Basket Settings

Control what your Basket shows and who receives submissions. Learn how to set primary details, choose form fields and add recipient emails.

Set up the details that appear on Basket confirmations, the fields customers fill in and the people who receive each submission.

Go to Settings → Basket to set up your Basket. There are three tabs: Primary Settings, Email & PDF and Pricing Rules. This article covers Primary Settings. For the other tabs, see Customise basket emails and PDFs and Pricing Rules.

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Primary settings

Add key details such as the submission display name, logo and website URL in the Primary Settings tab.

#	Name	Description
1	Submission Display Name	Sets the name shown in email and PDF confirmations for the Basket submission. For example, Order, Quote Request or Inquiry.
2	Logo	Displays your logo at the top of email and PDF confirmations.
3	Website URL	Displays your website address in the header of email and PDF confirmations, so users can return to your site.
4	Contact URL	Links to your contact form, or any other web page or action URL you prefer, such as your live chat.
5	View Basket Online URL	Sets the URL where customers can view their Basket online.

For best results, set the View Basket Online URL as follows:

• Link to a page where your configurator with basket is enabled.

• Make sure the page includes the basket embed code. See Embed the basket on your website.

• If no URL is provided, a default Mimeeq URL is used.

The basket cannot initialise if the embed code is missing from the linked page.

Basket primary settings with submission display name, logo, website URL, contact URL and View Basket Online URL fields

The image below shows an example email confirmation with the Submission Display Name, Logo, Website URL and Contact URL fields configured. The same setup is reflected in the PDF confirmation sent to customers who submit a Basket.

Example email confirmation showing the configured logo, display name, website and contact links

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Form settings

Choose which fields appear on the Basket submission form to control the information you collect from customers. These system fields are included by default:

• Full Name (always active and required)

• Email (always active and required)

• Phone Number

• Company Name

• Address

• Order Notes

You can also create custom fields to include in the Basket form. For instructions, see Custom Fields.

Full Name and Email are always required and visible. You can toggle the remaining fields on or off as needed. Drag and drop custom fields to change their order; they appear in the form in the order you set.

Each field has a Source tag:

• System: default fields provided by Mimeeq, used for basic customer information.

• Custom: fields you have created to capture additional data unique to your workflow.

Form settings list showing system and custom fields with Active toggles and Source tags

The Form Settings section also includes these settings for handling submissions:

#	Name	Description
1	Automatically Create New Contact	When enabled, a contact is created based on the email used. If a contact already exists for that email, it is not created again.
2	Require Email Double Entry	Requires customers to enter their email twice for confirmation. Useful to prevent typing mistakes.
3	Send Confirmation Email to Submitter	Sends a confirmation email upon submission.

If you turn Send Confirmation Email to Submitter off, you need to manage confirmations yourself. We suggest subscribing to a webhook and sending your own email confirmation with Zapier, Make or another automation platform. See Webhooks.

The image below shows a Basket form with system and custom fields arranged according to the order and visibility settings.

Basket form showing system and custom fields in the configured order

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Emails to send requests to

Add the company email addresses that receive each Basket submission, for example [e-mail]. At least one email is required, but you can add as many as you need so all relevant contacts receive the request.

Data grid listing the email addresses that receive basket submissions

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Related articles

Customise basket emails and PDFs

Personalise and translate the emails and PDFs sent for every submission.

Embed the basket on your website

Add the Basket to your site with an embed template or standalone code.

Custom Fields

Create custom fields to collect extra information on the Basket form.

Pricing Rules

Create and manage basket pricing rules to apply discounts and extra charges automatically.