The Complete Platform Guide
SmartFlow Checkout is an autonomous intelligence platform designed to give merchants full control over the checkout and post purchase experience without custom code.
Global Compatibility
Works on all Shopify plans (Starter, Basic, Shopify, Advanced, Plus). No Shopify Plus required.
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.
Configuration Guide
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.
Strategic Scenarios
High-Value COD Risk
Problem High return rates on expensive orders.
Solution Hide COD if Cart Total > ₹5,000.
Gateway Clarity
Problem Customers don't know generic names.
Solution Rename 'Razorpay' to 'UPI / Cards / Wallets'.
Preferred Payments
Problem Customers choose slower payment options.
Solution Reorder UPI/Card to the very top.
Global Failures
Problem Local payments appearing for international users.
Solution Hide UPI if Country ≠ India.
Fragile Product Risk
Problem COD orders for fragile items cause losses.
Solution Hide COD for 'Custom Orders' collection.
Flash Sale Surge
Problem Gateways overload during peak traffic.
Solution Hide slow gateways during sale range.
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.
Configuration Guide
Rule Setup
Provide a descriptive name and status. Schedule for seasonal courier changes if needed.
Set Conditions
Target specific Address-based or Product-based triggers for shipping rules.
Configure Methods
Rename methods for clarity (e.g., 'Express' to '1-2 Days') or hide unsupported ones.
Strategic Scenarios
Remote Failures
Problem Express couriers don't serve rural regions.
Solution Hide Express if State or ZIP is in remote list.
Margin Guard
Problem Free shipping on low-value orders hurts ROI.
Solution Show Free Shipping only if Cart Total ≥ ₹2,000.
Expectation Clarity
Problem Generic 'Standard Shipping' is confusing.
Solution Rename to 'Delivery in 4-6 Business Days'.
Heavy/Fragile Items
Problem Restricted items require special handling.
Solution Hide standard couriers for 'Heavy Items'.
Holiday Management
Problem Couriers closed, but options still show.
Solution Hide methods during holiday dates.
Discount Customization
Create flexible, rule-based discounts that apply automatically or via codes. Protect margins and run highly targeted promotions using advanced condition logic.
Configuration Guide
Type
Products, Orders or Shipping.
Method
Auto or Code entry.
Value
Percentage or Fixed.
Scope
Specific collections.
Logic
AOV or Location.
Strategic Scenarios
AOV Progress Bar
Problem Standard discounts don't guide spending.
Solution Merge Progress Bar with tiered rules.
Spend Tiers
Problem Flat discounts don't encourage upspending.
Solution ₹200 off ₹2k, ₹500 off ₹3.5k.
Loyalty Personalization
Problem Can't distinguish first-time customers from returning.
Solution New (15%) vs Returning (10%).
Geo-Targeting
Problem Targeting specific regions automatically.
Solution India: Free Ship | UAE: 10% Off.
Bulk Motivation
Problem Encouraging quantity without complex apps.
Solution Buy 2 (10% Off), Buy 3+ (20% Off).
Margin Protection
Problem Discounts applied to low-margin items.
Solution Exclude 'Premium' collection.
Checkout Validation
Prevent fake orders, courier rejections, and fulfillment errors by enforcing rule-based validations. Block progress and guide customers with custom error messages.
Configuration Guide
Create Rule
Name the validation and set visibility range.
Conditions
Target address length or specific products.
Error Message
Write clear explanation of how to fix.
Position
Top of page or below specific fields.
Strategic Scenarios
Incomplete Address
Problem Customers skip apartment details.
Solution Address < 10 chars = Block.
Invalid Mobile
Problem Fake numbers cause COD failure.
Solution Phone < 10 digits = Custom Error.
Geo-Restrictions
Problem Orders from unsupported zones.
Solution Country ≠ Allowed list = Block.
Custom Item Info
Problem Personalized items need details.
Solution Custom collection items: name > X chars.
Operational Hours
Problem Orders outside processing windows.
Solution Time outside 9 AM - 9 PM = Block.
Landmark Enforcement
Problem Societies need building names.
Solution Address Line 2 Empty = Block.
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.
Product Upsell
One-click add-ons.
Custom Banners
Alerts or info.
Trust Badges
Security assets.
Image Carousel
Brand highlights.
Strategic Scenarios
Personalization
Form"Collect engraving text or gift messages."
One-Click Add-on
Upsell"Show relevant accessories based on cart."
Shipping Expectations
Banner"Show 'Dispatch within 24h' or holiday notes."
Confidence Boost
Trust"Display money-back guarantees."
Brand Storytelling
Carousel"Promote upcoming collections visually."
Order Editing
Allow customers to fix mistakes or add items within a controlled time window, reducing cancellations and support overhead.
Configuration Guide
Rule Init
Name & status.
Window
e.g., 15-min.
Items
Qty, Add/Rem.
Details
Email, Phone.
Cancel
Reasons list.
Logic
Trigger logic.
Strategic Scenarios
Mistake Correction
"Self-serve edits for 15 mins."
Post-Order Upsell
"Allow 'Add Items' in edit window."
Ops Stability
"Limit window to pre-fulfillment."
Checkout Extensions
Build deeply integrated checkout experiences using native extension points. These secure, high-performance components are managed without code.
Available 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.
Strategic Scenarios
Boost AOV
"Show 'Add $100 for 20% Off' Progress Bar."
Contextual Upsell
"Show relevant add-ons directly in checkout."
Fulfillment Notes
"Collect landmarks or delivery time via Forms."
Trust Building
"Display security & money-back trust badges."
Visual Promo
"Highlight holiday sales via Image Carousel."
Urgency Alerts
"Show 'Next Day Dispatch if ordered by 4PM' Banners."