Knowledge Base

E-Commerce Module Setup


Frequently Asked Questions

#1 How to Set Up the Store-Front?

Contact X-CD sales@x-cd.com to find out how to set up the storefront and products. The X-CD team will assist you in creating your storefront and products.

List of requirements to consider:

  • Will your store front be public (no account required to access) or private (requires person to create an account to access)?
  • Will you be collecting Membership Dues?
  • What are the store products you want to be able to sell?
  • Do you want to be able to accept Donations through your store front?
  • Do you already have an online payment processor account and if so, with who?
  • Will you accept offline payments or only online credit card payments?
  • Are taxes applicable to your store products? All products or only some?

#2 Where to Find the URL link for the Store-Front?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on Store name
  5. Locate the Front-end landing page URL


#3 How to edit fields on the Store Form?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on Store name
  5. Click Settings button
  6. Click Registration Setup in horizontal menu
  7. Select Registration Fields
  8. In the grid, click edit for the Field to edit and apply changes
    • If you wish to edit and option, scroll down and select the option to edit and apply changes
  9. Click Update Field

#4 How to Edit the Order Statement Header/Footer/Confirmation Email Message?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on Store name
  5. Click Settings button
  6. Click Settings in horizontal menu
  7. Select Payment Settings
  8. Scroll down to Invoice Statement Header/Footer/Confirmation Email text and make revisions.
    TIP: Customize the text, images, and formatting of the invoice header and footer. 
  9. Scroll down and Click Update Payment Settings button to save changes


#5 How to Access the Languages/Alt. Labels module?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on the name of your Store
  5. Click Settings button
  6. Click Advanced Options in horizontal menu
  7. Select Languages/Alt. Labels
  8. Click Create Additional System Language button or Add New Language button
  9. Enter a label for the new language e.g. French
  10. In the Change Language Screen Text field enter the label for the drop down screen e.g. Francais

How to update labels?

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings
  4. Click Advanced Options in horizontal menu
  5. Select Languages/Alt. Labels
  6. If applicable, click on the Language you wish to update labels for; otherwise continue to next step
  7. Click on the button for a section to update the labels e.g. Screen Content
    • TIP: If you know the label of what you want to change, click CTRL-F to open the find window and enter the label you want to replace
  8. Enter new label(s), as desired
  9. Scroll down, click Submit button to save changes.


#6 How to enable admin email notifications when payments are made?

  1. Click Dashboard
  2. Click E-Commerce
  3. Click Manage Existing Stores
  4. Click on a Store
  5. Click Settings
  6. Click Settings in horizontal menu
  7. Select Payment Settings
  8. Scroll down and set Admin Payment Notification field to yes
  9. In the Payment Notice Email(s) field and populate the emails separated by ;
  10. Scroll down and click Update to save your changes

#7 How do I add a button to the store on the profile home screen?

  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select Link
  5. Enter a Label
  6. Set the Link to a Module Link (select from dropdown list) OR Enter a URL address in Link URL field
  7. Set the other options in the screen as desired
    • E.g. To restrict access for certain group(s), select the group(s) in one of the Restrict fields
  8. Scroll down, Click Add Link button
  9. Copy and paste the store URL in to the Link URL field
  10. If applicable, set restrictions on who can access the link or if public display.
  11. Click Update Link button

#8 How to update the acceptable forms of payment?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on the name of your Store
  5. Click Settings button
  6. Click Settings in horizontal menu
  7. Select Payment Settings
  8. Scroll down to Screen Content section and add/revise text displayed for the forms of payments you plan to accept e.g. Offline Payment / Wire Transfer
  9. Scroll down to Payment Type Options section, and select 'Yes' for the forms of payment you wish to accept. e.g. Checks, Purchase Order, Wire Transfer, etc.
  10. Scroll down and Click Update Payment Settings button

#9 How to update the Contact Email / Support Email address?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on the name of your Store
  5. Click Settings button
  6. Locate the Contact Email / Support Ticket Email field(s)
    • Note: only populate the Support Ticket Email if you wish to use more than one email address; if left blank, the Contact Email will be used
  7. Scroll down and click Update Settings button to save changes

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

API Documentation

Trusted Commerce

We are PCI Compliant