Adding and Managing Products

Product Categories

Product categories and tags work in much the same way as normal categories and tags you have when writing posts in WordPress. They can be created, edited, and selected at any time. This can be done when you first create a product or come back and edit it or the category/tag specifically.

Adding a product

Adding a product is similar to writing a post in WordPress.

  1. Go to Studiocart > Products Add Product.
  2. Enter a product TitleDescription, and Featured Image
  3. Go to the Product Settings panel, and configure your settings.

Product Settings

The Product Settings meta box is where the majority of important data is added for your products.

General Settings

Public Product Name – (Optional) Enter a custom title to show a different product title to the name of this page
Hide Page Title – Enable to hide the title of this page
Header Background Color – Determines the header color
Header Background Image – Adds a background image to the header
Page Template – Determines if the product page displays as the Studiocart default or a theme
Turn off default product page – Sets the product page to display a custom checkout page already created for this product
Tax Status – Determines if this product is taxable or non-taxable

Payment Plans

Studiocart gives you the ability to set up multiple Payment Plans for a single product.

Hide Plans – Enter a custom title for the form fields section on the checkout form.
Section Heading – (optional) Enter a custom title for the form fields section on the checkout form.

Under Product Type, there are 4 plans you can choose.

One-time Payment – A one-time payment to access the product
Recurring Payments – Multiple payments or ongoing subscription to access the product
Pay What You Want – Allows the customer to pay any amount they choose to access the product
Free – No payment required

All Payment Plans have the following fields.

Plan ID – Enter a short ID for this plan using letters and numbers only, no spaces
Hide Plan – Enable to hide as a selectable plan on the checkout form
Option Label – (optional) Enter a name/description to show on the checkout page for this plan
Price – Enter the price of the payment plan

Each price option also allows you to specify an on sale price, name, interval and subscription length. There are 2 ways to control when a product is on sale. Manually via the On Sale switch, or you can set it and forget it with the Schedule Sale switch and then choosing Sale Start and Sale End dates.

Note: If your product has more than one payment plan available, you can customize the URL to auto-select a specific plan on the checkout form. This allows you to create buttons for each payment plan on the sales page.
To do this, add ?plan=addplanID to the end of the checkout page URL.
For example – www.studiocart.co/checkout-page/?plan=onepay

When recurring payments are enabled the following additional fields are available.

Frequency – Select how often a customer will be billed per day/week/month/year
Pay Interval – Select when a customer will be billed under this plan
Number of Payments – Select the number of times a customer should be charged under this plan
Sign-up fee – (optional) Enter the amount to charge the customer for signing up to this plan
Free-trial – (optional) Enter how many days the customer has to trial this product for free
Process Cancellations – Determines if a cancelled plan will remove access immediately or at the end of the billing period

When pay what you want is enabled the following additional fields are available.

Suggested Price – Enter a recommendation for customers to pay
Name Your Own Price Text – Enter a label to instruct customers on how to make a payment

Purchase Restrictions

This section allows you to control when your checkout page can be viewed and what should happen once the cart closes.

Limit Product Sales – Enable to have Studiocart auto manage inventory
Amount Remaining – Visible when Limit Product Sales is enabled. Enter an amount and Studiocart will auto-update your product inventory
Limit Product Sales per customer – Enable to limit the amount of times a customer can purchase the product with the same email address or user account.
Customer Purchase Limit – Visible when Limit Product Sales per customer is enabled.
Limit Reached Message – Visible when Limit Product Sales per customer is enabled.
Cart Opens/Cart Closes – Specify the dates and times that the checkout page will be visible
Cart Closed Action – Choose to display a message or perform a redirect when someone visits the page when the cart is closed
Cart Closed Message – Shown when Display Message is selected as the Cart Closed Action. Enter the message that will be shown when the cart is closed.
Cart Closed Redirect URL – Shown when Perform Redirect is selected as the Cart Closed Action. Enter the URL that page visitors will be redirected to.

Payment Methods

Enable which payment methods customers can use at checkout for this product.

Form Fields & Settings

Show Coupon Field – (optional) Enable to show a coupon field on the checkout form
Hide Field Labels – Enable to hide form field labels
Display Address Fields – (optional) Enable to have address fields on the checkout form
Address Fields Heading – Shown when Display Address Fields is enabled. Enter a title to display above the address fields on the checkout form
Turn on Auto Login – (optional) Enable to allow new customers to login automatically after checkout. Requires an integration that creates user accounts.
Opt-in Consent Checkbox – (optional) Enable to show a checkbox for customer’s to choose to opt-in for a newsletter or other promotional emails
Opt-in Checkbox Label – (optional) Visible when Opt-in Consent Checkbox is enabled. Enter a custom title for the opt-in checkbox
Form Skin – Determines the type of form

Form Skin

Default – A standard checkout form
2 Step – A checkout form divided into 2 steps. Step 1 captures customer contact information and step 2 takes the payment details
Opt-in – An email opt-in form for free plans only

For more information on the form skin types, please see this document Form Skin Types.

