Checkouts feature
Purchase automations
Use purchases, deadlines, coupons, upgrades, and customer behavior to trigger access, emails, CRM updates, alerts, and follow-up workflows.
Checkouts
Purchase automations
Create or choose the offer that owns the product, price, theme, and checkout surface.
Add purchase automations to the checkout path where it helps the buyer decide.
Run a test or preview session before sending real traffic to the page.
Why it matters
Useful when Checkouts needs automation to be part of the actual selling flow.
In Plandalf
Use purchases, deadlines, coupons, upgrades, and customer behavior to trigger access, emails, CRM updates, alerts, and follow-up workflows.
Why not bolt it on
Instead of wiring purchase automations into a separate tool, Plandalf keeps it inside the Checkouts flow so the customer experience and the operational data stay together.
How to use it
The implementation path
- Step 1
Create or choose the offer that owns the product, price, theme, and checkout surface.
- Step 2
Add purchase automations to the checkout path where it helps the buyer decide.
- Step 3
Run a test or preview session before sending real traffic to the page.
Try it in context
Build a Checkouts flow with Purchase automations.
Start from the product overview, use the docs for the exact setup, then test the full path before customers see it.