Here are the simple instructions to use Cart Conversion Boost Pro to get more sales.
Cart Conversion Boost allows you to take the customer’s name and email before they get to the ThriveCart shopping cart page, so you can follow up with them, in case they don’t complete their purchase.
AND it pre-fills your ThriveCart shopping cart form, so your customer doesn’t have to. So buying is easier.
With the Pro plugin, you have unlimited products, so you can grow and scale your success.
How To Setup Your Cart Conversion Boost Pro Plugin
NOTE: On this page you will find the text and screenshot explanations, followed by a walk-through video of each part. You can choose whether you prefer to setup from following the text instructions or the video.
There are 2 versions of the Cart Conversion Boost plugin;
- Free << Click here to view the Free plugin instructions
- Pro (read on down below)
Free allows you to use one product. Pro is unlimited.
Free and Pro work the same way. The only difference is the number of products.
How you set it up depends on if you have a 2-step funnel or 3-step funnel…
Do You Have a 2-Step or 3-Step Funnel?
2-Step Funnel: Sales page > Cart
and…
3-Step Funnel: Squeeze opt-in > Sales page > Cart
The Pro Plugin
In the Pro plugin, you only need to generate your Cart Conversion Boost URL (CCB URL) if you are using a 2-step funnel, or if your Buy button opens a pop-up opt-in (see Silent Opt-In below).
In a 3-step funnel, you can simply use your ThriveCart product URL only, on the sales page “Buy Now” button.
2-Step Funnel:
First you need to add your product’s ThriveCart product URL to the Cart Conversion Boost (CCB) Admin panel, to generate your CCB URL.
To get your ThriveCart Product URL, login to your ThriveCart account…
Then paste that URL into the Cart Conversion Boost admin panel…
Give it a name (only for your own identity purposes).
Hit “Save Changes”.
Now click the “Copy” button on the right.
This is your Cart Conversion Boost URL (CCB URL).
This video below shows you all the steps up to this point…
How To Paste In Your CCB URL
Paste the CCB URL into your Thrive Themes opt-in form, as the Target URL for the “After successful submission”, Redirect to custom URL.
In your Thrive Themes opt-in, click on your form, then on the left, under “After successful submission”, click to change to “Redirect to Custom URL”.
Paste your CCB URL as the “Target URL”.
Make sure you tick / check the “Send form values to thankyou page”.
Save.
That is it, for a 2-step-funnel.
This next video shows you how to add your Cart Conversion Boost URL into your opt-in form
This next video shows you how to set up a 2-step opt-in (on-click pop-up) in Thrive Themes…
Pro Plugin Using 3-Step Funnel:
With a 3-step funnel, in Pro, you do NOT need to generate a CCB URL
(You can, but you don’t have to.)
You simply use your ThriveCart product URL, as if you never had Cart Conversion Boost !
Cart Conversion Boost will do its magic invisibly, behind the scenes, to add the name and email address to any link to a thrivecart.com checkout, or to one of your custom checkout domains (see below).
Embedded checkouts and your own checkout domain: if your ThriveCart checkout is embedded on one of your own pages, it is pre-filled automatically. If your checkout runs on your own domain (a ThriveCart custom domain, such as pay.yoursite.com), add that domain in the plugin’s “Custom checkout domains” setting, and links to it are pre-filled too.
So simply add your ThriveCart product URL to your “Buy Now” button or links.
In the first step – your squeeze opt-in page, you generate your Thrive Themes opt-in form exactly as a normal Thrive Themes opt-in form. Ideally as a 2-step on-click pop-up opt-in form.
Use the “After successful submission”, Redirect to Custom URL option, but this time, add the URL of your sales page.
Remember to tick / check the “Send form values to thankyou page”.
Save.
On your sales page, any link to buy (whether a button or link) should use the ThriveCart product URL as the link URL.
(If you have upgraded from using the free version, and already have your CCB URL on your Buy buttons, it will still work. )
If your Buy button opens a pop-up opt-in instead of linking straight to the checkout, that pop-up’s Target URL must be your CCB URL. See Silent Opt-in below.
That will then carry the name and email address into your ThriveCart page and pre-fill the form.
Silent Opt-In
If you’re using a 3-step funnel process – squeeze page opt-in -> sales page -> ThriveCart payment page – you’re probably thinking it would still be a good idea to have a cart abandonment email follow up sequence for the people who click through from the sales page to the payment page (because about 70% of them will abandon)…
Rather than email the list from the squeeze page as if they are cart abandons, you should only follow-up in this way with people who genuinely clicked through to the cart.