Submit Button Text – (optional) Enter a custom title for the submit button
Submit Button Sub Text – (optional) Enter a custom sub-title for the submit button
Submit Button Icon – (optional) Add an icon to the submit button
Icon Position – (optional) Determines the position of the icon
Form Footer Text – (optional) Add custom text or images to the form footer

Show Terms Checkbox – Determines the terms and conditions for this product
Show Privacy Checkbox – Determines the privacy policy for this product
Use Default Setting– Select to display the default terms and conditions and/or privacy policy
Enabled– Select to display custom terms and conditions and/or privacy policy pages for this product
Disabled– Select to disable terms and conditions and/or privacy policy for this product

Form Fields Heading – (optional) Enter a custom title for the form fields section on the checkout form.

The following default fields are already enabled to show on the checkout form and collect the customer’s contact information. You can turn off these fields if needed by selecting the disable button.

First Name
Last Name
Email
Phone

All Form Fields have the following settings

Disabled – Show/Hide this field on the checkout form
Required Field – (optional) Turn on to make this field mandatory for customers to fill in before making a purchase
Label – (optional) Enter a custom title for the field
Size – Choose to display a medium (half-width) or large (full-width) field box

For information on adding custom fields, please see this document Custom Fields

The following fields are available when the 2-Step Form is chosen. Use these fields to customize the heading, subheading and button title.

Tab 1 Heading
Tab 1 Subheading
Tab 2 Heading
Tab 2 Subheading
Step 1 Button Label

Coupons

Coupons are great for promoting sales across your shop and offering special rewards to your customers.
For information on managing coupons, please see this document Coupon Management

Coupon Code – The code your customers will enter in the checkout form to apply the discount
Coupon URL – The ID you will add to your product checkout URL to apply the discount using a coupon URL
Discount Type – Determines if the amount off will be applied by percentage or fixed price to the individual plan or cart total
Amount Off – Determines the amount discounted from the price
Amount Off For Recurring Payments – Determines the amount discounted from recurring payments (if different to original amount off)
Allowed Plans – The payment plan(s) this coupon can be applied to
Coupon Duration – Number of months this coupon will apply a discount to recurring payments (Stripe only)
Discount Applied Text – The label shown with the discounted price on the checkout form
Redemption Limit – The number of times the coupon can be used
Coupon Code Expires – The date and time the coupon will expire
Valid For – The amount of time a customer has to redeem this coupon after a purchase
After Purchasing – The product the customer needs to purchase to have access to this coupon
One Redemption Per Customer – Enable to prevent customer’s from using this coupon more than once

Order Bumps

You can offer an additional product or service at checkout in the form of an order bump.

Note: you will need to create a new product in Studiocart for the order bump before adding it to your main product. 

Enable Order Bump – Turn on/off the order bump feature
Select Product – Select the order bump product previously created in Studiocart
Price Type – Select the payment plan type for the product
Amount – Enter the price of the product
Checkbox Label – Enter a custom label for the addon checkbox
Headline – Enter a custom heading to advertise the order bump on the checkout form
Product Description – Enter a custom description to advertise the order bump on the checkout form
Replace Main Product – Enable to replace the main product with the order bump product if selected

You can add multiple order bumps to the checkout form by selecting the Add New button underneath the order bump form.

Upsell Paths

You can offer an additional product or service after the checkout form is submitted in the form of an Upsell. For information on creating an upsell path, please see this document Upsell Paths.

Select Path – choose the upsell path you have previously created from the dropdown

Confirmations

After a successful purchase, customers can either be shown a custom confirmation message or a custom thank you page with the Confirmation Type dropdown.

Display Message – Select to show a custom message on the default confirmation page
Display Page – Select to show an existing thank you page on your site
Perform Redirect – Select to redirect to an existing thank you page on an external site

For information on creating a conditional confirmation, please see this document Confirmation Settings.

Notifications

Disable New User Welcome Email – Enable to turn off the new user welcome email for this product
Disable Purchase Confirmation Email – Enable to turn off the purchase confirmation email for this product

For more information on the built-in Studiocart emails, please see this document Studiocart Email Settings.

You can also choose to send additional email notifications after a purchase. You can send to a Admin EmailPurchaser Email or select Enter Email to notify an address of choice.

Name – Set an internal name to help you identify a notification
Send to – Send the notification to the purchaser, WP administrator or a custom email
Set your From NameFrom EmailReply To and BCC email addresses, and Subject
Message – Enter a custom email message

You can add personalization fields to display the order information in the message, please see this document for the list of available fields Personalization Fields

Integrations

On this tab, you can choose what happens when someone purchases your product, such as subscribing them to a mailing list or creating a new user on your site. Click the Renew Mailing Lists button to fetch your latest mailing list info.

Note: Integrations added to a product will apply to that product only. For more information on the integrations system, please see this document Integrations Overview.

For information on how to set up each available integration, please visit the integration section in the help documents here Integrations

Tracking

This tab is for tools like Facebook Ads or Google Analytics to track lead captures or purchases. If you’re not using a tool that needs this information to be tracked then you can leave it as is.