Checkout Process Optimization Techniques

One of the biggest UX insights we discovered this year? We stopped thinking about "checkout" as a single moment. Instead, we started breaking down our cart experience into distinct “moments”. And that has changed everything. Here are the 5 moments that can drive your AOV 🆙 Brands tend to think about checkout like this: Add to cart → Payment → Done But there are actually 5 points in the process where you can connect with shoppers and increase purchase intent. They are: 1. The Cart Dance 2. The Trust Check 3. The Investment Window 4. The Celebration Gap 5. The Confirmation Page  Each needs its own tactics and attention… Moment #1: The Cart Dance 💃  This isn't just "items in a basket." It's when customers start mentally committing to the purchase. We leverage this moment with →  • Free shipping threshold progress bars • Upsell recommendations based on cart items  • Free Gift With Purchase tiers to promote higher AOV Moment #2: The Trust Check ✅  Before entering payment info at the cart step, customers subconsciously do a final trust assessment. We've seen success with →  • Money-back guarantee badges • "Join 250,000+ customers" social proof • Product-specific reviews Moment #3: The Investment Window 💳 This is when your customer’s wallet is literally out. Meaning when they're MOST receptive to relevant offers. We focus on seamless one-click experiences →  • Relevant product add-ons • Easy cart upsells • Simple payment flow Moment #4: The Celebration Gap 🎉  It's easy to waste the space between "Submit Order" and "Thank You." But we turned this into a revenue generator →  • Sequenced 1-click post-purchase offers • Time-sensitive bonus deals • Urgency and scarcity messaging Moment #5: The Confirmation Page 🎉  Most brands treat their thank you page as the end, but we turned it into another opportunity. We use this space for →  • Premium Network Offers that drive incremental profit • Other product recommendations • Social proof from happy customers We built all this with AfterSell by Rokt's no-code solution. They help us painlessly test and optimize different tactics for each moment without the hassle of custom development. That’s how we were able to put our checkout customization into overdrive this year. Okay, but does all this actually work? Yup →   • +$7.50 higher AOV • Network Offers earn an average of +$0.50 per order • Each "moment" generating incremental revenue we were missing before So stop thinking about "checkout optimization" and start thinking about "moment optimization." Each stage of the journey is a unique psychological state. Treat it that way and you’ll open up new opportunities to delight your customers and increase your AOV.

How a mobile cart redesign increased transactions by 3.4% Problem: Checkout drop-off rates were killing mobile revenue. → The cart design was cluttered, unintuitive, and frustrating for users. → Visitors struggled to understand their next steps, leading to high abandonment rates. Solution: We did a deep dive into user behavior with: - Google Analytics: To identify friction points in the funnel. - HotJar heatmaps: To track user interactions and frustrations. - User Testing: To understand why visitors were dropping off. What we found: Visitors needed clearer CTAs, smoother layout, tap-friendly elements. We implemented a mobile-specific cart redesign with these improvements: Larger tap targets for easy navigation. Streamlined layout to reduce decision fatigue. Stronger calls-to-action to guide users through checkout. Testing Process: We A/B tested the revamped cart design against the original. - Audience: Mobile visitors. - Metric: Increase in visits to checkout. - Duration: Conducted over a statistically significant period. Results: The redesign delivered across all key metrics: - +8% lift in visits to checkout. - +3.4% increase in transactions. - $1.39 boost in revenue per visitor (RPV). Here’s how you can use this for your brand: Eliminate friction with clear pathways. Simplify deep-funnel elements for mobile users. Invoke the “Don’t Make Me Think” principle to guide users seamlessly to checkout.

