Pop-Up Shop - Settings

Learn more about the unique settings available inside of a Pop-Up Shop.

On this page:

General settings

Free Product settings

Shipping charge settings

Checkout settings

Coupons

FAQ

General settings

The Pop-Up Shop's general settings include:

• Shop Name - appears in the browser tab when shoppers open your shop. It defaults to the name you used to create the shop, but you can update it at any time.
• Status - identifies if the shop is current (open) or expired/not in use (closed).
• Default Client Rep - defaults to the rep assigned through the client's page.
• Order Rep - the shopper's checkout receipts will appear to come from them.
• Expiry Date - prevents your clients from accessing the shop after a specific date, perfect for limited-time offerings. The shop expires at 11:59 PM (ET) on the set date.
• Event Type - used for future reporting on sales orders created through the shop.
• Shop Contact Name/Email - this is your shoppers' primary contact; their details appear on the shop's splash screen/help.

• Billing Address - this is the billing contact/address that will appear on sales orders created through the shop.

• Shipping Address - this is the shipping contact/address that will appear on sales orders created through the shop. The shipping address locks once a checkout is created.

• Project Template - this will be the template assigned to orders created through the shop.

• Apply tags to orders - customizable tags for future reporting.

• Currency - acts as the default currency for orders placed through the shop.

• Shop Password - a customizable field that allows you to limit access to the shop. You can change the password at any time.

• Chatbot - enables a chatbot on your shop.

• Show Warnings for Prop 65 - this adds warnings for California's Prop 65.

• Email on checkout - choose who receives an email notification when shoppers place an order.
• Enforce product minimum quantity - choose if you'd like to enforce minimum quantities on the shop's products.
  
  
• Splash screen/Help Screen Text - this is the first thing your shoppers will see when they open the shop. It's the perfect place to add important information you'd like your shoppers to know. 

You can use the toggle to turn on or off to  ensure that the help screen text pop up on the first load. 

• Shop image for client portal - Add an image to represent your shop on the client's portal. If you don't have an image set, it will default to the first product's image in your shop.

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Free Product settings

You have the option to enable the Free Product setting, which permits shoppers to redeem a specified number of products, allowing up to 20 products in total per checkout.

• How to activate the Free Product redemption
• How to specify the quantity of free product available
• How to restrict Free Products to a Single use (per email)
• How to restrict Free Products to Valid email domains
• How to redeem a free product

How to activate and deactivate the Free Product redemption

To activate the Free Product redemption:

Switch the Toggle  button to ON

To deactivate the Free Product redemption:

• Un-switch Toggle button to Off

To specify the quantity of Free Products available

Enter the desired number in the box provided below:

To enable redemption of multiple quantities of the same product:

Turn on the toggle button to  allow customers to add multiple quantities of the same free product to their cart, applicable only when two or more products are available.

How to restrict Free Products to a single use (per email)

Use Single use (per email) to prevent a single email address from collecting more than one free item.

To restrict Free Products to a Single use (per email):

1. Select the checkbox beside "Single use (per email)"

How to restrict Free Products to Valid email domains

Add Valid email domains to prevent shoppers who do not have a specified domain from redeeming a free product. For example, if you're creating a Pop-Up Shop for employees to collect a gift, you can enter the company's domain and prevent anybody who is not an employee from cashing in on a free item.

To restrict Free Products to Valid email domains:

1. Type a domain (i.e., commonsku.com) into the "Valid email domains" field
2. Click Enter on your keyboard
3. Add more domains as needed (optional)

How to redeem a free product

Shoppers select their free product the same way they would normally order an item from your shop.

Once you're shopper has chosen (clicked on) their free item, they will need to:

1. Select the variant (if applicable)
2. Click the Select button to open the checkout screen and complete their order or click the Change Product button to select a different item

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Shipping charge settings

The shipping charge setting allows you to add shipping costs, based on the checkout's subtotal, to all of the shop's checkouts. Shipping charges appear after the subtotal on the shopper's checkout and as a service line on the final sales order.

To create shipping ranges:

1. Click + add Range
2. In the "Range" field, type the minimum dollar value required to include a shipping charge
3. In the "Shipping Charge" field, type the chare that applies to that range
4. Add more ranges as required

Each new range determines the maximum value for the previous range. For example, the first range is from $0 - $10; the second range will automatically begin at $11. 

