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Setting Up a Smart Checkout Funnel

The Smart Checkout Funnel feature lets you show customers a specific checkout based on a trigger, such as the products they interact with. Instead of showing everyone the same default checkout, you control exactly which page each customer sees.

Create a Smart Checkout Funnel Trigger​

Complete these steps to create the checkout trigger.

  1. Click Stores in the left navigation bar.

  2. Select the store you want to configure.

  3. Click the Checkout tab.

  4. Scroll down the page and click Create A Smart Checkout Funnel.

  5. Click the Select Checkout Trigger dropdown and select the trigger type you want to use.

  6. Select the conditions for that trigger from the Trigger Conditions dropdown.

  7. Click Add to create the checkout trigger.

    Info

    You can select a single condition or multiple conditions. Only customers who match the selected conditions will see the checkout configured in this Smart Funnel.

Add a Checkout to the Funnel​

Follow these steps to add the checkout page you want this new trigger to show.

  1. Click Add Checkout To Funnel.

  2. Select the checkout you want to associate with this trigger from the Select Checkout Page dropdown.

  3. Optionally, select Active or Inactive from the Status dropdown.

  4. Click Add to add the checkout to the funnel.

Once added, the Smart Funnel appears in the trigger list with its checkout name, associated products, and traffic allocation. You can turn the funnel on or off at any time using the Active toggle.

For more on configuring checkouts for your store, see the guides below.