QPilot Site Settings and Options

After you've connected a WooCommerce site to your QPilot Merchant Account, you'll be able to view and manage the site within your QPilot Sites page by logging into your QPilot Merchant Account (https://merchants.QPilot.cloud).

QPilot Site Menu

From the Site Menu, you can select from the following options:

  • Dashboard
    • Navigate to the QPilot Site's Dashboard and view all Reports and Integrations for the QPilot Site
  • Edit
    • Manage the General Settings, Options and Customer Notifications for the QPilot Site
  • Pause / Resume Processing
    • "Pause Processing" to disable the automatic processing of all Scheduled Orders for the QPilot Site
    • "Resume Processing" to enable 
  • Delete Site
    • Delete the QPilot Site from your QPilot Merchant Account 

General Settings, Options and Customer Notifications

Each site that you connect to QPilot is configured uniquely for General Settings, Options and Customer Notifications.

You can locate and manage your QPilot Site by logging into your QPilot Merchant Account (https://merchants.QPilot.cloud) and then selecting the "Edit" action for the QPilot Site (located in the upper right corner of each Site Card).

If you don't see any sites displayed in your QPilot Merchant Account, please visit our Install & Launch Guide!

General Settings

  • Name
    • The name of the site.
    • Set automatically
    • Default: the connected WooCommerce Site's Name
  • URL
    • The URL of the site.
    • Set automatically
    • This must match the URL of the WooCommerce site that you connected to QPilot
    • Important: always connect secure URL's (https) to avoid API connectivity issues
  • Site Type
    • Set automatically
    • Default: WooCommerce
    • Important: Do not change this setting unless instructed to do so
  • Environment
    • Default: Test Environment
    • Test Environment 
    • Live Environment
      • Used for websites in Production
      • Enables full control of Payment Settings (toggle Test Mode) and Automated Processing
  • Email 
  • API Consumer Key
    • Set automatically
    • The WooCommerce REST API Consumer Key
  • API Consumer Secret
    • Set automatically
    • The WooCommerce REST API Consumer Secret
  • Customer Facing Scheduled Orders URL for the Site
    • Defaults to the URL of the site (https://mysite.com)
    • Please input a relative URL. e.g. /my-account/scheduled-orders

Options

  • Postal Code
    • The Postal Code (aka "ZIP Code") from which Products are shipped
  • Timezone
    • Select a timezone for the QPilot Site
    • If no Timezone is selected, then Time will be UTC time.
  • Order Processing Start Time
    • Select a time for your QPilot Site to begin processing Scheduled Orders each day
    • If no start time is defined, Scheduled Orders will process relative to the time they were last updated
  • Default Unit of Weight
    • Default is "Pound"
    • Select a value to control the unit you will define Product Weights in:
      • Pound, Ounce, Kilogram, Gram
    • Suggestion: this should likely match the Weight Unit selected in WP-Admin > WooCommerce > Settings > Products >> General
  • Default Unit of Dimension
    • Default is "Inch"
    • Select a value to control the unit you will define Product Lengths in:
      • Inch, Foot, Yard, Millimeter, Centimeter, Meter
    • Suggestion: this should likely match the Dimensions Unit selected in WP-Admin > WooCommerce > Settings > Products >> General
  • Enable Customers to Update Order Notes on Scheduled Orders
    • Enable this setting to include Order Notes (optional) entered by customers during WooCommerce Checkout to be added to Scheduled Orders
    • Merchants can always edit the Order Notes within Scheduled Orders.  This setting is to make this a customer-facing value.
  • Enable Customers to use QPilot coupons on Scheduled Orders
    • Enable this setting to display a Coupons field on Scheduled Orders that your customers can use to add/remove Coupons.
    • Merchants can always edit the Coupons applied to Scheduled Orders.  This setting is to make this a customer-facing value.
  • Lock Duration (Days)
    • Define an integer for how many days prior to processing will customers be unable to alter their order. Leave blank to disable order locking.
    • Learn more about Locking Scheduled Orders here.

Customer Notifications

Learn more about Customer Email Notifications here.

  • Email Delivery Address
    • The sender email address you want to appear when sending emails. Leaving this blank will default to: notifications@qpilot.cloud
    • Important notes about using your own email address:
      • You should not use "no-reply" addresses. They hurt reputation over email servers and can result in emails being flagged as Spam.
      • To ensure proper email authentication, you should configure the following SPF records in your DNS Server:v=spf1 include:sendgrid.net ~all
        Please refer to https://sendgrid.com/docs/glossary/spf/for more information
  • Scheduled Order Errors
    • Enable each Scheduled Order Error email that you want your QPilot Site to automatically send to your customers.
    • Enabling an Error Email will result in notifying a customer of the error that caused their Scheduled Order to Fail.
    • Send a BCC of Error Emails
      • Enable this option to include a BCC email address whenever a Scheduled Order Error email is sent to a customer
      • Error Emails BCC Address
        • If left blank, the Email for the QPilot Site will be used by default
        • Multiple emails can be entered here as comma-separated values.
  • Upcoming Scheduled Orders
    • Enable each Upcoming Scheduled Order email that you want your QPilot Site to automatically send to your customers
    • Enabling am Upcoming Scheduled Order email will result in notifying a customer of their Scheduled Order ahead of their next occurrence date.
  • Lock Duration Warning (Days)
    • How many days prior to the beginning of the Lock Duration that customers will be notified that their scheduled order will begin processing. Leave blank to disable the lock duration warning. 
    • Important: If you define a Lock Duration for your QPilot Site, we strongly suggest enabling the Lock Duration Warning at least 2-3 days in advance of the Lock Duration.

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