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Simplified Checkout

Builds custom e-commerce checkouts with drag & drop flow builder. It integrates with CRMs (Sticky.io, Vrio, CheckoutChamp) and Shopify, Woo-Commerce. Features extensions and robust API reliability.
BeSimplified Support
By BeSimplified Support
• 14 articles

Getting Started - Part 1

Using the dashboard wizard to set up your first Simplified Checkout instance In this guide, we'll go through the setup of your first custom checkout instance in Simplified Checkout. We'll start with the setup wizard to help you understand the process. After your first checkout is live, this widget will no longer be needed and removed from your dashboard. You must have your CRM (Sticky.io** or Vrio or CheckoutChamp) ready and set up**. Please visit Sticky.io or Vrio to acquire an account if you haven't done so already. If you need help with setting up your CRM, please follow these guides: - Sticky.io: https://support.sticky.io/en/articles/2962201-getting-started-video-series - Vrio: https://docs.vrio.com/ - Checkout Champ: https://help.checkoutchamp.com/crm/getting-started-in-your-crm Once ready, you can proceed with the setup wizard in Simplified Checkout. New User Dashboard You'll be presented with the following dashboard the first time you log into Simplified Checkout. hello Click Get Started under the Launching Your First Instance dashboard widget. Starting the Step-By-Step Wizard The wizard is split into three sections leading to the main instance settings and customization area. 1. Connecting your domain 2. Integrating your CRM provider or payment processor 3. Configuring your instance with Sh*pify Step 1: Domain Enter the domain you want to use for your instance in the Domain Name field. You must enter a domain that is not currently in use. A staging URL will be automatically generated for you to test your instance with while your DNS propagates (if you choose to do so). Additional domains can be added from System > Domains In this important step, you'll need to configure your DNS so Simplified Checkout can connect with your domain and deploy your checkout. - Cloudflare (Recommended): We will automatically configure your DNS with Cloudflare (unless the "Do Not Update DNS Records" option is checked) - Manual: You'll need to add the following DNS record in your preferred DNS provider (Namecheap, Google Cloud DNS, AWS Cloudfront, etc.) Type: CNAME Value: sandbox-lb-917002419.us-east-1.elb.amazonaws.com If you've chosen Cloudflare, you'll need to add your Cloudflare API Token. You can find/create an API Token from Cloudflare by going to My Profile > API Tokens. Click Create Token and use the Edit Zone DNS template. Under Zone Resources select the domain you're connecting with Simplified Checkout. Then click the Continue to summary button. Click Create Token and copy your API Token into Simplified Checkout. Now you've added your API Token, you have the option to check Do Not Update DNS Records if you do not want our system to automatically point your domain's DNS to our servers. When you're ready to launch your checkout, uncheck this to proceed with DNS pointing or manually add the record yourself. If you're having trouble adding a domain to Cloudflare, please follow this guide. Next, you can choose whether you want to use our built-in SMTP or your own. By default, we activate our built-in SMTP. You’ll need to set up your own SMTP to use custom autoresponders in Simplified Checkout, rather than CRM autoresponders. Click Continue to Integrations once you're done. Step 2: Integrations Select the main integration you want to connect with your first checkout. Additional integrations can be added from System > Integrations. Integrations require an account with the chosen provider. Please visit Sticky.io or Vrio or CheckoutChamp to acquire an account if you haven't done so already. Integrating with Sticky.io To get your Sticky.io API credentials, go to Settings > Accounts & Permissions from your Sticky.io dashboard. Then click on the API Accounts tab, and under Action select Add API User. Once you fill out the form and save it. Copy and paste your API Username and Password into Simplified Checkout. The API Endpoint is your login Sticky.io account login URL. To ensure Simplified Checkout has proper access to Sticky.io, click the Permissions icon. Then select Enable All permissions in each section. Now you can go back to Simplified Checkout and click Next. Integrating with Vrio To get your Vrio API credentials, go to Settings from your Vrio dashboard, then click on Permissions > Users. From the top right corner, click Add User and fill out the form. In the "Group" field make sure to select Admin. In the "User Type" field select Vrio API. Once you're done, click Submit and select your newly created user from the list. Double-click to select and copy the long API Key into Simplified Checkout. Your Connection ID should be set to 1. If you want to see your Connection ID in Vrio, go to Settings > Configuration Scroll down to the bottom and click View All. From the Simplified Checkout wizard, click Next to continue to the next section. Integrating with CheckoutChamp: To get your CheckoutChamp API credentials, go to Admin > Users from your CheckoutChamp dashboard. Then click on the Add Users button Then the user needs to fill the form and enable Select All under Allowed API Endpoints. Also the user has to select the Access Level as Api User and note the credentials added in the form for further use. Once the user has created the account. Then the user needs to wait until the duration displayed in the CRM, for the changes to take effect. Then the User can fill in the credentials in the Integration pop-up and continue with the same. Step 3: Instance Next, select the Instance Type. Currently, only Standard Checkout is available. If you want early access to our upcoming features, sign up from our website On the next page, select your Traffic Source. This is the platform your customers will start from before checking out via Simplified Checkout. You also have the option to send processed orders to an external order fulfillment platform. (Coming soon!) Simplified Checkout currently supports Sh*pify stores only. We will be adding support for WooCommerce, BigCommerce, and very soon! Connecting Your Ecommerce Store Enter your Sh*pify Store Name and Store URL. If you have changed your Sh*pify store URL, please enter the default URL from when you first created your store! You can find this under Settings > Domains in your Sh*pify admin. For Inventory Management choose how you want to handle Sh*pify's inventory policies. - Bypass: Does not update inventory - Decrement Ignoring Policy: Updates the stock in Shopify, and ignore the product settings. - Decrement Obeying Policy: Update the stock in Shopify, only when the product settings permit. For Price Management choose whether to follow your store or CRM pricing. Creating a custom app To connect Simplified Checkout with your Sh*pify store, you'll need to create a custom app. Starting from your Sh*pify Admin dashboard, navigate to Apps > App and sales channel settings > Develop apps You will need to click Allow custom app development Then click Create an app and fill out the popup with the following information: - App name: Simplified Checkout - App developer: *(select an account tied to your Sh**pify store with permission to develop apps) Continue to Getting started - Part 2

