Wish Lists / Gift Registries

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This documentation was modified on 10/19/20 with Filter Options, Creating Wishlist on Behalf of Customers, Mailing Adderss for Wishlist settings and a template for Wishlist Instructions
 
The wishlist feature places an ‘Add to Wish List’ button alongside the ‘Add to Cart’ button on product pages, search results pages, and book lists etc. This feature can be used in many different ways. Personal wishlists to keep track of books to read, wish lists to share with family and friends, gift registries, lists for donation book drives and book fairs are some ways this feature can be used.
 
NOTE: If you do not see the ‘Add to Wish List’ button next to the ‘Add to Cart’ button on product pages, please send us a request to have this feature enabled. You may send the request from the Store Features page Store > Configuration > Account Information and Preferences > Store Features.

STORE CONFIGURATION

Enabling this feature will automatically display the ‘Add to Wish List’ button alongside the ‘Add to Cart’ button on product pages, search results pages, and book lists etc. To make it easy for customers to search and find a wish list, you can add a link in the menu to the wish list search form and/ or enable the ‘Find A Wishlist’ block on the site.  In addition, the wish list search results page has a pager with 25 wish lists on one page, making it easy to navigate a large number of results for a query.
 
ADD A MENU LINK TO THE WISH LIST SEARCH FORM
 
Navigate to: Structure > Menus > Main Menu (or menu of choice)
 
  1. Select ‘Add Link’.
  2. Complete the ‘Menu’ form:

    • Menu Link Title - Example: Find A Wish List
    • Path - wishlist/search
  3. Make sure the ‘Enabled’ field is selected. If not, the link will not appear on the menu.
  4. Save
 
ENABLE ‘FIND A WISH LIST’ BLOCK
 
Navigate to: Structure > Blocks
 
  1. Locate the block called ‘Find A Wish list’ and select ‘Configure’
  2. Title (optional) - Example: Search for a Wish List
  3. Region Settings - Set the preferred region (we recommend a sidebar)
  4. Visibility Settings - Set the preferred visibility settings
  5. Save
 
The block should now appear in the set region on the website.
 
CREATE A WISHLIST INSTRUCTIONS PAGE
 
Navigate to Content > Add Content > Page
 
 
  1. Title - Example: Creating Wishlists
  2. Boday - Include information about creating an account, how to create a wishlist, and the settings available to customers. A full list of these settings is available further down on the this page here.
  3. Menu settings - Check 'Provide a menu link' if you'd like this page to be accessible from a menu on your site.

    1. Menu link title will default to the title of the page
    2. Description - text entered here will display when a suer hovers over the link
    3. Parent item - choose the menu you want to add the link to
  4. Save

STORE ADMINISTRATION

As a Store Admin, you can see ALL wish lists, by navigating to: Store > Customers > Wish lists
 
  • Username - links to the user account page of the selected customer
  • Title - links to the customer view of the wishlist
  • Delete - will DELETE the wish list, once deleted the wishlist cannot be recovered (Please do not delete customer’s wish lists)
  • Export - allows you to export the contents of the wishlist into a CSV file

Store Admins have Filter Options available as well. These are accessible by clicking 'Filter Option' to drop down the fields. Wishlists can be filtered by:

  • Username
  • Email
  • Title
  • Is Private (Options: Any, Yes, No)
  • Is Shippable (Options: Any, Yes, No)
 
REPORTS (IndieCommerce members only)
 
Stores can create custom reports to check what items from a wish list were ordered, who ordered them, etc. These reports are created using ‘Views’ and listed below are the steps for a simple report. If you are not comfortable working with views or need help with these reports,  please write to staff@bookweb.org for additional instructions.
 
