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Update Order Form and Shopping Cart Themes for Tokenized Payments in Keap

Product Success Team
  • Updated
  • Keap-Pro
  • Keap-Max
  • Keap-Ultimate

This article covers how to identify and update Order Form and Shopping Cart themes in Keap™ that are not compatible with tokenized payment methods. Themes created before April 2023 do not support tokenized payments and must be replaced with a new theme.

Note: Tokenized payments currently apply only to accounts with an active Keap Pay account. As updates roll out, other integrated merchant accounts will also transition to tokenized payment methods. For more information, see the Keap Pay tokenized payments overview.

Identify Themes That Need to Be Updated

Order Form and Shopping Cart themes do not display a creation date. To help identify outdated themes, payment fields are hidden on themes that are not compatible with tokenized payments. Use the steps below to check whether a theme needs to be replaced.

Check Order Form Themes

  1. Navigate to Sales, then select E-Commerce Setup.

    The Keap Sales section showing the E-Commerce Setup option used to navigate to the e-commerce management area where Order Forms and Shopping Cart settings are configured.

    The screenshot above shows the E-Commerce Setup option in the Keap Sales section.

  2. Under Sell online, select Order Forms.

    The Keap E-Commerce Setup page showing the Sell Online section with the Order Forms option used to view the list of existing order forms and their assigned themes.

    The screenshot above shows the Order Forms option in the Keap E-Commerce Setup page.

  3. Select the Themes column header to sort the order forms list by theme.

    The Keap Order Forms list showing the Themes column header used to sort order forms by their assigned theme to quickly identify which forms share the same theme.

    The screenshot above shows the Order Forms list sorted by the Themes column.

  4. Select the preview button next to each order form that uses a unique theme.

    The Keap Order Forms list showing the preview button next to each order form used to open a preview of the order form and check whether payment fields are visible.

    The screenshot above shows the preview button on the Order Forms list.

  5. Check whether the payment fields are visible in the preview. If payment fields are missing, the theme must be replaced with a new one.

    A Keap order form preview showing missing payment fields where the credit card and payment input fields are absent indicating the theme is not compatible with tokenized payments.

    The screenshot above shows an order form preview with payment fields missing due to an outdated theme.

Check Shopping Cart Themes

  1. Navigate to Sales, then select E-Commerce Setup.

    The Keap Sales section showing the E-Commerce Setup option used to navigate to the e-commerce management area.

    The screenshot above shows the E-Commerce Setup option in the Keap Sales section.

  2. Under Sell Online, select View Shopping Cart.

    The Keap E-Commerce Setup page showing the View Shopping Cart option under Sell Online used to open the shopping cart storefront for testing.

    The screenshot above shows the View Shopping Cart option in E-Commerce Setup.

  3. Select any linked product.

    The Keap shopping cart storefront showing a product listing with the product name and price used to test the checkout flow.

    The screenshot above shows the shopping cart storefront with a product selected.

  4. Select Add to cart.

    The Keap shopping cart product page showing the Add to cart button used to add the product to the cart for testing the checkout flow.

    The screenshot above shows the Add to cart button on the product page.

  5. Select Checkout.

    The Keap shopping cart showing the product added with the Checkout button used to proceed to the payment page for testing.

    The screenshot above shows the Checkout button in the Keap shopping cart.

  6. Check whether the payment fields are visible on the checkout page. If payment fields are missing, the shopping cart theme must be updated.

    The Keap shopping cart checkout page showing the payment section with missing payment fields indicating the shopping cart theme is not compatible with tokenized payments.

    The screenshot above shows the checkout page with payment fields missing due to an outdated shopping cart theme.

For instructions on creating a new Order Form theme, see the order form theme creation guide.

Important: Activating a new theme on an Order Form removes all HTML content from the HTML Areas tab. Copy any custom HTML code from the HTML Areas tab and save it before proceeding. After the theme is updated, the HTML content can be pasted back in.

Update Order Form Themes

  1. Navigate to the E-Commerce Settings page and select Order Forms.

    The Keap E-Commerce Settings page showing the Order Forms option used to access the list of order forms for editing their assigned themes.

    The screenshot above shows the Order Forms option in the E-Commerce Settings page.

  2. Select an order form that uses an outdated theme.

    The Keap Order Forms list showing an order form selected for editing with its outdated theme listed in the Themes column.

    The screenshot above shows an order form selected in the Order Forms list.

  3. Inside the order form, select the Theme tab.

    The Keap order form editor showing the Theme tab used to access the theme management options for the selected order form.

