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3. Flowboard

A guide for using the flowboard to customize your checkout instance!

Support @ BeSimplified avatar
Written by Support @ BeSimplified
Updated this week

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

  • Affiliate

  • Browser

  • Cart Edited

  • Cart Items

  • Cart Value

  • Device

  • Item Price

  • Operating System (user agent)

  • Previous Page

  • UTM Source

  • UTM Medium

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

These fields will be available for you to use within the page builder.

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.

  1. Select the custom field you've created from the Flowboard.

  2. Enter the associated sticky.io Field ID

  3. Select the relevant Record Type (known as "Entity Type" in sticky.io)

  4. 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.

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