Products / SmartFlow Checkout

SmartFlow Checkout User Guide

SmartFlow Checkout is a powerful Shopify app designed to give merchants full control over the checkout and post-purchase experience - without custom code.

Plan Compatibility Notice

All features covered in this section - Payment, Delivery, Discount Customization, Checkout Validation, Post Purchase extensions - work on all Shopify plans, including both Plus and Non-Plus stores. No Shopify Plus plan is required for these features.

1. Payment Customization

Dynamically control which payment methods appear at checkout based on 25+ advanced conditions. Tailor options to customer type, order value, location, and more.

How to Use

Create a Rule

Name your rule and set status to Active. Use Optional Scheduling for sales or campaigns.

Set Conditions

Mix and match categories like Customer-based, Order-based, Address-based, or Shipping Method.

Configure Methods

Enter exact payment names to Hide, Rename, or Reorder by dragging and dropping.

Real-World Scenarios

High-Value COD Risk

"High return rates on expensive orders."

Hide COD if Cart Total > ₹5,000.

Result: Reduced RTO losses.

Gateway Clarity

"Customers don't know generic names like 'Razorpay'."

Rename 'Razorpay' to 'UPI / Cards / Wallets'.

Result: Higher completion rates.

Preferred Payments

"Customers choose slower payment options."

Reorder UPI/Card to the very top.

Result: Faster payments.

Global Failures

"Local payments (UPI) appearing for international users."

Hide UPI if Country ≠ India.

Result: Fewer failed checkouts.

Fragile Product Risk

"COD orders for custom/fragile items cause losses."

Hide COD for 'Custom Orders' collection.

Result: Controlled risk.

Flash Sale Surge

"Gateways overload during peak traffic."

Hide slow gateways during sale range.

Result: Stable checkout performance.

2. Delivery Customization

Prevent invalid delivery options and optimize shipping configurations using advanced rule-based logic. Control visibility based on ZIP codes, cart content, or timing.

STEP 1

Rule Setup

Provide a descriptive name and status. Schedule for seasonal courier changes if needed.

STEP 2

Set Conditions

Target specific Address-based or Product-based triggers for shipping rules.

STEP 3

Configure Methods

Rename methods for clarity (e.g., 'Express' to '1-2 Days') or hide unsupported ones.

Operational Scenarios

Remote Failures

Express couriers don't serve rural regions.

Hide Express if State or ZIP is in remote list.

OK: Fewer failed shipments.

Margin Guard

Free shipping on low-value orders hurts ROI.

Show Free Shipping only if Cart Total ≥ ₹2,000.

OK: Controlled costs.

Expectation Clarity

Generic 'Standard Shipping' is confusing.

Rename to 'Delivery in 4-6 Business Days'.

OK: Fewer support queries.

Heavy/Fragile Items

Restricted items require special handling.

Hide standard couriers for 'Heavy Items' collection.

OK: Better fulfillment.

Holiday Management

Couriers closed, but options still show.

Hide methods during specific holiday dates.

OK: Prevents false promises.

3. Discount Customization

Create flexible, rule-based discounts that apply automatically or via codes. Protect margins and run highly targeted promotions using advanced condition logic.

How to Use

Type

Choose Products, Orders, or Shipping.

Method

Automatic or Discount Code entry.

Value

Percentage (%) or Fixed Amount (₹).

Applies To

All or specific collections/products.

Conditions

Set logic triggers like AOV or Location.

Scenario Strategies

AOV Progress Bar

Merge Progress Bar messages with tiered rules.

Result: Boosts AOV in real-time.

Spend Tiers

₹200 off ₹2k, ₹500 off ₹3.5k, ₹1k off ₹5k.

Result: Increases basket value.

Loyalty Personalization

Rule 1: New (15%), Rule 2: Returning (10%).

Result: Personalized incentives.

Geo-Targeting

India: Free Shipping | UAE: 10% Off Order.

Result: Region-specific ROI.

Bulk Motivation

Buy 2 (10% Off), Buy 3+ (20% Off).

Result: Higher items per order.

Margin Protection

Exclude 'Premium' collection from order rules.

