Overview: Checkout Sessions, available under the Payments tab of your dashboard, provide detailed insights into the steps donors take during the checkout process. These sessions allow you to track donor behavior, analyze drop-off points, and assess conversion success. You can filter and customize session views to gain more specific data, helping you optimize the donor experience.
Key Features of Checkout Sessions
- Accessing Checkout Sessions
- To view your Checkout Sessions, navigate to the Payments tab and click on the Checkout Sessions section. This will display a table with detailed information about each checkout session.
- To view your Checkout Sessions, navigate to the Payments tab and click on the Checkout Sessions section. This will display a table with detailed information about each checkout session.
- Filtering and Sorting
- Use filters to narrow down your data. You can filter by:
- Date Range: Filter sessions by the start and end dates.
- Checkout: Filter by specific checkout types or templates.
- Donor: Filter sessions related to specific donors.
- Source: Filter based on the source of the checkout link (e.g., email or message).
- Campaign: Filter sessions related to specific campaigns.
- Checkout Step: Filter by where the donor is in the checkout process (e.g., financial info, confirmation, thank you).
- Conversion Type: Filter by the type of donation (e.g., one-time, recurring).
- Checkout Type: Filter by checkout types (e.g., regular or single page).
- Intent: Whether the donor intentionally clicked to donate or landed on the checkout page without intent.
- Pre-Auth: Whether the donor had an existing login or payment method.
- Iframe: Whether the checkout was in an iframe.
- Date Range: Filter sessions by the start and end dates.
- Use filters to narrow down your data. You can filter by:
- Table View
- The table will display the following columns:
- Session ID: Unique identifier for each checkout session.
- Session Date & Time: Timestamp when the session occurred.
- Last Step: The last step the donor completed in the checkout process (e.g., confirmation, financial info).
- Checkout Type: Identifies whether the checkout was regular or single-page.
- Donor: The name of the donor associated with the session.
- Amount: The amount converted from the session.
- Conversion: Indicates if the session resulted in a successful conversion.
- Source: The origin of the checkout link, such as an email or message.
- Intent: Whether the donor intentionally clicked to donate (Yes or No).
- Pre-Auth: Indicates if the donor was pre-authenticated (Yes or No).
- Existing Payment Method: Whether the donor had a payment method on file (Yes or No).
- Iframe: Whether the checkout was embedded in an iframe (Yes or No).
- Tracking URL: Any custom URL parameters related to the checkout session.
- Session ID: Unique identifier for each checkout session.
- The table will display the following columns:
- Session Details
- By clicking on a session's date and time, you can view more detailed information, including:
- Donor Information: Name and email of the donor.
- Checkout Information: The specific checkout used in the session.
- Session Events: The series of steps the donor took in the checkout process.
- Conversion Amount: The amount of the transaction converted from this session.
- Donor Information: Name and email of the donor.
- By clicking on a session's date and time, you can view more detailed information, including:
- Checkout Flow Analytics
- This feature provides a visual chart of the donor's journey through the checkout process. It shows the sequence of steps the donor completed, where they advanced or retreated, and where they may have dropped off. The chart provides a clear overview of how users interact with your checkout flow, allowing you to pinpoint problem areas.
- This feature provides a visual chart of the donor's journey through the checkout process. It shows the sequence of steps the donor completed, where they advanced or retreated, and where they may have dropped off. The chart provides a clear overview of how users interact with your checkout flow, allowing you to pinpoint problem areas.
- Audit Logs
- The Audit Logs section gives you detailed records of changes made to checkout sessions. You can track:
- Session ID: The unique ID for the session.
- User Information: The email or username of the person who updated the session.
- Actions: Actions such as session updates or creation.
- Change Details: Specific changes made to the session.
- IP Address & User Agent: Technical information related to the session update.
- Session ID: The unique ID for the session.
- The Audit Logs section gives you detailed records of changes made to checkout sessions. You can track:
How to Use Checkout Sessions
- Track Donor Progress
- Use Checkout Sessions to understand at which stage donors are leaving the checkout process. The flow analytics chart can show you exactly where users are getting stuck or abandoning the checkout.
- Use Checkout Sessions to understand at which stage donors are leaving the checkout process. The flow analytics chart can show you exactly where users are getting stuck or abandoning the checkout.
- Optimize Conversion Rates
- By filtering for conversion data, you can identify what types of checkouts (e.g., recurring vs. one-time) or checkout steps (e.g., confirmation or financial info) are leading to higher conversions. This will help you optimize the donor experience.
- By filtering for conversion data, you can identify what types of checkouts (e.g., recurring vs. one-time) or checkout steps (e.g., confirmation or financial info) are leading to higher conversions. This will help you optimize the donor experience.
- Pinpoint Drop-Off Points
- The detailed session flow allows you to analyze where donors are abandoning the checkout. Use this information to adjust your checkout design, streamline the process, or offer reminders at key points.
- The detailed session flow allows you to analyze where donors are abandoning the checkout. Use this information to adjust your checkout design, streamline the process, or offer reminders at key points.
- Audit and Review Changes
- Use the audit logs to review updates made to checkout sessions. This can help you understand how data changes over time and who is making these updates, ensuring transparency and accountability.
- Use the audit logs to review updates made to checkout sessions. This can help you understand how data changes over time and who is making these updates, ensuring transparency and accountability.
Customizations Available
- Session Filters: Customize your view based on specific donor behaviors, such as pre-authentication, intent, or whether an existing payment method is on file.
- Checkout Flow Analytics: Visualize donor movement through the checkout process and identify any friction points or areas needing improvement.
- Audit Logs: Monitor updates and changes to checkout sessions to track system performance and ensure accuracy.
Conclusion
Checkout Sessions offer detailed insights into the donor checkout process, providing valuable data on conversion rates, session flows, and potential drop-off points. By leveraging the filter and analytics features, you can optimize the donor experience and improve overall checkout performance.