Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Streamline the signup and checkout process for your members, making it easier for them to access your content while allowing you to customize their experience and track important metrics.
Navigate: App Station > Settings > Offers > Checkout Settings
Quick Start
Go to Checkout Settings.
Customize your checkout behavior, including external URLs for managing subscriptions.
Set up your post-checkout questions and cancellation reasons under Monetization settings.
Create checkout links for your offers in the Checkout Links section.
Share your checkout links with potential members.
Understanding the Member Signup and Checkout Flow
The member signup and checkout flow is designed to provide a seamless experience for your subscribers. Here’s how it works:
Member Signup Process
Guest Checkout: New users can purchase access without pre-registration. They will provide their email during the checkout process.
Account Creation: If the email matches an existing account, they will be prompted to log in. New emails will continue as guests.
Payment Processing: After providing their email, guests will be directed to the payment page to complete their purchase.
Checkout Links
You can create shareable checkout links for your offers. These links can be customized for different marketing campaigns and can include:
Promo Codes: Automatically apply a promo code when using the checkout link.
Embedded Checkout: Keep buyers on your site during the checkout process, allowing them to enter their email first and then complete payment without leaving your app.
Customizing the Checkout Experience
As an admin, you have several options to customize the signup and checkout experience:
Checkout Behavior: In the Checkout Settings, you can configure:
External URLs for managing subscriptions for members billed outside of Stripe.
The option to allow members to switch plans in the Stripe Customer Portal.
Post-Checkout Questions: You can set up questions that members will answer after completing their purchase. This is useful for gathering feedback and improving your offerings.
Cancellation Reasons: Capture why members cancel their subscriptions through the Cancellation Reasons settings. This information can help you understand member behavior and improve retention.
Upgrade Campaign Checkout Links
You can create checkout links that allow existing subscribers to switch plans. When a logged-in member clicks on an upgrade campaign link, they will be taken directly to the plan-switching flow in the Stripe Customer Portal, with any eligible promo codes pre-applied.
Handling Existing Members
Existing members who switch plans from their profile in the Stripe Customer Portal can enter a promo code. However, the auto-apply feature from checkout links does not apply in this case.
Special Checkout Links
You can create links that allow new guests to skip the email form by using a URL format like /c/slug?email=address&checkout=auto. This is particularly useful for marketing emails where you already know the recipient's email address.