Two step checkout is currently in limited availability. Please get in touch with us if you would like us to enable this feature on your Firmhouse project.

Selling through a retail store channel is different from an online e-commerce style checkout. Mainly because the customer will not always have their payment details or cards with them in the store. And you don't want a customer to enter sensitive bank account details or credit card information on public store computers.

To provide a good signup and payment experience for selling subscriptions in a retail store, you can use the Firmhouse two step checkout signup strategy.

Here's how an in-store signup works with the two step checkout signup strategy enabled:

  1. The customer will come to the store to browse, get advice, and select the product they would like to get on a subscription in the store.
  2. On a shared computer or with help of a store employee, the customer will enter their detail of their order and confirm their subscription contract.
  3. The customer will then receive a link via email. The link can be used to confirm their order and make their initial subscription payment.
  4. Optional: Configured acceptance checks are performed.
  5. The store receives the paid order confirmation and starts arranging delivery of the order.

A note on acceptance checks in two-step signup

If you have acceptance checks enabled that are set to be performed at signup then these checks will be validated when a customer confirms their order on the second sign up step. The first order placement step will not perform any acceptance checks.

In the case that a customer is rejected via acceptance checks, they will see a notice on the second step of the signup. On the first signup step

In this guide

Tasks

  • Enabling the two step checkout sign up strategy for your project
  • Customise the complete signup email
  • Customise the copy on the signup completion page
  • Viewing customers that did not complete their signup yet
  • Finding the signup completion link for a customer

Enabling in-store sign up strategy for your project

First, you need to enable the two step checkout flow on your project. Enabling this signup strategy will switch your full project into two step checkout. In this mode, all customers that sign up, will confirm and pay for their subscription via an email that gets sent to them.

Changing the signup strategy can only be done by Project Managers.

Steps

  1. In your Firmhouse project, go to Settings > Subscription Model in the sidebar.
  2. In the section called Sign up strategy, check the Enable two step checkout flow option
  3. Scroll to the bottom of the screen and click Update project.

Customise the complete signup email

With the two step checkout signup strategy enabled, all new customers that sign up will first receive an email with a link to complete their signup. Then they can use that link to pay for their initial subscription term and accept their contract.

Here's how you can configure the subject and content of the email:

Steps

  1. In your Firmhouse project, go to Settings > Email configuration in the sidebar.
  2. Under Subscription lifecycle heading, click Complete signup.
  3. Enter the Email subject line and Content of the email or use the Load example content.
  4. Click Save.

Customise the contents on the signup completion step

You can customise the copy of the page that customers will use to complete their signup and place their subscription order.

Steps

  1. In you Firmhouse project, go to Checkout Flow in the sidebar.
  2. Change any fields in the Payment flow section. You can use simple HTML tags if you want to link to external pages, email addresses, or phone number.
  3. Click Update project.

Viewing customers that did not complete their signup yet

All customers that have signed up, but have not yet finished their signup will be visible under a filter called Pending customer completion on the Customers overview.

Steps

  1. In your Firmhouse project, go to Customers in the sidebar.
  2. Click Pending customer completion from the filters bar.

Finding the signup completion link for a customer

If you want to look up the signup completion link for a customer manually, you can do so from the customer detail page. This will come in use if you want to remind a customer to complete their signup. Or if a customer indicates they had problem receiving their email.

Steps

  1. In your Firmhouse project, go to Customers in the sidebar.
  2. Click Pending customer completion from the filters bar.
  3. Click on the customer you would like to look up the link.
  4. Click Second signup step in the Subscription details section.
  5. The page to complete the signup will open in your browser. You can now copy and paste the link from your browser.

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