Customizable Confirmation Page

Overview

In addition to PeakCommerce's standard simplistic confirmation page, there is now the option to use a more detailed confirmation page that can be customized. This Customizable Confirmation Page can be displayed in two ways:

  1. By Rate Plan Charge Types
  2. By Products

This feature can be used on New Order Journeys for e-Commerce or in-app experiences.

Components

There are several new components in the PeakCommerce portal that relate to this Customizable Confirmation Page.

Confirmation Page Template

Navigate to Templates > All Templates > Confirmation Page Templates.

Here there are two templates that have already been created for a Charge Type display or Product display. These templates can be customized in the HTML to hide/show fields such as Sales Tax or descriptions, rename headers, or modify the design aspects.

Confirmation & Details Step

Navigate to Subscribe > Journeys > View the journey of choice > Steps > Confirmation and Details step > Edit.

There is now a field on this step to select the type of Confirmation Page.

If left on "Choose Existing Template" then PeakCommerce's standard confirmation page will be used. See a sample below.

If "Custom Confirmation Page By Charge Type" is selected, then the corresponding template will be used and the customer's purchases will be split out by Rate Plan Charges. See a sample below.

If "Custom Confirmation Page by Product" is selected, then the corresponding template will be used and the customer's purchases will be split out by Peak Products. See a sample below.

Descriptions

To provide more detail on the products or charges included in the checkout, Short and Long Descriptions can be added at the product level in PeakCommerce to Products or Rate Plan Charges.

Product Descriptions

Navigate To Subscribe > Journeys > View > Products > Edit.

At the bottom of the Product setup, there are Short Description and Long Description fields just above the Product HTML.

Short Description
This field supports free-form text with a limit of 255 characters. This description is for 'Regular' PeakCommerce-type products. It will display below the Product Name. This will NOT be displayed if using the 'Bundle' PeakCommerce type of products.

Long Description
This field supports free-form text and HTML. This description will be displayed in two places.

  1. In the Product Tile (if the Product HMTL allows).
  2. In the Custom Confirmation Page at the bottom of each Product's section for 'Regular' PeakCommerce type products.

Rate Plan Charge Descriptions

These are for products that are a bundle of rate plans. Navigate to Subscribe > Journeys > View > Products > Edit.

When a PeakCommerce Product Type is 'Bundle', then the Zuora Products and Rate Plans appear in a Product Table.

Click "Edit" at each rate plan line item under the Details column. This is where you can edit the Short Description and Long Description.

Short Description
This field supports free-form text with a limit of 255 characters. This field will display on the Custom Confirmation Page By Charge Type below the Rate Plan Charge Name.

Long Description
This field supports free-form text and HTML. This field will display on the Custom Confirmation Page By Charge Type at the bottom of each Charge Type section.

Additional ToS

Custom Terms of Service text or other information can be added to the footer of the Customizable Confirmation Page.

Navigate to Subscribe > Journeys > Edit > Configuration > General. First, check the Confirmation Box checkbox.

This will bring up an additional field below it for Confirmation HTML. Free-form text or HTML can be supported here.

Glossary of Tags

Below is a glossary of tags for PeakCommerce's Product and Charge Type related items included in the templates for this Customizable Confirmation Page. Additional tags can be found for Contact and Billing details. All tags begin with:

${...

Charge Type Template

Tag Description
${lineProducts.recurring.annual} List of recurring annual charges
${lineProducts.recurring.monthly} List of recurring monthly charges
${lineProducts.oneTime} List of one-time charges
${lineProducts.usage} List of usage charges
${it.shortDescription} Short description of charges
${it.description} Long description of charges
${it.quantity} Quantity of charges
${it.name} Name of charges
${it.currency.symbol} Currency of charge price
${it.total} Price of charges
${lineProductSummary['annual']} List of annual recurring charges to show in "Your initial charge" box
${lineProductSummary['monthly']} List of monthly recurring charges to show in "Your initial charge" box
${lineProductSummary['oneTime']} List of one-time charges to show in "Your initial charge" box
${lineProductSummary['usage']} List of usage charges to show in "Your initial charge" box
${tax} Tax to show in "Your initial charge" box
${total} Total shown in "Your initial charge" box

Product Template

Tag Description
${regularProducts.recurring.annual} List of recurring annual products
${regularProducts.recurring.monthly} List of recurring monthly products
${regularProducts.oneTime} List of one-time products
${regularProducts.usage} List of usage products
${bundleProducts} List of bundled products
${it.shortDescription} Short description of product
${it.description} Long description of product
${it.quantity} Quantity of product
${it.name} Name of product
${it.currency.symbol} Currency of product price
${it.total} Price of product
${productSummary} List of products to show in "Your initial charge" box
${tax} Tax to show in "Your initial charge" box
${total} Total shown in "Your initial charge" box