Mimeeq Basket System

Content

Mimeeq Basket Introduction
Getting Started: Configuring Your Basket Settings
How to Customize and Translate Email and PDF Content
How to Configure Pricing Rules
How to Translate Basket Content
How to Embed the Basket on Your Website
How to Preview the Basket in the Mimeeq App and Add it to a Quote
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
1.	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
2.	Logo	Add your logo here to display it at the top of email and PDF confirmations
3.	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
4.	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
5.	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.



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.

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

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.



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

	Name	Description
1.	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.
2.	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.
3.	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.

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.

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:

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

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.



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.

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.

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:

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

	Name	Description
1.	Basket Support	Enable Basket Mode
2.	Show Basket only for Logged in Users	Restricts Basket visibility to users who are logged into the system
3.	Use Custom Pricing	Allows for pricing integration from other systems (e.g., custom APIs, Shopify, ERP), overriding the default pricing from Mimeeq
4.	Add to Cart Placement	Determines where the “Add to Cart” button is displayed: either on the Summary Screen or replacing the Finish button
5.	Add to Cart Placement (Modular)	Configures button placement for Modular Configurator, with options for either the Finish or Summary Screen
6.	Integration	Select between Mimeeq (Uses Mimeeq Basket) or HTML Integration (Allows for integration with other systems, e.g., Shopify)
7.	Explore Products URL	URL where users are redirected if they wish to explore products, usually displayed when the Basket is empty or after submission
8.	View Basket Online URL	Overrides the default View Basket Online URL for viewing the Basket in emails and previews

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.



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:

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



Configure Settings:

	Name	Description
1.	Language	Sets the language for the Basket interface, defining the language of labels, buttons, and messages displayed to the user
2.	Public Price List Group	Specifies the pricing list group that will be applied to the Basket, determining which prices will be shown to users
3.	Explore Products URL	URL where users are redirected if they wish to explore products, usually displayed when the Basket is empty or after submission
4.	View Basket Online URL	Overrides the default URL for viewing the Basket online, directing users to a custom webpage
5.	Use Default Language Font	Toggles whether to use the default font of the webpage for the Basket interface
6.	Show Basket only for Logged in Users	Restricts Basket visibility to users who are logged in, hiding it from public or anonymous users
7.	Button Colour Override	Override the background colour of the buttons
8.	Button Colour Text Override	Override the text colour of the buttons

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.

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.



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

Click on Create New Quote.
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.



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.

Adding a Basket to an Existing Quote

Click on Add to Existing Quote.
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.



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

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.

👀 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: 29/01/2025