How to Create a Cart Page in B2B Dash
B2B Dash can help you setup elaborate cart pages to help you and your business take payments from clients. With our powerful platform, you can also track these payments and link them to your campaigns to get better results and improve client onboarding and their journey throughout your world.
In this article, we will help you setup your Cart Pages.
NOTE: Cart Page is a feature available to our Funnel Builder and Sales Pipeline plans.
HOW TO CREATE A CART PAGE?
You can create Cart Pages using the "+" symbol or by clicking on the Menu on the left side:
OR
Before we proceed, let's familiarise ourselves on the parts of the Cart Page builder.
BUILD TAB
This is the section where you will add your name, price for the cart page. You will see the changes reflect on the Preview Pane.
Product Details - Enter your product name, Internal Product Name or Product Type
Payment details - Set a price, currency as well as set if the payment is one off or recurring.
CUSTOMISE TAB
The Customise Tab contains all the settings to make your cart look better. In here you can add/change the following:
Theme Color - Make your Cart page's color uniform to your brand
Add HTML - Add a quick description about the product, can be bullet points or a quick introduction of what your clients would get. You can also insert an image here to serve as your banner for the cart page.
SETTINGS TAB
The settings tab has options where you can set who manages the cart, and what happens after the purchase, and add tags or add your clients to campaigns.
Who manages this product - Select the team member who manages the cart, they will receive emails when someone makes a purchase. (This is set to the cart creator by default).
After purchase - You can set your clients to be redirected to a URL or page as well as post the transaction data to a webhook or custom URL to integrate it with another system.
Tags & Campaigns - Manage your clients better by adding and removing tags, and stopping and starting campaigns. You can do this on initial transaction and/or rebills, as well as when the transaction is successful or fails.
Analytics & Scripts - You can paste analytics and tracking scripts from other tools (e.g. Google Analytics, Facebook, etc) to help with retargeting and funnel optimization.
FINISHING UP
Once you click on NEXT STEP, the cart will automatically be saved ready for use. However it's best that you test the cart first by making a $1 payment just to see if it goes through and for you to test the tags, campaigns and notifications.
To view the cart live, you can click on either the View Live Button:
Or the View Live button in the cart page list.
Your cart should look similar to this:
You can then grab the URL of the Cart page and send that over to your clients so they can process the payment.
