Articles on: Commerce Carts

Mimeeq Basket System


Content


  1. Mimeeq Basket Introduction
  2. Getting Started: Configuring Your Basket Settings
  3. How to Customize and Translate Email and PDF Content
  4. How to Configure Pricing Rules
  5. How to Translate Basket Content
  6. How to Embed the Basket on Your Website
  7. How to Preview the Basket in the Mimeeq App and Add it to a Quote
  8. Live Demo of the Basket Functionality


Mimeeq Basket Introduction


The Mimeeq Basket is a versatile B2B solution that transforms how businesses handle orders and quote requests (RFQ). Built specifically for business-to-business interactions where custom pricing and detailed specifications are essential, it's far more than just a simple basket. The system features dynamic pricing rules that automatically apply discounts and charges based on your conditions, while every submission generates a professional PDF confirmation, delivered instantly via email to both parties. Through the Mimeeq app, you can easily track all submissions and seamlessly convert them into new or existing quotes, creating a smooth workflow from inquiry to final agreement.


Getting Started: Configuring Your Basket Settings


To set up your Basket, go to Settings → Basket. There, you’ll find three tabs where you can customize and configure your Basket: Primary Settings, Email & PDF, and Pricing Rules.


Primary Settings


In the Primary Settings tab add key details like the Submission Display Name, Logo, Website URL, and other essential information to ensure your Basket is set up correctly.
Here is a table covering each of those sections:


Name

Description

Submission Display Name

Use this field to set the name shown in email and PDF confirmations related to the Basket submission. For example, Order ____, Quote Request or Inquiry

Logo

Add your logo here to display it at the top of email and PDF confirmations

Website URL

Enter your website address to display it in the header of email and PDF confirmations, allowing users to easily return to your site

Contact URL

Add a link to your contact form or any other web page or action URL you prefer such as link to your live chat

View Basket Online URL

Sets the URL where customers can view their Basket online

For best results use View Basket Online URL as:


  • Link to a page where your configurator with basket is enabled
  • Ensure the page includes the basket embed code
  • If no URL is provided, a default Mimeeq URL will be used


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


Basket Main Settings


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


Example of Email Confirmation


Form Settings


The Form Settings section allows you to customize the Basket submission form by selecting which fields to display, making it easy to control the information collected from customers. A few system fields are included by default, such as:


  • Full Name (always active and required)
  • Email (always active and required)
  • Phone Number
  • Company Name
  • Address
  • Order Notes


In addition to system fields, you can create custom fields to include in the Basket form. For instructions on creating and using custom fields, check out our help article about Custom Fields.


You can control the visibility of each field based on your needs. Full Name and Email are always required and visible, while the remaining fields are optional, allowing you to toggle them on or off as needed. You can also adjust the order of custom fields by dragging and dropping them; they’ll appear in the form in the selected order.


Each field has a Source tag indicating whether it’s System (default fields provided by Mimeeq) or Custom (fields you’ve created). System fields are essential for basic customer information, while custom fields can capture additional data unique to your workflow.


Form Settings Example


The Form Settings section also includes additional settings to refine submission handling.


Name

Description

Automatically Create New Contact

When Enabled a contact will be created based on the email used, if a contact exists for that email it will not be created again.

Require Email Double Entry

Requires customers to enter their email twice for confirmation. It can be useful if you want to make sure they do not make a mistake while typing.

Send Confirmation Email to Submitter

Sends a confirmation email upon submission.

If you turn this Send Confirmation Email to Submitter OFF you will need to manage this yourself. We suggest then you will subscribe to a webhook and send your own email confirmation, using something like Zapier, Make or another automation platform check out How to use Mimeeq Webhooks


This image demonstrates a Basket form showing both system and custom fields arranged according to your preferred order and visibility settings.


Basket Form Example with Custom and System Fields


Emails to send requests to


In this section, you can add the company email addresses that will receive each Basket submission. For example, sales@yourdomain.com. At least one email must be entered, but you can include as many as needed to ensure all relevant contacts receive the request.


Example of the data grid with emails to send requests to


How to Customize and Translate Email and PDF Content


When a Basket is submitted, Mimeeq handles all email communications:


Note: Email confirmations are sent only when this feature is enabled in your settings.


  • The submitter and your team receive an initial email containing the basket items, form details, and a PDF copy
  • All emails include a special reply-to address for seamless communication
  • When customers reply to these emails, their responses are automatically forwarded to all team members listed in your 'send to' email list


🚨 Note: Mimeeq does not store any email conversations; we simply forward messages.


