Studiocart allows you to create optimized checkout pages and sales funnels on your own website without any coding necessary! Use it to start selling your services in minutes! To view the entire Studiocart documentation, click here. Continue reading below for our quick start guide!
Settings #
Navigate to Studiocart > Settings to configure your General Settings (including currency, business information, and terms & conditions), Payment Gateways (options include Stripe, PayPal, Square, Mollie, and RazorPay), Integrations, Emails, and Taxes.
Prior to adding your products, we recommend connecting to your payment gateway of choice and setting it to test (or sandbox) mode. In this mode no money will be transacted as you test your product purchasing process.
Don’t forget to change your payment gateway to live mode when you are ready to start making sales on your website!
Add A Product #
Once your Settings are configured, go to Studiocart > Products, and select the “Add New Product” button at the top of the page.
Here you can fill in product details including Product Name and Description, which will show up in the default product page.
Underneath the content editor you will find the Product Settings. The Product Settings meta box is where the majority of important data is added for your products.
General Settings #
Public Product Name – (Optional) Enter a custom title to show a different product title to the name of this page
Hide Page Title – Enable to hide the title of this page
Header Background Color – Determines the header color
Header Background Image – Adds a background image to the header
Form Skin – Determines the type of form
Primary Color – Determines the button color when using the default product template
Turn off default product page – Sets the product page to display a custom checkout page already created for this product
Form Skin #
Default – A standard checkout form
2 Step – A checkout form divided into 2 steps. Step 1 captures customer contact information and step 2 takes the payment details
Opt-in – An email opt-in form for free plans only
Page Access #
This section allows you to control when your checkout page can be viewed and what should happen once the cart closes.
Limit Product Sales – Enable to have Studiocart auto manage inventory
Amount Remaining – Visible when Limit Product Sales is enabled. Enter an amount and Studiocart will auto-update your product inventory
Cart Opens/Cart Closes – Specify the dates and times that the checkout page will be visible
Cart Closed Action – Choose to display a message or perform a redirect when someone visits the page when the cart is closed
Cart Closed Message – Shown when Display Message is selected as the Cart Closed Action. Enter the message that will be shown when the cart is closed.
Cart Closed Redirect URL – Shown when Perform Redirect is selected as the Cart Closed Action. Enter the URL that page visitors will be redirected to.
Payment Plans #
Studiocart gives you the ability to set up multiple Payment Plans for a single product. Under Product Type, there are 4 plans you can choose.
One-time Payment – A one time payment to access the product
Recurring Payments – Multiple payments or ongoing subscription to access the product
Pay What You Want – Allows the customer to pay any amount they choose to access the product
Free – No payment required
All Payment Plans have the following fields.
Plan ID – Enter a short ID for this plan using letters and numbers only, no spaces
Hide Plan – Enable to hide as a selectable plan on the checkout form
Option Label – (optional) Enter a name/description to show on the checkout page for this plan
Price – Enter the price of the payment plan
When recurring payments are enabled the following fields are available.
Frequency – Select how often a customer will be billed per day/week/month/year
Pay Interval – Select when a customer will be billed under this plan
Number of Payments – Select the number of times a customer should be charged under this plan
Sign-up fee – (optional) Enter the amount to charge the customer for signing up to this plan
Free-trial – (optional) Enter how many days the customer has to trial this product for free
Process Cancellations – Determines if a cancelled plan will remove access immediately or at the end of the billing period
When pay what you want is enabled the following fields are available.
Suggested Price – Enter a recommendation for customers to pay
Name Your Own Price Text – Enter a label to instruct customers on how to make a payment
Each price option also allows you to specify an on sale price, name, interval and subscription length. There are 2 ways to control when a product is on sale. Manually via the On Sale switch, or you can set it and forget it with the Schedule Sale switch and then choosing Sale Start and Sale End dates.
If your product has more than one payment plan available, you can customize the URL to auto-select a specific plan on the checkout form. This allows you to create buttons for each payment plan on the sales page.
To do this, add ?plan=addplanID to the end of the checkout page URL.
For example – www.studiocart.co/checkout-page/?plan=onepay
Payment Methods #
Enable which payment methods customers can use at checkout for this product.
Form Fields #
Show Coupon Field – (optional) Enable to show a coupon field on the checkout form
Hide Field Labels – Enable to hide form field labels
Display Address Fields – (optional) Enable to have address fields on the checkout form
Address Fields Heading – Shown when Display Address Fields is enabled. Enter a title to display above the address fields on the checkout form
Turn on Auto Login – (optional) Enable to allow new customers to login automatically after checkout. Requires an integration that creates user accounts.
Opt-in Checkbox – (optional) Enable to show a checkbox for customer’s to choose to opt-in for a newsletter or other promotional emails
Form Fields Heading – (optional) Enter a custom title for the form fields section on the checkout form.
Submit Button Text – (optional) Enter a custom title for the submit button
Opt-in Checkbox Label – (optional) Enter a custom title for the opt-in checkbox
The following default fields are already enabled to show on the checkout form and collect the customer’s contact information. You can disable these fields if needed by deselecting their button.
