sales-skills/sales-cartflows

CartFlows Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Fix a broken funnel — checkout 404 / "Page Not Found", default WooCommerce checkout showing instead of CartFlows, a plugin/theme conflict
   • B) Build/optimize the funnel — checkout layout, custom fields, order bumps, one-click upsells/downsells, A/B test
   • C) Wire automation — offer-accepted/rejected JS triggers, personalization shortcodes, Cart Abandonment Recovery webhook, OttoKit/Zapier
   • D) Read funnel revenue/orders programmatically (via WooCommerce)
   • E) Choose a plan/tool — Free vs Pro vs Suite vs lifetime, or CartFlows vs FunnelKit/WPFunnels

2. Free or Pro? Order bumps, one-click upsells/downsells, A/B testing, offer JS triggers (Pro vars), and WP-CLI are Pro. The free plugin builds basic funnels only.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Funnel / CRO strategy across tools (which builder, funnel design) | /sales-funnel {question} | | Checkout/cart conversion strategy across platforms (AOV, order bumps as strategy) | /sales-checkout {question} | | Connecting CartFlows to a CRM/ESP generically (iPaaS) | /sales-integration {question} | | Abandoned-cart email sequence strategy beyond the recovery plugin | /sales-email-marketing {question} |

When routing, give the exact command, e.g. "This is a strategy question — run: /sales-funnel design a tripwire funnel with a post-purchase upsell".

Step 3 — CartFlows platform reference

Read references/platform-guide.md for the full reference — capabilities + what's WP-CLI/shortcode/hook/webhook vs UI-only, best-effort pricing (plugin tiers vs the Suite vs lifetime), the funnel/step/WooCommerce-order data model, and quick-start recipes (offer-accepted pixel; abandoned-cart webhook to Zapier; read funnel revenue via WooCommerce).

Read references/cartflows-api-reference.md for the developer surface — no hosted REST API/MCP: WP-CLI (wp cartflows license activate), personalization shortcodes ([cartflows_order_fields], [cartflows_url_fields]), Offer JS triggers/variables ({{order_id}}, {{offer_product_name}} on Accept/Reject), WordPress filter hooks, Cart Abandonment Recovery webhooks, and reading funnel revenue via the WooCommerce REST API.

Answer using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• Checkout-first, no email/CRM. CartFlows builds funnels + checkout; it does not send email or run a CRM (that's the FunnelKit contrast). Wire follow-up via WooCommerce, OttoKit, or Zapier.
• WooCommerce is the system of record. Order bumps + one-click upsells are WooCommerce orders — read revenue via the WooCommerce REST API (/wp-json/wc/v3/orders), not a CartFlows endpoint. There is no CartFlows read API.
• The only first-party push is abandoned-checkout. Use the Cart Abandonment Recovery plugin's webhook (capture a live sample — no published schema/HMAC). For order events, use WooCommerce webhooks.
• Offer logic lives in JS triggers. Bind pixels/analytics to Offer Accepted/Rejected with the documented {{...}} vars; Pro unlocks {{offer_product_name/qty/price}}.
• Most "broken funnel" tickets are config/conflicts. Confirm the WooCommerce checkout page exists/is assigned and the flow isn't trashed; resolve conflicts by deactivating all but CartFlows + WooCommerce, then re-enabling one by one.
• It's WordPress-only. Self-hosted WP + WooCommerce required; no hosted SaaS/MCP. Free plugin exists; advanced funnel features are Pro/Suite-gated (best-effort pricing — verify).

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — pricing/feature specifics verified against the marketing site, developer docs, and comparison articles; confirm in-account.

1. No hosted API/MCP. Programmatic surface = WP-CLI (Pro), shortcodes, WP hooks, OttoKit/Zapier, and the Cart Abandonment Recovery webhook. Funnel revenue is read from WooCommerce orders.
2. Checkout 404 / "Page Not Found" is the #1 issue — usually the WooCommerce checkout page isn't created/assigned, or the flow was deleted/trashed.
3. Falls back to default WooCommerce checkout when the CartFlows checkout isn't active/assigned for the flow — check the flow's checkout step and global checkout setting.
4. Checkout-field-editor conflicts — CartFlows has its own field editor; third-party field-editor plugins override or fight it. Pick one.
5. Pro gates order bumps, one-click upsells/downsells, A/B testing, the Pro offer-JS vars, and WP-CLI. Free builds basic funnels only.
6. One-click upsells need a compatible gateway that supports post-purchase charges (Stripe/PayPal via WooCommerce).
7. Suite ≠ plugin. The CartFlows Suite (~$199/yr) bundles 5 products; the standalone Pro plugin is tiered by site count; lifetime deals exist. Sources conflict — verify.

