Previous – Instance Settings

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.

Use the Add button to insert pages/steps into your checkout flow.

Click on each page for specific actions.

Checkout & Thank Page Actions

Upsell, Downsell, Popup & CMS Page Actions

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.

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.

Manage the settings of your upsell steps.

Select the product you want to present on the upsell.

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

Order Processing Method

Additional Setting

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.

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.

Checking this option allows you to divert this upsell to another campaign processor.

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.

Splits a percentage of your traffic through different variations.

After creating your split test, you'll see changes in your Flowboard.

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.

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.

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.

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:

Once you have added your conditions, you can test or modify them at any time.

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.

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.

These are your upsell settings which control how upsell orders are processed.

See above for more information about these settings.

Need additional input fields in your checkout? You add custom field types like:

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.

The locale dropdown lets you individually edit checkout flows for locales you have defined in the Instance Settings.

Click Save Flowboard to continue to the next step, or click the trash can icon to delete the flowboard and start over.