The Checkout tab of the Checkout and Self-Service Account Management configuration allows you to decide on what features you want to be offered to customers when they're checking out a subscription. Likewise, you have creative control over the content displayed in some of our screens. There is also the option to set up an exit intent discount, which will be offered to any customer that tries to leave without checking out a subscription.

Included features

You can customize the functionality of the checkout flow by deciding what features you want available to your customers.

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Features you can include and exclude during checkout:

  • Progress indicator - this sits at the bottom of the screen and gives your customer an indication of how far through the checkout journey they are. Displayed in its collapsed state, this will only open if their cursor scrolls over it, showing the step the customer is currently on
  • Shopping cart - after a customer has chosen their product, plan and cycle we put their choices into a summary cart so that they can see and tweak their subscription before checking it out. This is really useful for complex plans, or subscriptions that offer a lot of add-ons and allowances as these will also be displayed in the summary cart
  • Card logos - supported cards are not automatically shown to your customer by your chosen payment gateway. You'll need to tell us which cards are supported by your gateway and which logos to show to your customers
  • How was this calculated? - due to the chosen pro-ration rules, a customer's first payment might not be consistent with the rest of their regular subscription payments. With this feature, we'll provide an explanation of the customer's first payment and let them know what their regular subscription payment will be
  • Apply coupons - if you're planning on offering discounts to your customers, you'll need this feature on so that they can apply a coupon to their subscription
  • Wix compatibility mode - this feature hides our 'Close' button and disables the customer's ability to continue to another page after their subscription is confirmed

Exit intent discount

The exit intent discount aims to persuade customers to finish checking out a subscription by offering them a discount when they attempt to exit off the subscription they were browsing without completing the sign-up process.

Exit intent discounts are short term discounts made to the entirety of the customer's regular subscription, including their plan as well as their add-ons. You can determine the percentage you'd like the subscription to be discounted by and how long you want it to last for. Since it is designed to be a short term discount, you will not be able to offer your customer a lifetime discount.

However, you will be able to provide an image to support your discount. We recommend files with a minimum of 400 x 400 in size and high resolution .png or 'jpeg files, as they work best. If you don't have an image you'd like to provide for your discount, we'll use our default image shown in the preview.5

Terms of Use and Privacy Policy

As part of the checkout flow you can ask customers to agree to your Terms of Use and Privacy Policy. In order to direct customers to the correct page of your website, you'll need to input their URLs here.

In most circumstances, we reccomend that you do provide access to these and ask for their acceptance during the checkout flow. This means that, to a certain extent, you're covered if a customer makes an unreasonable request, complaint, or disputes a charge with their bank.

Confirmation screen

You can choose what you'd like to say to your customers in the checkout confirmation screen. This could be a simple 'thanks' for choosing to take out a subscription with you, or you could give them specific information regarding the process of setting up their account, for example.

You'll also be able to provide a default URL to which the customer will be directed to once the checkout flow is complete. This URL can be overridden when you're setting up your individual plans. In which case, you'll be able to add a specific redirect URL for each plan that may be more relevant. If one is not provided there, we'll continue to use this default URL.

JavaScript code integration

You can add any of your own code here to integrate it with the Billsby checkout. You have the option to run the code at either the start or the end of the checkout journey.

You can provide whatever custom code you like however to ensure security higher security for our users, there are some limitations on this integration.
The custom code will run inside a worker thread, so it exists in another global context from the window object. This means that you won't be able to use some default methods and properties of the window or directly manipulate the DOM. But there are still plenty of items under window available for you to utilize.

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Google Analytics

Google Analytics helps you track conversions. You can use Google Analytics to gauge the usage of the self-service checkout modal by tracking the metrics of individual pages and logging events.

To set up your integration, you'll need an existing Google Analytics account. You can do this here if you've not already.

To start, you'll need to create a new Google Analytics 4 property. Once you have one created, navigate to 'Data streams'. You will need to set up a new web stream to start collecting data.

Select 'Web' to create a new web stream. Then select 'https://' and enter the Billsby checkout modal URL 'checkout.billsby.com'' into the 'Website URL' field and create your stream.

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Once created, copy the 'Measurement ID' to connect your stream in Billsby.

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Paste the ID into the Google Anyaltics code field in Billsby and click the 'Update code' button.

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You should see visitors and traffic data from the checkout being synced to your GA account. Whilst the data is synced in real-time, it may take up to 24 hours to appear in your Analytics account.

Additional insights such as the number of customers purchasing a subscription can be set up using Events
Some events are tracked automatically, however, custom events can be created to give you a more tailored look at customer interactions during your checkout.

The Billsby events triggered in Google Analytics are as follows:

Event

Triggered when..

created_subscription

A successful paid subscription has been created at checkout.

page_view

A customer views a page during checkout.

first_visit

A customer visits the checkout for the first time

session_start

The checkout modal is opened initially

scroll

A customer scrolls on a page during checkout

The pages of our checkout that can be tracked are:

  • Select Plan
  • Address details
  • Personal details
  • Payment method

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