Question 1

What is Cloudfy Checkout?

Accepted Answer

Cloudfy Checkout is a Brazilian online payment and checkout platform. With it you create online stores, manage sales and accept payments via PIX, boleto and credit card — all with a customizable checkout and no coding required.It is a complete solution for those who sell info products, physical products, SaaS and services, with a visual builder, sales recovery, real-time reports and native integrations with marketing and CRM tools.

Question 2

How do I build my checkout from scratch?

Accepted Answer

In a few steps your store is ready to sell. Here is each stage:1. Set up the storeIn Store, confirm the name, description and, if you want, set up a custom domain.2. Add a productIn Products, create a digital or physical product with name, description, image and price.3. Create the plan (payment link)In Store, open the Plans tab and click Create plan. This is where you build your payment link: select which products go into the link, choose the currency you want to sell in and set the price of the plan. Save to generate the link.4. Customize the checkoutIn the Checkout Builder, pick a template, upload your logo, enable payment methods and adjust your brand colors.5. Test and publishUse the preview to test, click Save and share the link with your customers.You need at least one product or plan created before publishing. The checkout is responsive and works on mobile.

Question 3

What do I need to set up before I start selling?

Accepted Answer

If the “Setup pending” notice appears at the top, it means two mandatory items are missing before you can sell:Billing card — used to charge the platform fees/invoice.Tax information — your personal or company details for invoice issuing.Both are under Billing. Once filled in, the notice disappears and the store is cleared to sell.

Question 4

How do I create my first store in the onboarding?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy, from scratch to a published checkout. Below is the step-by-step for this first stage.Right after creating your account and confirming your email and phone, the onboarding guides you through building your first store.1. Store name and descriptionEnter the store name and a description. The description is only for you to find the store later — it does not appear to your customers. Click Next.2. Tax detailsFill in your CPF or CNPJ and legal name (or your name). These details are used to issue the invoices for the fees paid to the platform. Click Next.3. Plan and billing cardPick a plan (if you want to subscribe now) and add the card used to pay the fees. Cloudfy verifies the card and moves on to the next stage: the domain.The store name and description are internal only — your customer never sees them in the checkout. The next step is to connect your domain.Next step: How do I connect my domain to the store? →

Question 5

How do I connect my domain to the store?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step to connect your domain.In the domain step of the onboarding, type the domain you want to use on your checkout.1. Validate the domainType the domain and click Validate domain. Wait until the settings appear (Cloudfy's name servers).2. Point the name serversGo to the provider where you bought the domain (e.g. GoDaddy) and look for DNS or Name servers. Click Change name servers and choose “I'll use my own name servers”. Copy name server 1 and name server 2 from Cloudfy, paste them into the matching fields and save.3. Wait for propagationThe request is in progress. You can keep configuring the store while the domain propagates — it takes about 1 hour. Once active, the checkout link opens normally (you may not even need to reload).You don't have to wait for propagation to finish before continuing with the rest of the store setup.Next step: How do I register my products? →

Question 6

How do I register my products?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step to register products and shipping.Digital or physical productIn Products › Create product, choose whether it is digital or physical.Digital productUpload the cover image, write a description and attach a deliverable (a PDF or file, for example). Set the name and price. Name and description only identify the product inside the checkout — the customer does not see them on the payment page.Physical productEnter the dimensions (or leave them at zero if shipping is calculated directly by your shipping provider), the cost and the price of the product.Set up shippingIn Store › Shipping › Create shipping, set:Value — set the shipping price.Availability — use “available for purchases above $X” to show shipping only from a certain amount; leave it at zero for all products.Icon — pick the carrier icon (Correios, Jadlog, etc.) and decide whether to show only the icon or also the shipping name.Pre-select — mark pre-select on your best-selling shipping option so it comes pre-selected in the checkout.Have several products? Use “available for purchases above” to enable a shipping option only from a given order value.Next step: How do I create a plan and start selling? →

Question 7

How do I connect an acquirer and set up payments?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step to connect the acquirer and payments.Connect the acquirerIn Acquirers, pick the acquirer of your choice and enter the Client ID (or public) and the Secret Key (or client secret) it provides.Choose the payment methodsSelect PIX, card or both. You can use one acquirer for PIX and another for card: just configure each one enabling the desired method and save.Tracking pixelOn the Pixel tab, choose the platform you use, configure it and select the events you want to track.When you finish the onboarding, Cloudfy generates your store's checkout link.Splitting PIX and card across different acquirers helps optimize sales approval.Next step: How do I customize the checkout in the Checkout Builder? →

Question 8

How do I create reviews, discounts and coupons?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step for the offers inside the dashboard.ReviewsIn Store › Reviews › Create review, add a name, the testimonial, an image, the plans where the review shows and the number of stars. Activate or deactivate it to display it in the checkout.PIX discountIn Store › Price, set a fixed or percentage PIX discount to encourage customers to pay with that method.Discount couponIn Store › Discount coupon › Create coupon, create a fixed or percentage coupon with an expiry date — great for launches with influencers.Several shipping options, reviews and coupons can coexist — they all appear in the customer's checkout.

