Cart Permalinks

By using cart permalinks, you can create a customized checkout for your customers. Within the Sales Opportunity, you can add training, events, and learners, and apply discounts. You can then share the link with the customer. This will allow them to proceed with their personalized checkout, make the payment on WebLink, and complete the booking.

Pre-requisite Configuration Required

Opportunity Steps & Workflows

1. From Opportunity Workflows, create a new Step ‘Web order payment pending’ (Note: The name given here is an example. You can use any name you want)
2. Next, create a new Opportunity Transition. From <Your WebLink Entry step> to ‘Web order payment Pending’.
   1. You should at least have the following required attributes: Name, Email
   2. Set the triggers to Create Account and Create Contact
3. Finaly, create a new Opportunity Transition. From ‘Web order payment Pending’ to <Your WebLink Won step>
   1. Required attributes: same as above
   2. Set triggers to at least, Create Registration, Create Invoice

Communication Templates & Triggers

This configuration is needed so that an email with the cart permalink is sent to the customer automatically when we progress the order to the ‘Web order payment pending’ step.

From Communications Templates, create a new Template and include the “Order Retrieval URL” merge field available on the Opportunity root entity. 

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 ‘Opportunity Contact’
2. Create a new Communications Trigger 
3. Set the Audience to 'Opportunity Contact'
4. Set the transition from your <Your WebLink Entry step> → Web Order Payment pending transition

WebLink Portal

Finally, we need to setup the WebLink Portal and set the opportunity order review and retrieval steps. We'll need to do so via a GraphQL mutation

Example:

mutation updatePortal{
portals{
setWebLinkOpportunitySteps(input:{
webLinkPortalId:"YOUR_WEBLINK_PORTAL_ID"
entryStepId:"YOUR_WEBLINK_ENTRY_STEP" #Your WebLink entry step
wonStepId:"YOUR_WEBLINK_WON_STEP" #weblink won step
orderRetrievalStepId:"YOUR_WEBLINK_PENDING_STEP" #weblinbk pending step
orderReviewStepId:"YOUR_WEBLINK_PENDING_STEP" #same as above.
}) {
portal{
id
}
errors{label message value}
}
}
}

Creating a cart permalink

Administrator

1. From the Sales Opportunity, create a new opportunity
2. Enter the name of the Account if it's new or select an Account if they already exist
3. Enter the Region, Portal, and other required information
4. Enter the email address of the Account (who will receive the cart)
5. Enter the Default Address of the Individual Account (mapped to the default address)
6. Enter the Event Interest and learners
7. Save
8. Progress the Opportunity to Weblink Order Pending (*this will triggers an email to be sent to the Account's email address with the cart link)

Manually send a cart permalink to a customer

From the Sales Opportunity, you can use the ad-hoc mail to resend the cart permalink to the customer.

Customer Journey

The customer receives an email with a link to their checkout. By clicking the link, they can proceed to the WebLink payment step to complete their order.