First Name
Last Name
Email
Phone
All Form Fields have the following settings
Disabled – Show/Hide this field on the checkout form
Required Field – (optional) Turn on to make this field mandatory customers fill in before making a purchase
Label – (optional) Enter a custom title for the field
Size – Choose to display a medium (half-width) or large (full-width) field box
For information on adding custom fields, please see this document Custom Fields
The following fields are available when the 2-Step Form is chosen. Use these fields to customize the heading, subheading and button title.
Tab 1 Heading
Tab 1 Subheading
Tab 2 Heading
Tab 2 Subheading
Step 1 Button Label
Coupon #
Coupons are great for promoting sales across your shop and offering special rewards to your customers.
For information on managing coupons, please see this document Coupon Management
Coupon Code – The code your customers will enter in the checkout form to apply the discount
Coupon URL – The ID you will add to your product checkout URL to apply the discount using a coupon URL
Discount Type – Determines if the amount off will be applied by percentage or fixed price to the individual plan or cart total
Amount Off – Determines the amount discounted from the price
Amount Off For Recurring Payments – Determines the amount discounted from recurring payments (if different to original amount off)
Allowed Plans – The payment plan(s) this coupon can be applied to
Coupon Duration – Number of months this coupon will apply a discount to recurring payments (Stripe only)
Discount Applied Text – The label shown with the discounted price on the checkout form
Redemption Limit – The number of times the coupon can be used
Coupon Code Expires – The date and time the coupon will expire
Valid For – The amount of time a customer has to redeem this coupon after a purchase
After Purchasing – The product the customer needs to purchase to have access to this coupon
One Redemption Per Customer – Enable to prevent customer’s from using this coupon more than once
Order Bump #
You can offer an additional product or service at checkout in the form of an order bump.
Note: you will need to create a new product in Studiocart for the order bump before adding it to your main product.
Enable Order Bump – Turn on/off the order bump feature
Select Product – Select the order bump product previously created in Studiocart
Price Type – Select the payment plan type for the product
Amount – Enter the price of the product
Checkbox Label – Enter a custom label for the addon checkbox
Headline – Enter a custom heading to advertise the order bump on the checkout form
Product Description – Enter a custom description to advertise the order bump on the checkout form
Replace Main Product – Enable to replace the main product with the order bump product if selected
Custom Thank You Page – Enable to show a different thank you page to customers who purchase the order bump
Select Page – (shown if Custom Thank You Page is enabled) Select the custom thank you page to display
You can add multiple order bumps to the checkout form by selecting the Add New button underneath the order bump form.
First Upsell #
You can offer an additional product or service after the checkout form is submitted in the form of an Upsell. To display the Upsell offer you can create a custom page or use the default page display and show a custom message.
Note: you will need to create a new product in Studiocart for the upsell before adding it to your main product.
Enable Upsell – Turn on/off the upsell feature
Select Product – Select the product previously created for the Upsell in Studiocart
Price Type – Select the payment plan type for the product
Amount – Enter the price of the upsell product
Display Type – Select how you will display the upsell offer to your customer
Thank You/Offer Notice – Enter a message to display on the default page
Headline – Enter a heading to display on the default page
Product Description – Enter a description to display on the default page
Proceed Text – Enter a custom label for the accept link
No Thanks Text – Enter a custom label for the decline link
If you have chosen to display a WordPress page or an Upsell Offers page, you will see a Select Page dropdown and the Accept/Decline links. These links will need to be added to your accept and decline buttons on your upsell page.
Second Upsell #
You can offer an additional upsell or downsell that is conditional to the first upsell.
Note: you will need to create a new product in Studiocart for the upsell/downsell before adding it to your main product.
To set up a second upsell follow the same steps as the first upsell and select one of the following conditions to trigger when this upsell/downsell is offered.
Always
Previous offer declined
Previous offer accepted
Order Confirmation #
After a successful purchase, customers can either be shown a custom confirmation message or a custom thank you page with the Confirmation Type dropdown.
Display Message – Select to show a custom message on the default confirmation page
Display Page – Select to show an existing thank you page on your site
Perform Redirect – Select to redirect to an existing thank you page on an external site
Notifications #
You can also send email notifications after a purchase. You can send to a Admin Email, Purchaser Email or select Enter Email to notify an address of choice.
Name – Set an internal name to help you identify a notification
Send to – Send the notification to the purchaser, WP administrator or a custom email
Set your From Name, From Email, Reply To and BCC email addresses, and Subject
Message – Enter a custom email message
You can add personalization fields to display the order information in the message, please see this document for the list of available fields Personalization Fields
Integrations #
On this tab, you can choose what happens when someone purchases your product, such as subscribing them to a mailing list or creating a new user on your site. Click the Renew Mailing Lists button to fetch your latest mailing list info.
For information on how to set up each available integration, please visit the integration section in the help documents here Integrations
Tracking #
This tab is for tools like Facebook Ads or Google Analytics to track lead captures or purchases. If you’re not using a tool that needs this information to be tracked then you can leave it as is.