Customizing Email and PDF Content


Your emails and PDFs can use two types of content:


  1. Dynamic Variables (using {{placeholders}})
  • These automatically pull in specific information from each submission
  • For example, {{firstName}} will show the actual customer's name
  • Other variables like {{referenceCode}}, {{total}}, and {{companyName}} automatically insert submission-specific details
  • Perfect for personalizing headers, subject lines, and message content


  1. Static Text
  • Fixed text that stays the same for every submission
  • Used for standard labels and messages that don't change
  • Can be translated but don't change based on submission data


For instance, you could write 'Dear {{firstName}},' and if John submits a basket, he'll receive an email saying 'Dear John,'



To use a variable in a translation, click on the row in the data grid that contains the variable fields for the email and PDF, such as the Introduction text for submitter email. In the modal that opens, you can enter a translation for each language. On the right side, you’ll see a list of available variables.


To insert a variable, click the copy icon next to the variable, then paste it into the translation field where you need it.



List of available variables:


Field

Description

firstname

the first name of the contact person

lastName

the last name of the contact person

fullName

the full name of the contact person

email

the email of the contact person

phoneNumber

the phone number of the contact person

companyName

the company name of the contact person

address

the address of the contact person

notes

additional notes provided by the contact person

customerDisplayName

the display name of the customer

referenceCode

the reference code for the Basket

submissionDisplayName

the display name for the submission

total

the total price of the Basket

websiteUrl

the URL of the company's website

contactUrl

the contact URL for customer service

logo

the URL of the company logo



Static Text Labels


Non-variable fields ensure consistent text in every email and PDF. You can use the data grid to translate or edit labels for this content. Note: variables are not supported in these fields.


Non-Variable Fields Settings


Click on a row in the data grid to add a translation to the field. Once added, the translation will appear in emails and PDFs. On the screenshot below, you can see where each static text label is used in the email.


Note: Translations for custom fields should be managed in the Custom Field settings.


Example of non-variable fields usage in an email


How to Configure Pricing Rules


The Pricing Rules feature lets you adjust the Basket total by adding discounts or extra charges, such as delivery fees or partner discounts for your clients. You can set up rules based on the Basket value or custom fields, and you can specify the currency and customer scope for each rule. Discounts or additional charges can be applied as either a fixed amount or a percentage of the Basket total.


đź’° Because pricing rules has allot of options, we have created a separate help article with step-by-step guidance on how to create and use Pricing Rules.


How to Translate Basket Content


As with all Mimeeq Embeds, every element is fully translatable. For a complete list of available translations, please visit our developer documentation. Below is an example of the translatable items available at the time of writing, but we recommend checking the developer docs regularly for the latest updates.


Here’s an example code snippet that you can add alongside your configurator embed or directly into your page footer.


{
"basket.contact.confirmEmail": "Confirm Email",
"basket.contact.submit": "Send Order",
"basket.item.note": "Note (optional)",
"basket.item.removeTooltip": "Remove this item",
"basket.item.specification": "Specification",
"basket.item.subtotal": "Items Value",
"basket.item.unitPrice": "Unit price",
"basket.item.modularConfiguration": "Configuration ref:",
"basket.panel.contact.header": "Add Contact Details",
"basket.panel.empty.description":
"Add at least one item to a basket for making an order or generation a quotation",
"basket.panel.empty.explore": "Explore Products",
"basket.panel.empty.header": "Your basket is empty",
"basket.panel.header": "Basket {count, plural, =0 { } other {(#)}}",
"basket.panel.requestQuote": "Place Order",
"basket.panel.total": "Total",
"basket.panel.additionsCalculatedAtNextStep":
"Additions and discounts are calculated at the next step.",
"basket.success.email": "A copy has been sent to the email you submitted for your reference.",
"basket.success.spam": "Please check your spam folder if you do not see our email in your inbox.",
"basket.success.explore": "Browse More Products",
"basket.success.header": "{submissionDisplayName} Sent",
"basket.success.reference": "Your Submission Reference is {referenceCode}.",
"basket.success.subheader": "Thank you for submitting your {submissionName}!",
"basket.preview.item.note": "Note:",
"basket.preview.item.quantity": "Qty:",
"basket.preview.item.shortCode": "Configuration ref:",
"basket.preview.item.sku": "SKU:",
"basket.preview.item.unitPrice": "Unit price:",
"basket.preview.item.totalPrice": "Total price:",
"basket.preview.tax": "Tax ({tax, number, percent})",
"basket.preview.total": "Total",
"basket.submit.error": "Error occurred",
"basket.submit.error.description":
"During submitting your cart some unknown error occurred. Please try again",
"basket.warn.outdated": "Cart outdated",
"basket.warn.outdated.desc": "Some of the items at cart were updated. Please validate it.",
}


How to Embed the Basket on Your Website


The Mimeeq Basket can be embedded on your website using two main methods:


  • Using the Embed Template
  • Using the dedicated Basket Embed Code snippet


Method 1: Embed Template


This method integrates the Basket as part of the existing Configurator or product list embed:


  1. Navigate to Embed Templates: Go to Settings → Data → Embed Templates and select the template currently embedded or create a new one.
  2. Activate Basket Mode:


Name

Description

Basket Support

Enable Basket Mode

Show Basket only for Logged in Users

Restricts Basket visibility to users who are logged into the system

Use Custom Pricing

Allows for pricing integration from other systems (e.g., custom APIs, Shopify, ERP), overriding the default pricing from Mimeeq

