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Step 3: Configure a Checkout Flow
1
Think through the sequence of questions
2
Set up checkout
3
Proceed to the next step!
1. Think through the sequence of questions
We advise you to think through the sequence, the number of questions and the checkout questions themselves in advance.
2. Set up checkout
If you are going to connect a payment gateway, instead of setting up some of the steps, you can selectively request from the client: name, delivery address, email and phone number.
More details in the Step 4.
More details in the Step 4.
Adding products to a parent category is not recommended.
2.1. Go to the "Settings" page→ "Checkout" tab.
2.2. Add and customize the number of steps you need.
2.3. Save your settings.
2.2. Add and customize the number of steps you need.
2.3. Save your settings.
Example of a checkout flow so you could have an idea on how to use it
First step: ask customer's full name or a shipping address.
The best option here is to use "Open question" step type.
The best option here is to use "Open question" step type.
Second step: request customer's phone number.
You can use special "Phone number request" step type here.
You can use special "Phone number request" step type here.
Third step: let your customer choose a delivery method.
You can set up a couple of delivery methods to choose from with "Predefined answers" step type.
To add a choice option use "Add button".
Moreover, you can specify the price to add/deduct to/from the order subtotal per each delivery option using "Price" fields.
You can set up a couple of delivery methods to choose from with "Predefined answers" step type.
To add a choice option use "Add button".
Moreover, you can specify the price to add/deduct to/from the order subtotal per each delivery option using "Price" fields.
Fourth step: let your customer choose a payment method.
Once again, use "Predefined answers" step type to let your customer choose different payment methods you accept.
Once again, use "Predefined answers" step type to let your customer choose different payment methods you accept.
Fifth step: show order confirmation.
Add a "Final confirmation" step type to show your customer its cart and the sum of the order.
At this stage customer can either proceed with the order or cancel it. If it cancels it - all cart contents will be saved.
All five steps above describe a regular linear checkout flow (by default all created steps are executed one after another), but you can create much more complex flows with conditional statements and non-linear execution.
Also, you can request files, videos and documents; if you have Reward and Referral System add-on enabled, you can add "Bonuses usage" step type to allow customer use their saved up bonuses.
Add a "Final confirmation" step type to show your customer its cart and the sum of the order.
At this stage customer can either proceed with the order or cancel it. If it cancels it - all cart contents will be saved.
All five steps above describe a regular linear checkout flow (by default all created steps are executed one after another), but you can create much more complex flows with conditional statements and non-linear execution.
Also, you can request files, videos and documents; if you have Reward and Referral System add-on enabled, you can add "Bonuses usage" step type to allow customer use their saved up bonuses.
3. Proceed to the next step!
If you DO NOT plan to accept payments through the payment gateways, you can skip the Step 4 and go directly to Help Center to learn more about your shop-bot!
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