How to Create a Checkout Page

Spiffy is designed to help you create beautiful checkouts within moments, literally! You can create a basic checkout page within 47 seconds! 

You can create standard checkouts for one-off products that users buy for a one time fee, or you can set up checkout for subscription products for which users pay a recurring fee. You can also include multiple subscription options within the same checkout. Spiffy also lets you add an upsell product or an order bump in your checkout.

In this article, we’ll give you step by step instructions to create awesome checkouts or order forms with Spiffy.

Here is a sample checkout page that I created in under 47 seconds…

You can also create a more detailed checkout like this...

How To Create a Checkout

Once you’re logged into your Spiffy account, you can follow these steps for creating your checkout:

Step 1: Create Your Initial Checkout Page

  1. Click the ‘Checkouts’ tab
  2. Click the “Create New Checkout” button

  3. Give your checkout an Internal Name for future reference. Your customers will not see this on the front end.

  4. See if the URL of the checkout is unique or available, meaning you don’t have another checkout that uses the same link. Spiffy will detect it for you, and you can see the notification as highlighted in this screenshot.

    If the URL is not unique, you can simply click into the ‘Checkout Link’ field and edit the URL.

    Then click the “Continue” button

  5. Select if you want to create a checkout for a one-time payment product or a subscription product. In this example, we will show you how you can create a checkout for the one-time payment product. Select “Standard” option on the left.

    We will cover how to create a checkout for a subscription product later in this article.

  6. Add the basic offer details including the offer title, a short description of the product and the offer price. This will be displayed to the end user. Then click the “Continue” button.

    This is how your customers will see these basic details on the checkout…

  7. Upload an image for your product and click the “Finish” button. If you don’t want to add a picture, you can click the “Skip & Finish” option.

    Once you upload the image it will show up on your checkout like this…

    Congratulations! Your checkout page is ready now.

Important: Your checkout will not save until you complete the above steps and click the  “Finish” button. You’ll be able to make changes to the checkout after you save and create the checkout.

Your potential customers will be able to access the checkout from the link highlighted in the below screenshot.

If you want to edit your checkout further and add advanced features like payment plans, upsells, and integration triggers, continue to the Spiffy Editor to make those changes.

You can jump right to specific tabs within the Editor if you know what you want to edit first. Or, just click on the orange “Edit Checkout” button at the bottom of the screen to be taken to the Spiffy Editor dashboard, where you can access all of the Editor settings.

Once you've made all your changes in the Editor, be sure to hit the "Publish" button (in the upper right corner), to save all your content and settings.

Once you click the “Publish” button in the upper right corner, you’ll see a confirmation popup like this. If you want to do more changes, you can click the ‘Back to editor’ button, or you can click the ‘Exit editor’ button to exit.

Create a Checkout for the Subscription Product

The process for creating a checkout for a subscription is slightly different than creating one for the one off product.

In this section, we will try to explain how you can create a checkout for a subscription product. We will list step by step instructions with screenshots for clarity.

Step 1: Create Your Initial Checkout Page

  1. Click the ‘Checkouts’ tab

  2. Click the “Create New Checkout” button
  3. Give your checkout an Internal Name for future reference. Your customers will not see this on the front end.
  4. See if the URL of the checkout is unique or available, meaning you don’t have another checkout that uses the same link. Spiffy will detect it for you, and you can see the notification as highlighted in this screenshot.

    If the URL is not unique, you can simply click into the ‘Checkout Link’ field and edit the URL.

    Then click the “Continue” button
  5. Select the “Subscription” product type

    Add the basic offer details including the offer title and a short description of the product This will be displayed to the end user. Then click the “Continue” button.
  6. Next, you need to either choose one of your existing subscription products using the dropdown as shown in the screenshot below or you can create a new one.
  7. To create a new product, type in the product name in the subscription field
  8. Once you type in the product name you will see an option to create your subscription product. In this case, you would click on + Create “Professional Photography Course” link
  9. Since we’re creating a subscription product, we also need to create a subscription plan that we want to offer.

    Click the “create one” or “Create new option” link
  10. Now you can add details of your subscription plan. Add the name of the subscription plan, price, and frequency for the plan.
  11. You can also add multiple subscription plans in the same checkout if you want to give more options to your customers. Monthly and yearly subscriptions are the most commonly used options for a subscription product. 

    Click the ‘Create new option’ and repeat the same process for creating another subscription plan.
    Once you are done adding your subscription plans, click the ‘Continue’ button

  12. Next, you can upload an image for your product and click the “Finish” button.
  13. As we have covered above,  you can either click the specific tabs within the Editor or click on the orange “Edit Checkout” button at the bottom of the screen to be taken to the Spiffy Editor dashboard, where you can access all of the Editor settings.
    Once you've made all your changes in the Editor, be sure to hit the "Publish" button (in the upper right corner), to save all your content and settings.

