STORE CONFIGURATION
- Select ‘Add Link’.
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Complete the ‘Menu’ form:
- Menu Link Title - Example: Find A Wish List
- Path - wishlist/search
- Make sure the ‘Enabled’ field is selected. If not, the link will not appear on the menu.
- Save
- Locate the block called ‘Find A Wish list’ and select ‘Configure’
- Title (optional) - Example: Search for a Wish List
- Region Settings - Set the preferred region (we recommend a sidebar)
- Visibility Settings - Set the preferred visibility settings
- Save
STORE ADMINISTRATION
- 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
- Enter a name for the view - Example: Wish List Report
- Enter an additional description for the view (optional but recommended) Example: View to create a report of all items purchased from wish lists
- Set the ‘Show’ option to ‘Wish lists’:
- Select ‘Create a page’
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Configure the new page and/or block using the settings that appear:
- Display format - Set to ‘Table of Fields’
- Items to display - We recommend setting this to 25 and enabling the pager
- Continue & Edit
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Under ‘Fields’ select ‘Add’ and select the following options:
- Wishlists: Order Details
- Wishlists: Title of Wishlist
- Content: Title
- Product: SKU
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Apply (this display)
- 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)
- Configure ‘Wishlists: Title of Wishlist’ by leaving the defaults in place - Apply (this display)
- Configure ‘Content: Title’ by leaving the defaults in place - Apply (this display)
- Configure ‘Product: SKU’ by leaving the defaults in place - Apply (this display)
- Save
- Select ‘Add New Rule’
- Enter the ‘Name’ - Example: Automatic $10 Off 25 or more
- Set the ‘React on Event’ to ‘Check for Automatic Discounts’
- Save
- Find your new rule in the list and select ‘Edit’
- Select ‘Add Action’
- Set the ‘Action to Add’ to ‘Apply a coupon to current order’ and continue
- Set the ‘Value’ to the coupon you created
- Set the ‘Mode’ to ‘Apply this coupon as an automatic discount’
- Change the ‘Coupon Label’ if you wish to customize it
- Save
- Select ‘Add Condition’
- Set the ‘Condition to Add’ to ‘Check if an order has items from a wishlist’
- Select the appropriate wishlist ‘Save’
- Select ‘Require all products from the wishlist’ (this means the coupon will only apply if the order contains ONLY items from the wishlist
- Navigate to: Store > Configuration > Shipping Quotes
- Select ‘Conditions’ for the appropriate shipping method - Example: FREE Ground Shipping
- Select ‘Add Condition’
- Set the ‘Condition’ to ‘Check if an order has items from a wishlist’
- Select the appropriate wishlist
- Save
- Select ‘Conditions’ for ‘Pay at Store’
- ‘Select ‘Add condition’
- Set the ‘Condition’ to ‘Check if an order has items from a wishlist’
- Select the appropriate wishlist
- Enable the ‘Negate’ button
- Save
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.
Navigate to Store > Configuration > Wish list settings
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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.
- Save configuration
NOTE: The ‘Add to Wishlist’ button will be set to appear by default for new product classes.
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.
A School Fair wish list has requested 10 copies of a book. When customers purchase this
wish 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
- Select the wish list to update - Example: Charles Elementary Book Fair
- Locate the wish list item in the list and adjust the ‘In-Store Purchase’ quantity
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Select ‘Update wish list’
CUSTOMER ADMINISTRATION
- 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
- 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
- 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.
- Hide Expiration - If enabled, the expiration date will not be visible to viewers
- 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.
- 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.
- Notes - Creators can include a description of the wish list, which will be displayed on top of the wish list.
- 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.
- Download - Wish lists are available for download as a spreadsheet by selecting the ‘Download wishlist as CSV’ button.
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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.
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
- Scroll down to and expand ‘Bulk Upload’
- Follow the provided instructions to paste your list of ISBNs/SKUs
- 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