Last updated on Jul 08, 2025

Getting Started - Part 2

Setting Admin API scores Next, you’ll need to configure your admin API scopes for Simplified Checkout to connect with your Sh*pify store. From the overview tab of your newly created app, click Configure Admin API scopes. Please ensure the following permissions are checked ​ ✓ write_products ✓ read_products ✓ write_customers ✓ read_customers ✓ write_discounts ✓ read_discounts ✓ write_fulfillments ✓ read_fulfillments ✓ write_inventory ✓ read_inventory ✓ write_orders ✓ read_orders ✓ write_themes ✓ read_themes Once you have configured the API scopes, click Next in Simplified Checkout. Adding API Key & Token Now you’ll need to enter the API token from your newly created custom app. From the overview section of your newly created app, go to the API credentials tab and click Install app. Once you've installed the app, click Reveal token once to copy the API token and paste it into the API Token field in Simplified Checkout. Checkout Linking In this final step, we'll connect Simplified Checkout with your e-commerce store! Choose how you want to connect your checkout. - Direct Link: Through our Direct Checkout Link extension, you can generate direct checkout links for each of your products. - Redirect Checkout: By adding a small script to your Sh*pify theme code, when your customers click on the checkout button, they will be redirected to your custom Simplified Checkout. In this example, we'll be using the Redirect Checkout method. From your Sh*pify Admin, go to Online Store > Themes and click Edit code from the three-dot menu. Search for footer.liquid and click on this file Head back to the Simplified Checkout setup wizard and click Copy Script. Please note that this script is uniquely generated for your instance. Then paste it within the tag in the Sh*pify footer.liquid theme file. Lastly, click Save and you're good to go! Tip: You can modify your store settings anytime by navigating to Instances, followed by clicking the gear icon on any instance you want to configure. Back in Simplified Checkout, click Connect My Store to complete the initial setup. You'll land in the checkout instances area where you can start customizing your new checkout! In the next article, we'll cover the Instance Settings area. Start Customization After creating your instance for the first time, you’ll be presented with this screen. Click Select Theme You’ll be presented with the themes panel. You can pick one of the predefined themes or select New Blank Theme. We recommend selecting a theme for your first checkout test to keep it simple. Tip: You can hover on any card to preview a theme before confirming your choice! From there, you’ll be presented with the flowboard screen. You can configure the rest of the steps in the order you wish. We’ve listed some more articles associated in the order we recommend. However, it is possible to configure it in the order you want, though some settings require certain steps to be configured first.

