Team Members

Team members are other users you can invite to help you administer your Cartfunnel account. Depending on the limits of your plan, you can either have up to 2 team members or 20. Note that your own account takes up one team member spot.

Adding a team member

Go to Settings and click on Team Members. Click on Add, and a screen will appear where you can enter the team member’s email address and permissions.

Once you click Save, Cartfunnel will send an invitation email to the email you specified. Within the email is a link to invite them to create an account at Cartfunnel. Once logged in, they will access to the areas of your account that you had specified.

Modifying member permissions

You may wish to modify a team member’s access. To do so, click on Settings and Team Members. Next, select the team member whose access you want to change. A screen will appear where you can edit permissions.

You can also modify the notification emails that the team member receives. This is particularly useful if certain members are involved in order fulfillment process of your business.

Deleting a member

You can delete a team member by clicking on the Delete link next to the team member. Access to your account is immediately revoked.

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Split payments into cycles

Accept deposit payments

Configure your products to receive a set deposit. Cartfunnel will retain the customer’s billing information so you could bill the balance later.

Pre and Post payment upsells
Set upsell conditions

One click upsells

Show the right upsell offer during the checkout flow. Offer upsells both before and after payment has been made.

Recurring billing in Shopify
Charge later

Recurring billing done right.

Add subscriptions and recurring billing to your existing Shopify store. Use our built-in customer portal to allow customers manage their billing.

HTML Liquid templates
Liquid code

Customizable checkout pages

Easily make changes to your checkout pages to maximize for conversion. Change your font, colors, agree to terms, and more.