Checkout flows and elements
Checkout flow is a sequence of pages in your checkout process from start to finish.
To ensure that Cleverbridge checkout pages align with your branding and provide a seamless transition from your website to the order process, you need to set up a configuration. The configuration defines the flow and style of the checkout process. For instance, you can have one configuration for consumers (B2C) and another for business-to-business (B2B).
Checkout flow pages
There are three types of pages that can be added into a checkout flow:
Checkout pages
Checkout pages display shopping cart items, customer information, and payment options. The checkout details can be presented on a single page or spread across multiple pages. A specific set of elements can depend on your business needs and the type of checkout pages.
Checkout page elements
Checkout pages are composed of several elements:
- Shopping cart: Information such as products, pricing, quantity, tax, product information, and so on. Customers can change the quantity of products, or remove products from the shopping cart with this component. The shopping cart component can be placed on a separate page before the checkout process or it can be included on a checkout page with other components.
- Customer data input: Information such as customer name, address, and delivery information. Customers enter their information into the fields in this component.
- Payment options data: Information such as payment options and customer payment information. Customers select their payment option and enter their payment information, such as credit card number, into the fields in this component.
Review pages
Review pages provide a summary of the order before the customer completes the purchase, allowing them to review and make any necessary changes.
Some flows may exclude a review page to streamline the process and potentially increase conversion rates. However, legal restrictions in certain regions, like the European Union, mandate the inclusion of a review page.
Review page elements
Review pages usually include the following elements:
- Customer data review: A summary of customer billing and/or delivery address information. Customers can edit this information.
- Payment details: A summary of the payment information entered in the checkout page. Customers can edit this information.
- Shopping cart details: An order summary of what was added to the shopping cart. Customers can change what is in their shopping cart.
Confirmation pages
Confirmation pages display the order confirmation and delivery details after the purchase is completed. Customers can download additional information about the order or delivery instructions. Every flow concludes with a confirmation page at the end of the checkout process.
Confirmation page elements
Confirmation pages usually contain the following elements:
- Reference number: Cleverbridge order reference number.
- Payment information: A summary of the payment details, such as credit card authorization.
- Product and delivery information: Delivery information about the product, such as the license key. There might be more information about the delivery, such as how to install a product, and so on. The download link can be located in this component.
- Documents: A link with which customers can download order-related documents of the purchase, such as the invoice, order confirmation, and so on.
- Support options: Information about how customers can get support, including:
- technical support on your products provided by you.
- payment and delivery support on the purchase provided by Cleverbridge.
Checkout flow options
Cleverbridge provides the following flow options:
- Three-step flow: Distributes the checkout information across two separate pages, followed by a confirmation page. This option is ideal for directing customers straight from a product page to the checkout process.
- Two-step flow: Is suitable for countries that don't legally require a review page, such as the US. It consists of a single checkout page that gathers all necessary information, followed by a confirmation page. This option is ideal for directing customers straight from a product page to the checkout process.
- Five-step flow: If your application includes an in-app purchasing experience (for example, upgrading to a paid version), you may consider setting up a five-step user flow to accommodate content within the app's embedded browser.
Checkout flow optimization examples
Cleverbridge offers flexible checkout flow options that cater to diverse business needs, providing a seamless and efficient path from product selection to purchase.
Some of the flow optimization examples:
Optimization by business model
In our checkout, you can enable all B2B features by adding the URL parameter &b2b=true. This activates:
- B2B form fields (company, city, street, tax exemption ID, and alternate contacts)
- Net pricing display for B2B
- Quote generation process
- US tax exemption submission portal for easier tax exemption
- B2B payment options like wire transfer, ACH Credit, and purchase orders (POs)
For B2C, we recommend minimizing form fields and the number of checkout steps based on the region.
Trust enhancement
Our checkout allows you to display security seals to build customer confidence and trust. You can also purchase a TLS certificate to associate with your selected hostnames for added security. For more information, see Purchase a store hostname and TLS certificate.
Additionally, you can enhance trust by adding external reviews from authoritative sites to your checkout. We partner with Trustpilot, enabling our clients to seamlessly integrate Trustpilot reviews directly into the checkout process.
Incentivization
You can use the checkout pages to motivate your customers to complete their purchase. For example, a value bar complements other incentives by making them more tangible and actionable, reinforcing the overall strategy to boost engagement, satisfaction, and sales. To learn more about possible incentives, see the Incentivize customer section.
Digital wallet payment options
Digital wallet payment options allow your customers to skip the address payment fields and check out quicker. Positive experience with these payment options depends on the region, customer base, and so on. Therefore, it's beneficial to utilize A/B testing to discover what particular setup is right for you. For more details, see Digital wallets
To get started with your first checkout, contact Client Experience.