Last updated on Jul 01, 2025

Instance Settings

Continuing from the previous article, we'll go ahead and explore the instance configuration and how each setting works. Store Information This section should already be completed as we added the store information in the previous article. Enabling Development Mode allows you to use a test card in your checkout. CRM Information: sticky.io Next, the integration profile created during the setup should already be selected.  Keep in mind every integration will have different integration settings. Specify the Default Campaign ID this instance will be linked to in your sticky.io CRM. Then select the Default Store Currency your checkout will operate in by default. IMPORTANT: Please ensure all permissions in sticky.io are set to Enable for Simplified Checkout to function properly. Checkout Options Customer Accounts - Allow Guest Checkout: Allow customers to checkout without creating an account - Allow Express Checkout (⭐️ Pro): Give customers a one-click checkout option with Amazon, Google, Paypal, Apple Pay, etc. Social Logins Choose the platforms the customer can log in through, bypassing their need to create a login for your store.  Payments & Billing Accepted Card Networks Choose which card networks you want to enable. You can select multiple networks with this drop-down menu.  Tax Calculation Tax will be automatically calculated by default. You also choose to manually set tax rates for specific countries or states, or disable tax calculation entirely. Prepaid Cards Choose how you want to handle prepaid cards.  - Accept & Flag: Does not block the use of prepaid cards, but adds an order note with the associated risk factors - Block: Block all prepaid card transactions - Route: Routes prepaid transaction to another campaign  Route Prepaid Cards to Campaign ID If you have selected the Route Prepaid Cards option for prepaid cards, enter the campaign ID you want to route them to. Restricted Billing Countries Block transactions from certain countries or regions. This dropdown menu allows multiple selections.  Payment Options Toggle the payment options you want to enable: More payment options will be supported in the future! Locales (⭐️ Pro) Locales localize your checkout in the customer's country. This also enables you to create custom pages for each locale in the Flowboard area. By default, one locale will always be created based on your country. Add a locale by clicking the Add Locale button. Choose the countries (multi-choice drop-down), the Locale, the currency type, and the URL slug of your store. Example: for www.yourstore.com/jp, enter jp After saving the new locale, click on the 3-dot menu and select Manage Language Now you can set the translation for each line of text in your checkout theme. Tip: We have a handy automatic translation feature to make this process faster! Link with Default Locale The design and layout will follow your default locale, with only the text changing. Uncheck this if you wish to make this local have an independent design from the default one.  If you have the Geolocation extension enabled, users will automatically be directed to the appropriate locale by their IP address. Privacy  Honor Do Not Track Requests Honors the Do Not Track setting in the customer’s browser. Force HTTPS Customers that visit http://www.yourstore.com will instead be redirected to https://www.yourstore.com.  Residents of UK & European Countries Changes behavior for the customers visiting from the UK & European countries to comply with potential privacy laws. The available options are Ignore, Display Cookie Consent, Exclude From Tracking, and Block All Traffic From EU & UK. Residents of California Changes behavior for the customers visiting from the state of California to comply with potential privacy laws. The available options are Ignore, Display Cookie Consent, Exclude From Tracking, and Block All Traffic From California.

Last updated on Jul 01, 2025

Flowboard

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 Match Operations 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.

