Onboarding & Activation
Last updated
Last updated
Onboarding and Activation Steps
Items needed to configure your account quickly:
It is important to know that your CheckoutChamp subscription comes with the funnel builder and the CRM for reporting and customer service. You can navigate to the CRM side of your account by clicking the CRM button on the top right of the builder portal.
Please follow the steps below to set up your CheckoutChamp account quickly and properly.
If your storefront is already live, DO NOT follow the redirect instructions until you have completed all of the other steps below.
Following the steps in this specific order will prevent the loss of sales during the switchover.
If your storefront is live, DO NOT follow the redirect instructions until you have completed the other steps below.
Following the steps in this specific order will prevent the loss of sales during the switchover.
Sign in to the CheckoutChamp funnel builder and click the “Create a Checkout” button on the left side of the Dashboard page.
and Choose your storefront, add the credentials, then click “Sync Products”. This will bring all your product SKUs, variations, descriptions, and images into the system. It will also create a campaign adding all of the products and prices into that campaign.
A campaign is simply a collection of offers and upsells. If you have multiple Shopify stores, each store will be its own campaign so you can filter your reports by each store if needed.
If your storefront is currently taking live traffic DO NOT follow redirect instructions until you have completed all other steps.
In the next step, you will add your Checkout Domain into CheckoutChamp to retrieve the CNAME records.
When the CNAME records display, copy and paste the CNAMES to your Nameservers at your domain registrar. There is a link to a full Domain Configuration Guide on this domain details window. The SSL Certification can take some time so it’s best to do this as soon as possible so we can set up the rest of the account while we wait.
If you are not ready for this step yet, skip this step and be sure to follow the Domain Configuration Guide before you publish your checkout funnel and begin testing.
The Merchant Account section is to add the gateways in which the credit card sales will be running against. This merchant account will be auto applied to the offers and upsells that are imported from the product sync.
Choose the first option to apply for a new merchant account through Merchant Connect.
Choose the second option if you already have a merchant account but need to add it to the system.
Choose the third option if your merchant account is already added to the system and select the gateway.
Skip this step if needed and be sure to follow this documentation to add your merchant accounts to the funnel before testing.
The PayPal Account section is to add the PayPal account against which the PayPal sales will be running.
Choose the first option to apply for a new PayPal account. (Coming Soon!!)
Choose the second option if you already have a merchant account but need to add it to the system.
Choose the third option if your merchant account is already added to the system and select the gateway.
Skip this step if needed and follow this documentation to add your PayPal accounts to the funnel later.
The Fulfillment section is to add the fulfillment software that the orders will be sent to and shipped from.
Choose the first option if you already have your fulfillment house added to the system and select that fulfillment house.
Choose the second option to add your fulfillment house to the system.
Choose the third option if you are selling digital, non-shippable products.
Choose the fourth option if you will continue to fulfill using Shopify’s fulfillment integrations
Skip this section and follow this documentation to add your fulfillment software before you begin testing.
If you are using Shopify and would like Shopify to fulfill your products, skip this fulfillment step and keep your base products set to System Fulfillment.
After you complete the wizard you will be loaded into the Funnel Visualizer with a template for your Storefront selection.
Edit the pages and use the arrows to set the button routings. Unedited pages and arrows display as red.
Once all the pages and arrows are green you can then Publish the funnel.
Be sure to add your domain before publishing!
If you make edits to a published page you will need to publish again to see those changes reflect on the live site. Unpublished pages will be displayed in blue.
Add an Email Page Type and click it’s settings gear to configure email autoresponders. You do not need to connect arrows to the Email page.
If you are using Shopify to send your order confirmation emails, enable the sendEmails checkbox on the appropriate Shopify plugin.
Add your email service provider plugins on the CRM side of your account. ESPs do not send transactional emails but are instead used for email marketing. After you add an ESP plugin, edit the plugin to determine which customer types go to which ESP list.
Click below for additional ESP documentation:
Edit the funnel’s settings on the top left of the Funnel Visualizer to change various settings and add any add-on services.
Name: The internal name used to identify the funnel.
Title: The title of your page will help you identify it on your Funnel Template page. This is also the title which will appear on the browser tab when you are previewing your title and when your Funnel is published.
Favicon: You can customize the icon on your Funnel's browser tab by uploading a Favicon. Favicons must be uploaded in .ico format. There are many free available tools which will convert your existing images into .ico files. Once you have loaded specified a Favicon, the visitors to your site will be able to see this on their browser tab.
Logo: You can place your company logo into this section and it will be applied throughout the funnel, preventing you from needing to upload the logo onto each page.
Campaign: Specify which Konnektive CRM campaign products will be sold on your funnel.
Use the other sections of this window to add coupons, tracking pixels, and Add-On services such as Fraud Manager (pre-transaction fraud screening) and PAAY 3DS (chargeback liability shift).
Inside the Funnel Settings, open the Tracking Pixels section to add your various social media IDs.
Inside the Funnel Settings, click the Affiliates option to add a new or existing affiliate to the funnel/campaign.
Expand for affiliate configuration details
On the CRM side of your account you can add conversion pixels to your affiliates under CRM>Affiliates. Please follow this documentation for information on adding conversion pixels: Affiliate Pixels
Each affiliate must have their own affId (can be customized) which needs to be present on the URL for the affiliate to get credit for their sales and for the system to fire the conversion pixel. The affiliate’s url that the customer clicks on must contain this affId so the system knows who to attribute credit to.
Ex) http://www.mywebsiteurl.com/checkout ?affId=[affId]&products=....
Before you test, use the CRM side of your account to get an overview on your configurations for your products, campaigns, gateways, fulfillment houses, SMTP auto-responders. Make sure everything looks as it should before you start your first test.
Navigate to:
It is recommended to create a PHONE campaign that is dedicated to testing new gateways and/or fulfillment houses. Please follow this article for more detailed information on how to test your gateway through the manual order entry page.
If your fulfillment house is applied to the base product you use in the testing campaign, you can test this while testing your gateway.
Go to your published checkout URL that the customers will checkout from.
Add a product to the cart by adding the product to the URL. This will display that product inside the checkout page as if the customer had selected it from your store front.
To add a product to the URL, follow this syntax:
?products=campaignProductId:quantity
Include a variant by adding a period and variantDetailId to the campaignProductId
?products=campaignProductId.variantDetailId:quantity
With the product(s) in the cart, go ahead and follow your checkout funnel using a test card, live card, or live PayPal account.
Test Card transactions will not test the gateway nor fulfillment house.
Log into the CRM side of your account to search for your orderId and confirm all products were purchased and ran against the proper gateways. Also confirm that any order confirmation SMS or Email has sent.
Order Confirmations will send once the customer reaches the Thank You page of your funnel. If the customer does not reach the Thank You page, the email will send 20 minutes after the last upsell was purchased.
If you tested with a live card or PayPal, your fulfillment record will move from HOLD status to PENDING status after your fulfillment delay has expired and the fulfillment task runs (once every hour).
Once all the above steps are complete, your Nameservers are updated and SSL certificates are Validated, follow the instructions for your storefront on how to implement the redirect so that all of your sales will go to your new customized checkout pages.
When you are finished, do one last test by going to your storefront, select products, and proceed to checkout. If you followed the steps above, you should be redirected to your CheckoutChamp checkout page with the selected products. Check out with your CheckoutChamp Test Card or a live card to submit the order and follow your upsell flow. Then find your order inside CheckoutChamp to confirm everything looks as it should.
If you have any issues, please reach out to your account manager or submit a support ticket.
