- Hiding Fields on the Checkout Page
- Installing WooCommerce
- Using WooCommerce
- Using Your Theme's Header & Footer in a Step
- Embedding a Checkout Form on the CartFlows Checkout Page
- Hiding WooCommerce Pages and Products
- Using Pricing Tables
- Adding an Affiliate Program
- Setting a Funnel as the Homepage
- GDPR Compliance
- Dynamic Offers aka Rule Engine
- Instant Layout for Checkout and Thank You Step
- Adding Products from the URL to the Checkout Page
- Setting Up A/B Testing for Steps
- Deleting Plugin Data During Uninstallation
- Importing Ready-Made Templates for Funnels and Steps
- Importing and Exporting Funnels and Step
- URL Parameters
- Replacing the Main Checkout Order with an Upsell or Downsell
- Rolling back to a Previous Version
- Using the "Order Custom Field" Rule of Dynamic Offers with Custom Field Editor
- Optin
- Separate Orders
- Setting Up Pre-Checkout Upsell
- Refund Offer
- Applying a Coupon from the URL
- CartFlows Instant Layout Now Available for Upsell & Downsell Steps
- Google Address Autocomplete
- Flatsome UX Builder
- ActiveCampaign
- Paypal Reference Transactions
- How PaypPal/Stripe Works
- Enabling Enfold Avia Layout Builder
- Setting Up Authorize.net for Upsell & Downsell
- Supported Payment Gateways
- Setting Up A/B Testing with Google Optimize
- Setting Quantity and Discount for Products on the Checkout Page
- Funnel in Test Mode
- Troubleshooting Plugin and Theme Conflicts
- Resolving the "Please Select a Simple, Virtual, and Free Product" Error
- Fixing Endless Loading on the Checkout Page
- Fixing the "We can't seem to find an order for you." Error on the Thank You Page
- Fixing the "Checkout ID Not Found" Error
- Fixing the "Session Expired" Error Message
- Resolving "Order Does Not Exist" Error on Upsell/Downsell Page
- Fixing the "Sorry, This Product Cannot Be Purchased" Error
- Resolving "No Product is Selected" Error
- Disabling Auto-fill of Address Fields Based on Zip Code
- Enabling Theme's Scripts & Styles Without Changing Page Template
- Disabling Auto-fill of Checkout Fields
- Allowing Cache Plugins to Cache CartFlows Pages
- Changing the "Choose a Variation" Text
- VAT Field Not Displaying for WooCommerce EU/UK VAT Compliance Plugin
- Enabling the Product Tab on Store Checkout
- Displaying the Order Summary Open on Mobile Devices
Introducing CartFlows Optin Feature
Creating lead generation forms can sometimes be challenging, unexpected errors, too many fields, or difficulty connecting with tools like Mailchimp. To solve this, CartFlows now includes an Optin Step, making it easy to create streamlined, high-converting opt-in funnels.
What Is the CartFlows Optin Step?
The Optin Step is a dedicated step type in CartFlows, designed specifically for lead generation funnels. It allows you to collect user information and connect seamlessly with your email marketing tools.
How to Import and Set Up the Optin Step
Step 1: Import the Optin Step
Navigate to your WordPress Dashboard > CartFlows > Edit your flow and add a new step.
From the available step templates, choose either:
- Ready Templates that include the Optin step
- Or select Create Your Own > Optin Woo
Step 2: Edit the Optin Step
Open the step settings to begin configuring your form and product.
Step 3: Assign a Free Virtual Product
Select a product that is:
- Simple
- Virtual / Downloadable
- Priced at 0
This ensures users can complete the step without making a payment.
Step 4: Form Submission and Lead Capture
Once the user fills out the form, their details will be captured and passed to your configured email marketing tool through WooCommerce (e.g., Mailchimp, ConvertKit, etc.).
Note: Adding custom form fields is available in the CartFlows Pro version.
When Should You Use the Optin Step?
The Optin Step is perfect for creating lead generation funnels. It’s commonly used to offer free digital products (e.g., ebooks, PDFs, downloads) in exchange for user contact information.
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