CartFlows https://cartflows.com/docs-category/cartflows/ Thu, 11 Sep 2025 05:47:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://cartflows.com/wp-content/uploads/2025/07/cropped-cartflows-logo-32x32.png CartFlows https://cartflows.com/docs-category/cartflows/ 32 32 Refresh the Checkout Page After CartFlows AJAX Calls https://cartflows.com/docs/refresh-the-checkout-page-after-cartflows-ajax-calls/ Mon, 07 Jul 2025 12:16:08 +0000 https://cartflows.com/?post_type=docs&p=62415 In some cases, especially when working with dynamic products like subscriptions, the checkout page may not refresh automatically when switching between products or options. This can lead to a mismatch in available payment methods or shipping options.

To resolve this, CartFlows provides a filter that forces the checkout to refresh and trigger the necessary AJAX calls, ensuring the correct data is always loaded on the checkout page.

This is especially useful when:

  • Switching between subscription and non-subscription products
  • Dynamically changing product options that affect checkout behavior
  • Ensuring updated shipping/payment methods based on the product or variation

How to Enable Checkout Refresh After AJAX Calls

Step 1: Add the Filter to Your Site

To make the checkout page refresh automatically, add the following code to your site’s functions.php file or use a code snippet plugin:

add_filter( 'cartflows_checkout_trigger_update_order_review', '__return_true' );

Need help adding custom code? Here’s how to safely add code snippets to your site.

Step 2: Save and Test

After adding the filter, visit your checkout page and test switching between different product types or options. The page will now refresh the order review section as expected, showing the correct payment methods and other dynamically updated options.

When to Use This Filter

This filter is particularly helpful if you:

  • Use WooCommerce Subscriptions along with other types of products with CartFlows funnel checkout
  • Offer products with conditional logic affecting checkout (e.g., special payment gateways for specific items)
  • Need to ensure the checkout page always reflects the latest data without requiring manual updates/refreshes.
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Why is Step Editing Disabled When I Try to Edit the CartFlows Checkout or Thank You Page? https://cartflows.com/docs/why-is-step-editing-disabled-when-i-try-to-edit-the-cartflows-checkout-or-thank-you-page/ Sat, 31 May 2025 13:42:31 +0000 https://cartflows.com/?post_type=docs&p=59947 If you’re trying to edit the CartFlows Checkout or Thank You step and see the message:

As the Instant Checkout is enabled in the flow settings, to customize the checkout step, use the Design tab under Step Settings.


It means the CartFlows Instant Checkout feature is enabled for that funnel. When Instant Checkout is enabled, page builder editing is disabled for that step. However, you can still make design-related changes using the Design tab in the Step Settings.

How to Enable Page Builder Editing:

If you’d like to edit the step using your page builder (e.g., Elementor, Gutenberg, etc.), follow these steps to disable Instant Checkout:

1) Go to your CartFlows Flow.

2) Click on the gear icon ⚙ next to the funnel name to open the Flow Settings.

3) In the popup, locate the Instant Checkout toggle and disable it.

4) Click Save Settings.

5) Refresh the funnel page.

Now, you should be able to edit the Checkout (or Thank You) step using your page builder.

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Instant Layout for Upsell and Downsell Steps https://cartflows.com/docs/instant-layout-for-upsell-and-downsell/ Tue, 13 May 2025 12:56:26 +0000 https://cartflows.com/?post_type=docs&p=59085 We’ve expanded our Instant Layout support to include Upsell and Downsell steps in your funnel—making it easier than ever to build high-converting funnels without relying on page builders.

Instant Layout is a clean, fast-loading, conversion-focused layout built right into CartFlows. It’s ideal for digital products like music, software, and eBooks, and offers a distraction-free experience with an intuitive interface.

How to Enable Instant Layout for Upsell/Downsell Steps

There’s no additional setup needed!

If you already have Instant Layout enabled in your funnel settings:

  • The layout will now automatically apply to your Upsell and Downsell steps.
  • There’s no need to recreate or manually modify those steps.

