Best Ways To Optimize Your Checkout Process

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.

The most successful ecom checkouts have only 8 form fields, max. Yet the industry average? A whopping 14.88 fields. Your customers are mentally exhausted before they even reach your checkout page. They've already made dozens of micro-decisions just to select your product. Google's Retail UX research shows 27% of users abandon orders due to "too long/complicated checkout processes." Every unnecessary dropdown, checkbox, and text field creates another opportunity for your customers to give up. We've identified three form optimizations that consistently boost conversions: ↳ Use a single "Full Name" field instead of separate first/last name fields ↳ Default "Billing Address = Shipping Address" and hide it unless changed ↳ Eliminate optional fields entirely... if you don't absolutely need the data, don't ask for it Every extra form field costs you conversions. And according to that Google report, the best performing sites have slashed their checkout forms by 56%. The psychology is simple: every decision depletes your customer's mental energy. By the time they reach payment, their decision tank is running on empty. Are you sabotaging conversions by asking for information you don't actually need?

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.

Here's the exact reason why 70%+ of carts are abandoned and forgotten: Imagine your customer is ready to buy something online, credit card in hand, and then... · The payment process is a nightmare · Their preferred payment method isn't available · The transaction gets declined for no apparent reason Guess what happens next? Cart abandoned. Customer lost. Game over. The solution? Having a payment orchestrator. Payment orchestration allows your company to provide a smooth, seamless experience that keeps customers coming back. Here's how: 1. Simplifying the checkout: → One-click payments → Guest checkout options → Autofill features Did you know that 70.19% of carts are abandoned due to complicated checkouts? That's a lot of lost revenue. 2. Enabling multiple payment options: → Credit cards (still king in many places) → Mobile wallets (Apple Pay, Google Wallet) → Buy Now, Pay Later (BNPL) → Subscription billing Fun fact: BNPL is projected to account for 13% of global e-commerce payments by 2024. That's huge. 3. Increasing security and trust: → Advanced encryption → Tokenization → Multi-factor authentication 64% of consumers are worried about online security. Show them you've got their back. 4. Adding personalization: → Tailored recommendations → Custom discounts → Personalized payment plans McKinsey says this can deliver 5-8x ROI on marketing spend. The results our clients are seeing: · Higher conversion rates · Increased customer loyalty · Expanded market reach · Boosted revenue In the world of e-commerce, the payment experience can make or break you. It's not enough to just accept money anymore – it's about creating an experience that customers love.

You got the click. They liked the product. They hit "Add to Cart." Then...silence. Cart abandonment isn't always about price or timing. It’s about cognitive overload right before the finish line. Let’s break it down: 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗺𝗼𝘀𝘁 𝗰𝗮𝗿𝘁𝘀 𝗹𝗼𝗼𝗸 𝗹𝗶𝗸𝗲: - Multiple upsells - Confusing discount fields - Cross-sell suggestions - Shipping ETA popups - Shipping insurance opt-ins - Loyalty nudges - People also bought… That’s 7 new decisions after they’ve already made one. It is one thing to try this with loyal, returning customers. But first time visitors…PUMP. THE. BRAKES. It’s like agreeing to a date...and getting handed a prenup over appetizers. What to fix in your cart flow:  𝟭. 𝗡𝗼 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟭 𝘂𝗽𝘀𝗲𝗹𝗹     You don’t need 5. You need 𝗼𝗻𝗲 𝘁𝗵𝗮𝘁’𝘀 𝗿𝗲𝗹𝗲𝘃𝗮𝗻𝘁, 𝗳𝗮𝘀𝘁, 𝗮𝗻𝗱 𝗰𝗮𝗻 𝗯𝗲 𝗮𝗱𝗱𝗲𝗱 𝗶𝗻 𝟭 𝘁𝗮𝗽.  𝟮. 𝗔𝘂𝘁𝗼-𝗮𝗽𝗽𝗹𝘆 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁𝘀     Don’t make them copy/paste a code from email. That’s friction.  𝟯. 𝗦𝗵𝗼𝘄 𝘀𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗰𝗼𝘀𝘁 𝗲𝗮𝗿𝗹𝘆    Surprise shipping is the #1 cart killer. Be upfront or offer a free shipping threshold. And, Make sure shipping messaging actually matches what is presented in the checkout.  𝟰. 𝗟𝗲𝘁 𝘁𝗵𝗲𝗺 𝗰𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝗳𝗮𝘀𝘁     Guest checkout. Express pay. Shop Pay. Don’t make them log in just to give you money.  𝟱. 𝗞𝗶𝗹𝗹 𝗱𝗶𝘀𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝘀     No floating widgets, quizzes, or surveys once someone is in checkout mode. Focus = finish. Great example: BattlBox With their subscriptions, they go from click to checkout speedy fast. No distractions outside fo a checkout bump. And 1-click checkout options. Zero chaos. Treat your cart like the final step in a relay race. You don’t hand the baton and then ask 3 questions mid-sprint.

69% of shopping carts get abandoned. But your customers won't tell you why. Here are some reasons I found 1. Hidden Costs Shock They added a $50 item Shipping shows up: $12.99 Tax appears: $4.50 Handling fee: $2.99 Suddenly that $50 purchase Is almost $70 Fix: — Show total costs upfront — Offer free shipping thresholds — Be transparent about fees 2. Forced Account Creation "Create an account to checkout!" Customer leaves Nobody wants another password Just to buy your product Solution: — Guest checkout first — Account benefits later — Optional registration 3. Complicated Checkout Your 5-page checkout process? It's costing you sales. What customers hate: — Too many form fields — Unnecessary information requests — Multiple page loads — Complex navigation (There is a reason why people love Shopify) 4. Trust Issues Small signs that raise red flags: — Generic email domain — No return policy — Missing contact info — Outdated security badges — Poor reviews (or no reviews) ------------------- I'm Esti Meisels, founder of Code & Spade. 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐡𝐚𝐯𝐞 𝐬𝐞𝐞𝐧: — 40% lower cart abandonment — Higher average order value — Better customer retention — Increased repeat purchases Ready to stop losing sales at checkout? DM me - let's optimize your store. #Ecommerce #ConversionOptimization #Sales What's your current cart abandonment rate? 👇