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Cart Permalinks

Updated

Cart permalinks let you create a personalized checkout experience for a specific customer. In a Booking , you can add training, events, learners, and discounts, then send the customer a link to complete payment in WebLink .

This link (the cart permalink) opens a pre-configured checkout, allowing the customer to complete their order without needing to rebuild their cart.

Table of contents

Before you begin

Cart permalinks require configuration across Booking workflows, communications, and your WebLink Portal.

Booking workflow setup

  1. In Booking Workflows , create a step for pending payment (for example, Web order payment pending).
  2. Create a transition from your WebLink entry step to the pending payment step.
    • Require at least Name and Email
    • Enable triggers to Create Account and Create Contact
  3. Create a transition from the pending payment step to your WebLink won step.
    • Use the same required attributes
    • Enable triggers to Create Registration and Create Invoice

This workflow ensures the Booking progresses correctly from initial capture through payment completion.

Communication template and trigger

This configuration sends the customer their personalized checkout link when the Booking moves into the pending payment step.

In Communication Templates , create a template and include the Order Retrieval URL merge field.

Example:

Hello {{ opportunity.contact.first_name }},
Click here to complete your booking
<a rel="noopener noreferrer" target="_blank" href="{{ opportunity.order_retrieval_url }}" title="Your Basket">Your Basket</a>
Thank you,
Team Rocket
  1. Set the audience to Booking Contact
  2. Create a Communications Trigger 
  3. Set the audience to Booking Contact
  4. Configure the trigger to fire on the transition into the pending payment step (for example, Entry → Web order payment pending)

When this transition occurs, the system automatically sends the cart permalink email.

Your WebLink Portal must be configured with the correct Booking steps for:

  • entry (initial booking creation)
  • order review
  • order retrieval (cart permalink step)
  • won (completed order)

This configuration defines how WebLink handles the checkout lifecycle.

Example GraphQL mutation:

mutation updatePortal{
  portals{
    setWebLinkOpportunitySteps(input:{
      webLinkPortalId:"YOUR_WEBLINK_PORTAL_ID"
      entryStepId:"YOUR_WEBLINK_ENTRY_STEP"
      wonStepId:"YOUR_WEBLINK_WON_STEP"
      orderRetrievalStepId:"YOUR_WEBLINK_PENDING_STEP"
      orderReviewStepId:"YOUR_WEBLINK_PENDING_STEP"
    }) {
      portal{
        id
      }
      errors{label message value}
    }
  }
}

Administrator

  1. Create a new Booking
  2. Select or create the Account
  3. Enter Region, Portal, and required details
  4. Enter the email for the recipient
  5. Set the default address
  6. Add events and learners
  7. Save the Booking
  8. Progress the Booking to the pending payment step (this triggers the cart permalink email)

Resend a cart permalink

From the Booking, use ad-hoc email to resend the cart permalink to the customer.

Customer journey

The customer receives an email containing their personalized checkout link.

Selecting the link opens WebLink at the appropriate checkout stage, allowing them to complete payment and finalize the booking.

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