Settings Guide
Access all the settings for your store and its features
Navigate to Settings to access all categories of your store’s settings.
Settings View
From the Store Settings view, you can input the “Store Name” that will appear in your web store’s header and Dashboard title, and add an optional “Store Tagline” to insert into your HTML metadata.
Configure the Timezone that will be used for the display of all events and Reports in the system. It’s useful to set this timezone to match any external conversion tracking software you may use, to avoid discrepancies between order data and tracking data.
If your store theme supports customer Reviews of your products, you may wish to check the Moderate Reviews checkbox to require that any review is approved by an administrator before being published to the live storefront site. Access pending reviews via Storefront > Reviews.
Add your store logo and favicon, along with your brand's primary and secondary theme colors from this tab. Your store logo will appear on your 29 Next account store list, along with the store switcher if you have access to multiple stores with the same user account. The store logo will also be displayed to customers in transactional notification emails and on storefront checkout.
Upload a site icon file, to be displayed in the site’s “favicon” browser tabs, and in other areas of the storefront.
29 Next supports the use of multiple domain names for your store, with a Primary Domain being used for Check Out Now links, and the shortcut link to your Storefront from the left hand navigation menu.
Add, Delete, or "Make Primary" a domain from this tab.
The DNS settings display the destination to which you must point your domain name's DNS settings so that it will resolve to your 29 Next store. It’s important that both the root WWW and CNAME DNS settings are pointed via your domain name service to dns.29next.store
Standard tracking platforms such as Meta, Google Ads, Taboola, Google Tag Manager, Google Analytics, and others, have been moved under Apps.
29 Next offers broad flexibility of features to support international sales in multiple locales, languages, and currencies. From the Settings > Localization view, you can select the locales to support on your Storefront. Set a custom priority to determine which geo locale will be displayed by default, and the order in which they will be displayed in your storefront’s geo picker -- with the highest value being first. Assign a currency (required) and a language to each Geo created.
Additional Languages can be added, and supported for your Storefront, your dashboard content editor, and the Dashboard itself. 29 Next Dashboard is currently localized in a number of languages - contact your account representative if you have a custom language requirement.
Currencies can be assigned to one or more geo locales and prioritized for default display and display order. Currencies can also be set to non-public, meaning they won’t be available in the storefront to shoppers, but will still be supported in your Dashboard and data.
Note the base accounting currency for your store is set up at the time of your store’s creation. For reporting purposes, transactions in all other currencies are converted to the base accounting currency in the Dashboard.
29 Next updates foreign exchange rates automatically, at the averaged daily rate via Open Exchange Rates, to calculate foreign exchange reporting conversions.
From the Settings > Subscriptions section, set up custom subscription Cancel Reasons, which can be set to public or non-public, and configure Failed Payments Handling. See Subscription Cancellation Paths and Subscription Renewal Decline Salvage for more detail on each feature set.
You may configure Upcoming Renewal Notifications to notify your customers via email of upcoming recurring billing events, either for all billing events or only prior to the first recurring charge in a subscription.
Create and manage users via the Settings > Store Users area.
Dashboard users have access to the Dashboard admin area of the store. Permissions can be given at a granular level by setting up Permission Groups to grant or limit access to different areas of the Dashboard, to match different user roles within your organization.
To access all Dashboard Users of your store, navigate to Settings > Store Users. A list of all current users with Dashboard access is available, along with the option to give other users access to the Dashboard permissions.
You can grant access to the Dashboard by following the Add Dashboard User button on the Dashboard Users list.
Using the Create Dashboard User view, add email and name information for the user you want to add, and give them the appropriate permissions for their user role. The user will now have access to the dashboard.
A welcome email will automatically be sent to a new user upon creation, prompting their access from the unified login page Accounts.29next.com where they may login and create a password for the first time.
Admin Users have all permissions available by default, including the ability add, modify, or delete Users.
Users should use the 29 Next Accounts portal to modify a Dashboard User's name or contact details, or change their password after creation.
Note that 29 Next supports platform Single Sign On - users may be granted Dashboard access to multiple stores.