Result: Protected profitability.

4. Checkout Validation

Prevent fake orders, courier rejections, and fulfillment errors by enforcing rule-based validations. Block progress and guide customers with custom error messages.

How to Use

Create Rule

Name the validation and set visibility range.

Conditions

Target address length, country, or specific products.

Error Message

Write a clear explanation of how to fix the issue.

Position

Choose top of page or below specific checkout fields.

Prevention Scenarios

Incomplete Address

Address length < 10 characters = Block checkout.

OK: Zero courier rejections.

Invalid Mobile

Phone length < 10 digits = Custom Error.

OK: Verified customer data.

Geo-Restrictions

Shipping Country ≠ Allowed list = Block.

OK: No invalid global orders.

Custom Item Info

Custom collection items: name/address > X chars.

OK: Fewer manual follow-ups.

Operational Hours

Current time outside 9 AM - 9 PM = Block.

OK: Managed expectations.

Landmark Enforcement

Address Line 2 is Empty = Block & Show Error.

OK: Faster delivery success.

5. Post-Purchase Extensions

Engage customers after checkout with upsells, data collection, and brand reinforcement. All components support 25+ advanced logic conditions.

Available Components

Form Builder

Multi-type fields (text, select).

Product Upsell

One-click add to existing order.

Custom Banners

Alerts or info notifications.

Trust Badges

Authenticity & security assets.

Image Carousel

Visual brand highlights.

Strategic Use Cases

Personalization Details

Form

Collect engraving text or gift messages after payment.

Impact: Zero fulfillment confusion.

One-Click Add-on

Upsell

Show relevant accessories based on cart content.

Impact: Boosts AOV with no friction.

Shipping Expectations

Banner

Show 'Dispatch within 24h' or holiday notes.

Impact: Reduced WISMO tickets.

Confidence Boost

Trust

Display money-back guarantees post-purchase.

Impact: Reduced buyer remorse.

Brand Storytelling

Carousel

Promote upcoming collections visually.

Impact: Stronger brand recall.

6. Order Editing

Allow customers to fix mistakes or add items within a controlled time window, reducing cancellations and support overhead.

Setup Steps

Rule Init

Name & set status.

Time Window

e.g., 15-min limit.

Item Edits

Qty, Add, Remove.

Details

Email, Phone, Addr.

Cancel

Enable reasons list.

Conditions

Set trigger logic.

Practical Outcomes

Mistake Correction

"Wrong address or quantity reported seconds later."

OK: Fewer 'Cancel & Reorder' requests.

Post-Order Upsell

"Customer wants to add another item to same order."

OK: Higher AOV without new session.

Ops Stability

"Edits requested after fulfillment started."

OK: Clean sync with Warehouse APIs.

Shopify Plus

7. Checkout Extensions

Build deeply integrated checkout experiences using native extension points. These secure, high-performance components are managed without code.

Native Components

Progress Bar

AOV-driven goals.

Product Upsell

Contextual offers.

Form Builder

Delivery/VAT notes.

Custom Banner

Promo/Alert notices.

Cart Actions

Edit qty in checkout.

Trust Badges

Security indicators.

Payment Icons

Gateway assurance.

Image Carousel

Brand visuals.

High-Impact Use Cases

Boost AOV

Show 'Add $100 for 20% Off' Progress Bar.

Impact: Motivated spending.

Contextual Upsell

Show relevant add-ons directly in checkout.

Impact: Higher attach rate.

Fulfillment Notes

Collect landmarks or delivery time via Forms.

Impact: Smoother delivery.

Personalization

Structured input for engravings/gift notes.

Impact: Zero manual follow-up.

Urgency Alerts

Show 'Next Day Dispatch if ordered by 4PM'.

Impact: Clear expectations.

Drop-off Reduction

Show security & money-back trust badges.

Impact: Higher conversions.

Payment Trust

Reinforce supported gateway icons dynamically.

Impact: Gateway assurance.

Visual Promo

Highlight holiday sales via Image Carousel.

Impact: Stronger recall.

Frictionless Edits

Modify variant or qty without leaving page.

Impact: Faster checkout.