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Checkout settings

A Pop-Up Shop's checkout settings include its:

• Collect shipping address at checkout
• Checkout tax
• Credit card checkout
• Checkout limit
• Checkout questions
• Checkout message
• Checkout comments

• Distributor Name on Receipts

Collect Shipping addresses at checkout

This will allow shipping addresses added at checkout to be verified by Google. 

To Collect shipping addresses: 

1. Turn on the Toggle button

2. Check off the list of  Available Countries 

Calculate Taxes at checkout 

Taxes are calculated based on the shipping address and the selected tax method.

• Tax rate by checkout shipping addresses
• Tax rate by client shipping address

To add a tax rate by checkout shipping addresses (multiple taxes):

1. Select checkout shipping addresses from the toggle button.

2. Select your tax method from the drop-down selection.

• If your team is using Zip2Tax, select Zip2Tax and the tax will be calculated base of the shipping address at checkout. 

If  your team is using Avalara

Select a default Avalara Category - this will apply to the items in your shopper's orders

Select Tax Included in price if the tax is included in your product's retail price and does not need to be added to each checkout's subtotal.

• Select the Tax on Shipping toggle to charge taxes on the Shipping cost at checkout.

To add a tax rate by client shipping address (one tax):

1. Select client shipping addresses from the toggle button.

2. Select your tax method from the drop-down selection.

• If your team is using Zip2Tax, type the zip code of the shipping location you are collecting tax for and select the tax from the drop-down menu.

• If your team is using Avalara:
  1. Select Avalara from the Checkout Tax drop-down
  2. Select a default Avalara Category - this will apply to the items in your shopper's orders
  
  
  
•  Select Tax Included if the tax is included in your product's retail price and does not need to be added to each checkout's subtotal.
• Select the Tax on Shipping toggle to charge taxes on the Shipping cost at checkout.

Credit card checkout

The credit card checkout allows your shoppers to checkout with a credit card.

To add credit card checkout, select the box beside Enabled.

That will replace the "Submit Order" button with a "Pay by Credit Card" button on your shopper's final checkout screen. Shoppers will not be able to submit checkouts without payment once the credit card checkout is enabled.

Checkout limit

The checkout limit allows you to set a maximum spend and prevents shoppers from ordering over that dollar value within a single checkout. 

Checkout questions

Checkout questions are used to request additional information from the shopper before they place their checkout. To add a question:

1. Type the question in the Question field
2. Click Add
3. In the Type field, select if you'd like the answer to have an open text field (click text field) or have pre-determined answers (click select field) 
4. Click the box under Mandatory to make the question mandatory (optional)
5. If you chose a select field question, click edit > + add option > enter the options for your shoppers to select from > click Done

To edit the options within a select field question, click edit beside the question you'd like to change. To delete a question, click delete beside the question you'd like to remove.

Checkout message

The checkout message is the final thing your shopper sees after they place their checkout. It's the perfect place to add import details, including any next steps you'd like to make your shopper aware of. This message will also be included in the order confirmation email that the shopper receives.

Checkout comment

Comments submitted by clients in the “Comment” section during checkout will be included on the PDF receipt for pop-up shop orders. 

Distributor Name on Receipts

To include your distributor name on receipts:

1. To enable this feature, simply turn on the Toggle button located in the shop settings

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Coupons

Pop-Up Shop coupons allow you to give shoppers a specified $ or % discount on their final checkout. The discount is calculated based on the checkout's subtotal, which excludes taxes and shipping.

Learn how to:

• Create a coupon
• Apply a coupon to a checkout
• Troubleshoot error messages that appear during a checkout

To create a coupon:

1. Click New Coupon

That will open different options to customize up to 10 coupons for your shoppers.

These customization options include the:

• Code - you can use the default coupon code or create a custom code with letters/numbers/symbols/spaces.
• Singe use (per email) - restricts a single email address from using a coupon code more than once.
• Type - choose between Value $ and Percent %.
• Discount - this determines the total discount applied to each checkout (must be a whole number).
• Minimum spend - allows you to set a minimum amount the shopper must spend, excluding shipping and taxes, before using the coupon.
• Description - this is for internal reference only and does not appear in the shop or on the checkout CSV file.
• Active/Expiry date - the Active Date is the first day a coupon is valid, whereas the Expiry Date is the day a coupon becomes invalid and can no longer be used.
• Active/Inactive - coupons automatically move to "Active" on their activation date and automatically move to "Inactive" on their expiry date. You can manually set coupons to Active/Inactive if you aren't using the Active and Expiry dates.
• Valid email domains - prevents shoppers who do not have a specified domain from placing an order through your shop. For example, if you're creating a company store and only employees can place orders, you can enter the company domain as a valid email domain. That will prevent anybody who is not an employee from placing an order through the shop.