Last updated on Jul 08, 2025

Products

The Products section is an integral part of any Simplified Checkout instance. This is where you link and create products between your ecommerce store and CRM or ecommerce store and payment provider so Simplified Checkout can send orders from your store to the respective provider. These products should be mapped correctly for Simplified Checkout to work with your CRM or payment provider. If your instance is connected to a payment provider (a standalone checkout), these products are stored in Simplified Checkout in place of using a CRM. Adding a product with a CRM To add products, click the Add Product button. Sticky.io Products 1. Select the product in your store, and variant if required. 2. Select a shipping group (a default shipping group is provided, add more from the Shipping area) 3. Select your sticky.io Offer ID (where your products are) 4. Select the same product as in your store 5. Select the desired Billing Model ID from sticky.io If you're adding a Digital Product with sticky.io there will be an additional field to specify a CRM Shipping ID. We recommend creating a "Digital Delivery" shipping option in your CRM with a "$0" fee. Vrio Products 1. Select the product in your store, and variant if required. 2. Select a shipping group (a default shipping group is provided, add more from the Shipping area) 3. Select your Vrio Offer ID (where your products are) 4. Select the same product as in your store Back to the product listing screen, you will find some useful features that will help you streamline your product mapping. CheckoutChamp Products 1. Select the product in your store, and variant if required. 2. Select a shipping group (a default shipping group is provided, add more from the Shipping area) 3. Select your Checkoutchamp Offer ID (where your products are) 4. Select the same product as in your store Note- The Offers ID dropdown will only contain the campaign name of the campaign id which is added in instance settings Intelligent Mapping Once enabled, products with the same SKU in your ecommerce store and CRM provider will be automatically mapped. Import / Export This feature is coming soon in 2025! You can bulk import or export these in a comma-separated value (CSV) format. A template CSV file is available to show you how to structure the data. Product Replication Automatically replicate products from your ecommerce store in your CRM. Product Replication for standalone instances is not available. With Sticky.io In the example above with sticky.io, choose the Offer to replicate the products in, which Billing Model the products will be associated with, the default Category, and whether to link the product price between your store and sticky.io. With Vrio Before enabling Product Replication for Vrio instances, a popup will appear. When creating an offer in Vrio, make sure you select Dynamic Item. Once you have confirmed you've understood and met the requirements, click Enable. With Vrio, choose the Offer to replicate the products in, and the default Category for the replicated products. You can also maintain the same product price between your store and Vrio if you choose. With CheckoutChamp Choose the Offer to replicate the products in, which Billing Model the products will be associated with, the default Category, and whether to link the product price between your store and CheckoutChamp Adding a product as a standalone instance This feature is coming soon in 2025! Simplified Checkout lets you add products directly without using your CRM. When connecting your ecommerce store with any payment provider, your checkout will be referred to as a standaloneinstance. Clicking Add Product opens a configuration screen with options for that product such as the Name, Description, Pricing, Shipping, Media, and more. Next – Shipping

Last updated on Jul 08, 2025

Shipping

Previous – Products The Shipping step allows you to configure the shipping methods available for an instance. For checkout instances connected to a CRM, you must have these shipping methods in your CRM to match the settings you've created in this section. Adding a shipping method Click Add Shipping Method to add a new type of shipping. This will open the panel where you choose and configure the type of shipping method you want to provide to your customers. Shipping Types Available options: - Flat Rate: The most common type of shipping used everywhere - Weight Based: The shipping price changes according to the weight specified - Country Based: Specify a flat rate for certain countries - Real-Time Shipping Quote: Connect with shipping providers such as USPS, UPS, DHL, FedEx, etc. to provide customers with a real-time quote. Shipping Groups Select the shipping group or manage groups. Managing Shipping Groups In the management panel, you can change the order they appear by dragging the entries, add more groups, or delete. Shipping Name The name of the shipping method as it will appear to the customer. Description A description of the shipping method as it will appear to the customer. CRM Shipping ID The ID of this shipping option in your CRM. Shipping Price The price of the shipping option (flat rate only). Min Product Value The value set here will be the minimum value of a product for the customer to have this option. This does not include tax or shipping price. Min Cart Value The value set here will be the minimum value a customer’s cart must reach for them to have this option. This does not include tax or shipping price. Shipping Weight Rules (Weight Based only) Choose the unit of measurement, and add rules in the right pane for weight ranges and the shipping prices associated with them. Countries (Country Based only) Select the countries this shipping method will be applied to. This will set a flat price for an entire country. This is a multi-choice dropdown menu. Real-Time Shipping Quote Options Select the service provider, the service type from that provider, the zip you will be shipping from, and a handling fee. This will generate a live quote using the selected service and provider plus your handling fee. Providers available: DHL, FedEx, UPS, USPS, Canada Post Editing a shipping method Click on the edit icon on the right side of a shipping method to edit it. The menu to the right of the edit icon allows you to deactivate or delete a method. Shipping Countries These options apply to all of your shipping methods. Restricted Shipping Countries Customers from the specified countries will not be eligible to have their orders delivered to them. This multi-choice dropdown adds the countries to the middle panel. Clicking a country lets you specify states/regions that are not available instead of the whole country. Default Shipping Country The country that is selected by default when the customer gets to the shipping step. Next – Webhooks

