Ch. 038 Custom Instructions for Your Sites

PRESSERO > *Pressero Documentation Manual

Note: Aleyant is currently conducting a phased rollout of its new checkout process. The enhanced process improves Pressero’s shopping cart by separating payments and shipping into their own pages, moves the approval process into its own workflow, and creates a new Pending area. You may notice changes in this chapter that reflect the new software. If you have any questions, please contact Support.   

Instructions Tab

You can customize the instructions that will display for the visitor or your buyer throughout your sites. Depending on what type of site you are working on, a different number of pages will be available. To create custom instructions, go to Admin > Sites > [Select Site] > Settings > Instructions tab.



 

Informational Site Options:

  • Login Page
  • FTP Page Instructions

B2B Sites (Customer Portals)

  • Access Page Instructions
  • Login Page Instructions
  • FTP Page Instructions
  • Product Upload Preview Instructions
  • Shopping Cart Page Instructions
  • Shipping Checkout Page Instructions
  • Checkout Page Instructions
  • Checkout Successful Page Instructions
  • Payment Page Instructions - when credit card fails on the checkout page.
  • eDocBuilder Customization Page Instructions - Note: the instructions added here will appear at the top of every eDoc template you allow your customer customize during the ordering process. You can override this instruction on a product-by-product basis during the product setup on the site. 
  • Create Account Instructions
  • Site Report Instructions
B2C Sites (Retail Sites)
  • Access Page Instructions
  • Login Page Instructions
  • FTP Page Instructions
  • Product Upload Preview Instructions
  • Shopping Cart Page Instructions
  • Shipping Checkout Page Instructions
  • Checkout Page Instructions
  • Checkout Successful Page Instructions
  • Payment Page Instructions - when credit card fails on the checkout page.
  • eDocBuilder Customization Page Instructions - Note: The instructions added here will appear at the top of every eDocBuilder template you allow your customer customize during the ordering process. You can override this instruction on a product-by-product basis during the product setup on the site. 
  • Create Account Instructions
  • Anonymous Cart Instructions
  • Guest Checkout Instructions
Below is an image of the text editor that allows you to create the custom instructions for the areas listed above. You can add images, links, tables, etc. to the instruction areas as needed. 

 

 

Here are a few image examples of different areas that allow custom instructions: 

Access Page Instructions

Graphical user interface, text, application

Description automatically generated

Graphical user interface, application

Description automatically generated

Login Page Instructions

 

 

FTP Page Instructions

 

Product Upload Preview Instructions (Proof page)

 

Shopping Cart Instructions

Graphical user interface, application

Description automatically generated

Shipping Checkout Page Instructions

 

Checkout Page Instructions

Graphical user interface, text, application, email

Description automatically generated

 

 Checkout Successful Page Instructions

Graphical user interface, application

Description automatically generated

 

Pending Payment Page Instructions (when an initial attempt at credit card payment fails)

Customers see the Pending Payment page when they click the “Cancel” button or their credit card is declined. The blue box at the top of the page contains instructions for the customer. The default text for the instructions is as follows (if text box is left blank): 

"Your order has been submitted but is NOT complete and requires payment. You may choose to re-submit payment at this time. If you navigate away from this page this order can be found in your Pending Order History." 
 
You can choose to enter a custom message in the Pressero admin: Admin > Sites > [choose site] > Settings > Instructions (tab) > Payment Page Instructions. 
 
 
 
This is an example of the new Pending Payment screen with a custom message: 
 
Graphical user interface, application

Description automatically generated

 

eDocBuilder Customization page Instructions

 
 

Create Account Instructions

 

 

Save for Later Instructions

 

Anonymous Cart Instructions (B2C only)

Graphical user interface, application

Description automatically generated

 

Guest Checkout Instructions (B2C only)

Graphical user interface, application

Description automatically generated
 

Site Report Instructions ( B2B only)