Private preview: Gain full control over your checkout with our Self-Serve Checkout Setup
The Self-Serve Checkout Setup gives you full control over your checkout processes, enabling you to create tailored, optimized checkouts without the need for assistance from Cleverbridge Professional Services. This feature is currently in Private Preview and will be fully available to all clients in H1 2025 through our web admin tool.
Private preview (current phase)
- Managed by Cleverbridge.
- Selected clients are invited to participate in the preview and provide feedback.
- The private preview is free of charge until the public launch.
Features included in the private preview phase
- Self-serve setup and optimization through our web admin tool
- Ability to set up and sell both perpetual and subscription products
- Fully localized, although currently only available for U.S. customers
- Increase of cart value with cross-sells and sub-sells
- Support for discounts via coupons and price rules
- Payment options: Credit card and PayPal only
- One 2-column layout optimized for a B2C audience
- Newsletter signup feature
- Value bar with security seals and money-back guarantee
- Fully mobile responsiveness, including several optimizations not available in the legacy checkout
- Google Tag Manager for all tracking purposes (requires customer cookie consent)
- High service availability for uninterrupted operations
Ongoing enhancements
- We continue to improve the Self-Serve Checkout Setup through regular updates.
- Updates will be deployed every two weeks, bringing new features and refinements.
- These ongoing improvements will ensure your checkout remains up to date with the latest advancements in eCommerce technology.
- This includes but is not limited to:
- Our full payment option catalog, including an optimized Strong Customer Authentication process
- Multiple pre-optimized layouts and designs
- Product capabilities: Upsells, plan selections, don’t leave layer, free trials, price scaling, payment schedules, and backup CDs
- Wait don’t leave layer (cart abandonment)
- Marketing tools: incentive banners, Trustpilot, G2 Reviews
- B2B optimizations, including an optimized address form, purchase orders, check/money orders, bank transfers, quotes, and reseller portal
- Additional integration options: In-app checkouts, Pop-up and embedded checkouts (iframe)
- Additional integration options: Session URLs (SURL) and Unique URLs (UURL) and Dynamic Products
- Product catalogs
What is the Self-Serve Checkout Setup?
The Self-Serve Checkout Setup empowers you to manage your checkout process independently. It simplifies the creation and management of checkout flows, reducing dependency on the Cleverbridge team. Whether you are new to Cleverbridge or have been using our services for years, the Self-Serve Checkout Setup offers a customizable and scalable solution that can be tailored to fit your unique business needs.
Why choose the Self-Serve Checkout Setup?
- Flexibility: You can now design and manage your checkout experience without contacting Cleverbridge Professional Services or our Customer Experience team. From basic setup to advanced customization, you have the tools to create the optimal checkout flow for your brand.
- Seamless branding: Ensure your checkout looks and feels like a natural extension of your website by customizing every detail, from fonts to colors, creating a unified customer journey.
- Conversion optimization: Use built-in A/B or MVT testing to experiment with different flows and fine-tune for the best conversion rates. Every business is different, and the Self-Serve Checkout Setup allows you to find the setup that works best for your customers.
- Mobile optimization: The checkout is designed to work seamlessly on mobile devices, offering features like automatic credit card scanning on iOS. This improves the mobile user experience and ensures faster, easier checkouts for your customers.
- Future-proof technology: Regular updates ensure your checkout experience stays aligned with the latest advancements in eCommerce technology.
- Documentation: We provide built-in documentation in our web admin tool and offer comprehensive documentation on our documentation site for more in-depth information about the feature and step-by-step guides.
Create your checkout (basic customization)
You can begin configuring your checkout through our web admin tool under Configure > Customer UX > Checkout. As a first-time user, you will be guided through a simple setup flow to create your checkout with basic customization. You will have a live preview at each step, enabling you to see how your changes impact a sample checkout page in real-time.
The live preview feature will not be available in the initial release but will be added in a later iteration.
Step 1: Settings
Name your checkout and define your business type: B2B or B2C.
Step 2: Styling
Customize the basic styling of your checkout to match your brand. The following settings are available for you to adjust:
- Upload your logo.
- Set up the primary color and choose between a light or dark theme.
- Set your brand font and choose a base font size.
Step 3: Tracking
Add third-party tracking, such as Google Analytics.
For the quick setup, you can skip this step. Detailed instructions are provided in the Optimize Your Checkout section.
Step 4: Viewing your checkout
Click Save and Complete to create your checkout. You can view your checkout in action by clicking the Open Sample Link button. Alternatively, you can set up an MVT campaign to test different variations of your checkout.
