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Checkout and checkout builder

Design checkout pages, connect products to checkout links, organize tracking, and test buyer flows.

When to use this guide

Use this section when you are preparing buyer checkout links, campaign tracking, checkout design, or the final purchase path before sending traffic.

Start here

Guides (step-by-step)

Reference (concepts and design)

Next steps

What Checkout controls

AreaPurpose
Checkout linksSend buyers to the correct product, plan, offer, and checkout experience.
Custom linksAdd campaign-specific tracking and organization.
Affiliate linksAttribute purchases to approved affiliates.
Upgrade linksMove existing buyers to another plan, offer, or product.
UTMsHelp Campaigns, Financial Overview, and Sales reports explain traffic sources.
Checkout designControls the buyer-facing layout, copy, and conversion elements.
Draft and publish flowLets the team edit checkout changes before making them live for buyers.

Typical workflow

  1. Confirm the product and pricing are ready.
  2. Choose the correct checkout link type.
  3. Add UTMs or attribution settings when the link is used for campaigns.
  4. Edit checkout design when the page needs custom content or conversion elements.
  5. Preview desktop and mobile layouts.
  6. Publish checkout changes before launch.
  7. Open the checkout as a buyer and verify product, price, payment method, and copy.
  8. Test the purchase path and delivery expectation.
  9. Review reports after the test to confirm attribution.

Good checks before going live

  • Confirm the link opens the correct product and offer.
  • Check price, trial, installments, and payment method expectations.
  • Use consistent UTM naming before paid traffic starts.
  • Keep affiliate, owner, support, and upgrade links separate.
  • Publish checkout builder changes before sharing links.
  • Test delivery after payment, not only the checkout page.