Type 2 Paypal Order Form Setup

Setting up the shopping cart in Allwebco templates

Sticky Note Paypal
Paypal shopping cart setup. See the help.html included with your template download, it should indicate Paypal "Type 2" forms near the top and include the correct support links and info in the cart setup section.

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Setting up "Type 2" Paypal forms
The designation "Type 2" really only applies to Allwebco template Paypal forms. It indicates that the forms are generated in your Paypal account login. With the 1st version, standard forms, price and product details were embedded and edited directly in the HTML webpages. Both types are supported by Paypal and both work for website payments.


Step 1: Confirm your form type:
Check the top of your help.html to confirm you have Type 2 forms.


Step 2: Setup account:
Set up a PayPal merchant account.


Step 3: Create a payment button:
Login to your Paypal account.

Go to: Tools > All Tools > Paypal Buttons > Create New Button

Choose the "shopping cart" in the "Choose a button type" option and follow the directions in Paypal to create your button. See visual below.

Enter the price and item name. The "Customize Button" allows you to setup product ordering options, like sizes or colors (see next section).

There is a "return" page called "thanks-payment.htm" included with your template. This is the Step 3: Customize advanced features (optional) tab in the Paypal create form area. Click the Take customer to a specific page (URL) after successful checkout: on, and enter the following link, replacing "your-web-domain.com" with your website domain name:

http://your-web-domain.com/thanks-payment.htm
Paypal template setup

Step 4: Choose or add options:
The template Paypal forms may, or may not, include options. One option may affect the price, and one may not. Choose what options to keep, or delete them to have no item options. Click visual for details:
Paypal ordering options
If the forms in your template HTML pages do not include options, still generate your options when you create your button code in your Paypal account and save the result code in a text file for later use. See: adding Paypal options.


Step 5: Generate code:
When you are done, click the "Create Button" and you will see the following page: Paypal template setup
Copy this code from the box and paste it into a new plain text file. To do this, open Notepad and paste the code in the window. Keep this file open, you will need to copy some code from here for the next step.


Step 6: Edit the template form:
You will need only the "hosted_button_id" code number in cases where you have included no ordering options.

To edit a template form to include no options, click the following visual:
Paypal template setup
To edit a template form and include options, click the following visual:
Paypal template setup

Step 7: Test:
Open the gallery or products page you have edited in your web browser. Test the form button to be sure everything is working.


Generating Tip: Use the create similar button
If you're generating a lot of similar products, here's a way to make the form generation go faster.
  1. Generate your first button, on the ending "copy code" page, copy the button code in the box, paste it into a plain text file.
  2. Save the text file, you'll be pasting all your button code into this file.
  3. Still on the Paypal "copy code" page, click the link to create a similar button.
  4. Your previous info will be in the generate options boxes, edit with your second product.
  5. Once you generate the second button, copy the code and paste it into your plain text file again. You may want to include a note for each product in the text file so you'll know what each code group is for.
  6. When you have a few buttons generated with all the code pasted into your text file, copy the "hosted_button_id" codes from the text file, and paste them into the template HTML page Paypal forms. You only need the code number unless you added some ordering options. You may need to edit the template page with your order options as well (see visuals above).

Shipping, sales tax and currency
Options including shipping and sales tax are setup either while generating your forms as outlined above, or can be set in your Paypal business profile. See the following support pages:
The thanks-payment.htm page
Every Allwebco template that includes a Paypal cart also includes a "thanks-payment.htm". This is called a "return" page. Once a client sends a payment through your website, if you have properly setup this page as shown above, they will be returned to your website and to this page. Edit this thanks page with any info you would like.

Note for cart templates with mobile sites: Both the full site and the mobile site include a "thanks-payment.htm". If you do not want to generate separate forms for the full and mobile sites you have 2 options. OPTION #1. Use the mobile "thanks-payment.htm" page as the return page, include a link to the full site homepage on this page. OPTION #2. When generating your forms do not setup a return page and instead use the Paypal default return page.


View cart buttons
See the Paypal setup info on your template "help.html" to edit the template "view cart" buttons.

View cart text link: Optionally use the following link code (edit with your e-mail) in the html pages for a view cart link.

<a href="https://www.paypal.com/cart/business=your@email.com&display=1">View Cart</a>


Paypal saved buttons
Once you generate a form, it is saved in your Paypal login in the "saved buttons" area. You can modify these buttons later as needed. If you edit a button in your login, the "hosted_button_id" in the HTML webpages will not change but your may need to update your webpages with new prices or options you changed.


Notes & troubleshooting:
  • When editing, you can copy the code from the open Notepad file you created in step #4. Open the template gallery page in Notepad in another window and copy code from the generated code into your template page. Only copy the code as shown in the visuals above.
  • Read all areas carefully when at Paypal when generating your code to be sure you have included shipping, tax or any other options. You will find video tutorials in the Paypal help area.
  • If you have any problems, compare the code you generated to the code in the template page. If you have extra "hidden" fields in your generated code you may need to copy over the line that is not included in the template form.
  • You will find other Paypal setup info on your help.html if Paypal forms have been setup in your template.
  • All options including shipping and tax are setup when you generate the forms as outlined above. You will not use the examples on the other Allwebco template support pages if you have "Type 2" forms in your template, except for the currency option.



Links:
PayPal Account Setup