Commerce Workflow

A Commerce Workflow lets your kiosk sell products — memberships, merchandise, tickets, books, and more — with a browsable catalog, a cart, and card payment, right alongside your donation experiences. It's one of three workflow types (Donation, Informational, and Commerce). For how workflows, configurations, and the main menu fit together, see Understanding Configurations, Workflows & the Main Menu.

Before you start: Commerce workflows are a Growth plan (and above) feature. Selling products requires the Full Size or Tabletop kiosk — the Handheld does not support commerce workflows. Payment is taken with the kiosk's card reader (tap, insert, or swipe).

How it works, start to finish

Setting up a storefront takes three steps in the Dashboard:

Add your products (and any variants like sizes or colors).
Create a commerce workflow and choose which products it sells, plus how it looks and behaves.
Add the workflow to a kiosk so donors can find it.

After that, orders, revenue, and refunds are all managed from the Dashboard.

Step 1: Add your products

In the Dashboard, go to Workflows and open Manage Products. Click New Product and fill in:

Name — what the item is called on the kiosk.
Description — shown when a donor taps the product for details.
Price — the base price for the item.
Image — a photo shown in the product grid and detail view.
Inventory quantity — optional. Leave it blank for unlimited stock; enter a number to track inventory, and it will count down with each sale.

Adding variants (sizes, colors, etc.)

If a product comes in options — small/medium/large, different colors — add variants from the product's page. Each variant can have its own price, image, description, and inventory, so you can price a large differently from a small, or track stock per option. Set a variant selection prompt (for example, “Choose a size”) so donors know what to pick.

Step 2: Create the commerce workflow

Back on the Workflows page, create a new workflow and choose the Commerce type, then select the products it should sell. From the workflow's settings you can configure the rest:

Layout & branding

Layout — choose Standard, Multi-panel, or Full Background for how products and branding are arranged on screen.
Logo and background image — brand the workflow to match your organization.

Text & messaging

Title, subtitle, and button label — how the workflow is introduced and labeled on the main menu.
Prompt (e.g., “Choose an item”), intro text, and footer text.
Thank-you headline and message shown after a successful purchase.

Collecting contact information

You can ask buyers for their name, email, phone, and/or address — enable only the fields you need. Choose whether to collect this information before payment or skip it. Captured details are saved to the buyer's record, which is handy for fulfillment and follow-up.

Receipts

Turn email receipts on or off. When on, you can customize the receipt's subject line, header text, and footer text. If a buyer didn't provide an email at checkout, the kiosk offers to send one at the end.

Purchase rules

Allow multiple quantities — let buyers add more than one of an item.
Minimum charge amount — set a minimum order total.
Promo codes — if enabled, buyers can enter a discount code at checkout. Codes support a percentage or fixed-amount discount and optional redemption limits.
Statement descriptor — the text that appears on the buyer's card statement.

Designation & campaign (optional)

You can link the workflow to a single designation and/or campaign so commerce revenue rolls up alongside the rest of your reporting. This is for tracking only and doesn't change the buying experience.

Step 3: Add the workflow to a kiosk

A commerce workflow appears to donors through the kiosk's Main Menu. Switch the kiosk's home screen to the Main Menu, add a button, and point it at your commerce workflow. Full steps are in Kiosk Main Menu. The Main Menu is set per kiosk, so repeat for each device that should sell products.

What the buyer sees at the kiosk

When a donor opens your commerce workflow, they:

Browse the product grid and tap an item to see its photo, description, and any variants.
Choose a variant and quantity, then add it to the cart.
Review the cart — enter a promo code (if enabled) and any requested contact info, and see the total.
Pay by tapping, inserting, or swiping a card on the kiosk's reader.
See a thank-you screen and, if email receipts are on, get an emailed receipt.

Viewing orders, revenue & refunds

The Workflows page shows total revenue and order counts across your commerce workflows. Open a specific commerce workflow to see its total revenue, number of orders, average order value, and a list of recent transactions.

For a complete, filterable view, use the Payments page in the Dashboard. You can filter by date range, workflow, and kiosk, and for each order you can view details, issue a refund, or resend the receipt. You can also export commerce orders to CSV. (For more on refunds, see Refunds.)

Good to know

Device support: Commerce works on Full Size and Tabletop kiosks. The Handheld does not support commerce workflows.
Payment method: Purchases are made with the kiosk's card reader (tap, insert, or swipe). Donor Advised Funds are not available for product purchases.
Processing fees: Commerce payments are processed through Stripe, so standard processing fees apply — see Processing Fees: Explained.
Inventory: Leave inventory blank for unlimited stock, or set a number to track and automatically decrement it as items sell.

Need a hand setting up your first commerce workflow? Reach out to our team.