Learn to update your checkout page settings to design a transparent, trusted checkout process for your customers with your email opt-in and card storage opt-in settings.
In this article:
Email opt-in settings
Your email opt-in settings determine your customers' ability to subscribe to your marketing emails when purchasing your Offer(s).
In the Checkout Page Opt-in settings, you have the option to give your customers the option to opt-in, automatically opt-in, or remove the Opt-In Checkbox from your Checkout Page, altogether eliminating the option to opt-in.
Updating your checkout page opt-in settings will apply your settings to every Offer Checkout Page.
- Open the Settings tab from the Dashboard.
- Then, navigate to your Checkout Settings.
- In your Checkout Settings, choose between:
- Optional (Recommended): Members can choose to subscribe to your email list during their Offer purchase by checking an opt-in box at checkout. Learn to use a custom message
- Automatic: The opt-in checkbox will be hidden and members will automatically subscribe your Member when purchasing an Offer.
- Disabled: The opt-in checkbox will be hidden and member will not be subscribed to your email list.
- Optional (Recommended): Members can choose to subscribe to your email list during their Offer purchase by checking an opt-in box at checkout. Learn to use a custom message
- Click Save to keep your changes:
Preview your Offer Checkout Pages to ensure that your custom message displays exactly as you intend.
Card storage opt-in
Your card storage opt-in settings will determine your Members ability to store their financial information when purchasing your one-time payment Offers.
Updating your checkout page opt-in settings will apply your settings to every Offer Checkout Page.
To update your card storage opt-in settings:
- Open the Settings tab from the Dashboard.
- Then, navigate to your Checkout Settings.
- Scroll to the Card Storage Opt-in card.
- Then, choose between:
- Opted-out by default (Recommended): Members can choose to store their credit card information on your site by selecting the opt-in checkbox. If the Member does not select the checkbox to opt-in, their financial information will not be stored on your site.
- Opted-in by default: The opt-in checkbox will be pre-selected during checkout. This setting will store your Members financial information on your site by default. Your Member must deselect the checkbox to opt-out.
- Disabled: The opt-in checkbox will be hidden and your members cannot store their financial information when purchasing a one-time payment Offer.
- Opted-out by default (Recommended): Members can choose to store their credit card information on your site by selecting the opt-in checkbox. If the Member does not select the checkbox to opt-in, their financial information will not be stored on your site.
- Click Save to keep your changes:
