A custom flow that checks login status, membership tags, and applies the right benefits before letting customers checkout. This system helps stores push memberships naturally while keeping the buying process smooth.
Step 1. Customer Adds a Product and Goes to Cart
The flow starts in the cart. Once the customer adds an item and clicks Checkout, the system triggers a full logic check before they move forward.
Step 2. Login Status Check
If the customer is not logged in, a prompt appears asking them to log in or create an account. This ensures the system can identify the shopper and read their tags.
Step 3. Membership Verification
After logging in, the system checks their customer tags to confirm if they are a paid member. The tags come from Shopify’s admin segments, making the check fast and reliable.
Step 4. Apply Member Discount
If they are a member, the system applies the correct discount based on the segment settings and lets them continue to checkout without friction.
Step 5. Non-Member Prompt
If they are not a member, a modal appears encouraging them to purchase the membership. This is the main conversion point to increase membership sales.
Step 6. Add Membership to Cart
When the customer chooses to become a member, the membership product is automatically added to the cart. The customer can then move forward with checkout and enjoy their new benefits.
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Posted Jul 9, 2024
Shopify custom checkout flow that checks login, verifies membership, applies discounts, and prompts non-members to join before completing checkout.