To use Gift Registries, you will need to first enable them in the Shopping Settings and provide a link to the registry home page in your store (fuseaction=shopping.giftregistry). The following functions will be available from this page:
Search – This function allows visitors to search for a registry by name, location or ID. The software will match any portion of the name for the registrant or co-registrant. Results will be displayed in a list, and a message presented if no results found (or no criteria entered).
Create – This will give the visitor a link to create their own registry. If not logged in, they will be re-directed to log in first.
Edit – A link to view and edit the user’s current registry(s). Once again, they will be prompted to log in first if necessary. The following actions are available for each registry:
a. Edit Registry Info – this allows the user to edit the information about the registry, such as date and location of the event, expiration, etc. This is the same form used to create the registry
b. Add Products to Registry – this simply takes the user to the store root category to browse and add products to the registry
c. View the Registry – displays the items currently in the registry and allows the user to update the quantity needed, or remove items from the registry (if not purchased yet)
d. Print Registry – this opens a new window with a printable version of the registry, useful to take to a store as a shopping list
e. Notify Friends – this takes the user to an email form where they can enter emails for their family and friends and send them the link to the registry. Be sure you have your Store URL entered in the config.cfm file so that the full address to the registry is filled in.
When the user clicks the link to Create or Edit the registry, the form will give them the following information to fill out:
Event Type – The type of event/registry. The possible selections here can be edited under Option Picklists.
Event Name – The name of the event, to be displayed as the name of the registry.
Event Date – The date for this event.
Event City – City where this event will be given.
State – State where this event is being given.
Registrant – The person that is registering this event (such as the bride, mother-to-be, etc.)
Co-Registrant – If there is another person involved in the event (such as a spouse) enter their name here.
Message – Message that will be displayed to visitors to the registry.
Private Registries – A private registry is hidden when visitors use the search feature. They will need a direct link (provided by the Notify feature) to access the registry.
Order Notification – This setting allows the use to receive email notification when someone purchases items from their registry.
Expire Registry – This determines when to expire the registry from the system. Expire registries can be removed by an admin function.
Active – Turns the registry on and off in the system.
View the Registry
Both links to view the registry (for visitors and for the registrant) show similar information. The event title, date and registrant(s) will be displayed at the top of the page, along with any message entered about the event. A list of the selected items for the registry is then displayed. Each item is listed (with a link to the product in the store) along with its SKU and any selected options and addon. The number of each item requested and still needed is also displayed.
For visitors, the price of the item is shown and then a box to enter the number of each item they wish to purchase, with a button to Add to Cart to place the items in their shopping cart. After purchase, the number purchased is updated, and if the notify feature is turned on, the registrant will be emailed about the purchase.
For the registrant user, a box is displayed to Add additional quantities to the number needed for each item. A checkbox to Remove the item is also displayed. Items that have already been purchased cannot be removed, so using this checkbox will just set the amount needed back to zero.
Administration of Gift Registries
If the user has admin access to gift registries, they will be able to view and edit registries and the included items. From the main admin gift registry page, the following search parameters are available:
ID – The system ID of the registry
Name – Searches the event title and registrant(s) names
City/State – The location of the event
Type – The type of registry/event
Event Date – The date of the event
Status – Filters by current status of the registry. Options include:
all – no status filter applied
off – registries currently set to private only
upcoming – events that have not occurred yet
over – events that have past
expired – registries that have passed their expiration date
This information will also be displayed for each registry in the list, with links to edit and view the registry and linked items. There is also a link for viewing All registries and to add a New Registry. The fields for admin users are the same as for store users, with the additional field for entering the user to link the registry with.
When viewing the list of products associated with the registry, the admin user will also have a link to Add a Product to the registry. This will pop-up a separate window where they can search for the item by SKU or name and then select the options and addons for the product to add it to the registry.
Gift Registry admins will also have a link to remove expired registries. This will delete all registries from the system that expired over a month ago.
IMPORTANT NOTE ON GIFT REGISTRIES
At this time, CFWebstore® does not have the capability to fully update the price of items being ordered from a gift registry. It will check the base price of the item and apply the current base price when items are ordered, but it cannot update the pricing (or weights) on the options and/or addons placed on the item if those have changed. Wholesale and/or group pricing will be applied if the user ordering qualifies for them but the option and addon prices will always be the same as when they were added to the gift registry, as currently we don’t have a way to track the actual option choice selected. So keep that in mind when using registries, if you use prices on options and update them frequently. This issue is something that will be addressed in the future but will require some reworking of how options and addons are stored.