Checkout optimization checklist

A simple guide to help you choose the best extensions for your goals and get started with Platter+.

How to use this checklist:

1. Identify your primary goal.

2. Select the recommended extensions based on that goal.

3. Use the follow-up questions to help configure your checkout extensions.

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Step 1: Determine your primary goal

• Increasing average order value (AOV)

  Encourage customers to spend more per order.

• Increasing checkout conversion rate (CVR)

  Reduce friction and guide customers smoothly through checkout.

• Improving clarity and trust with custom content

  Focus on providing reassurance, clear communication, and addressing customer concerns.

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Step 2: Recommended extensions for each goal

Goal 1: Increasing average order value (AOV)

• In-Checkout Cross-Sells

  Recommend related or complementary products in the checkout process.

• Incentive Progress Bar

  Incentivize customer with tiered rewards like free shipping, free gifts, or product discounts to encourage higher spending.

• Post-Purchase Offers

  Present highly discounted complementary products after the initial purchase to maximize order value with minimal friction.

Goal 2: Increasing checkout conversion rate (CVR)

• Incentive Progress Bar

  Motivate customers to complete their purchase by showing progress towards rewards or free shipping.

• Testimonials

  Showcase customer reviews to increase confidence with customers.

• Alert Banners

  Highlight critical information (e.g., shipping deadlines, limited-time offers) to create urgency and increase transparency.

• Icon with Text

  Use trust badges or payment security icons to address frequently asked questions.

Goal 3: Building trust or improving customer support with custom content

• Text Block

  Provide detailed information (e.g., return policies, product FAQs) directly in the checkout.

• Image Block

  Use visual elements to reinforce trust (e.g., product guarantees, awards).

• Checkbox Input

  Collect information from customers to improve order quality (e.g., gift messages).

• Dropdown / Dropdown List

  Answer common questions about your products/services.

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Step 3: Follow-up questions

Once you’ve selected your goal, ask these follow-up questions to help set up the extensions:

• For AOV:

  • What products make sense for upsells, cross-sells, or post-purchase offers?

    • Focus on products that are complementary, frequently bought together, or high-margin items.

  • Do you offer free shipping or product discounts?

    • Use Promotion Progress Bar in checkout to incentivize customers to meet the threshold.

  • Are their products you do not want to upsell or cross-sell in checkout?

    • Make sure to add them to Excluded Products.

• For CVR:

  • What specific information or signals would increase customer confidence?

    • Highlight your return policy or shipping speed to reduce hesitation.

    • Use testimonials or trust badges to reinforce your credibility.

  • What pain points could cause customers to abandon checkout?

    • Address them with targeted alert banners (e.g., “Free returns within 30 days!”).

• For trust/custom content:

  • What details do your customers frequently ask about?

    • Use text or dropdown blocks to proactively answer common questions.

    • Provide clear return or warranty policies for peace of mind.

  • Do your products require specific instructions or customization?

    • Use checkboxes or dropdown lists to collect customization preferences or additional details like delivery instructions.

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If you are unsure of what extensions are best for your brands or get stuck along the way, feel free to get in touch with us at [e-mail] or use the Intercom window within the Platter+ app and we will help you get set up.