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.

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.

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.

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

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.

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.

Inspired by Shopify’s fast-checkout experience, this layout includes a modern, conversion-focused design with essential customization options. It’s ideal for users who want a straightforward solution that integrates seamlessly with their existing CartFlows funnels or store checkout.

How To Set Up Instant Checkout

Step 1: Import a ready-made funnel or create one from scratch.

Step 2: Click on the funnel name to open the funnel steps.

Step 3: On the funnel edit screen, you’ll see a list of all the steps in your funnel.

Step 4: Click the Settings button (cog icon) in the top-right corner of the screen.

Step 5: Navigate to the Instant Layout section.

Step 6: Enable the toggle to activate the Instant Checkout layout for both the Checkout and Thank You steps.

Once enabled, this layout will be applied immediately, giving your customers a fast and focused checkout experience.

In the latest version of the CartFlows i:e 1.11.6 & 1.11.5 we have introduced a new dynamic offer rule named Order Custom Field. So you can redirect your users to specific upsell/downsell by comparing the values entered on the checkout page by the users. You can use the default WooCommerce checkout fields as well as custom fields added using the custom field editor or any other third-party plugin.

Along with it, we have introduced the Show in email option for the CartFlows checkout field editor. If you want to show custom field details in order emails then just enable it.

So let’s have an example of how to use this new rule. In the below example, we are using the Radio field which is introduced in the same update.

If you are new and don’t know how to add the new custom field on the checkout page, then here is the article which will help you to add a new custom field.

Now, let’s consider you have followed the steps mentioned in the above article to add a new custom field, then below are the steps to add a condition/rule on the checkout page for the newly created custom field.

Step 1: Navigate to the custom field editor and look the custom field for which you want to add a condition.

Step 2: After locating the custom field, you will see more options for that field, then copy the field ID.

Step 3: Now, navigate to the Dynamic Offers/Conditions tab on the Checkout page and enable it.

Step 4: Add a rule and select the Order custom field option in the first option. 

• Now select the condition 
• Then paste the field key in the next field which we have copied in step 2.
• Then add the expected value that will be compared when the order is placed so as to display the offer. Make sure that you add the expected value as it is as you have mentioned in the Options field while creating the custom field.

Step 5: Click the save settings button to save the changes. Now your rule is set and ready to use.

Note: We are deprecating the Next-Step redirection option from Order Bump in the next major update. As we have introduced Dynamic Offers, you can now set the conditional redirection with more robust conditions.

Using this feature, you can set the custom redirect conditions on the checkout page to display the upsells/downsells on the basis of conditions.

For these conditional redirects, we have added many useful conditions using which you can easily achieve your requirements of showing the upsell/downsells with conditions.

In this Dynamic Offers, we have introduced grouping of the conditions, which will provide you the ease of access while setting multiple conditions and a way to group each other.

So, you might be wondering what the groups are? 

The simple explanation is that the Groups are the list of combinations of one or more conditions. 
In each of the groups, one condition is in the AND relation with another condition and each group is in the OR relation of another group as showing in the below Image.

You can re-order the groups according to your needs or if you want to prioritize the conditions on the checkout page. To re-order the groups, simply drag-drop the groups just like you do in the CartFlows Custom Field Editor.

Let’s see how to use this feature and its setup.

Once you update the CartFlows or install the 1.8.0 Beta version, you will get two new menus.

• Dynamic Offers menu in CartFlows Checkout Setting page
• Canvas menu in Flow where all of the steps are listed.

Let’s see the Dynamic Offers menu

Here is how to set up the rules.

Step 1: Navigate to the CartFlows -> Flows

Step 2: Open your flow in which you want to add/edit/update the conditions.

Step 3: Click the edit button of your Checkout Page.

Step 4: Navigate to the Dynamic Offers Menu.

Step 5: Click on the Checkbox to enable the Dynamic Offers setting and click on a small icon to see the conditions.

Step 6: Select condition, relation and compare to option to set one condition.

Step 7: Click on Add Condition button to add more condition rows.

Step 8: Click on Add Dynamic Offer to add more conditions groups.

Step 9: Click the save changes button to save the conditions.

If you want to prioritize the conditions, then drag-and-drop the groups up/down to re-order them. It is not possible to move or drag-and-drop one condition row from any of the groups and add it to another group.

You need to remove/delete that condition row and simply add it again in the second group.

Once you are redirected to desired upsell/downsell pages, you can still use the conditional redirect options on upsell/downsell for the further redirect to complete the flow.

If all of the applied conditions groups are failed or are simply not matched with the user case, then you can set a default redirect that can be used by all types of users on the store.

