To learn more about setting up your portal and enabling the Catalog menu item, access the Visitor view section of the Portal knowledge base article.

1. Visitors click Category tiles to view courses and items within each category.
   
2. Visitors click Item tiles (such as courses) to view more details about the item.
   

To learn more about setting up categories in the catalog, visit the Course and class catalog article.

1. Visitors can add the course, digital media, bundle, or subscription to their shopping cart by clicking the Purchase button. 
   

1. If a visitor wants to keep shopping, they can click the back arrow or the Catalog button to continue adding items to their shopping cart.
   
2. If a visitor has a coupon they want to apply to the shopping cart, they click Apply Coupon.
   

1. The visitor enters their coupon code.
   
2. If they have more than one code, they can click Add another coupon code and enter the additional code. 
   
3. The visitor clicks Apply.
   

1. If the visitor already has an account, they can click Log in to finish the checkout process.
   
2. If the visitor doesn't have an account, they must complete the required Account fields to create a learner account.
   

1. Logs in to the platform.
   
2. Clicks their profile picture in the upper-right top menu.
   
3. Clicks Purchases from the profile secondary menu.
   

Please note that purchasing an item such as a course does not automatically enroll the learner in the course. They must click Enroll to enroll in the course.

Customize

The platform allows you to customize multiple parts of the shopping, purchase, and checkout experience. To begin customizing the e-commerce experience:

1. Hover over Admin on the primary navigation menu.
   
2. Click E-commerce from the fly-out menu.
   
3. Click Customizations in the Configurations section.
   

The Customize tab allows you to configure multiple settings related to the purchase and shopping experience. The first two sections allow you to customize the introduction for the shopping Cart and Purchases area.

1. Click Add in the Cart section to add a custom shopping cart introduction. The introduction will display at the top of the Checkout screen.
   
2. Click Add in the Purchases section to add custom text for the Purchases page. The introduction will display at the top of a user's Purchases page when they are accessing items they have purchased.

The screenshot below is an example of text that was added as a custom cart introduction. It displays at the top of the customer's shopping cart Checkout page.

The platform also allows you to select from two built-in Invoice templates, or create your own.

1. By default, the Standard invoice w/o tax template is selected. To preview the invoice template, click the preview  icon.
   
2. If you have taxes enabled on your platform and want to use a built-in template, select the Standard invoice w/ Tax template. To preview the invoice template, click the preview  icon.
   
3. To add your own custom PDF invoice to the site, click Add custom.

Mobile app

The E-commerce Customize tab also allows you to enable or disable e-commerce on the Mobile app. To adjust the mobile app e-commerce feature:

1. Hover over Admin from the primary navigation menu.
   
2. Click E-commerce from the fly-out menu.
   
3. Click Customizations from the Configuration section.
   
4. Click Enable e-commerce in the Mobile app section to enable e-commerce on the mobile app.
   
1. Click Disable e-commerce in the Mobile app section to disable e-commerce on the mobile app.
   

UTM Tags

1. Hover over Admin from the primary navigation menu.
   
2. Click E-commerce from the fly-out menu.
   
3. Click Customizations from the Configuration section.
4. Select the Store UTM tags for orders? checkbox. 
   

1. The platform stores UTM tag data, but does not display it in the interface.
   
2. UTM tags can only be added via the API.