    The screenshot above shows the Theme tab in the Keap order form editor.

  4. Locate the new theme near the bottom of the page and select Make Active.

    The Keap order form Theme tab showing the list of available themes with a Make Active button next to the newly created theme used to set it as the active theme for this order form.

    The screenshot above shows the Make Active button next to the new theme in the Theme tab.

  5. A prompt appears stating that HTML content in the HTML Areas tab will be removed. Select OK to proceed.

    The Keap order form theme change confirmation prompt warning that HTML content in the HTML Areas tab will be removed when the new theme is activated.

    The screenshot above shows the HTML content removal warning prompt.

  6. The new theme now appears under the Default Theme heading.

    The Keap order form Theme tab showing the newly activated theme listed under the Default Theme heading confirming the theme update was successful.

    The screenshot above shows the updated theme listed under the Default Theme heading.

Update Multiple Order Forms at Once

If multiple order forms share the same theme, all of them can be updated at once by replacing the shared theme. Custom HTML content will be removed from all affected order forms during this process — copy and save any custom HTML before proceeding.

  1. Create the new theme to use on the order forms.

  2. Set the new theme as the default by selecting Use Theme.

  3. Delete the old theme from the Keap application.

When a theme is deleted, all order forms connected to that theme are automatically reassigned to the default theme.

Note: Activating a new Shopping Cart theme also removes HTML content from the HTML Areas tab. Copy and save any custom HTML before proceeding. After the theme is updated, the HTML content can be re-added.

Update the Shopping Cart Theme

  1. Navigate to E-Commerce Setup.

    The Keap E-Commerce Setup page showing the available e-commerce management options including Shopping Cart Themes.

    The screenshot above shows the Keap E-Commerce Setup page.

  2. Select Shopping Cart Themes.

    The Keap E-Commerce Setup page showing the Shopping Cart Themes option used to access the shopping cart theme management interface.

    The screenshot above shows the Shopping Cart Themes option in E-Commerce Setup.

  3. Select Create a New Theme.

    The Keap Shopping Cart Themes page showing the Create a New Theme button used to begin building a new shopping cart theme to replace the outdated one.

    The screenshot above shows the Create a New Theme button on the Shopping Cart Themes page.

  4. Select a theme type and select Use this theme.

    The Keap shopping cart theme selection screen showing available theme types with a Use this theme button used to select the chosen theme as the starting point.

    The screenshot above shows the theme type selection screen with the Use this theme button.

  5. Enter a name for the new theme and select Save.

    The Keap shopping cart theme naming screen showing a text field for entering the theme name and a Save button to confirm.

    The screenshot above shows the theme naming field with the Save button.

  6. Customize the theme and add any custom HTML content.

    The Keap shopping cart theme editor showing customization options including layout, colors, and HTML areas where custom code can be entered.

    The screenshot above shows the Keap shopping cart theme editor with customization and HTML options.

  7. After customizing, select Back to Shopping Cart Themes.

    The Keap shopping cart theme editor showing the Back to Shopping Cart Themes link used to return to the theme list after finishing customization.

    The screenshot above shows the Back to Shopping Cart Themes link in the theme editor.

  8. Locate the new theme and select Use Theme to make it active.

    The Keap Shopping Cart Themes list showing the newly created theme with the Use Theme button used to set it as the active shopping cart theme.

    The screenshot above shows the Use Theme button on the new shopping cart theme.

Update a Spiffy Theme for Tokenized Payments

If Spiffy is used to customize Order Form or Shopping Cart themes in Keap, the following steps are required to enable tokenized payments on those forms.

  1. When updating the Order Form theme, do not select the Mobile Responsive layout — this will break the Spiffy code.

  2. Re-publish the Spiffy Order Form after the theme update.

  3. After re-publishing, the updated payment fields will load correctly.

For assistance with Spiffy, contact support@gospiffy.com.

Frequently Asked Questions

What does this article cover?

This article covers how to identify Order Form and Shopping Cart themes that are not compatible with tokenized payments and how to replace them with a new compatible theme.

How can it be determined which themes need to be updated?

Themes created before April 2023 are not compatible with tokenized payments. Incompatible themes hide the payment fields on the order form or checkout page. Preview each order form or go through the shopping cart checkout flow to check whether payment fields are visible.

Will custom HTML be lost when a theme is updated?

Yes. Activating a new theme on an Order Form or Shopping Cart removes the HTML content in the HTML Areas tab. Copy and save all custom HTML before updating the theme, then re-add it after the new theme is active.

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