Let’s see what is Canvas and what is it for?

In the latest update, the new menu is introduced in the Flow named “Canvas”.

This canvas will give you a visual representation of the rules that you have added on the Checkout page.

Currently, this canvas is just for a visual representation of flow’s steps after applying the rules but in the future, it may be used to manage the Flow, and it’s a step with redirection from that single page. 

There are few buttons on the canvas and they are as follows:

• Zoom-In
• Zoom-Out
• Fit to Screen
• Full Screen

Along with the canvas, if you press the control button and scroll up or down with the mouse wheel button it will also trigger the Zoom-in & Zoom-out features but it is for quick 0% to 100% zoom for ease of access.

While viewing the canvas in the fullscreen mode, you can click on the same button to close the fullscreen mode or simply press the control (ctrl) button from the keyboard to close the fullscreen mode.

The fit-to-Screen button will align your flow representation in the center of the canvas for full view.

Few Common Questions (FAQs)

Q- Can this be used for the pre-checkout and order bump products?
Ans – Yes. It will automatically be applied to the Pre-checkout and order bump features. You need to set the product-specific conditions in the CartFlows Dynamic Offers aka Rule Engine.

Q- Can the same conditions be applied on the Upsell/Downsell pages just like the checkout page?
Ans – No. These conditions are introduced for the checkout page of CartFlows. For upsell/downsell conditional redirects, we already have such a feature. Here is the article for the same.

Q- What if I set the conditions on the Checkout page as well as set the Order Bump Conditional redirect which feature will work?
Ans – In this case, the Conditions added on the checkout page will be applied and used. In future updates, we will be deprecating the Order Bump Conditional Redirect feature as we have introduced the conditional redirect feature on the checkout page.

Q- Can I use A/B split test with this condition-based feature?
Ans – Yes. You can use A/B split testing.

This documentation explains how to enable that setting and what it does.

What Gets Deleted?

When this option is enabled, uninstalling CartFlows will:

• Delete all CartFlows settings and options (including Global Settings)
• Will not delete funnels or steps from the database automatically

If you want to completely remove everything, including existing funnels and steps, make sure to delete them manually first before uninstalling the plugin.

Where to Find This Option

You can find this setting by going to CartFlows > Settings > Advanced tab

Steps to Enable the Delete Plugin Data Option

1. Navigate to CartFlows > Settings > Advanced tab
2. Click the toggle to enable Delete plugin data on plugin deletion
3. A confirmation alert will appear
4. Enter DELETE (in all caps) to confirm
5. Click the Save Settings button
   

Once this option is enabled, uninstalling the plugin will automatically clean up CartFlows data from the database.

Watch It in Action

Prefer a quick demo? Watch the short video below that shows how to enable this option step by step:

This documentation explains how the feature works, how to structure your URLs, and how to find the product ID required for this functionality.

How the Feature Works

This feature is enabled by default in CartFlows Pro — there’s no need to activate it manually. All you need to do is:

• Use a product ID in the URL to add that item to the cart on the Checkout page
• Optionally include the quantity for each item

When a user opens the Checkout page URL with the appropriate parameter(s), the specified product(s) will automatically appear in the cart.

URL Parameters Format

To add a product to the Checkout page via URL, use the following parameters:

• ?wcf-add-to-cart=product_id
• &wcf-qty=quantity (optional – defaults to 1 if not specified)

Single Product Example

If you want to add Product ID 3 with a quantity of 4, the URL would look like:

https://yourdomain.com/checkout-page/?wcf-add-to-cart=3&wcf-qty=4

If you omit the wcf-qty parameter, the default quantity will be 1.

Multiple Products Example

To add multiple products with different quantities, separate each ID and quantity with commas. For example:

https://yourdomain.com/checkout-page/?wcf-add-to-cart=3,6&wcf-qty=4,8

This will add Product ID 3 with quantity 4 and Product ID 6 with quantity 8.

Important Notes

If you’ve already selected products in the backend of the Checkout step, and you also pass product IDs via URL — only the products from the URL will be used. The backend-selected products will be ignored.

How to Find the Product ID

To locate a product’s ID in WooCommerce:

1. Go to Products > All Products in your WordPress admin
2. Hover your mouse over the product title
3. You’ll see the product ID appear below the product title

In the latest update of the CartFlows Pro i:e version 1.6.3, we have introduced a most demanding checkout feature to apply the Coupons on the Checkout page.

From version 1.6.3 and onward you can apply the coupon on the CartFlows Checkout page but adding it in the URL.