    Once you click the “Publish” button in the upper right corner, you’ll see a confirmation popup like this. If you want to do more changes, you can click the ‘Back to editor’ button, or you can click the ‘Exit editor’ button to exit

Make Your Checkouts More Convincing and Profitable

In this section, we will cover how you can use some of Spiffy checkout features for making your checkouts more convincing by adding additional information about your product. Also, how you can use upsell and cross-sell strategies with Spiffy for getting more value. 

These features apply to both the Standard Checkouts and the Subscription Checkouts.

Have a look at this screenshot that explains how the end users will see the checkout after you add some of these features

Sidebar:

Sidebar feature of Spiffy gives you an opportunity to persuade your potential customers by allowing you to add more information about your product. You can add some of the most important points of your sales pitch or your USP (Unique Selling Proposition) in the Sidebar as the highlights of the offer. 

Adding sidebar content is super easy. You can follow these steps...

Step 1: Go to “Content” tab and click on the Sidebar option

Step 2: Click the “Add Content” button

Step 3: Add the “Sidebar Title” and “Sidebar Content”. And click the “Save” button.

You can repeat these same steps to add multiple Sidebar Content.

Upsell and Add On/Order Bump

Upsell and cross selling are some of the most commonly used sales strategies for increasing sales across the internet. You can hardly find any sizeable online business that doesn’t use it,

Before I dive into the instructions part how to add an upsell or an order bump, it will be appropriate to mention that most of the times an upsell product is a higher level plan or more expensive product that the original offer, while an order bump is usually a relevant product or service that is much cheaper than the original product.

Steps to Add an Add On/Order Bump

Step 1: Go to “Upsell” tab and click the “Addon”

Step 2: Click the “Add an Addon” button

Step 3: If you have an existing product, you can choose it from the drop down. For creating a new product click the “Create new product” button

Step 4: Add the “Product Name” and the “Price” and then click the “Save” button.

That’s all you need to do for adding an order bump or addon.

How to Add an Upsell

Step 1: From the “Upsells tab click the “Upsell” option

Step 2: Click the “Add an Upsell” button

Step 3: Select an existing product from the dropdown or click the “Create new product” button for creating a new product

Step 4: Add the “Product Name” and “Price” of your upsell product and click the “Save” button

Step 5: Add more details about the upsell product.

Add the “Upsell Headline” and a brief description for the upsell product. You can also add an image if you want.

Also, add the text for the two buttons for accepting or declining the upsell offer.

Step 6: Click the “Publish” button on the upper right corner or continue to edit your checkout.

Other Useful Features

Spiffy also has some additional features that will help you personalize your checkout and improve overall user experience. 

Let’s discuss these features one by one...

Thank you Page

You would want to redirect your customer to the "Thank You" page after a successful purchase. If you don't have your custom Thank You page, Spiffy takes care of it for you and redirect the customers to a default Thank You page.

You can also edit the text you want to display on the default Thank You page. Isn’t that cool?

Follow these steps to edit the text on the default Thank You page…

Step 1: Go to the “Content” tab and click the “Thank You” option

Step 2: Add the “Main Headline” and “Sub Headline” for the default Thank You page as per this screenshot

If you want to display the order summary to the customer on the Thank You page, you can leave the “Show order summary” toggle at the bottom, turned on. Here is how the customer will see the Thank You page with order summary...

When that toggle is turned off the Thank You page will look like this…

Step 3: Publish the changes by clicking the “Publish” button

If you decide to redirect the user to a custom thank you page, you can follow below steps

Step 1: Click the “Custom Link” option

Step 2: Insert your Thank You page URL in the “Your URL” field

Step 3: Click the “Publish” button

Header

Spiffy allows you to add your Brand Logo image that appears on the upper left corner of your checkout and text that appears on the top right corner. You can add a toll free phone number, a tagline, or anything else that you want to.

Here are the steps to follow...

Step 1: Go to the “Content” tab and click on the “Header” option

Step 2: Upload your brand logo image and add “Header Content”

Your Brand Logo will appear on the upper left corner of the checkout and the “Header Content” text will appear on the upper right corner. See this screenshot here…

It is recommended to use only a few words as the Header Content. Some of the common options for the Header Content are as below...

  • SECURE CHECKOUT
  • [YOUR PRODUCT NAME] CHECKOUT PAGE
  • CHECKOUT FORM
  • Questions? support@spiffy.co
  • Questions? 1-800-123-1234

Step 3: Publish the change by clicking the “Publish” button.

Footer

A lot of time you see link for the Privacy Policy, Terms and Conditions and other important notices or disclaimer at the bottom of the checkout.

Spiffy makes it a breeze to add the footer in your checkout.

See how easy it is…

Step 1: Go to the “Content” tab and click the “Footer” option

Step 2: Add your footer content

You can style the footer content using the editing options. Super easy!

Step 3: Publish the checkout.

Summary

To summarise, you can create beautiful checkout pages for your one time payment or subscription products with Spiffy. You can add product image and use sidebar content to highlight important points to encourage the potential customers to crossover. You can also add an upsell and order bump to increase your sales and revenue.

Thanks for viewing this tutorial. Hope this is helpful. If you have any questions, we are here to help! Send us an email at support@spiffy.co

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