Permissions Groups allow the creation of custom levels of access permissions to match different business and security roles in your organization. Choose to grant or limit access to different sections of the Dashboard, corresponding with the top level areas in the left hand navigation menu.
Permission Groups View
From the Settings > API Access menu you may grant or remove individual Dashboard users’ access to the Admin API.
To grant Admin API access to an external app or user, choose Create App. Choose a Name for your App and assign the access to a Dashboard user.
Once created, on the following view choose Configure App Permissions to define the access levels your App or API-connected process should be granted.
Once permissions are assigned, a new tab Credentials will appear. From that tab, the unique Admin API Access Token will be displayed.
Note - you must copy and securely store this API Access Token at this time. For security reasons it is not possible to display the key again after this point.
To generate a replacement Access Token, simply choose to Revoke the current token. A new API Access Token will be generated and displayed.
Set up and customize email notifications to your customers
From the Settings > Notifications menu you can view a list of all the transactional and event-based notifications available to your store. These notifications are triggered by events in the customer’s lifecycle
Choose Actions > Edit to customize the contents and design of any of these notification emails, both for the in-line HTML versions and the plain-text versions of the email templates, using the replacement variables and markup format shown.
Also, choose to check or uncheck “Active” to enable or suppress notifications from being sent.
In the Settings tab, you can configure and customize your store’s email settings.
Set a “Default From Address” from which all transactional emails from your store will be sent to your customers.
Optionally set an “Admin Order Notification Email” if you want email notifications of every new order placed.
Your “Public Support Email Address” should match the address you display to your customers for customer service inquiries.
You may access and optionally customize the HTML/CSS that defines the styles for your email notifications. CSS is automatically in-lined to HTML.
From the Sending Domains tab you can view, edit, and add new email sending domains to your store.
Click “Manage” to view and edit the Verification settings such as
- MX records to add to your domain’s DNS records to verify your domain.
- CNAME records to add to your domain’s DNS records to enable DKIM signing, which can improve deliverability and reduce the chance of your store’s notifications ending up in customers’ spam folders.
Configure Inbound Email Settings to allow for customer support requests via email to sync to Support Tickets and map to the customer’s account.
Navigate to Settings > Fulfillment > Partners to add or edit fulfillment partners to your store. A Partner is equivalent to a fulfillment provider, or warehouse.
You will be prompted to enter a name and physical address for the Partner, and a Processing By value to designate which automated partner integration will be used by the Partner. Choose Manual if instead fulfillment will be done with manual processes in your store.
Shipping Methods can be set and managed to offer multiple shipping methods, and fee sets in multiple currencies for your store's customers.
Navigate to Settings > Fulfillment > Shipping Methods > Add Shipping Method.
From the setup screen you’ll be able to configure the shipping method details as below.
- Name - used for reference on the dashboard and throughout the store, and is visible to customers in the storefront checkout flow. Note, if your store supports multiple locales and languages, you can edit each individually.
- Code - used to reference this shipping method on the API.
- Description - shows in the checkout flow as a brief description of the shipping method.
- Countries - used to specify which countries this shipping method is available to ship to.
- Delivery Time - a delivery time estimate shown to customers in the store checkout flow.
If a single shipping method is configured, this default shipping method and associated fees would apply for all orders.
For orders created on the Admin API a shipping method is required to be passed using the
shipping_code parameter.
Optionally, a custom shipping price may be passed on the API to override the shipping method's default price, using the shipping_price parameter. Next, set up the Pricing for your Shipping Method, by configuring the following:
- Currency: the currency to apply to this shipping method pricing
- Price Per Order - used to set a shipping price for the entire order.
- Price Per Item - used to set a shipping price per item.
- Free Shipping - used as a threshold value -- receive free shipping on orders above this value.
With a single shipping method configured, the storefront checkout flow will not prompt the customer to choose their shipping method. Instead, it will present only two steps:
1) Customer Information -> 2) Payment
Fulfillment Settings
Toggle whether orders should automatically be sent to your integrated Partner. You may configure an optional Automatic fulfillment processing delay to allow orders to remain in Confirmed status for a set number of hours, before being transitioned to Processing status and sent to fulfillment. This setting is useful if your customers often wish to modify or cancel their orders, or update their address details, soon after placing them. Once orders are sent to fulfillment, and transition to Processing status, they are no longer able to be modified via the dashboard.
