Ecommerce modal settings
Open Ecommerce Modal Settings from App → Features → E-Commerce modal cog. Header actions are Back to Merchant and Back to Merchants. Save settings and Reload sit under the accordions. Footer status: Edit settings to update ecommerce modal behavior.
When the editor bucket is not the live App environment, a warning banner says live shoppers see Production (or Staging) and Preview and Save use this bucket, not the live snippet. If Test has ecommerce modal overrides that are not on the editor bucket: Live shoppers only load the App environment bucket. The typical copy action is Apply Test ecommerce modal overrides to Production.
Settings map
| Accordion | What it is |
|---|---|
| Environment | Bucket to load and save for this visit. Does not change the live snippet. Sync to lender resets merchant overrides for this mode; Save settings writes runtime config. Subtitle: Which bucket to load and save here (runtime config, lender defaults, and preview). Settings open on the merchant's live App environment (or sandbox write env). Switching bucket is for this visit only and does not change the live snippet. Hint: Debug logs: add ?debugMerchantBuilder=1 to the URL, or localStorage.setItem('finmatchMerchantBuilderDebug','1') then reload. Sync to lender resets merchant overrides to match lender files for this mode; Save settings writes to the runtime config for the bucket above. |
| Platform & Debug | Ecommerce platform. Hint: Read-only here. Managed at the top merchant level — edit on the Merchant detail card. Debug mode. Hint: Enables verbose console logging on the merchant site for diagnostics. |
| Modal Visibility (Popup & Embed) | Which journeys show the modal, and which lenders. |
| Embed mode price source per lender | ⓘ About the embed-mode price source toggle. Hover title: About this setting. Subtitle: For each embedded lender, choose whether the modal pre-fills its purchase amount from the page price (dynamic) or starts at a fixed value (default). Popup mode always uses the price next to the trigger. |
| Modal feature layout & table order | ⓘ About Lender (L) and Merchant (M). Subtitle: Uses the same rich builder as lender calculator settings (not the old modal-only panel): field on/off, labels, finance-table column grouping, optional calendar URL / button styles, and drag reorder. Toggle labels show Lender (L) or Merchant (M) — Save settings persists runtime + profile; builder Save is a shortcut. Preview hint: Live preview loads after you choose a lender. |
| Full ecommerce config JSON | Debug dump for this visit. Idle pre: Loading…. |
Modal Visibility
Simple mode (default):
- Advanced per-page configuration — off until you need Home / Collection / Product / Cart rows.
- Popup (triggered from pay monthly message "Learn more") plus Popup lenders (comma-separated). Placeholder: snap, humm.
- Embed (in-page mount div per lender — see notice below when enabled) plus Embed lenders (comma-separated). Placeholder: snap, humm.
Advanced mode adds a per-page table (Page, Enabled, Lenders, Lender types). Hint: Lenders = who can appear. Types = personal/business filter. If both are set, only lenders that match the type(s) remain (intersection). Types set here survive Features matrix lender toggles. Personal and Business type filters intersect with the lender list. Embed lenders stays a global embed row (not per page).
Custom URL modal triggers with Custom URLs (one per line) open
the modal on extra paths. Placeholder: /finance-options.
Embed price and preview
Embed mode price source per lender matches the calculator embed price toggle. ⓘ About the embed-mode price source toggle. See Calculator editor → Embed price.
The per-lender table columns are Lender, Price source, and
Default price (£). Modes: Dynamic (scan page) and Static default price.
Placeholder e.g. 2000. When no assignment data is loaded:
No rate-card / assignment data available — value will not be strictly validated.
When embed is off or no lenders are assigned:
Enable embed mode and add at least one lender above to configure per-lender price sources.
Valid-range readouts include £ figures and are not copied here.
Builder toggles on Modal feature layout & table order show Lender (L) or Merchant (M). ⓘ About Lender (L) and Merchant (M) — same meaning as Calculator editor → Lender (L) and Merchant (M).
Preview controls on Modal feature layout & table order: Lender, Mode (Embed / Popup), Preview price (£). Empty lender option: Select lender…. Empty builder panel when CSV lenders are already listed: Choose a lender in the Lender dropdown (CSV fields below add options after you type). Empty builder panel when no CSV lenders are listed yet: Set Modal Visibility lenders above (embed/popup CSV) or open Credit Products so we can list lenders. Status: Pick a preview lender. If the logic module has no toggle rows: No feature toggles and No toggles in logic module for this mode. Builder script missing: Builder script not loaded and FinmatchAdminFeatureBuilder missing — confirm lender-marketing-builder.js loads before merchants.js (see page source, Network tab). Load failure: Could not load lender logic module.
Save settings
Save settings writes runtime config
(PUT /admin/merchant-config/:id) then PATCHes the merchant profile.
- The button and footer status both show Saving.... The button is disabled until the write finishes.
- Success footer is Saved to runtime plus the editor bucket letter + merchant profile. Distinct from Pay Monthly / FOS Saved to runtime config + merchant profile.
- Failure footer is the API
message, or Failed to save settings. The same fallback is toasted. The button returns to Save settings. - If the form was loaded for a different merchant than the one you are viewing, a toast tells you to reload and the write does not start.
Reload footer: Reloading..., then **Settings reloaded from API
- runtime config.** Failure: Reload failed: plus the reason.