To use this feature, Commerce Vision must first switch it on for your site.
Overview
Guest Checkout functionality allows users to complete their purchase without first logging in or creating a user account. This way, customers get through your checkout fast and friction-free. At the same time, users can opt for an account to be created after order submission. Guest checkout is most commonly offered for B2C buyers.
The Customer Self Service eCommerce Platform provides choices for your guest user checkout settings. You know your customers and your business best. You can decide to:
- let guest users select to create an account upon order submission or remain unregistered, or
- automatically create an account with provided details. (Please contact Commerce Vision for this option.)
Letting users decide to create an account or not is done with the Create Account & Remember my details checkbox during checkout, It can be ticked or unticked by default. The user can override the default option.
Expanded Guest Checkout view
At checkout, the guest user usually has to click the Guest Checkout button to view the Guest Checkout form. This form contains fields for delivery address, freight options and payment. For sites on 4.24+, the Guest Checkout form can be set to the expanded view by default.
Unexpanded Guest Checkout view | Expanded Guest Checkout view |
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Users click the Guest Checkout button to open the Guest Checkout form. | The Guest Checkout form is displayed automatically. Users do not have to click the Guest Checkout button. |
Guest Checkout is enabled and configured for your B2C site or users quickly and easily in the CMS.
Step-by-step guide
1. Configure Guest Checkout
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout.
- Toggle ON Guest Checkout, then click Configure. NOTE - This toggle is available only if Commerce Vision has switched on the Guest Chcekout feature.
- In 'Guest Checkout Feature Settings', toggle ON Guest Checkout.
- If your site is on version 4.24+, you can set the Guest Checkout form to display by default on the Checkout page. For this option, toggle ON Always Expand Guest Checkout Content. Leave it OFF if you do not want checkout fields to be displayed automatically.
- In Role Assignment, select the role(s) that apply to Guest Checkout. (The most common is the 'Public User', a pre-login role). Note - Guest Checkout should not be enabled for B2B, Accounts or Administrator roles.
- To save your changes, click Save or Save & Exit.
2. Customise Emails
When a user checks out as a guest, they can tick the 'Create Account & Remember my details' checkbox to register an account on your site.
If this checkbox is ticked, upon submission of the order, the system will check whether the guest user's email address is already registered. TIP - This checkbox can be set to default to 'ticked' in the Delivery Address B2C widget.
- If an account is not found, a new login based on the data supplied will be created and the standard New User Registration email is sent.
- If found, the User Exists email is sent. This informs the user they already have an account and also provides them with their login ID.
The templates for these emails can be customised.
User Exists Email template
- In the CMS, navigate to Content → Emails.
- Select the User Exists Email template. The default widgets are listed in each of the zones on the template.
- Locate the User Registration widget and click Edit.
- Edit the Registered Message textbox as required. This provides the content for the email. (See help for the User Registration Widget.)
- Click Edit on any of the widgets to configure options as required.
- When you have finished editing, click the Test Email button to check that the content and layout of the email is correct.
- If the 'Page Preview' feature is active on your site, click Publish to save changes to the template.
3. Customise Guest Checkout page
The content of the Guest Checkout page is provided by the Guest Checkout Template. This becomes available on the Content menu when Guest Checkout feature is enabled.
To edit the template:
- In the CMS, navigate to Content → Pages & Templates.
- Select the Checkout submenu, then the Guest Checkout template. Of you can simply enter 'Guest Checkout' in the Search tool.
- Click Edit for 'Guest Checkout'.
- The default widgets will be listed in each of the zones. Drag and drop widgets to reposition them in the layout as you require.
Guest Checkout Button
The default text on the Guest Checkout Button label is 'Guest Checkout, quick and easy'.
This text can be edited in the Guest Checkout Expand Button Widget. The widget has to be added to the Guest Template manually.
- To customise the label on the Guest Checkout button, add the 'Guest Checkout Expand Button' widget to the Zone Guest Checkout.
- Click Edit on the widget to update the text, then click Save. (See Guest Checkout Expand Button Widget help for more details),
Guest Checkout page content
Edit the content (Guest Checkout options and button labels) in the widgets as required. (See Related widgets at the bottom of this page for specific help on customising each widget.)
Layout Variations
The default Guest Checkout template contains 2 zones - Options Left and Options Right. In the default checkout page design, these are empty.
They can be used to customise the layout with the 'Guest Checkout Expand Button'. In the example, a link to the Registration page has been placed in the Left zone. The Guest Checkout button has been placed in the Right zone. NOTE - This specific layout would not be suitable if the default is an expanded Guest Checkout content.
(The actual Guest Checkout fields - Delivery Address, Freight Options, Payment - remain in the Zone Guest Checkout, and are only revealed when the button is clicked.)
To replicate this layout on your website,
See Layout Creator help if you want to change the Guest Checkout page layout altogether.
Additional Information
Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Ballpark Hours From CV (if opting for CV to complete self config component) |
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Ballpark Hours From CV (in addition to any self config required) |
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Third Party Costs |
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CMS Category |
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Related help
Related widgets