CartFlows Smart Login

CartFlows Pro includes a feature called Smart Login that helps returning customers sign in to their account during checkout without leaving the page. When a registered customer enters their email, a friendly prompt appears, and a single click opens a clean login window right on top of the checkout.

This guide walks you through how Smart Login works, how to enable it on a checkout step, and what the experience looks like for your shoppers.

How Smart Login Works

When a guest reaches your checkout page and enters their email address, CartFlows quietly checks whether the email belongs to an existing customer.

• If the email is not registered, nothing changes. The guest continues with checkout as usual.
• If the email is registered, a small message appears below the email field inviting the customer to sign in.
• When the customer clicks the prompt, a centered login window opens on top of the checkout. They sign in, the page refreshes, and their saved details are populated automatically.

The customer never leaves the checkout page, and the cart they were building is preserved.

How to Set Up Smart Login

Smart Login is configured per checkout step, so you can turn it on for some funnels and leave it off for others.

Step 1. From the WordPress admin, go to CartFlows → Funnels and open the funnel that contains the checkout step you want to update.

Step 2. Click the checkout step to open its settings.

Step 3. In the left sidebar of the step settings, click Settings → Advanced.

Step 4. Scroll to the Smart Login options.

Step 5. Configure the four options:

• Enable Smart Login — Turn this on to activate the feature for this checkout step.
• Login Form Style — Choose Overlay to open a centered window above the checkout (recommended), or Inline to show the login form inside the checkout page between fields.
• Nudge Returning Users — When enabled, a short message appears below the email field if the customer’s email is recognised.
• Message — The text shown in the prompt. You can use the placeholder {{site_title}} and it will be replaced with your store’s name automatically.

Step 6. Click Save Settings at the top right.

Smart Login is now active on that checkout step.

The Login Window in Action

Once Smart Login is enabled, customers see the standard checkout page until they enter a registered email. After they click the prompt (or the “Log in” link in the checkout header), the login window appears.

The window is centered on the screen with a darkened background. Customers enter their password and click Login. The page reloads, and they are signed in and ready to continue.

The window can be closed at any time by clicking outside of it, pressing the Esc key, or clicking the close button in the top right.

On Mobile Devices

On smaller screens, the window automatically adjusts to fit the viewport with comfortable spacing and large touch targets.

Forgot Password Flow

If a returning customer can’t remember their password, they can click Lost your password? in the login window.

The customer enters their email and clicks Reset Password. They receive a password reset email, and after completing the reset they are returned to the same checkout step they started on, ready to finish their purchase.

For security, the same confirmation message is shown whether or not the email matches an existing account. This prevents anyone from probing your store to discover which emails are registered.

Frequently Asked Questions

Does Smart Login work without CartFlows Pro?

No. Smart Login is a CartFlows Pro feature and requires both CartFlows and CartFlows Pro to be active.

Will it interfere with my existing checkout?

No. When Smart Login is turned off, the checkout behaves exactly as before. When it is on, it only adds the prompt and login window — your checkout fields, payment options, and order summary remain unchanged.

What happens if a logged-in customer visits the checkout page?

Nothing extra happens. Smart Login only runs for guests. Logged-in customers see the regular checkout.

Does the customer’s cart get preserved during the password reset?

Yes. When the customer follows the reset link from their email, completes the password reset, and signs in, they are redirected back to the same checkout step with their cart intact.

Can I customise the prompt message?

Yes. The Message field lets you write any text that fits your store’s voice. Use the {{site_title}} placeholder if you want your store’s name to appear in the message.

Is it available on every checkout layout?

Yes. Smart Login works with the Default and Instant Checkout layouts and is compatible with the supported page builders.

Can I use Inline mode instead of the popup?

Yes. Set Login Form Style to Inline and the existing slide-down login form is used instead of the centered window. The recognition prompt still appears.

If you have any questions or run into trouble, please reach out to our support team and we’ll be happy to help.