Last updated on Jul 08, 2025

Webhooks - Part 1

Setting up product webhooks allows your checkout to send product data back to your ecommerce store. You can also set up order webhooks to send order data back to your ecommerce store via your CRM. Product Webhooks To set up product webhooks, first, go to your Shopify dashboard and head to Settings > Notifications > Webhooks Click Create Webhook and select the Product creation event. Then copy the Product creation URL from Simplified Checkout and paste it into the URL field in Shopify. Choose the (Latest) API version and then click Save. Now create another webhook for Product update. Once saved, your Webhooks list in Shopify should look like this: Order Webhooks Order webhooks allow you to send order data from your CRM to an ecommerce store, vice versa, or even both ways. You can start by going to the Orders tab in Webhooks. Webhook Sync Settings For new Instances, you'll see an empty list with no webhooks. Click the Sync Settings to configure the order data you want to sync and how it will flow. We recommend enabling the settings above for your Order webhooks to sync properly. We'll go over order-related data types you can sync. By default, the data sync will go both ways between your CRM and ecommerce store. Also, only successful orders are synced by default. - Bidirectional (Default): Order data will be synced and updated in both your CRM and ecommerce store. That means if there are changes in your CRM order record, then the same order record in your store will be updated as well. - CRM to Store: Order data will be synced one way only. Your store will retain the most updated order records, as updated order data does not return to your CRM. - Store to CRM: Order data will be synced one way only. Your CRM will retain the most updated order records, as updated order data does not return to your store. We recommend keeping the default Bidirectional setting. Next, you can select the optional order data that will be synced. - Sync Data Types: - Prospect: Sync customers who abandoned their cart during checkout, and partially filled the form. - Declined Orders: Sync orders that were declined for various reasons - Successful Orders (Enable): Sync all successful orders including any upsells, downsells, and cross-sells. Optionally you can sync tax information if you have it set up in the Instance Settings area. - Order Syncing: - Initial Orders (Enable): Sync one-time purchases and the first order in your subscription chain. - Recurring & Subscription Orders (Enable): Recurring subscription orders created by your CRM. - Sync Order Activities: - Order Cancellation: Sync orders or subscriptions with "Cancellation" statuses - Order Hold: Sync orders or subscriptions with "On Hold" status - Order Refund: Sync orders or subscriptions with "Refunded" status - Order Void: Sync orders or subscriptions with "Void" status - Tracking Update: Sync orders or subscriptions with updated shipment tracking information. - Additional Settings: - Allow UTF-8 Character Encoding (Enable): Enables UTF-8 support for any Unicode character with special characters or symbols. - Sync Order Type (Enable): Adds a tag in your ecommerce store labeling an order as either "Initial" or "Subscription" for any future recurring orders created by your CRM. Notification Settings Select whether you want to send order notifications to your customers from your store or CRM. Continue to Webhook Part 2