This is what the Silent Opt-in feature is for.
It makes invisible the Lightbox optin box on the sales page Buy button, if the browser already knows their name and email address (passed on from the squeeze page opt-in).
If that same sales page is visited without the squeeze page before it, and the browser does not know the name and email address, then the sales page Buy button opt-in will be visible so the customer can complete it before being passed to the ThriveCart payment page, with the details pre-filled.
This all gives you the ability to have a genuine cart abandon follow-up sequence because they are clicking through to the cart.
How to set up Silent Opt-in:
- Make your sales page “Buy Now” button open a pop-up opt-in: a Thrive Architect lightbox, a Thrive Leads 2-step lightbox (ThriveBox), or a Kit (ConvertKit) modal form.
- In that pop-up’s opt-in form, under “After successful submission”, choose “Redirect to Custom URL” and paste your CCB URL as the “Target URL”. (For a Kit form, set it to redirect to your CCB URL.)
- For Thrive forms, tick / check “Send form values to thankyou page”.
- In the Cart Conversion Boost settings, make sure “Silent opt-in” is ticked. You can also change the message shown on the Buy button while the checkout loads.
Important: the pop-up’s Target URL must be your CCB URL. If it goes straight to your ThriveCart product URL instead, the cart will not be pre-filled.
If the pop-up’s form has a tick box, a captcha or a required field the plugin can’t fill in, the pop-up is shown as normal (pre-filled where possible), so nobody gets stuck.
Summary – Pro Plugin:
In the Pro plugin, in your 2-step funnels, use the CCB URL (in the opt-in form). In your 3-step funnels, use your direct ThriveCart product URL on your “Buy Now” buttons. If a Buy button opens a pop-up opt-in, that pop-up’s Target URL must be your CCB URL.
This next video shows you how to set up a 3-step funnel.
Sitewide Identity Persistence
This allows a visitor to click anywhere on your site – page to page to page – and it automatically remembers their name and email address.
Pre-fill Opt-in
When a visitor arrives and their name and email are already known (for example from a link in your emails, or from an earlier opt-in during the same visit with Sitewide Identity Persistence on), Cart Conversion Boost fills their details into your Thrive Themes and Kit opt-in forms, including 2-step lightbox pop-ups. They just click the button to carry on.
First-name boxes get the first name, last-name boxes the last name, and full-name boxes the full name. Anything the visitor has already typed is never overwritten. You can turn this on or off with the “Pre-fill Thrive and Kit opt-in forms” setting.
To use it from your emails, add the subscriber’s name and email to the link back to your site (tve_name and email), using your email provider’s merge tags.
Using Kit (ConvertKit) Forms
Cart Conversion Boost also works with Kit forms on your own WordPress site: forms embedded from Kit, and the Kit plugin’s Form block and Form Builder block.
- 2-step funnel: in Kit, open your form, go to Settings, then “After subscribing”, choose “Redirect to an external page” and paste your CCB URL.
- Kit plugin Form Builder block: set the block’s “Redirect” setting to your CCB URL (to go straight to the checkout), or to your sales page.
- 3-step funnel: set Kit to redirect to your sales page, or to show its success message on the same page. With Sitewide Identity Persistence on, your Buy links and checkout are pre-filled for the rest of the visit.
Kit forms usually ask for a first name only. That’s fine: the first name is pre-filled, and if your checkout asks for a last name the buyer types it. If you add a Kit custom field for the last name (key last_name), that is passed through too.
Kit-hosted landing pages (on Kit’s own domain) aren’t supported, because the plugin can only run on your own WordPress site. Put the Kit form on a page on your site instead.
Test Your Setup
If you want to test and see your Cart Conversion Boost URL in action, after you have set it all up, simply go through your funnel as a customer, through the opt-in etc.
Or to see just the CCB URL working, copy the following onto the end of your Cart Conversion Boost URL then visit the URL in a browser.
?tve_name=Duncan%20Test&email=duncan@duncan.com
You should see your ThriveCart product page, with the name and email boxes pre-filled with name “Duncan Test” and email “duncan@duncan.com”.
I hope that helps. If in doubt, rewatch the videos.
Wishing you a healthy boost in your sales conversion.
Duncan R-E
CartConversionBoost.com