I've worked with SFCC brands pulling in 9 figures a year. And many leaked revenue at the same exact place. Checkout. Let's be honest: You can have the perfect product. A smooth PLP. A stunning PDP. But if your checkout makes customers hesitate (even for a second) they're gone. And they don't come back. Here's what I've learned the best brands do differently when optimizing checkout in Salesforce Commerce Cloud - without sacrificing UX. 1. Don't just reduce friction. Eliminate it. Customers abandon for simple reasons: • Promo codes that don't work • Forms that ask for info twice • Shipping costs that show up too late Top brands build flows that assume urgency: • Pre-filled fields from session data • Real-time validation with inline feedback • Shipping transparency up front A slow or unclear step isn't "just UX." It's lost revenue. 2. Offer fewer payment methods than you think - but make them obvious More isn't always better. Confusion creates delay. Delay kills conversion. What works: • Credit/debit (always) • Apple Pay / Google Pay • PayPal / Shop Pay • Affirm / Klarna (only if AOV supports it) Smart brands prioritize based on data. They test placement, auto-detect device types, and default to what converts fastest. 3. Mobile isn't secondary - it's everything The biggest brands I've worked with design for tap-first, scroll-second. That means: • Full-width input fields • Large tap targets with spacing • One-column flow • Sticky CTA at the bottom of the screen If your checkout feels like a spreadsheet on mobile, you're already losing. 4. Use Business Manager like a growth engine, not just a CMS I've seen many teams hard-code checkout logic. Top teams know better. They use: • A/B tests for live checkout experiments • Real-time rules that adapt without redeploys SFCC is powerful - if you treat it like a tool, not a template. Your checkout is the last conversation your brand has with your customer. If that conversation feels clunky, confusing, or exhausting - you won't get a second one. Want to grow revenue without spending more on ads? Fix the one place that silently kills conversions: Checkout. What did I miss?

The moment of truth in ecommerce isn't adding to cart - it's CHECKOUT. This is where your revenue is either captured or lost. With over 80% of Shopify traffic now coming from mobile devices, an optimized checkout experience is essential. Master these 20 checkout optimization tactics to boost your conversion rate: 1. Allow guest checkout (account creation can wait, but use Rivo for that) 2. Offer multiple payment options 3. Display security badges prominently (use Platter+) 4. Design for mobile FIRST 5. Minimize form fields ruthlessly 6. Show ALL costs upfront (no surprises) 7. Use clear progress indicators 8. Use one-page checkout flow (can test against multi-page, but one-page outperforms in our experience) 9. Design clear, compelling CTAs 10. Capture exit intent with smart prompts 11. Support autofill functionality 12. Optimize loading speed (critical on mobile) 13. Show visual cart reminders throughout 14. Enable "save cart" features 15. Move account creation AFTER purchase 16. Offer risk reversal/return policies 17. Make support options post-purchase clear and easy 18. Test and measure continuously 19. Add post-purchase offers (use Platter+) Checkout optimization isn't one-and-done, but you can easily improve your checkout performance by double-digit percent. Commit to making small, continuous improvements based on data that comes in.

Most brands treat checkout like a transaction. But it's actually your most powerful moment for storytelling and revenue growth. Here's are three tactics that are working for my clients: 1. Smarter upsells and cross-sells: Picture this: A customer buys a dress. At checkout, they’re prompted to add the perfect pair of shoes to complete the look. Or after completing the purchase, they get an offer for a matching accessory—one click to add it to the same order. 2. Improved user account experience: We’ve built custom panels that track customer activity—what they’ve browsed, saved to wishlists, or have en route. And all of this data feeds back into the checkout process for hyper-relevant recommendations. 3. Post-purchase magic: Shopify lets you serve add-ons post-purchase, keeping the order open for simple, one-click additions that boost AOV without disrupting the flow. Your checkout isn’t just a transaction. It’s a moment to: - Strengthen customer loyalty through storytelling - Maximize order value with strategic offers - Build trust with a seamless, on-brand experience How are you using checkout to grow your brand? Or is it still just a “buy button” for you?

Your Checkout Isn’t Broken—But It’s Costing You Sales  Most businesses focus on getting people to the checkout page. But here’s the real question: What happens once they get there? I’ve seen brands lose millions in revenue because their checkout process wasn’t designed for how people actually buy.  Here’s what makes the biggest difference (and no, it’s not just “removing extra fields”):  ✅ Pre-fill what you can. If your customers have already entered their email and shipping details earlier in the journey, don’t make them do it again. The more typing required, the higher the drop-off.  ✅ Let people pay the way they want. No PayPal? No Apple Pay? No BNPL (Buy Now, Pay Later)? If customers don’t see their preferred payment option, many will just abandon the cart. One extra payment method can mean a double-digit conversion lift. ✅ Show upfront pricing—no surprises. Customers hate last-minute shipping costs or hidden fees. If they see an unexpected total at checkout, they’ll leave. Be transparent from the start.  ✅ Reassure, don’t just assume trust. Even well-known brands benefit from trust signals. Adding "100% secure checkout," "Money-back guarantees," or even customer reviews near the final purchase button can tip hesitant buyers over the edge. I’ve seen brands increase checkout conversions by 15% or more just by implementing these small but high-impact changes.  So before investing more in traffic, fix what happens after people decide to buy. 👉 What’s the biggest mistake you see in checkout pages?