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Customize Your Storefront

How to Customize your Storefront Settings

The Storefront is a virtual campaign store used to promote a candidate’s merchandise and is another method of optimizing small-dollar donations.

Storefronts are fully customizable after they have been activated, and this guide will go over how to do so.

Storefront Settings

Navigate to the Storefront Settings tab to see the menu pictured below. There are four sections within Storefront Settings: Design, Upsells, Marketing, and Page Settings.

Catalog

On the right, you will fill out the basic details of your Storefront, such as the Title, and Store Colors.

Below the basic details you will be able to toggle between different views on the storefront like Catalog, Details, Shopping Cart, Checkout, Donor Info, and Payment. Below those view toggles there are multiple elements for the storefront settings.

Store Logo

Upload your logo. This image will appear on your Storefront.

Hero Image

Here's where you'll be able to edit the Hero Image, this image is like a banner on your storefront, and the Mobile Hero Image, the image that will show up on the mobile version of the page.

Hero Image Product

Here you can highlight a specific product, and a "View Product" button will populate on the Hero Image.

Selected Products

You can toggle whether to display the product(s) on the storefront. If you don't have any available products, you can visit the self-service catalog to start customizing your products.

Here, you can drag and place products in a particular order, view a sample product image, the name, the storefront price, and product options (if applicable), and toggle whether to display the product(s) on the storefront.

Storefront Categories

Clicking into Storefront Categories allows you to create navigational headers and sub headers that map to specific products in your storefront.

To begin, expand the Categories drop down and click the green "+ Create Category" button

Give your new category a name in the field labeled Category Name. This is the name that will be publicly displayed on the storefront and is a required field.

Select whether or not this is a subcategory. Subcategories are smaller categories that appear within larger main categories. If the answer is yes, then a main category needs to be selected.

Next, you are able to select a unique URL and enter it in the section that says Slug. From here, select which products belong in this category. Every category needs at least one product.

Categories Tab

When you click into the Categories tab in your Storefront Settings, you will be able to see your Categories as well as the Date Created, the Name, Slug, and how many Products are in the Category.

Under the Category column, you'll be able to see the "Parent Category" and the "Child Category".

The Parent Category will display Subcategories under it, while the Child Category will show which parent category it belongs to.

Delete a Category

If you'd like to delete a Category, click the red trash can icon on the left side and you are done!

Disclaimers

WinRed already displays a disclaimer at the bottom of our pages, but if you need to add anything more, you can do so in the Disclaimer fields.

Checkout

Checkout Image

Add an image that will appear at checkout under the Checkout Image field.

Display Additional Amount Field

Toggle for an additional donation amount to display on the checkout page below. You can also change the text on the checkout page and the amounts that will be displayed.
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Widgets

Widgets can be used to drive urgency, show impact, and increase donor conversion rates.

Add Widgets under Checkout Settings, on the right-hand side, scroll down past the Checkout Image and Displace Additional Amount Field and select the Add Element button.

The widgets available include Exit Intent, ShotClock, Countdown, Countdown to Midnight, and Social Links.

Donor Info

Display Mobile Field - Select whether you would like to collect donor mobile phone numbers

Pre-Check Shipping Address - This will automatically fill the donor's shipping address with the donor's bill address.

Employment Details - If you want to set the donor's employer settings, expand the Employment Details section and toggle between yes or no.

Custom Fields

WinRed allows you to add Custom Fields to your storefront. Under Donor Info click the "Add Element" button.

The Field Types are listed below:

  • Text field - This is a regular text field that allows all characters.

  • Number field - This is a field that only allows numbers to be entered.

  • Text area - This is a field that allows donors to add longer comments.

  • Checkbox - This checkbox allows donors to accept a condition or disclaimer before donating. You can toggle whether checking this checkbox is required in order to process a donation.

  • Paragraph - This is simply some helpful text you can add throughout your form.

  • Hidden - This is an invisible field. Hidden fields are useful if you would like to set a default value for a field that donors can't edit. They can be prefilled via URL, like many other custom field types.

  • Multiple Choice - This presents allows donors to select multiple options from one list of options.

  • Radio Buttons - Presents donors with a number of options to choose from but does not allow more than one option to be selected.

  • Text Field Toggle - This is a text field that appears after a donor has checked a checkbox.

Payment

Shipping Disclaimer - Add any shipping disclaimers, typically 7-10 business days for Print-on-Demand

Enable Fundraiser ID - Enable Fundraiser ID for your page.

Upsells

The Upsells tab allows you to dynamically redirect donors after checking out on the storefront to an upsell based on donor attributes through an Upsell Pathway. Or to group multiple Upsells together in an Upsell Flow.

Upsells appear after the initial order is placed to encourage your donors to donate more!
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You can either create a new Upsell Pathway or Flow or add an existing one.
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It is important to note that if Business/PAC Contributions are enabled for the organization and on the storefront, only personal donors will be shown an upsell flow. In addition, if there is a Double Your Donation upsell, the donor will not receive multiple items at checkout.

When creating a new Upsell, you will be given three upsell type options: Immediate Donations, Future Donations, and Non-Donation Actions. You can read more about the types of Upsells here.

Click into any of these and customize your upsell with images, call-out text, and much more! You can also append Bill-Pay and Money Pledges to your Upsells.

Marketing

Navigate to the Marketing tab in the page builder. There are three settings to edit here.

Source Code

If you add a value to the Source Code field, every order placed on the storefront will have that code associated with the charge in reporting. This is a great way to add another tracking layer to your orders.

Open Graph

Open Graph tags are what populate the preview when your storefront is shared on social media. All WinRed storefront have default settings, but you can override them by changing the Open Graph settings.

You can add an Open Graph Image. An Open Graph Image is a picture that will be shown on social media when you post your store's link.

X (Twitter)

Twitter uses its own settings to populate a page's preview within Tweets. All WinRed stores have default settings, but you can override them.

Page Settings

General

There are two General Settings on the storefront level:

  • Contributor Types: Set the type of contributors that can donate on the store, like Personal and PAC donations.

  • Fulfillment House: This allows you to switch between our integrated vendors. If

    the vendor you need is not in the list contact merch@winred.com.

Confirmation Page

You can customize the message that will appear to your donors once they have completed their order. You are also able to add a Custom Button to your page that will link out to a URL of your choosing, for example, back to your campaign website.

  • Confirmation Text - Write a thank you message to display to donors after they’ve donated.

  • Display Custom Button - Select whether to display a custom button on the confirmation page to navigate your donors to another page

  • Social Media Profiles - Add social media buttons to the confirmation page

  • Video Embed Code - Enter a Youtube, Vimeo, Facebook, or Twitter embed code to display a video

If you'd like to preview the page, click the Preview button in the top right-hand corner.

Manage Orders

To Manage Orders, click on the Orders sub-tab under Merchandise.

The Orders tab displays a list of all merchandise orders for your Storefront, Donation Pages, and Upsells. You can see a list of orders, including the following about each order:

  • Order Icon (color by status)

  • Created Date

  • Donor Name

  • Donor Email

  • Order Amount

Order Details View

If you click into a specific order, you'll be able to see a more detailed view. You'll be able to see the Shipping Details, Status, Order Number, Quantity, Order Total Amount, Created Date, Associated donation, and Associated donor.

Questions?

If you have questions or need clarification on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.

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