If you haven’t enabled Instant Layout yet:

  1. Go to your Funnel > Click the Settings (⚙) icon in the top-right.
  2. Enable the Instant Layout toggle.

Customizing Upsell & Downsell Steps Using Instant Layout

Once enabled, you can customize the appearance of your Upsell and Downsell steps directly in CartFlows:

  1. Navigate to the Funnel step list.
  2. Click Settings on your Upsell or Downsell step.
  3. A new Design tab will appear.
  4. Use the Design options to change:
    • Button labels and styling
    • Typography
    • Colors
    • Layout-specific options

This makes customization easy without needing to open a page builder.

Frequently Asked Questions

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How to Claim Access to OttoKit Pro https://cartflows.com/docs/how-to-claim-access-to-ottokit-pro/ Tue, 18 Feb 2025 14:04:35 +0000 https://cartflows.com/?post_type=docs&p=56555 If you purchase CartFlows Pro, you will receive OttoKit Pro as a bonus product. This documentation explains how you can claim access based on your purchase.

Claiming Your OttoKit Pro Access

To claim your OttoKit Pro subscription:

  1. Log in to your CartFlows account.
  2. Go to the Your Products section from the sidebar.
  3. Click on the Redeem Now button.
  4. After a few minutes, you will receive an email from OttoKit with your account details.

Frequently Asked Questions

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How to Rollback to a Previous CartFlows Version https://cartflows.com/docs/rollback-to-previous-cartflows-version/ Thu, 23 Jan 2025 13:18:41 +0000 https://cartflows.com/?post_type=docs&p=55419 In this documentation, we’ll explain how to use the new Rollback Feature in CartFlows. This feature allows you to revert to a previous version of the CartFlows plugin in case you encounter any issues after an update.

How to Use the Rollback Feature

To use the Rollback feature in CartFlows, follow the steps below.

1. Navigate to the CartFlows Settings
Go to CartFlows > Dashboard and open the Global Settings by clicking the gear icon.

CartFlows Dashboard

2. Locate the Version Control Section
In the Settings window, find the Version Control section. This section allows you to revert to a previous version of the CartFlows plugin.

CartFlows Version Control Section

3. Select the Version to Rollback
In the Version Control section, you will see a dropdown menu listing the previous versions of CartFlows. Select the version you want to revert to.

CartFlows Version Control Dropdown

4. Click Rollback
After selecting the desired version, click the Rollback button. The plugin will automatically revert to the selected version.

CartFlows Rollback Button

5. Confirm and Return to Plugins Page
Once the rollback process is complete, you will see a confirmation message. Your CartFlows plugin is now reverted to the selected version. Click the Go to Plugins page link to return to the Plugins page.

Rollback Confirmation and Go to Plugins page

Important Notes

  • Backup Your Site: Before performing a rollback, it is recommended to take a full backup of your website to avoid any data loss.
  • Compatibility: Ensure that the version you are rolling back to is compatible with your current WordPress and WooCommerce versions.
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How to Install CartFlows https://cartflows.com/docs/how-to-install-cartflows-free/ Thu, 23 Jan 2025 09:51:00 +0000 https://cartflows.com/docs/how-to-install-cartflows-2/ Thank you for choosing CartFlows for your website! In this documentation, we’ll explain how to install the CartFlows plugin on your WordPress website. If you are looking for instructions on how to install the CartFlows Pro plugin, we have a separate document.

How to install CartFlows

To install the free CartFlows plugin on your WordPress site, follow the steps below.

Step 1: Log in to your WordPress website

When you log in, you will be in your Dashboard.

Step 2: In the Plugins menu, click on Add New Plugin

From your WordPress dashboard, go to Plugins > Add New Plugin to open the plugin installation screen.

Add New Plugin

Step 3: Search for CartFlows

In the search bar, search for CartFlows.

Search for CartFlows

Step 4: Click Install Now

In the WooCommerce Checkout & Funnel Builder by CartFlows card, click Install Now.

Install Now

Step 5: Click Activate

Once the installation has finished, click Activate.

Activate Plugin

Congratulations! You’ve successfully installed the CartFlows plugin on your website. You can now go and configure the plugin.

How do I use CartFlows?

Want to start using CartFlows immediately? Check out the overall CartFlows guide to get the most out of the plugin!

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