Customizing your theme
- Connecting Google Analytics and MailChimp
- Managing orders and reports