Related skills

• /sales-funnel — Sales-funnel / CRO strategy across tools (CartFlows is one of the WordPress/WooCommerce funnel builders covered) — funnel design, tool selection vs FunnelKit/WPFunnels
• /sales-checkout — Checkout/cart conversion strategy (order bumps, one-click upsells, AOV) across platforms
• /sales-funnelkit — FunnelKit platform help (the CartFlows rival that bundles a CRM + email/SMS automation; has an Automations REST API)
• /sales-wpfunnels — WPFunnels platform help (another WordPress/WooCommerce funnel builder; bundled Mail Mint email)
• /sales-email-marketing — Abandoned-cart + post-purchase email sequence strategy beyond the recovery plugin
• /sales-integration — Connecting CartFlows/WooCommerce to a CRM/ESP via OttoKit/Zapier/WooCommerce REST/webhooks
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Read funnel revenue via the API (developer/automation)

User says: "How do I pull total revenue for one CartFlows funnel into my dashboard via the API?" Skill does: Explains there's no CartFlows API — order bumps + upsells are WooCommerce orders, so read them via the WooCommerce REST API (GET /wp-json/wc/v3/orders, Consumer key/secret over HTTPS, page/per_page pagination, X-WP-TotalPages header). Shows the Python loop from Recipe 3 that filters orders by the _wcf_flow_id order-meta key, and flags that the meta key should be confirmed on a live order. Result: Funnel revenue flows into the dashboard from WooCommerce.

Example 2: My checkout shows a 404 / "Page Not Found"

User says: "Customers hit a 'Page Not Found' on my CartFlows checkout when they go to pay." Skill does: Walks the top causes — the WooCommerce Checkout page isn't created/assigned under WooCommerce settings, a flow was deleted/trashed, or a permalink/cache issue. Has them confirm the checkout page, re-save permalinks, verify the flow is published and its checkout step active, then run the deactivate-all-but-CartFlows-&-WooCommerce conflict test if it persists. Result: Checkout resolves to the CartFlows checkout step and completes payment.

Example 3: Fire a pixel only when an upsell is accepted

User says: "I want to track conversions only when someone accepts my one-click upsell, not on the main order." Skill does: Points to the Offer Accepted custom-script field on the Upsell step and the {{...}} substitution variables ({{order_id}}, {{order_total}}, and the Pro-only {{offer_product_name}}), with a gtag('event','purchase',...) snippet, and notes the matching Offer Rejected field. Flags that {{offer_product_*}} requires Pro. Result: The pixel fires only on accepted upsells.

Troubleshooting

My funnel sends buyers to the default WooCommerce checkout

Symptom: Clicking buy lands on the standard WooCommerce checkout, not the CartFlows step. Cause: The CartFlows checkout step isn't active/assigned for the flow, or the global checkout override is off. Solution: Open the flow, confirm a Checkout step exists and is published, set it as the funnel's checkout, and check CartFlows global settings. Re-save permalinks and clear cache. If it still falls back, run the plugin-conflict test.

My abandoned-cart webhook isn't sending the fields I expect

Symptom: The Zapier/Make webhook fires but fields are missing or unmapped. Cause: The Cart Abandonment Recovery webhook has no published payload schema or HMAC — you must map from a live sample. Solution: In WooCommerce → Cart Abandonment → Settings → Webhook, enable it, paste the catch-hook URL, click Trigger a Sample, then map fields from the delivered payload. Treat the URL as a secret; use it server-side.

I can't find a CartFlows API to read my funnel's orders/upsells

Symptom: Looking for a CartFlows endpoint for funnel revenue. Cause: There is no hosted CartFlows API; the funnel runs on WooCommerce orders. Solution: Read order bumps + one-click upsells as WooCommerce orders via the WooCommerce REST API (/wp-json/wc/v3/orders) or WooCommerce order webhooks, filtering by the CartFlows flow order-meta. For AOV strategy across tools, use /sales-checkout.