Last updated on Jul 08, 2025

Webhook - Part 2

Custom Fields Sync If you have custom fields in your checkout and CRM, you can sync them with your ecommerce store as a tag. To find your Custom Field ID in Sticky.io, go to Settings > Custom Fields ​ Then enter the ID(s) you want to sync to your store. Please note only Order entity type fields can be synced. If your custom field is a static value e.g. Add Gift, enter the value into the Store's Tag Name field. If your custom field is a dynamic value (user input) e.g. Engraving Message, check the "Dynamic" option. Once you're done with the sync settings, click Save and head back to the webhooks listing area. Adding Webhooks in Sticky.io Now that your sync settings are configured, let's add the following webhooks to Sticky.io. From your Sticky.io dashboard, go to Settings > Post Back. Under the Actions dropdown, click Create. Now we add a post back for each Simplified Checkout webhook. Copy the following settings from the images below for each event. Order Creation Some additional steps are required for the Order Creation webhook. After copying the settings in the image below: 1. Click View Tokens / Build URL and check all the Tokens. You do not need to select any Custom Field tokens. 1. Find the order_id token and replace it with sticky_order_id 1. Scroll down and click Save on the modal, then save this post back. Prospect Creation Tracking Update Order Void Order Refund Order Hold Order Cancellation Once you've created the postbacks in Sticky.io for each webhook, you're good to go! Adding Webhooks in Vrio Now that your sync settings are configured, let's add the following webhooks to your Vrio. From your Vrio dashboard, go to Settings and scroll down to Connections Click Add Connection in the top right corner, and go to the Other tab. Then connect with Webhooks. Now we connect a webhook for each Simplified Checkout webhook. Copy the following settings from the images below for each event. Order Creation Prospect Create Tracking Update Order Void Order Refund Order Hold Order Cancellation Once you've created postbacks in Vrio for each webhook, you're good to go! Adding Webhooks in CheckoutChamp First you have to click on Export sub-menu from Admin menu Then you have to click on Create a Profile Order Creation Cancel Order Refund Order Order Hold Order Tracking Order Void Create Prospect Note: For Konnektive CRM, use KustomerType instead of customerType.

Last updated on Jul 08, 2025

Webhook - Part 3

Klaviyo Events / Webhooks (For Abandoned Carts) Integrate Klaviyo to sync your abandoned cart data and send notifications to your prospects or customers. Before you're able to sync abandoned carts with Klaviyo, you must Install and configure the Abandoned Cart Capture extension. Adding the Klaviyo Service To connect Klaviyo with your checkout, first go to the Events area to add the Klaviyo service. Next, select the checkout instance(s) for which you want to connect with Klaviyo. Fill out the Klaviyo Public API Key and Private API Key fields. If you don't see your Klaviyo Private API Key, you can create one by clicking Create Private API Key and selecting Full Access. Enter the Klaviyo List IDs where your Prospects, Customers, and Orders will go. You can create a new Klaviyo list under Audience > Lists & Segments. We recommend creating a list for: - Prospects - Customers - Orders To find your List ID, click on your associated list and go to the Settings tab. After filling in your list IDs, go to the next step and map any custom fields you have created in your checkout instance. Otherwise, you can skip this step and Save. Mapping Custom Fields with Klaviyo Adding Klaviyo Webhooks to Sticky.io Now head to Webhooks in your checkout instance and click the Klaviyo tab. Create a Post Back in Sticky.io for each Klaviyo Webhook. Copy the following settings from the images below for each event Please remember to click View Tokens / Build URL and select all tokens (excluding Custom Fields) before saving your Post Backs in sticky.io. Cancelled Subscription Updated Subscription Refund Cancelled Order Fulfilled Order Placed Non-Recurring Order Once you've added all the Klaviyo Webhooks, you're good to go!