This feature allows you to share the separate coupons for each checkout page for different users or products.

To start using this feature, you don’t have to enable any setting, it is enabled by default on the CartFlows Checkout page. So, let’s see how to use this feature.

• Create a coupon in the WooCommerce’s Setting. This article will help you to create a coupon.

• Once the coupon is created, then you need to add it to the URL of the Checkout page while redirecting. To add the coupon you need to use the full URL of the checkout page instead of using the Next-Step Shortcode.

Now, when the user will visit the landing page/any other page where you have added the checkout page link with the coupon, once it is clicked the coupon will be automatically get applied on the checkout page.

To apply the coupon code while including other URL parameters, such as passing product and quantity to a checkout page, follow this format: www.yourdomain.com/checkout-page/?product=productID&quantity=1&coupon=COUPONCODE.

So, let’s begin…

This feature is enabled by default in the CartFlows. So, you just need to send the parameters from the URL on the checkout page to pre-fill the checkout fields on the CartFlows checkout page.

Remember, this feature works on the CartFlows Checkout page and not on any other page.

To send the values from the URL parameters, you can use any contact form to send the values in the URL after successful submission.

Now, while using the contact form or any other medium you need to ensure that to create a proper checkout page URL so that your data will be automatically pre-filled on the CartFlows Checkout page.

For example, If you want to send the user’s email address, first name then your checkout page URl should be created as follows:

https://yourdomain.com/checkout-page/?billing_first_name=John&[email protected]

There are few fields names which you can use to send the data in the URL to capture it on the CartFlows Checkout page and they are listed below.

If you don’t want to use this feature then we also have provided a filter to disable this feature on the CartFlows Checkout page. Please note that disabling this feature using the filter will disable it from all the available checkout pages.

Below is the code which you can use to disable this feature. After copying this code you have to add it in your child theme’s functions.php file at the very end of it.

add_filter( 'cartflows_auto_prefill_checkout_fields', '__return_false' );

This article will help you to add the custom PHP code on your website.

Using this feature you can offer an Upgrade plan from the Upsell or Downsell page and replace the base plan which has been purchased from the checkout page. 

So, you might be wondering how this feature works and how you can enable it on your website so as to offer the upgrade for the existing product.

Let’s see how…

Suppose you are having two products, for example, Product A – Annual Plan Product B – Lifetime Plan. Now, you are selling the primary Product A – Annual Plan from the checkout page and you want to offer the Lifetime plan to the same user then in this case, you have to select the lifetime plan on the Upsell/Downsell page and enable the Cancel Main order option. 

This will charge the amount difference on the Upsell product and the Main product which is purchased from the checkout page, it will be replaced with the offered product on the Upsell/Downsell pages. 

There are few cases in which this feature will work .

The main order replace feature will work only when the Create Child Order is selected in CartFlows -> Settings -> Order tab

Case 1: The offer product price must be greater than the main checkout product which you want it to be replaced/canceled

Case 2: If using multiple upsells with the offer product price is greater than the main checkout product then the main checkout product will be replaced with the first upsell/downsell offer product.

Now, let’s see how to enable this feature. 

As stated above, it is necessary to have the Create a New Child Order option selected in order to enable this feature option on the Upsell/Downsell setting pages.

To enable this feature below are the few and very simple steps.

Step 1: Enable the Create a New Child Order option. Located at CartFlows -> Settings

Step 2: Go to the Upsell/Downsell page’s backend setting of which you want to replace the product with main checkout product

Frequently Asked Questions (FAQs)

Q – What happens if multiple Upsell or Downsell pages are created, while the option is enabled?
Ans – In this case, the Main order will be canceled/replaced and the amount difference will be charged for the first upsell, upsell 2 will be charged as normal.

Q – Why is it necessary to have a “Create Child Order” Option enabled?
Ans – Because, when the Create Child Order is used, the CartFlows will create a new order for each of the Upsell / Downsell offers. Due to which it is easy to identify the main checkout product order and cancel/replace it with the upgraded product plan from the Upsell / Downsell offers.

Q – What will happen if the offered product price is less than the main checkout product when the Replace Main Order option is enabled?
Ans – No order will be canceled/replaced and no amount difference will be charged. Basically the normal behavior of the CartFlows Upsell/Downsell will be executed. 

Enjoy selling more using the CartFlows!

We are pleased to announce the immediate availability of CartFlows Split Testing which will enable you to increase sales and revenue by conducting simple tests.

Say goodby to expensive monthly fees from other split testing services with our constant effort to make CartFlows the ultimate sales funnel tool, we have carefully crafted the best split testing experience and its included with your CartFlows Pro license. 

