Onboarding & Activation

Onboarding and Activation Steps

Items needed to configure your account quickly:

Shopify/WooCommerce/BigCommerce API credentials

Please follow Step 1 from the appropriate storefront’s article:

• Shopify

• BigCommerce

• WooCommerce

Gateway/Merchant account credentials (Expand this section to find out which credentials you'll need)

Each gateway type uses their own set of credentials to connect. To find which credentials you’ll need for your gateway, navigate to the CRM side of your account

Then go to Gateways -> Gateway List -> Add Gateway

Choose your Gateway from the Gateway drop down (type into the field to search) to reveal the credentials that the gateway uses.

Feel free to add the gateway now if you’d like. You can also add these later on in the article steps.

Fulfillment house credentials

If you are using Shopify to fulfill your orders, please skip these instructions

Each fulfillment house uses their own set of credentials to connect. To find which credentials you’ll need for your fulfillment house, navigate to the CRM side of your account

Then go to Admin>Plugins>Fulfillment House Listing

Find your fulfillment house from the list and then click the Activate button

Feel free to add the fulfillment house now if you’d like. You can also add this later on in the article steps.

SMTP credentials (Emailed autoresponders)

If you are using Shopify to send transactional emails, please skip these instructions

SMTP Credentials will include:

• Host Name

• Username

• From Email

• Password

• Port Number

• Use SSL or STARTTLS?

• Use Relay?

Host Name, Port Number, SSL/STARTTLS, and Relay options can normally be found with a Google search. See these instructions if you are using SendGrid for your SMTP emails.

Email Service Provider credentials (Active Campaign, Klaviyo, Constant Contact, etc)

Each ESP uses their own set of credentials to connect. To find which credentials you’ll need for your ESP plug in, navigate to the CRM side of your account

Then go to Admin>Plugins>Email Service Providers

Find your ESP from the list and then click the Activate button

Feel free to add the ESP now if you’d like. You can also add these later on in the article steps.

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.

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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.

• 1 - Follow Checkout Wizard

  • Choose Checkout
  • Domain Entry
  • Merchant Account
  • PayPal Account
  • Fulfillment
• 2 - Edit Funnel and Funnel Settings

  • Edit Funnel
  • Autoresponders
  • Email Service Providers
  • Edit Funnel Settings
• 3 - Social Media and Affiliates

  • Social Media
  • Affiliates
• 4 - Overview and Testing

  • Test Gateways and Fulfillment
  • Test Funnel and Auto-responders
• 5 - Implement Redirect

Go To Video →

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1 - Follow Checkout Wizard

Sign in to the CheckoutChamp funnel builder and click the “Create a Checkout” button on the left side of the Dashboard page.

Choose Checkout

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.

• Shopify Plugin
• WooCommerce Plugin
• BigCommerce Plugin

If your storefront is currently taking live traffic DO NOT follow redirect instructions until you have completed all other steps.

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Domain Entry

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.

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Merchant Account

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.

Expand to see a guide on how add a gateway

Note - Each gateway will have different credentials it asks for. Select your gateway to see which credentials you will need.

Additional Documentation - Gateways

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.

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PayPal Account

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.

Expand to see a guide on how to add your PayPal account

Documentation - PayPal Seamless Checkout (Checkout Champ)

• Enter apiUsername, apiPassword, and apiSignature (acquired from PayPal)
• brandName - Optional

• referenceTransactionsEnabled - Required if using PayPal for upsells and/or recurring billings

  • PayPal support must enable Reference Transactions on your account

• sendAddressOnUpsell - CheckoutChamp will send the address for upsell transactions to PayPal

• guestCheckout - Will redirect the customer to PayPal’s guest checkout page instead of the PayPal login page

• sendFulfillmentTrackingNumber - CheckoutChamp will send the tracking numbers for orders to PayPal

  • (Must add “clientId” and “secret” to PayPal credentials)

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.

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Fulfillment

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.

Expand to see a guide on adding your fulfillment house

Note - Each fulfillment house will have different credentials it asks for. Select your fulfillment house to see which credentials you will need.

Additional Documentation - Fulfillment House Listing

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.

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2 - Edit Funnel and Funnel Settings

Edit Funnel

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.

Page Building Documentation

• Funnel Visualizer
• Page Builder
• Page Building Tips

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.

