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2. Instance Settings

A guide to the 'Standard Checkout' instance settings

Support @ BeSimplified avatar
Written by Support @ BeSimplified
Updated over 3 months ago

Continuing from the previous article, we'll go ahead and explore the instance configuration and how each setting works.

Store Information

This section should already be completed as we added the store information in the previous article.

Enabling Development Mode allows you to use a test card in your checkout.


CRM Information: sticky.io

Next, the integration profile created during the setup should already be selected.

Keep in mind every integration will have different integration settings.

Specify the Default Campaign ID this instance will be linked to in your sticky.io CRM. Then select the Default Store Currency your checkout will operate in by default.

IMPORTANT: Please ensure all permissions in sticky.io are set to Enable for Simplified Checkout to function properly.


Checkout Options

Customer Accounts

  • Allow Guest Checkout: Allow customers to checkout without creating an account

  • Allow Express Checkout (⭐️ Pro): Give customers a one-click checkout option with Amazon, Google, Paypal, Apple Pay, etc.

Social Logins

Choose the platforms the customer can log in through, bypassing their need to create a login for your store.


Payments & Billing

Accepted Card Networks

Choose which card networks you want to enable. You can select multiple networks with this drop-down menu.

Tax Calculation

Tax will be automatically calculated by default. You also choose to manually set tax rates for specific countries or states, or disable tax calculation entirely.

Prepaid Cards

Choose how you want to handle prepaid cards.

  • Accept & Flag: Does not block the use of prepaid cards, but adds an order note with the associated risk factors

  • Block: Block all prepaid card transactions

  • Route: Routes prepaid transaction to another campaign

Route Prepaid Cards to Campaign ID

If you have selected the Route Prepaid Cards option for prepaid cards, enter the campaign ID you want to route them to.

Restricted Billing Countries

Block transactions from certain countries or regions. This dropdown menu allows multiple selections.

Payment Options

Toggle the payment options you want to enable:

More payment options will be supported in the future!


Locales (⭐️ Pro)

Locales localize your checkout in the customer's country. This also enables you to create custom pages for each locale in the Flowboard area.

By default, one locale will always be created based on your country.

Add a locale by clicking the Add Locale button. Choose the countries (multi-choice drop-down), the Locale, the currency type, and the URL slug of your store.

Example: for www.yourstore.com/jp, enter jp

After saving the new locale, click on the 3-dot menu and select Manage Language

Now you can set the translation for each line of text in your checkout theme.

Tip: We have a handy automatic translation feature to make this process faster!

Link with Default Locale

The design and layout will follow your default locale, with only the text changing. Uncheck this if you wish to make this local have an independent design from the default one.

If you have the Geolocation extension enabled, users will automatically be directed to the appropriate locale by their IP address.


Privacy

Honor Do Not Track Requests

Honors the Do Not Track setting in the customer’s browser.

Force HTTPS

Customers that visit http://www.yourstore.com will instead be redirected to https://www.yourstore.com.

Residents of UK & European Countries

Changes behavior for the customers visiting from the UK & European countries to comply with potential privacy laws. The available options are Ignore, Display Cookie Consent, Exclude From Tracking, and Block All Traffic From EU & UK.

Residents of California

Changes behavior for the customers visiting from the state of California to comply with potential privacy laws. The available options are Ignore, Display Cookie Consent, Exclude From Tracking, and Block All Traffic From California.

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