Navigate to Structure > Views > Add New View
  1. Enter a name for the view - Example: Wish List Report
  2. Enter an additional description for the view (optional but recommended) Example: View to create a report of all items purchased from wish lists
  3. Set the ‘Show’ option to ‘Wish lists’:
  4. Select ‘Create a page’
  5. Configure the new page and/or block using the settings that appear:

    1. Display format - Set to ‘Table of Fields’
    2. Items to display - We recommend setting this to 25 and enabling the pager
  6. Continue & Edit
  7. Under ‘Fields’ select ‘Add’ and select the following options:

    1. Wishlists: Order Details
    2. Wishlists: Title of Wishlist
    3. Content: Title
    4. Product:  SKU
  8. Apply (this display)

    1. Configure ‘Wishlists: Order Details’ by setting the ‘Display Format’ to ‘Comma separated list of orders for the item on the wishlist (Quantity) (Customer Email) - Apply (this display)
    2. Configure ‘Wishlists: Title of Wishlist’ by leaving the defaults in place - Apply (this display)
    3. Configure ‘Content: Title’ by leaving the defaults in place - Apply (this display)
    4. Configure ‘Product: SKU’ by leaving the defaults in place - Apply (this display)
  9. Save
 
You now have a report that provides the Wishlist ID, Wishlist Title, SKU, Product Title and the Wishlist Order Details (order number, quantity ordered from wishlist and the customer email address making the purchase).
 
CUSTOMIZE CHECKOUT FOR WISH LIST ITEMS USING ‘RULES’ (IndieCommerce members only)
 
Shipping options, payment methods, coupon discounts etc. can be controlled for orders that have items from wish lists. Stores can create Rules with conditions to check if an item in the order is from a particular wish list. If you’re not familiar with ‘Rules’ we recommend reviewing Rules first. Below are a few scenarios in which a rule might be set up using a wish list.
 
Navigate to: Configuration > Workflow > Rules
 
COUPON (you must first create a coupon by following the instructions under Discount Coupons - Scenario 2)
Goal - Apply $10 off coupon automatically to an order of $25 or more, provided all the items in the order are from a particular wish list.
  1. Select ‘Add New Rule’
  2. Enter the ‘Name’ - Example: Automatic $10 Off 25 or more
  3. Set the ‘React on Event’ to ‘Check for Automatic Discounts’
  4. Save
  5. Find your new rule in the list and select ‘Edit’
  6. Select ‘Add Action’
  7. Set the ‘Action to Add’ to ‘Apply a coupon to current order’ and continue
  8. Set the ‘Value’ to the coupon you created
  9. Set the ‘Mode’ to ‘Apply this coupon as an automatic discount’
  10. Change the ‘Coupon Label’ if you wish to customize it
  11. Save
  12. Select ‘Add Condition’
  13. Set the ‘Condition to Add’ to ‘Check if an order has items from a wishlist’
  14. Select the appropriate wishlist ‘Save’
  15. Select ‘Require all products from the wishlist’ (this means the coupon will only apply if the order contains ONLY items from the wishlist
 
Customers who place an order totaling $25 or more of the items from the set wish list should now receive $10 off automatically.
 
SHIPPING (you must first create a shipping option by following the instructions under Shipping Rate Overview)
Goal - Provide FREE Ground Shipping for orders that have at least 1 item from a given wish list
 
  1. Navigate to: Store > Configuration > Shipping Quotes
  2. Select ‘Conditions’ for the appropriate shipping method - Example: FREE Ground Shipping
  3. Select ‘Add Condition’
  4. Set the ‘Condition’ to ‘Check if an order has items from a wishlist’  
  5. Select the appropriate wishlist
  6. Save
 
Customers with items from the selected wish list should now be offered free shipping. We recommend you go through the checkout process to confirm.
 
NOTE: We recommend placing the FREE shipping option first in the list of choices so that when it is offered it appears as the first option to customers.
 
