Checkout Session Events Guide

The Checkout Session Events table in WeGive provides a detailed view of every donor interaction within a Checkout flow. It allows you to analyze drop-off points, progression through steps, and conversion behavior, helping you improve checkout performance and user experience.

What Are Checkout Session Events?

Checkout Session Events are tracked interactions that supporters take as they move through the steps of a WeGive Checkout. Each session captures the sequence of steps visited, source attribution (like email or text message), and whether or not a transaction was completed.

This tool is valuable for:

• Diagnosing where donors drop off in the checkout
  
  
• Tracking session behavior across different checkout types
  
  
• Understanding what sources or features contribute to conversion
  
  

Accessing the Checkout Session Events Table

1. Go to the Data tab in your WeGive dashboard.
   
   
2. Click on Checkout Events to view the Checkout Session Events Table.
   
   

What You’ll See in the Table

Filtering Options

You can filter the table by:

• Date Range
  
  
• Checkout Step (e.g., Give, Thank You, Confirmation)
  
  
• Previous Step
  
  
• Checkout Donor
  
  
• Campaign or Event
  
  
• A/B Test
  
  
• Checkout Type (e.g., Regular vs. Single Page)
  
  
• Session ID
  
  

Viewing Session Details

Clicking into a Session ID opens a full Session View Page, where you can see:

Session Overview:

• Checkout Name: The checkout the supporter engaged with
  
  
• Supporter Name: Who the session belongs to
  
  
• Amount Converted: Amount given (if the checkout was completed)
  
  
• Source Attribution: Message source if the user clicked from a tracked email or text
  
  
• Created At / Updated At: Timestamped history
  
  
• Checkout Type: Single-page or regular
  
  
• Checkout Step: The final step the user reached
  
  
• Has Intent: Indicates if the user clicked a direct checkout link
  
  
• Pre-auth: User was already authenticated before entering the checkout
  
  
• Existing Payment Method: Supporter had a saved payment method
  
  
• Iframe Checkout: Whether the checkout was embedded
  
  
• Tracking URL: The hosted URL where the checkout took place
  
  

Checkout Flow Analysis

The session detail page includes a Checkout Flow Analysis section that visualizes:

• Each step the supporter visited
  
  
• Whether they moved forward or backward
  
  
• If any steps were repeated
  
  

This helps identify patterns in donor behavior and common drop-off points.

Session Events & Audit Logs

Each session includes an embedded list of Session Events, showing:

• Event ID
  
  
• Created At
  
  
• Current and Previous Checkout Steps
  
  

From here, you can click into a session event to view related Audit Logs, which display:

• Audit Log ID
  
  
• Username and User Email
  
  
• Model (e.g., Checkout Session)
  
  
• Model ID
  
  
• Action Taken (e.g., Created, Updated)
  
  

Additional Notes

• Anonymous Sessions: If a user didn’t log in, their name may not appear in the session until a donation is completed.
  
  
• Archiving: You can archive sessions from the table if they are no longer relevant for analysis.
  
  

Best Practices

• Use checkout step filters to identify where supporters are abandoning the process.
  
  
• Look at flow analysis to find repetitive behavior or steps that cause confusion.
  
  
• Pair session data with campaign attribution to optimize messaging and source strategy.
  
  
• Use A/B tests to evaluate the performance of different checkout variants.