Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Streamline the onboarding process for your members by customizing the signup and checkout experience. This ensures a smooth transition from interested visitors to engaged subscribers, enhancing member satisfaction and retention.
Navigate: App Station > App Settings > Offers > Checkout Settings
Quick Start
Go to Checkout Settings.
Configure the Checkout Behavior options to customize the signup flow.
Set up Cancellation Reasons to gather feedback from members.
Add external URLs for managing subscriptions if applicable.
Save your changes.
Detailed Sections
Member Signup Flow
The member signup process is designed to be simple and efficient. When a new member decides to join, they can do so through various entry points, such as your app's upgrade page or a direct checkout link.
Checkout Links: You can create shareable checkout links for your offers. These links can be used in marketing campaigns or shared directly with potential members.
Automatic Account Creation: Members can sign up and create their accounts during the checkout process, making it easy for them to get started without additional steps.
Customizing the Signup Experience
In the Checkout Settings, you can customize several aspects of the member signup and checkout experience:
1. Checkout Behavior
Automatic Tax Calculation: Enable this feature to automatically calculate taxes during checkout. Ensure that your Stripe account has tax settings configured.
Terms & Privacy Consent: Require members to accept your Terms of Service and Privacy Policy before completing their purchase. Make sure to set the URLs in your Stripe Dashboard.
Free Trial Without Credit Card: Allow members to start a free trial without entering credit card information. This can encourage more signups, but be aware that returning members who previously canceled will need to provide payment information.
2. Cancellation Reasons
You can configure the cancellation reasons that members see when they cancel their subscriptions through the Stripe Customer Portal. This feedback can be invaluable for improving your offerings.
Collect a Cancellation Reason: Toggle this setting to enable or disable the prompt for cancellation reasons.
Per-Reason Checkboxes: Select which reasons you want to offer. By default, all reasons are available unless you specify otherwise.
External URLs
If you have members who are billed outside of Stripe, you can set external URLs for managing subscriptions. This allows members to easily access their subscription management options without confusion.
External Upgrade URL: Provide a link for members to upgrade their subscriptions.
External Manage Subscription URL: Direct members to a page where they can manage their subscriptions if they are not using Stripe for billing.
Password Setup for New Users
When a new member completes their signup, they will be directed to a success page where they can set their password. This allows them to log in easily in the future without needing to rely on email magic links.
Best Practices
Test Your Checkout Flow: Before launching, test the entire signup and checkout process to ensure everything works smoothly.
Monitor Cancellation Reasons: Regularly review the cancellation reasons collected to identify trends and areas for improvement.
Promote Your Offers: Use checkout links in your marketing materials to drive traffic and increase signups.