Last updated on Jul 01, 2025

Extensions

Previous – Webhooks The Extensions area allows you to add functionality to an instance by installing extensions. Most extensions can be installed with a one-click install, but some 3rd party extensions require additional configuration such as creating an account with that service or an API key.  Some extensions require a Simplified Checkout Pro plan. Installing Extensions You can browse or use the search bar to find an extension and then click the Install button to install an extension. Some extensions require additional configuration in their respective settings panel to function properly.  My Extensions Enable or disable the extension with the toggle button. Uninstall using the menu to the right of the toggle. Some extensions come with a setting button, which brings you to extension-specific settings.  Beta Extensions Extensions with the yellow BETA tag are still in the beta-testing phase. These extensions are made available to install and use, but please note that they may not behave as intended and are subject to change in breaking ways.  Currently Available Extensions - 3-D Secure - Abandoned Cart Capture - Address Autofill & Validate - Affiliate & UTM Manager - Cross-Sell - Direct Checkout Link Setting up 3-D Secure To get started with 3DS, click the Settings button and enable PAAY 3DS You'll need an account with PAAY to obtain the API key. Toggle the Sandbox Mode to disable 3DS when testing your checkout flow. Setting up Abandoned Cart Capture Before you're able to sync abandoned carts with Klaviyo, you must Install and configure this extension. - Sync Delay: The amount of time before the abandoned cart data is synced with Klaviyo. - Cart Expiry Time: How long you want to save an abandoned cart before it expires. Setting up Address Autofill & Validate Configure address autofill to help customers fill in their address details faster and more accurately.  - Suggest Address Autofill: The number of times customers can retype their address and provide suggestions. - Validate Addresses: A prompt will suggest the correct address to the customer when an invalid address is detected. Setting up Affiliate & UTM Manager Specify and map affiliate, UTM, Facebook, or Google parameters with your CRM.  Simply add your parameter, and specify the associated field in your CRM (Sticky.io in this example) Setting up Cross-Sells Installing and configuring this extension enables the cross-sell widget on your checkout.  You can customize the position and design of this cross-sell widget by editing your Checkout page theme in the Flowboard area. Set up your cross-sell by selecting your desired product(s). - Order Processing Method - Merged Order: The cross-sell item is processed together with your order. - Separate Order: The cross-sell item is processed as a separate order. - Product Recommendation - Automatic: Suggest a random product added in the Products area (excludes products already in the customer's cart). - Static: Select a static product to display as a cross-sell. - Preselect Product: Checking this will pre-select the cross-sell product. - Define Condition: The cross-sell product will only show when specified conditions are met. Setting up Direct Checkout Link This extension allows you to generate a URL with preconfigured items in the cart ready to checkout. It is great for speeding up sales, and allows the customer to skip the store entirely! Get started by clicking New Link Enter a name for this offer and select the product(s) you want to offer. You can also specify a different special price for this offer only.  Set the start and end date (if required), and click Save Link - Alternate Campaign ID: Specify a different Campaign ID for this offer - Shipping Group: Choose the shipping method group. You can configure these from the Shipping area. Once saved, you'll see your new direct checkout link in the list. Click the Open Link icon to view your preconfigured offer, and share. Next – Events

Last updated on Jul 01, 2025

Events - Part 1

Events allow you to integrate third-party analytics services with your Simplified Checkout instance. Adding Custom HTML events is available for free. The rest are available with Simplified Checkout Pro. Adding a Service Click Add Service in the top right corner. Select the service you want to connect to and click Continue. Next, select the instances you want to connect this service to. You can edit this later if you want to add more instances to a service. Configuring Services Configure services typically require you to create an account with the service and obtain tracking IDs, but this may vary depending on your chosen service. Custom HTML Start by adding a label for this service, then click Save & Integrate. Click on the new Custom HTML service you created. Within the Custom HTML screen, you'll see the instances connected to the service, the scripts you have added, and their associated triggers. Settings The settings button at the top right corner brings you to the settings wizard from when the service was added. Adding, Toggling Events Each event for each instance can be toggled on/off from this screen, and new events can be added with + Add Event. Click on Add Script to open the settings panel. Enter a Script Name, and then paste your script into the Pixel HTML section. You need to add the tracking script manually from your external tracking platform. Firing Priority You can specify which scripts will trigger first, second, third, etc., or let our system decide the priority. Firing Options - Once Per Session: The script will only fire once per session. - Entire Session: The will will fire throughout the session on each page reload (if applicable) Prevent Firing When Testing Check this option to prevent your script from being fired during testing or previewing. Upon saving, click on View Triggers and continue to the next section. HTTP Requests Start by adding the HTTP Request service. Once added, go to the HTTP Request service you just created, and click Add Events. From this modal, you can add events such as: - Start Checkout - Page View - Purchase - URL: This is the server where you are requesting data/actions. - Fire pixels for prepaid transactions: Track prepaid card transactions on your checkout. - Fire pixels only on live transactions: Only track transactions that are processed and finalized in real time. Once you've added your events, click View Triggers to configure the triggers. You can learn more about Configuring Triggers below.