Add to Cart Placement

Determines where the “Add to Cart” button is displayed: either on the Summary Screen or replacing the Finish button

Add to Cart Placement (Modular)

Configures button placement for Modular Configurator, with options for either the Finish or Summary Screen

Integration

Select between Mimeeq (Uses Mimeeq Basket) or HTML Integration (Allows for integration with other systems, e.g., Shopify)

Explore Products URL

URL where users are redirected if they wish to explore products, usually displayed when the Basket is empty or after submission

View Basket Online URL

Overrides the default View Basket Online URL for viewing the Basket in emails and previews


Embed Template Settings


  1. Copy the Embed Code: Copy the generated script and paste it into your website’s HTML to display the Basket along with the Configurator or product list.


How to Generate and Copy the Script


This method provides seamless integration, allowing the Basket to appear directly on product or configurator pages. You can even adjust settings to show the Basket only for logged-in users.


Method 2: Direct Basket Embed Code


This approach allows for standalone Basket embedding, useful for pages without a configurator or product list:


  1. Go to Basket Settings: Click on the Basket Code button in the Basket settings page.


How to Copy Basket Code


  1. Configure Settings:


Name

Description

Language

Sets the language for the Basket interface, defining the language of labels, buttons, and messages displayed to the user

Public Price List Group

Specifies the pricing list group that will be applied to the Basket, determining which prices will be shown to users

Explore Products URL

URL where users are redirected if they wish to explore products, usually displayed when the Basket is empty or after submission

View Basket Online URL

Overrides the default URL for viewing the Basket online, directing users to a custom webpage

Use Default Language Font

Toggles whether to use the default font of the webpage for the Basket interface

Show Basket only for Logged in Users

Restricts Basket visibility to users who are logged in, hiding it from public or anonymous users

Button Colour Override

Override the background colour of the buttons

Button Colour Text Override

Override the text colour of the buttons


Copy Code Snipped Settings


  1. Copy the Code Snippet: Copy the snippet and paste it into your website’s HTML. This allows the Basket to be displayed independently, such as on the homepage or contact page, with a floating Add to Cart button visible across all pages.


Both methods ensure the Basket can be embedded seamlessly. Depending on your workflow, choose the method that best suits your integration needs.


How to Preview the Basket in the Mimeeq App and Add it to a Quote


Once a customer has submitted a Basket, you can review it in the Mimeeq App by navigating to the Business Panel **and selecting **Baskets from the top navigation. Here, you’ll find both Submitted and Unsubmitted Baskets.


Basket Preview in Mimeeq App


Unsubmitted Baskets


This section lists Baskets that were created by logged-in users or guests that left their email but were abandoned before submission. For each Unsubmitted Basket, you can view the user’s name and email (if provided), a list of products added, and the creation date.


Submitted Baskets


This section contains all the Baskets that were successfully submitted. Clicking on a Basket row will display detailed information, including:


  • Basket ID
  • Custom and system fields data
  • Submission date
  • Public Basket URL (which can be shared)
  • List of products added to the Basket


🙌 You can adjust the width of the Basket panel by hovering over its left side, then clicking and dragging to resize it. This makes it easier to review details on different screen sizes.


Basket Preview in the Mimeeq App


In the Basket Preview within the Mimeeq App, you can view Basket details and have the option to add the Basket to a new or existing Quote.


Adding a Basket to a New Quote


  1. Click on Create New Quote.
  2. Enter the required information, including the Quotation Name, Expected Close, Company, and People. The Company and People fields will be pre-populated with data submitted by the customer.


If any pricing rules were applied to the Basket, you’ll see an additional field called Add Additions and Discounts to Quote. If you select Yes, the values will be added as a fixed amount and will not automatically update with future changes to the quote, requiring manual adjustments as needed.


Hot to Add a Basket to a New Quote


  1. Click Create New Quote. This will generate a new quotation, adding the products as a group labeled with the Basket ID, along with the list of products from the basket.


Basket added to the Quote


Adding a Basket to an Existing Quote


  1. Click on Add to Existing Quote.
  2. Select the Quote you want to add the basket to from the list. Use the search bar to find the desired Quote, or apply filters to display only the quotes you created.


How to Add a Basket to an Existing Quote


  1. Click Add to Quote. The selected quote will now include a group labeled with the Basket ID, containing all the products from the basket.


Basket Successfully Added to the Quote


Live Demo of the Basket Functionality


Before you go live, it’s always a good idea to run a test to ensure everything is working as expected. Once you’re satisfied with the setup, you’ll be ready to start receiving Basket requests.


đź‘€ Explore our live demo! Feel free to submit a Basket to experience the entire process.


If you’d like to embed the Mimeeq Basket on your website, feel free to reach out to us or contact support for assistance. We’re here to help! 🤝

Updated on: 12/03/2025

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