Navigate to Settings > Checkout to customize your storefront’s checkout settings.
Checkout Settings View
From Checkout Settings, you can implement restrictions on the maximum number of items allowed in a customer’s shopping cart, the maximum number of coupons a customer can use in a single checkout, and configure whether to require a phone number on shipping address details.
Order Confirmation Notification Delay allows for configuring a delay (in minutes) of the sending of the order notification to the customer, to allow time for post-sale upsells to be added on to the original order, and be reflected in a single order confirmation email.
Gateway Group offers the ability to assign a Gateway Group to your storefront checkout, rather than simply defaulting to the Default Gateway for purchases. This offers greater flexibility for multi-gateway set ups, and other custom charge routing logic that you may wish to apply to your storefront checkout.
To insert custom content into your checkout theme, such as Terms & Conditions or Privacy Policy to be linked in the Checkout page footer, or specialized Subscription Terms & Conditions disclosures, choose the appropriate tab and add or edit the HTML content.
29 Next stores feature a full suite of Webhook Events to subscribe to and receive updates as JSON data. Combining Webhook Events and the Admin API allows you to build two-way integrations, automations, and custom business logic for your store.
Webhooks can be created via the Dashboard or via the Admin API. Webhook event logs can also be viewed in the Dashboard to analyze, diagnose or troubleshoot receiving endpoints.
Navigate to Settings > Webhooks to view the list of all configured Webhooks. View the detail and logs of each Webhook by choosing Actions > Detail. Update the configuration of a webhook by choosing Actions > Update.
Webhook Details View
Choose Create Webhook to set up a new webhook. Input the full target URL to receive the data. The URL endpoint must accept JSON data and respond with a 200 status code.
Choose from the following Event Triggers:
- basket.abandoned
- customer.created
- customer.updated
- customer.deleted
- order.created
- order.updated
URL Redirects can be created and managed via the dashboard Settings > Redirects to redirect traffic from one page in the storefront to another. Redirects also support the usage of regular expressions (regex) to cover broad cases of redirects from one location to another.
Add Redirect View
See Payments Guide to learn how to configure Gateways, 3DS Merchant Profiles, and other payment settings.
From the Tags Settings page, you can add, edit, or delete Tags in your store. Tags are used to apply to Orders, Customers, or Support Tickets, to mark and segment each type of data for use in searches, reporting and analytics. Examples include the Support Tickets by Tag, and Orders by Tag reports.
Optionally, you can create new tags by free-typing a new Tag in the Tags section of a Customer Detail, or Order Detail view, or within a Support Ticket's Tags field.
Define custom metadata fields for use on the API, Webhooks, and data exports.
From the Metadata Settings view, choose Add Metadata Definition to define custom fields and attach them to objects in your store's database.
First, define a Name for your custom metadata definition. Then, choose the Object it should be associated to from the options:
- Orders
- Customers
- Attribution
Define a Metadata Key to use to pass custom values, and define the metadata Type:
- Text
- Integer
- Decimal
Validation (Optional)
Optionally, add field Validation settings to limit the allowable length of the data passed into metadata fields.
Choose Save.
Metadata Validation restricts field input globally, including the Admin API. Ensure your validation settings accommodate all of your expected data input scenarios or you may have adverse effects.
Via the Admin API, you can now send or read values in your custom defined metadata fields, and view structured metadata on Webhooks and on data exports.
When choosing to Export a given report or list view to CSV, your store will complete the process in the background, and notify you via email with a link to the download of the report. This functionality is in place to ensure that large data sets can be processed in the background without affecting the front-end performance of your store.
Store Admin users can view a list of all such report and list view CSV exports that have generated in the store, and download them, via Settings > Exports.
Set up custom reporting views for your Marketing Partners.
Last modified 3mo ago