To start using the CartFlows Split Testing, you need to update CartFlows Core (the free version) and CartFlows Pro to their latest version or above. 

Wondering what split testing is and what it can do for you?

Split Testing is a way of testing the two or more web pages against each other to see which version generates more sales or leads. You can split test something as simple as the color of a button, a headline, or more advanced tests such as pricing and bundles. With CartFlows Split Testing you can test anything. 

Once your test is set up the website traffic will be split between the different versions. If the website visitor converts to a lead or a sale, it’s counted as a conversion for that version of the web page. 

After some time where there has been a good amount of traffic to each version of your web page you can choose a winner, basically the version with the highest conversions. 

CartFlows Split Testing helps users by giving the functional and user’s experience comparison between the variations steps that are created. This comparison can be used to study the performance of the pages as well as the user’s feedback left on the page such as which page they have visited the most and from which page more orders or leads are generated.

So that you can get the idea on which content, design, images are mostly liked by the users. This can be used to design the final page to make it look more appealing and to attract more users.

Let’s see how to enable CartFlows Split Testing for CartFlows Steps.

It’s really very easy to set up and enable the Split Testing for the CartFlows steps with a very few steps. 

There are only four steps in which you can fully set up the Split testing and they are as follows

1. Enable Split Testing for the CartFlows Step
2. Create Step/Page variants
3. Set the traffic for the variants
4. Start Split Testing

Let’s seen them in the sequence

1. Enable Split Testing

Step 1: Go to CartFlows -> Flows -> your_flow

Step 2:  Decide for which step you want to enable the Split testing and click on the side menu [ Add Three Dots icon if possible ] and click on the A/B test option

Step 3: Done. The Split Testing is enabled for the selected step.

Step 4: Click Update button to save the flow & setting.

2. Create Step/Page variants

After enabling the split testing you will get the two steps the one is Control Step & second is Variation Step.

To create a variation of the step is also very simple. You just need to clone the existing variation.

Note: You can use this control Step’s URL to share it with the ads on your social media platform or any advertising platform.

Below are the steps to create a new variation for the split testing.

Step 1: Click on the three dots button of the variation step of which you want to create a variation and select the Clone option from the menu.

Step 2: This will automatically create a new variation.

Done. The new step variation is created and you can design each of the step variations as per your need with your favourite page builder tool.

After creating and designing the variations of your split testing pages, you will need to set the traffic for the pages. Basically is a percentage for how much users your want to redirect to a particular page.

Lets see how to setup the Split Testing traffic for the steps. 

3. Set the Traffic for the Variants.

Setting up the traffic is as easy as you can find in the CartFlows. Let’s see how?

Step 1: Click on the small cog icon ( Add the icon if possible ) to open a setting popup.

Step 2: Adjust the percentage and click the save button.

4. Start the Split Testing

Step 1: Click on the Start Split Testing button to go live with Split Testing.

Some common questions regarding the Split Testing [FAQs]

What is the Control Step?

• The control step is the main step in the split testing. All the data related to the Split testing will be available in the Control step including the visits, A/B variations and it’s setting. It is used to decide which page variation has to be displayed to the user and all the created variations are connected through this control step. You can use this control Step’s URL to share it with the ads on your social media platform or any advertising platform.

What are the Variation Steps?

• The Variation Steps are the steps/pages which will be presented to the user and on which the A/B split testing will be performed. These variation steps are just like normal pages but of CartFlows Step post type’s pages created and put together to do an A/B test.

When does the Delete option will be displayed?

• The delete option is provided to delete the variation or the Control step which you don’t to use to just simply delete it. This option will be displayed only when there are more than two variations created and published. 
• The reason behind is that, if you delete the control step then the next immediate variation of the control step will become the next control step and the second variation step will become the first variation step. Same for the variation steps.

What is Archive Option and when will it be displayed?

The Archive option is introduced to create a draft of the variation so that you can use it letter on. This option will be displayed only when there are more than two variation steps created.This archive Option will be displayed in the same menu which will be opened when clicked on the three dots present on the same step which you want to archive.

How many variation steps can be created for one control step?

• You can create as many variation steps as you want for one control step.

How will Flow Analytics display the Split Testing results?

• If the split testing is enabled and started then the Flow analytics will display the analytics for each of the variations that are active and are currently being used. 
• This will display the analytics in the same patterns which was displayed earlier for the rest of the steps.
• How to view the Split Testing Analytics: 

Step 1 : Click on the View Analytics button to open the Analytics Window.

Step 2: Now, Click on the step name for which you have enabled the split testing