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Cart & Checkout settings cover what happens to carts customers leave behind, the rules a cart must meet before it can be checked out, and any extra questions you want to ask on the way through. Navigate to Settings > Cart & Checkout to manage these options.
Cart and checkout settings page

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Abandoned carts

When a customer adds items and leaves without checking out, Marzipan can create a task for your team, email the customer, or both.

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Task creation

  • Enable task creation - Create a task when a cart is abandoned
  • Default assignee - The team member the task goes to
  • Default priority - The priority new tasks are created at
  • Task due in - How long the assignee has before the task is due

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Email notification

  • Email notification - Email the customer about the cart they left
  • Send after - How long to wait before the email goes out

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Minimum cart value

Set a minimum cart value per market. Recovery emails are only sent for carts above that value, so you don’t chase a single low-value line. Leave a market blank for no minimum.

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Checkout requirements

Rules a cart must meet before a customer can check out.
These rules are enforced everywhere a cart can be paid for, including express checkout and any storefront built directly on the API. A customer is stopped before a payment sheet appears rather than after it.
  • Minimum items - The total quantity a cart must reach. Leave empty for no minimum.
  • Require full case quantities - Physical items must be ordered in whole multiples of the minimum. With a minimum of 6, a cart of 6 or 12 is allowed but 7 is not.
  • Message - The wording shown when the cart is below the minimum. Use {minimum} for the required number and {shortfall} for how many more are needed. Leave empty for the default wording.
Gift cards, event tickets and subscriptions aren’t counted towards either rule, so they never change how many bottles make a case. Bundles count the items inside them rather than as a single line, so a case of six sold as one bundle counts as six.
Require full case quantities only means something alongside a minimum, so it clears when the minimum does. Set the minimum first.

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Gifting

Let customers send an order to somebody else, with a message and a delivery date.
  • Let customers buy gifts - adds a “Who is this for?” choice at checkout, so a customer can send an order to someone else with a message and a delivery date
  • Delivery date on their own orders - lets a customer buying for themselves choose a date to deliver after. Gift orders always offer one, whether this is on or off.
See Gift orders for what the customer sees, and Gift subscriptions for a subscription bought as a gift.
Turning gifting off only stops new gifts being bought. Gift subscriptions already running keep delivering for the rest of their term, and the people receiving them still get their emails. Marzipan tells you how many are still running before you turn the switch off.
The wording of every gift and recipient question is yours to change under Branding & Web Components, including what you call the choice at the end of a gifted subscription’s term.

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Custom checkout fields

Ask your own questions on the details step at checkout, such as a reciprocal club’s membership number. Answers are stored against the order and the customer. Click Add field to add a question. Each one has:
  • Label - The question as the customer sees it
  • Name - The identifier the answer is stored under. It’s set from the label and fixed once saved, because answers already collected are keyed on it.
  • Type - Text or Checkbox
  • Placeholder - Optional placeholder text for the field
  • Help text - Optional guidance shown under the field
  • Auto-tag - An optional tag applied to the customer once the question is answered
  • Markets - Restrict the question to particular markets, or leave unset to ask it everywhere
  • Required - Whether the customer must answer before continuing
Answers are recorded but never checked, so don’t use custom fields to collect payment details or other sensitive information.
A required question can only be answered on the checkout page, so the Apple Pay and Google Pay shortcut at the top of checkout is hidden in any market where one applies. Apple Pay and Google Pay are still offered at the payment step as normal.

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Where answers appear

  • On the order, in the customer box alongside the rest of their details
  • On the customer, where the latest answer is kept and used to pre-fill the question next time they order
  • In the orders CSV export, as extra columns you opt into through the column picker
Renaming a question later never rewrites past orders. Each order keeps the label it was placed under.
Set an auto-tag on a question you intend to segment on. The tag is only applied when the question is actually answered, so a blank answer or an unticked checkbox tags nobody.