PAYMENT METHODS
Goal - Force customers to choose a payment method other than ‘Pay at Store’, if they purchase any items from a given wish list
 
Navigate to: Store > Configuration > Payment Methods
 
  1. Select ‘Conditions’ for ‘Pay at Store’
  2. ‘Select ‘Add condition’
  3. Set the ‘Condition’ to ‘Check if an order has items from a wishlist’  
  4. Select the appropriate wishlist
  5. Enable the ‘Negate’ button
  6. Save
 
Customers who now purchase items from the selected wish list will not have the option to ‘Pay At Store’. We recommend you go through the checkout process to confirm.
 
Rules can also be created based on Wishlist conditions for other scenarios, such as sending a custom email or displaying a message at the end of checkout. If you would like instructions for those or have another rule in mind, please let us know.
 
MULTIPLE WISHLISTS (IndieCommerce members only)
 
Stores can now allow customers to create multiple wishlists. This is an additional feature and will need to be enabled on your site by request. To request the feature be enabled visit Store > Configurations > Account Information and Preferences > Store Features and submit a request for ‘Multiple Wishlists’.

Once enabled, customers can create multiple wishlists via their wishlist administration page or through the ‘Add to Wishlist’ button on product page. Each wishlist will have its own settings.

For schools, libraries etc., stores can create and manage these multiple wish lists under 1 account.

 
PRODUCT CLASSES (IndieCommerce members only)
 
Store admins can now remove the 'Add to Wish list' button on certain product classes. This will be useful for products like event tickets, donations, etc.

Navigate to Store > Configuration > Wish list settings

  1. Expand ‘Product Classes Allowed in Wish Lists’

    • If the checkmark is PRESENT, customers will see the ‘Add to Wishlist’ button for products within this class.
    • If the checkmark is REMOVED, the ‘Add to Wishlist’ button will not appear for products within this class.
  2. Save configuration

NOTE: The ‘Add to Wishlist’ button will be set to appear by default for new product classes.
 
UPDATE WISH LIST BASED ON IN-STORE PURCHASES (IndieCommerce members only)

Store admins can update wish lists and enter items that were purchased at the store. This will allow store administrators to enter the 'In-store purchase' numbers for wish list items which will then be reflected on the wish list page and wish list reports.

 
An example of how a store may use this feature :

A School Fair wish list has requested 10 copies of a book. When customers purchase thiswish list item online from the wish list, the 'On-line Purchase' quantity is incremented automatically. But, when a customer comes to the store and purchases a copy of the book from the wish list, it does not get updated on the website. Using this new feature, a store admin can adjust the ‘In-Store Purchase’ quantity. When the sum of the ‘In-store Purchase’ quantity and ‘On-line Purchase’ quantity equal the ‘wanted’  quantity, the item will be marked as ‘Fulfilled’.

Navigate to Store > Customers > Wish lists

  1. Select the wish list to update - Example: Charles Elementary Book Fair
  2. Locate the wish list item in the list and adjust the ‘In-Store Purchase’ quantity
  3. Select ‘Update wish list’

 

CREATING A WISHLIST ON BEHALF OF A CUSTOMER

Store admins can create a wishlist on behalf of a customer, which is similar to the process of creating an order on behalf of a customer. There is the option to create a wishlist for an existing customer and to create a wishlist for a new customer.

Navigate to Store > Customers > Wishlists > Create a wishlist

If creating a wishlist for an existing customer:

  1. Select 'Search for an existing customer'
  2. Search by a customer's first or last name, e-mail address, or username. The results will populate below the 'Search' button.
  3. Choose the account to add the wishlist to.
  4. Enter the wishlist title
  5. 'Create wish list'

The wishlist will be immediately available for the user upon their next login.

If creating a wishlist for a new customer:

  1. Select 'Create a new customer account'
  2. Enter the customer's email address
  3. Check 'E-mail account details to customer'
  4. Enter the wish list title
  5. 'Create wish list'

This process will create the wishlist and send a new user email with a password reset link to the email address used.

Note: Wishlists can only be created for authenticated users. In other words, only those who have an account on the site can create a wishlist or have a wishlist created for them. Creating a wishlist on behalf of a new customer requires creating an account to attach the wishlist to.