The Self-Serve Checkout Setup empowers businesses to experiment and find their own optimal checkout configurations. We strongly recommend using the A/B and MVT testing features to iteratively improve checkout performance based on real customer behavior.
Optimize your checkout (advanced customization)
For deeper customization and fine-tuning, go to Configure > Customer UX > Checkout, where you will see an overview page of all the checkouts you have previously created. Select an existing checkout and enable Advanced Settings to unlock more customization options at all steps of the checkout setup process.
Step 1: Settings with advanced options
Set additional customization options:
- Products module: Choose whether to display a product image or description in the product module. This helps tailor the checkout to your branding and the type of products you are selling.
- Footer module: Decide where the logo appears, whether in the footer or only in the header. This allows flexibility in branding placement on the checkout page.
- Address module: Choose whether the customer can sign up to your newsletter.
- Value bar: Adjust elements such as security seals, money-back guarantees, or other trust-building icons to display in the value bar, assuring customers of a safe and reliable purchase process.
Step 2: Styling with advanced options
With advanced styling enabled, you gain more control over the visual aspects of your checkout. These options allow you to fine-tune the appearance to match your brand’s identity by customizing fonts, colors, layout, and more.
Click on the Manage styling button to open the view where you can manage your brand and then click Add styling.
Here, you can customize various aspects of your checkout's appearance, including:
- General: Upload and manage your brand’s logo, favicon, and social icons deciding where they appear in the checkout, such as in the header or footer.
- Fonts: Choose from default fonts or upload custom fonts to match your brand identity. This is especially useful if you use fonts purchased or provided by a design agency. Additionally, under Show advanced settings, you can adjust font size, weight, and line height to ensure the text aligns with your brand’s design standards.
- Colors: In the simple view, you can select between light and dark themes. For more detailed control, you can customize individual colors for elements like the primary button (used for key actions like “Buy”) and secondary colors for accents such as recommendations.
- Shapes: Adjust the Shapes Radius to achieve either rounded or square shapes, depending on your brand's aesthetic.
These styling options allow you to create a cohesive look and feel throughout the checkout experience, ensuring your brand is well represented at every step.
Click Save and Complete to save your changes to the styling.
Step 3: Tracking with advanced options
In the Advanced Tracking Settings, you can integrate tools to monitor the performance of your checkout and better understand customer behavior.
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Google Tag Manager (GTM): You can add GTM to your checkout setup, allowing you to track a variety of customer interactions, such as clicks, page views, and conversions. This enables detailed analytics to help optimize your checkout flow.
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Cookie consent management: Before tracking can occur, customers will need to give consent for cookies. This ensures compliance with privacy regulations like GDPR, and you can manage how cookie consent is handled within your checkout flow.
Step 4: Viewing optimize checkout
Click Save and Complete to create your checkout. You can view your checkout in action by clicking the Open Sample Link button.
What the customer will see
When a customer interacts with your checkout, they will experience a seamless, branded interface that reflects the configurations you’ve set up. In the first release, the layout is straightforward and functional, with key elements like the order summary, payment information, and product details presented in a clear, two-column layout. Customers will encounter essential components, such as:
- Order summary: Displays a breakdown of the items in the customer’s cart, pricing, and applicable taxes.
- Address and payment modules: Collect customer information and payment details in an intuitive format.
- Security elements: A value bar featuring trust seals, money-back guarantees, and other confidence-boosting elements.
- Newsletter signup: Option for customers to subscribe to your newsletters during checkout.
Each component of the checkout is designed to make the experience smooth and familiar for customers, minimizing friction in the purchase process.
More customization options
The current version of the checkout is just the beginning. Over time, more customization options will become available, allowing you to adapt and optimize the checkout experience to fit your business needs. Future releases will include features such as:
- Multiple layouts: In future updates, you’ll be able to choose between different layout options to better suit your business, such as switching the position of the order summary and payment sections.
- Additional customization options: These will include advanced settings for layout positioning, font choices, button styles, and more.
- Ongoing enhancements: New elements, such as free trials, upsells, and promotional banners, will be introduced, allowing you to continuously improve your checkout’s performance and customer experience.
While the initial release is fully functional, ongoing updates will add more flexibility, allowing you to customize your checkout flow in ways that optimize conversion and align more closely with your brand. Keep an eye on future releases, as new options will be added frequently, ensuring your checkout remains up-to-date and adaptable.