How to apply a coupon to a checkout

Shoppers can enter their coupon code on the final checkout screen. The checkout screen's right-hand side will show the shopper's checkout details, subtotal, and allow them to apply a coupon against the subtotal.

How to troubleshoot error messages

Error Message: "Invalid discount code."
This appears if a shopper:

• Enters a coupon code that is not active or has expired
• Misspells the coupon code

 Error Message: "You are not eligible for this discount."
This appears if a shopper:

• Tries to create more than one checkout with a single-use (per email) coupon code
• Tries to redeem a coupon without using the valid email domain

Error Message: "Service not allowed"

This appears if a shopper:

• Tries to use a payment method that is not compatible with the payment processor (Stripe or CloverConnect)

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FAQ

• Who gets notified when somebody places an order through the Pop-Up Shop?
• How do I turn on a shipping charge for my shop?
• Can a Pop-Up Shop orders ship to multiple locations?
• Can Pop-Up Shops only be open for a limited time?
• Where can I find the answers to checkout questions?
• Do I have to combine checkouts, or can I create individual sales orders?
• How many coupons can I create?
• Can I make a custom coupon code for each shopper?
• Can shoppers combine coupon codes?
• Is there any coupon reporting?
• Can coupons be applied to shipping/taxes?
• Can I add letters, numbers, and symbols to custom coupons?
• Can I limit the quantity a shopper can purchase?
• Can I limit shoppers to only placing one order?

• Can I bypass the shop's landing page and allow my shopper to click right into the shop?

• How will taxes appear on my sales order if there are checkouts with different tax rates?
• Can I  customize my thank you message in order confirmation emails? 

Who gets notified when somebody places an order through the Pop-Up Shop?

You can set your notification preferences by adjusting the "Email on checkout" option in the shop's General Settings.

How do I turn on shipping charge for my shop? 

To enable shipping charges for your shop, follow these steps:

1. Navigate to the settings of your shop.

2. Click on the "+ add Range" option.

3. In the "Range" field, enter the minimum dollar amount that must be met to trigger a shipping charge.

4. In the "Shipping Charge" field, specify the charge that corresponds to that range.

5. Feel free to add additional ranges as necessary.

Can a Pop-Up Shop orders ship to multiple locations?

Even though Pop-Up Shops have a single shipping address, you can still use the checkout questions to capture your shoppers' address details.

Can Pop-Up Shops only be open for a limited time?
Although Pop-Ups Shops are typically used for limited-time offerings, you can keep the shop open for as long as you need! There's no need to close a Pop-Up Shop after you create a single sales order. You can keep it running and generate more orders in the future.

Where can I find the answers to checkout questions?

You will be able to find the answers of your checkout questions through  the view checkout button in the orders tab, your checkout report and on your checkout receipts. 

Do I have to combine checkouts, or can I create individual sales orders?
You don't have to combine the shop's checkouts. You can use Pop-Up Shops for on-demand orders, where checkouts are fulfilled when the order is received. The best practice in this scenario is to monitor checkouts regularly and create a new project for each checkout.

How many coupons can I create?

You can create up to 10 coupons per Pop-Up Shop.

Can I make a custom coupon for each shopper?

Shops don't have user logins, so there's no way to assign a specific coupon to a particular person. If you have ten or fewer shoppers, they could each have a custom coupon, but it's easier to share codes between shoppers and use the Single use (per email) and Valid email domain settings to prevent them from ordering more than once.

Can shoppers combine coupon codes?

No. Shoppers can only use one coupon per checkout.

Is there any coupon reporting?

Yes, the final checkout CSV lists coupons as separate line items per checkout.

Can coupons be applied to shipping/taxes?

Coupons apply to the order's subtotal, which excludes shipping and taxes. Shoppers are not charged tax in instances where checkout's subtotal is less than or equal to the coupon's $ or % discount. For example, if the checkout subtotal is $10, and their coupon is $10, they would not be charged tax on the checkout.

Can I add letters, numbers, and symbols to custom coupons?

Definitely! Coupons can contain up the 37 characters, including letters, numbers, and special symbols. 

Can I limit the quantity a shopper can purchase?

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