Autoresponders

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.

Email Service Providers

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:

Email Services Provider Documentation

Edit Funnel Settings

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).

• Offers and Upsells
• Collections
• Coupons
• Tracking Pixels

  • Configure Google Analytics
• Gateways
• Affiliates

  • Everflow
• Sales Tax Profiles
• Add Ons

  • PAAY (Checkout Champ)
  • Route Add On
  • ShipEngine Add On
  • Google Places
  • Fraud Manager with Checkout Champ
  • Facebook Messenger
  • reCAPTCHA Enterprise
• SMTP Accounts
• Fulfillment Houses
• Ship Profiles
• Fonts
• Payments

  • Affirm (Checkout Champ)
  • Afterpay (CheckoutChamp)
  • Amazon Pay (Checkout Champ)
  • Apple Pay (Checkout Champ)
  • Google Pay (Checkout Champ)
  • PayPal Seamless Checkout (Checkout Champ)
  • Klarna (Checkout Champ)
  • Sezzle (Checkout Champ)
  • Multi-Pay Rebills (CheckoutChamp)
  • BitPay (Checkout Champ)
  • Bancontact (Checkout Champ)
  • iDEAL (Checkout Champ)
  • SEPA (Checkout Champ)
  • Boleto(Checkout Champ)
  • P24 (CheckoutChamp)
• Social Proof
• Maintenance

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3 - Social Media and Affiliates

Social Media

Inside the Funnel Settings, open the Tracking Pixels section to add your various social media IDs.

Affiliates

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=....

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4 - Overview and Testing

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:

CRM → Products

• Check that products have SKUs, images, and variants (if applicable)

• Check that each product is assigned to the proper fulfillment house

• Products without a SKU likely have variants. Edit these products to check the variants.

CRM → Campaigns

• Check that all appropriate countries are selected for the campaign(s)

• Check that all offers are present within the campaign and at the correct price point

• Ensure all email and SMS autoresponders are created (unless using Shopify autoresponders)

• Check if Tax Profiles are added or Tax Service Plugin is enabled
• Ensure any coupons are created

• Ensure any Shipping Profiles created

• Ensure any extra Custom Fields are created

• Ensure Phone Campaigns have Sales Scripts

• Ensure all offers and upsells have a gateway applied

Need to apply a new gateway to all of your offers?

Inside your campaign under the “Campaign Products” section, click the “Options” button and then “Batch Update”.

In the window pop-up, you will check the Update Merchant Account box, and select the merchant account added.

If you have merchant accounts for different products, you can add each of them individually with this function, and you can also bill products as individual transactions rather than combined transactions

If any updates are made to the campaign (or products are re-synced) you need to edit a page within the funnel, save, and publish.

CRM → Affiliates

• Is the affiliate assigned to the campaign(s)?

• Is a conversion pixel placed for each campaign, with proper token usage?

• Is commission set for CPC, Step1, and/or Step2?

CRM → Call Centers

• Is Call Center created with Agents added?

• Are the agents locked in call center campaigns? (if needed)

• Do agents have their commission rate set?

• Are all Call Dispositions and Cancellation Reasons created?

Gateways → Gateway List

• All gateways are enabled that should be

• Gateway has credentials, Limits and Descriptor field

• Accepted Payment Type is correct

Gateways → Recycle Billing

Are profiles set up properly for how you want to reattempt failed rebills

Test Gateways and Fulfillment

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.

5 - Test Funnel and Auto-responders

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

Expand to see examples of how to populate the cart

• Add 1 quantity of campaignProductId 23

  • https://checkout.mysite.com/checkout?products=234:1

• Adds 1 quantity of campaignProductId 234 and 2 quantity of campaignProductId 235

  • https://checkout.mysite.com/checkout?products=234:1;235:2

• Adds 3 quantity of campaignProductId 87’s variantId 45 and 2 quantity of campaignProductId 79

  • https://checkout.mysite.com/checkout?products=87.45:3;79:2

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).

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6 - Implement Redirect

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.

BigCommerce Checkout Redirect

WooCommerce Checkout Redirect

For Shopify, please consult with your account manager for guidance on setting up checkout redirect. A guide for an alternative method that does not use a redirect can be found here

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.

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