In addition, if the multiple wishlists feature is not enabled and a user already created a wishlist, store adins will not be able to create another wishlist until multiple wishlists have been enabled.

 

CUSTOMER ADMINISTRATION

Only authenticated users (logged in) can create and manage wish lists. When site visitors select the ‘Add to Wish list’ button, they will be prompted to either create a new account or log into an existing account (if they're not already logged in). 
 
WISH LIST SETTINGS
 
Users can access their wish list through the ‘My Account’ link and then select ‘Wish List’ 
 
  1. Title - Title for the wish list. Customers can modify the default title created by the system. This title can be used by other site visitors to search for this wish list
  2. Your Name - Your name as you would like to appear if you email your list to others. This ‘name’ can be used by site visitors to search for this wish list 
  3. Event or Expiration - The date on which this wish list will expire. For instance, if this wishlist is for a wedding registry, you may want to make the expiration date the day of the wedding. Expired wish lists will not be listed when searching for wish lists.

    • Stores have a setting to send an alert to a customer that their wish list is close to its expiration date.  This is set to 'Never' be default, with options for 7 day and 14 day warnings before the expiration date.  To enable this, head to Store > Configuration > Wish list settings.
  4. Hide Expiration - If enabled, the expiration date will not be visible to viewers
  5. Private - Private wish lists will not be listed when someone searches for wish lists on a site but can be emailed to friends and family. 
  6. Don’t Require Shipping (IndieCommerce member sites only) - If enabled, orders that contain items from a particular wish list (only) will not require shipping information during checkout. Can be used for book donation drives, school book fairs, etc.
  7. Notes - Creators can include a description of the wish list, which will be displayed on top of the wish list.
  8. Mailing and Delivery Address (IndieCommerce member sites only) - Creator can add a mailing address to the wish list. To make this setting function as the default delivery address for the wish list, users will need to enable 'Use this address as delivery address' underneath the address.

            Note: For anyone purchasing from a wishlist with this setting enabled, the delivery address attached to the wishlist will be the default delivery address when items from the wishlist are in a customer's cart. The address will be grayed out and cannot be changed if all items on the order are from the wishlist. For a mixed order of wishlist and non-wishlist items, the delivery address can be changed or may be blank, depending on circumstances.

When making any setting changes, make sure to select the ‘Save Settings’ button.
 
Wishlist Management
  1. Modify - Customers can also update their wish list by adjusting the ‘Wanted’ quantity or removing items completely. Make sure to select the ‘Update wish list’ button after making any changes.
  2. Download -  Wish lists are available for download as a spreadsheet by selecting the ‘Download wishlist as CSV’ button.
  3. Email - Customers can email their wish list to up to 10 recipients at a time:

    • Recipient's e-mail address - Enter up to 10 email addresses, separated by commas.
    • Subject of e-mail - Your email subject line (we recommend making this something your recipients will recognize)
    • Custom Message - This is the body of your email, a link to your wishlist will automatically be included at the bottom.
    • Make sure to select the ‘E-mail Wish list’ button. A confirmation message will display once the e-mail has been sent.
  4. Delete - When using multiple wish lists, customers have the option to permanently delete a wish list they no longer want or need.  This feature is to be used with caution, as deleting a wishlist is irreversible.

BULK UPLOAD OF WISHLIST ITEMS (IndieCommerce members only)

Store admins and wish list owner (the customer who created the wish list) can bulk upload items to their wish list.

Store Admins Navigate to Store > Customers > Wish lists and select the title of the wish lists

Customers Navigate to ‘My Account’ and select the ‘Wish list’ tab

  1. Scroll down to and expand ‘Bulk Upload’
  2. Follow the provided instructions to paste your list of ISBNs/SKUs
  3. Save

NOTE: You can edit, add, delete or rearrange the entries in this form. Saving an empty form will remove all the items from the wishlist

 
If you  have any questions regarding the wish list feature, please contact staff@bookweb.org
 

IndieCommerce Help Documents

 

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