Step #3 - Creating Your First Sticky Checkout Funnel

Previous article - Step #2 - Connecting Your Shopify Store to Sticky Checkout

Sticky Checkout is finally up and running. At this stage, you've integrated and configured your domain with Cloudflare. You've created the Shopify app and connected your first domain to Sticky Checkout.

From here, we're going to be customizing the customers buying experience.

Without further ado, let's begin!

Just like before - If you're not already logged into Sticky Checkout, you can do so by navigating to your Sticky Account and under Settings > Sticky Checkout.

Once loaded, on the left nav-menu click Checkout > Funnels > +Add Funnel.

A pop-up window will appear asking for the following:

Once you click Confirm we'll start one of many sync jobs. Including copying all of your Shopify Products to Sticky.io. We need to mirror all of your products since we're the source of truth moving forward.

From tokenizing and storing your customer's credit cards to passing transactions to gateways and fraud mitigation tools.

Depending on the number of SKUs this can take a few seconds. Once finished, click Hide to begin customizing your funnel.

Once the funnel loads it's a blank slate and we just have "Shopify". This indicates the beginning part of your customer's buying journey before we take over the cart.

Let's start by clicking Actions > Templates > Flows > Default Template.

After selecting the Default Template we'll be presented with 5 pages excluding Shopify.

The first order of operation is connecting or "Daisy Chaining" together each of the pages.

If you look closely at each page in the funnel there are 4 points across each axis.

The right point indicates what page comes after, while the left point indicates the page that comes before it. The bottom point indicates what pages you can navigate to such as a Contact Us or Terms Page.

So logically, the customer goes from Shopify to Sticky Checkout > Thank You. While we'll link outward to the other pages such as the Privacy Policy or Contact Us Pages.

At this point your funnel is complete. Below we'll explore how to offer optional Opt-In's, Trials, Upsells and more.

Creating a unique upsell experience is important so that we don't try to push a product that is 10X the value of what they're already purchasing. Or if we sell a wide range of products try to upsell something that has no relevance to what they're currently buying.

You can also create Order Bumps natively on the checkout page without additional upsell pages. We'll cover that later in the article, here.

Lastly, it's worth noting that you can daisy chain together multiple upsell pages. Just because they may decline the first upsell doesn't mean you couldn't offer another upsell. The same product but at a cheaper rate, or different product offering entirely.

As illustrated below - the Thank You page is the upsell. Ellipsis > Page Settings.

Let's start from the top with the Upsell Page URL.

As the name would imply, this is the string value in the URL when a customer is taken to the upsell page. You can leave it as is, or change it to something completely unique.

Next is Delay Upsell. If you intend to use upsells, it's highly encouraged to use the Delay feature. You can set a minimum to maximum number of minutes and we will attempt to bill the customer with-in that range.

This way you aren't immediately billing the customer at checkout and then again seconds later if they opt into an upsell, which very likely can cause the upsell to decline.

Next we're going to tackle the upsell conditions. This allows you to not only upsell relevant products based on the consumer's cart, but also define if it's a One-Time Purchase, Monthly, or a Trial Subscription.

For example, we could offer a Trial for a VIP Membership that's free to join and then recurs for the full price each month thereafter. Or a One-Time upsell for Shipping Protection.

For our first condition, we need to specify the Target. And with-in that menu we're given three options.

So we could for example opt for a Product Category, and then in our Value choose any of your Shopify Categories. If a customer has any one of those products in their cart from said category, they would then qualify for the upsell.

Conversely, you can sort by All or Product Name. Product Name would allow you to hand pick certain products. Meaning a single product or multiple products, that if they're in the customers cart, qualify for the upsell.

Next is our Value. This is just an extension to Target as we briefly discussed above.

Let's choose Product Name and in my case, I'll choose a Vanilla Candle. So anyone who has this in their cart qualifies for the upsell.

Next is nailing down what product we want to be our upsell. Now our store has a ton of products. Ranging from pillows and bedsheets to long sleeve cotton tops and shoes.

In my case, I think if you're buying a candle, you might want a long sleeve shirt to get cozy while enjoying the vanilla aroma.

You'll see that as you choose the upsell product, we'll pick up if it has any available variants. In this case, the Long Sleeve Top did not have variants. But if it had different color options, you can narrow it down to the color as an example.

Now that we've nailed down the upsell product. Let's breakdown the Price & Quantity.

And rounding out our upsell setup is Billing Model & Trial.

If you're interested in configuring Trials, we'll discuss that later in the article as it requires a deeper setup beyond what we're doing on this page.

Now that we've tackled upsell pages. Let's take a step back and review Order Bumps on the checkout page.

As briefly mentioned earlier, one of the benefits to offering a Order Bump on the checkout page is it's all being processed as one singular transaction.

Whereas if it's an upsell page, it's a new transaction. While there are pros and cons to each, an order bump on the checkout page is great for things like a Trial Membership Enrollment or Shipping Protection to name a few.

To begin, hover over your Checkout Page > Page Settings.

Let's kick off with the Checkout URL. Much like we discuss with the Upsell Page URL, this is the string value that customers will see in their browser URL. You're welcome to change it, or, leave it as is.

Next is Add Order Bump. Once toggled, we're met with a few options. Let's break it how Opt-Ins work.

Much like our upsell pages, many of the options below carry over and operate in the same manner. Starting off with Product & Product Variant.

Now typically with an order bump, you want to drive an incentive to get it. After you've nailed down your product offering, the next order of business is configuring;

Rounding out our order bump setup are;

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Once you're satisfied with your Order Bump, click Save and Save Funnel.

Next article - Step #4 - Embedding Redirect Code In Your Shopify Store Theme