The Flowboard allows you to customize your checkout process visually. If you need to add upsells in your checkout flow, we recommend you skip to the Products step to configure your products first.
The checkout flow starts with your chosen traffic source and CRM provider. Clicking on either of these will take you to the appropriate configuration area.
In our Flowboard example, the user checks out on the Checkout page and is presented with two Upsells, followed by a Thank You screen.
Adding Pages
Use the Add button to insert pages/steps into your checkout flow.
Click on each page for specific actions.
Checkout & Thank Page Actions
Edit Theme: Customize the look and feel, and deploy using the page builder
Preview: Opens a preview of your page (this is not a live version)
Reset: Removes all customization and resets the theme to its default
Upsell, Downsell, Popup & CMS Page Actions
Upsell Settings (Upsell & Downsell Only): Select the product you want to upsell/downsell. Other settings are coming soon!
Edit Theme: Customize the look and feel, and deploy using the page builder
Preview: Opens a preview of your page (this is not a live version)
Reset: Removes all customization and resets the theme to its default
Duplicate: Make a copy of the page (does not copy any customization)
Delete: Delete the page from your Flowboard
Linking Pages
By default, your theme will be set up with a Checkout and Thank You page.
To link additional pages, click the link settings icon and delete the existing link.
From the page nodes, drag a link from the Checkout page to the new page, and from the new page to the Thank You page.
This will connect your entire checkout flow.
Click on the link settings icon to see the trigger and action. These will already be correctly set up for you upon linking.
Trigger: The buttons and links in your checkout theme that connect your pages. Each page will have different triggers.
Action: Define what the trigger will do when clicked. Each page will have different actions.
To: The target page where the trigger will take the user.
Edit Theme
Under the card actions, select Edit Theme to take you to our visual page builder.
Here you can customize each step's theme. If you need help with any part of the visual editor, see the documentation here.
Upsell Settings
Manage the settings of your upsell steps.
Select the product you want to present on the upsell.
Upsell Handling
Click on the Flowboard Settings in the top left corner.
These upsell settings determine how upsell orders are processed with your initial order.
Upsell Order Grouping
Single Order For Each Upsell: Creates a separate order for each upsell accepted.
Merge All Upsells: Merges all accepted upsells as a single order.
Merged with Initial Order: Merges all accepted upsells with the initial order.
Order Processing Method
New Order: Process the upsell order as a new order using the same card information temporarily saved in session.
Card on File: Tells the bank to process another transaction for the same customer using their initial transaction as a reference.
Card Pre-Authorization: Processes the upsell order using card tokenization.
Additional Setting
Show Payment Form If Card Declines: If the card is declined for various reasons, show a payment form for customers to enter another card.
Set Trigger Products
This feature is coming soon in 2025!
If enabled, the upsell will only trigger if the customer has any selected products (multi-choice drop-down) in their cart. Without one of these products selected, the checkout flow will skip this upsell entirely.
It’s possible to chain together multiple upsells but the customer only sees any that are appropriate, or none at all.
Define Condition
This feature is coming soon in 2025!
If enabled, you can define a condition that must be met to trigger this upsell.
Set a parameter, a rule for searching the text given by the parameter, and the matches.
Parameters
Parameters
Affiliate
Browser
Cart Edited
Cart Items
Cart Value
Device
Item Price
Operating System (user agent)
Previous Page
UTM Source
UTM Medium
Match Operations
Match Operations
Contains
Starts with
Ends with
Matches RegEx
Matches RegEx (Ignore Case)
Does not equal
Does not contain
Use Alternate Processor
This feature is coming soon in 2025!
Checking this option allows you to divert this upsell to another campaign processor.
Split Testing
This feature is coming soon in 2025!
To get started, click on the Split Test toggle in your Flowboard
Toggling Split Testing gives you two options, Traffic Split or Conditional Split. Selecting either option will change the configuration, but both require a start and end point for your split testing.
Traffic Split
Splits a percentage of your traffic through different variations.
The total sum of the Traffic Flow percentages from the control and all its variations must equal to 100%.
After creating your split test, you'll see changes in your Flowboard.
Control
The control group is defined by your initial selection. You can modify this by clicking the Edit Split Test icon and changing the Variation Start or Variation End.
Creating a Variation
Hover over the + icon to make a new variation from the Control or another variation. This automatically creates an exact copy so you can make changes quickly.
Traffic Split Percentage
Control what percentage of customers get sent to each variation.
Click on the top-left corner tabs to open the split testing panel.
You can change the Traffic Flow percentage, add, disable, or delete a variation.
Conditional Split
Splits your traffic depending on the conditions you define.
The Flowboard view for Conditional Splits is slightly different from Traffic Split.
Instead of specifying Traffic Flow percentages, you need to set up certain conditions that define how customers will be split among your variations.
Click Add Condition to open the conditions panel.
Here you can add conditions based on:
Customer Attributes: Anything related to the customer's information
Events: User interactions and anything that happens during the checkout
Metrics: Anything related to the customer's order history
Once you have added your conditions, you can test or modify them at any time.
Split Test Results
You can track how your split test is performing by clicking on the Split Test Results button.
This will open a stats panel for your current split tests.
You can also access your Split Test Results from the Analytics area.
Flowboard Settings
This panel edits settings that are shared by all of your upsells. You can also add custom fields that can be used anywhere in your checkout flow.
Upsell Handling
These are your upsell settings which control how upsell orders are processed.
See above for more information about these settings.
Custom Fields
Currently, custom fields only work with Sticky.io
Need additional input fields in your checkout? You add custom field types like:
Date
List of Options
Text Area
Text Field
Yes / No
You can map these custom fields with your CRM by going to System > Integrations.
You'll see a list of all Instances connected to this CRM. Start mapping by clicking Add Field.
Select the custom field you've created from the Flowboard.
Enter the associated sticky.io Field ID
Select the relevant Record Type (known as "Entity Type" in sticky.io)
Repeat steps 1-3 for each custom field
You can create/find information about your Custom Field in sticky.io under Settings > Custom Fields.
Locale
This feature is coming soon in 2025!
The locale dropdown lets you individually edit checkout flows for locales you have defined in the Instance Settings.
Switching between your locales will allow you to make locale-specific changes.
Finishing Up
Click Save Flowboard to continue to the next step, or click the trash can icon to delete the flowboard and start over.