Setting Up Your Public-Facing Shopping Cart in Vision

This guide walks you through setting up and managing your public-facing shopping cart in Vision. The goal is to help you configure it independently, understand the logic behind its structure, and ensure your customers have a clean, guided signup experience.

Table of contents:

• Pick your address
  • Setting up service areas
• Embed Address to Shopping Cart
• Shopping Cart Types
  • Classic Cart
  • Customizable Cart
• Adding Customer Information
• Subscriber Portal Signup
• Invoice Preferences
• Configuring Up-Front Charges, Payment Information, and Auto-Pay
• Signup Flow Types
• Shopping Cart Subscriber Workable Tasks
• Maintenance & Versioning Strategy
• Best Practices
• Internal Shopping Cart

Pick Your Address:

Vision uses a location-first model. That means your system needs to know where a subscriber is located before it can show them service offers.

• All offers are tied to Service Areas and are only shown if the customer’s address falls within one.
• To set this up:
  • Create a Service Area that defines your coverage
  • Tie your Service Offers to that Service Area

[Learn how to set up Service Areas here.]

Embed Address to Shopping Cart

Easily connect your website’s address field to the public shopping cart by passing location data as URL parameters. You can use either a single full address or separate fields (address, city, state, zip). The cart will automatically validate the address and either show available offers or guide users through the validation process. Autocomplete tools like Google Maps or Mapbox can be added for convenience, but they are optional.

Learn more-> Point Embed Address to Shopping Cart

Shopping Cart Types

There are two versions of the public shopping cart:

Classic Cart:

• Original configuration
• Displays packages separately (e.g., Internet, Router, Phone as separate items)
• Easy to set up, but harder to scale
  
  
   

Customizable Cart:

If you want to switch to this new cart or a demo, please contact support.

• Newer configuration (default for new clients)

• Two-step process: customer selects a base speed, then selects add-ons

• Uses nested offers to group add-ons under a "parent" offer

With the customizable cart, you can nest add-on services under a base speed. This allows all selections to flow through one workflow and improves customer experience.

[Learn More About the Customizable Cart Here]

Be careful not to confuse Service Offers with Service Packages:

• Packages are the underlying configuration (e.g., 1 Gig + Router)
• Offers are how those packages are presented to customers

This allows you to reuse packages while changing how they’re displayed to different customer segments.

To display an offer in the public shopping cart, it must:

• Be set to active status
• Be set to "Visible on public shopping cart?"
• Be tied to a Service Area
• Be linked to a package in production status (not a package in development status)​​

Adding Customer Information

Customers are prompted to provide basic contact details:

• Name
• Phone
• Email

Note: Capturing this information for follow-up purposes requires the Abandoned Shopping Cart functionality to be turned on. This setting must be enabled by the Vision team—reach out to Support if you’d like this feature activated.

Subscriber Portal Signup

Customers can create login credentials for the Subscriber Portal. This allows them to:

• Track order status
• Manage billing preferences
• Access support tools

This feature can be toggled as:

• Required
• Optional
• Disabled

Controlled in Admin Utilities > Service Area Management.

Invoice Delivery Preferences

You can configure how invoices are delivered:

• Email (paperless)
• Paper mail

This is also where you can activate a required Terms of Service checkbox that customers must acknowledge before proceeding.

Note: Email is the default option for customers. You can allow them to choose their invoice preference during signup or you can turn off the option to select paper mailing. To turn off the paper mailing option, please reach out to Support.

Configuring Up-Front Charges, Payment Information, and Auto-Pay

All configuration settings are found at Admin Utilities > Service Package > Select the package > Edit.

This screen controls what happens when a user reaches the Public Shopping Cart, Subscriber Portal, or the Internal Shopping Cart checkout. Here, you decide:

• Whether anything is billed up front (installation, equipment, first month, or nothing).
• Whether a card information must be captured even if the up-front charge is $0.
• Whether auto-pay is hidden, optional, or mandatory for each cart type.

Because the Public Shopping Cart can only store card information, every auto-pay setting there depends on collecting a card first.

Quick guidance

• Need both ACH and card users to self-serve?
  Leave Payment Required at None and keep Require Payment Information off — auto-pay won’t appear.
• Need a card on file or auto-pay (optional or required)?
  Tick Require Payment Information (to charge $0) or bill an amount up front, then set Recurring Payment Requirements to Optional or Required. ACH users will be required to order via phone.

Signup Flow Types

Vision’s public shopping cart can be configured in three different ways. Each option changes the order of what customers see first, but everything else (packages, promo codes, payment, and confirmation) works the same.

Important: These settings can’t be changed in your admin tools. Contact Support if you’d like the Vision team to adjust your signup flow.

Option 1 (Default)

• Customers enter and validate their address.
• Eligible offers are displayed.
• Contact details, invoice preference, and login are collected.
• Subscriber checks out and pays.

Best for providers who want to show pricing quickly and move customers down the sales funnel fast.

Option 2

• Customers enter and validate their address.
• Contact information is collected.
• Eligible offers are displayed.
• Subscriber checks out and pays.

Best for providers who want to confirm serviceability before capturing customer details and reduce unqualified leads.

Option 3

• Contact information is collected.
• Subscriber enters and validates their address.
• Eligible offers are displayed.
• Subscriber checks out and pays.

Best for providers who want to capture leads up front and follow up on abandoned carts later.

Subscriber Workable Tasks

Regardless of which style of shopping cart you choose to go with, you can add subscriber workable tasks at the end of the shopping experience. These are questions and tasks that the customer fills out themselves such as self scheduling their fiber install or answering some important questions like if they own their home or have a dog.

For more information:

• Shopping Cart workable tasks

Maintenance & Versioning Strategy

As your service packages evolve, be sure to review your cart to ensure it's up to date.

Quarterly Reminder:
 Review your shopping cart every quarter to:

• Update or set outdated offers to "inactive" status
• Promote new services
• Confirm workflows are properly linked
• Set unused draft packages to "archive" status

This reduces support tickets and ensures a clean customer experience.

Best Practices

• Keep offers simple and clearly labeled
• Use a test environment to QA your cart before launch (contact the Vision team if you need assistance setting one up)
• Use subscriber workable tasks to collect key info (e.g., buried utilities, dogs on-site)
• Monitor abandoned carts and re-engage via Vision automation

Internal Shopping Cart

Your public shopping cart is for customers. If you need to place an order manually or handle a special-case setup (like a custom business deal), use the internal shopping cart within Vision.

This lets your team:

• Bypass public cart rules
• Use backend-only packages
• Trigger internal workflows directly.

Need help setting this up? Contact Vision Support for assistance or to switch cart types.