Last updated on Jul 01, 2025

Events - Part 2

Bing Start by enabling the following permissions. - Client Network Requests: Initiates client-side network requests to Bing. This service cannot be set up without enabling this permission. - Access-Client Key-Value Store: Read and save information in browsers using cookies and temporary storage. Next, add your Bing UET Tag ID and click Save & Integrate. You can find your UET Tag ID by going to your Microsoft Advertising account dashboard and then Conversions > UET Tag. Click Create if you don't have a UET tag already, and then copy the generated Tag ID into Simplified Checkout. Within the Bing service, add the events you want to track such as: - Start Checkout - Page View - Purchase Add the associated triggers for your events and you're good to go! Learn more about Configuring Triggers below. Google Analytics 4 Start by adding your Measurement ID and API Secret You can find your Measurement ID by going to the Data Streams area in Google Analytics and clicking your stream. As for finding your API Secret, scroll down a little and click on Measurement Protocol API secrets. Click on Review terms and I acknowledge if you haven't done so already. Then Create and add a name e.g. "Simplified Checkout". Copy the Secret value string into the API Secret field in Simplified Checkout. Next, select the Events you'd like to track and click Save & Integrate Upon saving, you'll find that the selected Events and its Triggers are already set up. You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers. Klaviyo See our Webhooks on how to set up your Klaviyo service. After adding the Klaviyo service, you'll see the Started Checkout event added by default. You can add more events by clicking the Add Event button. Select checkout and order events you want to track and click Save Event. Continue to the next section to Configure Triggers. Meta Pixel Start by adding your Meta Pixel ID and Conversion API Token. You can find your Pixel ID in Meta Ads Manager by going to Event Manager > Data Sources. Select your pixel and go to the Settings tab. As for your Conversion API Token, on the same screen, scroll until you find the Generate access token text button. Click this button and copy the string into Simplified Checkout. Next, select the Events you'd like to track and click Save & Integrate The events you selected will already be preconfigured with the appropriate triggers. You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers. Pinterest Tag Start by adding your Pinterest Tag ID, Account ID, and Access Token. To find your Tag ID, go to your Pinterest Business account dashboard, click on the Ad account overview button in the top left, and select Conversions. Go to the Tag Manager tab and click Install Pinterest Tag You'll find your Tag ID near the top-right corner. You can find your Account ID by clicking on your profile in the top-right corner. To get your Access Token, go to Conversions API > Set up API and click Generate Token. Copy the generated token into Simplified Checkout. Next, select the Events you'd like to track and click Save & Integrate Some of the events selected will already be preconfigured with the appropriate triggers. You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.

Last updated on Jul 01, 2025

Events - Part 3

Snap Pixel Start by adding your Pinterest Pixel ID and Conversion API Token. You can find your Pixel ID by going to your Snapchat Business Manager dashboard and then the Pixels tab. Click Create Pixel if you don't have any pixels yet, and then copy the Pixel ID into Simplified Checkout. To find your Conversion API Token, go to the Business Details tab and scroll down to the "Conversion API Tokens" section. Click the Generate Token button if you don't already have an API token, then copy the generated token into Simplified Checkout. Next, select the Events you'd like to track and click Save & Integrate Some of the events selected will already be preconfigured with the appropriate triggers. You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers. TikTok Pixel Start by adding your Pinterest Pixel ID. You can find your Pixel ID by going to your TikTok Ads Manager dashboard, hovering on the Tools menu, and selecting Events. Click on Connect data source and select Web Enter your store URL Choose Manual setup Select TikTok Pixel + Events API Enter a name for your pixel and click Create. You can safely exit this modal and copy your Pixel ID into Simplified Checkout Next, select the Events you'd like to track and click Save & Integrate Some of the events selected will already be preconfigured with the appropriate triggers. You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers. Configuring Triggers Triggers are the conditions where your script will fire. You can add multiple triggers and keep track of its activity for 24 hours. Clicking the toggle will disable the specific trigger without affecting other triggers. You can also edit or delete it anytime. Every service will have similar trigger condition settings and terminology. Click the Create Trigger button in the top right corner. Enter the trigger name. Select the trigger type from the dropdown menu, and choose which page/checkout step it will fire on. Trigger Types - Page View: The script will trigger when your customer views a page. - Order Complete: The script will trigger when your customer completes an order. Trigger Conditions Configure your trigger to fire based on specific criteria. You can configure multiple conditions with AND and OR operators. - Affiliate / Sub-Affiliate Values - Browser - Device Here is an example of a trigger that tracks when a user is on a mobile/handheld device: Click save when you're happy with your trigger setup. You can add multiple triggers that work in conjunction.

Last updated on Jul 08, 2025