Question 9

How do I customize the checkout in the Checkout Builder?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step to customize the checkout.Open the Checkout Builder and use the sidebar to configure each part.TemplateChoose from the available models — including the single-step one and the PIX API, which generates the PIX automatically when the link opens.AppearanceSet the light or dark theme and the colors (background, text, cards, inputs, success…). We recommend keeping it minimalist and testing the primary color for the offer — you can even run an A/B test.ImagesUpload the logo (shown square, at the top) and/or a banner. Enable auto banner sizing if its proportions differ.PaymentSet the primary and secondary acquirer (automatic failover if the first one fails), plus international, MB Way and boleto, depending on your acquirer.AdvancedShow or hide quantity, coupon, subtotal, the urgency timer, stacked or slide order bumps, the text bar and the fields (CPF, email, phone). Press F5 to see the changes in the preview.CompletionSet the thank-you message or an upsell, the back redirect page and instant recovery (a pop-up with a discount when the customer's card fails).IntegrationsConnect ActiveCampaign, UTMify, Xtrack and others with the URL/API token or the webhook, and select the events.Instant recovery offers an on-the-spot discount when the customer's card fails — it's worth enabling.Next step: How do I create and use an order bump? →

Question 10

How do I create a plan and start selling?

Accepted Answer

▶ The video above shows the creation of a complete store on Cloudfy. Below is the step-by-step for the offers inside the dashboard.The plan is your payment link — it's what you share to sell. Before creating a plan, you need at least one product registered.Haven't created a product yet? See how first:How do I register my products?1. Open the plan creationIn the menu, go to Store, click Plans and then Create a plan.2. Choose the productsSelect the products that will be part of this plan. You can add:A single product — a simple sale.Several products — works as a pre-built cart, where the customer pays for all of them at once.Once chosen, click Next.3. Set the currency and unit pricesChoose the currency and enter the unit price of each product. If there is only one product, just enter its unit price.Want more than one unit of the same product in the pre-built cart? Use the + and − buttons in the Quantity field (the default is 1). Then click Next.4. Name the planImportant: the plan name does NOT appear to your customer — it only helps you find it inside the platform. It can be something simple, like “product 1, plan 1”.5. Set the priceNow you enter the total price of the plan. The rule is simple:1 product: enter the same unit price you set on the previous screen.2 or more products: enter the sum of the values of all products.Quantity greater than 1: multiply the unit price by the quantity and add the rest.Here are some practical examples:Example 1 — one product: your product costs $97.00. The plan price is $97.00.Example 2 — two products: product A costs $97.00 and product B costs $47.00. The plan price is the sum of both: $144.00 (97 + 47).Example 3 — two products, one with quantity 3: product A costs $50.00 and you added 3 units of it (50 × 3 = $150.00); product B costs $30.00. The plan price is $180.00 (150 + 30).The plan price is exactly what your customer will pay. Always check that it matches the sum of the products and quantities you chose.6. Link slug (optional)The slug is the final part of your payment link and is optional:Want a custom link, like pay.yourdomain.com/plan1? Put plan1 in the slug field.Don't care about it? Leave the field empty and Cloudfy generates a random slug, like pay.yourdomain.com/fmFMEgegeWQINz.7. Domain and descriptionDomain: if you have more than one domain registered in this store, click and choose which to use for this plan. If you only have one, it comes pre-selected.Plan description: like the name, it's only for your internal organization (e.g. “top product”, “new product”) and does not appear to the customer.To finish, click Save the plan.8. Start sellingDone! Now just click Copy link, paste it on your sales page or send it directly to your customer — and start selling! 🎉The plan name and description are just for you; what the customer sees is the checkout with the products and the price you set.Next step: How do I connect an acquirer and set up payments? →

Question 11

How do I create and use an order bump?

Accepted Answer

An order bump is an extra offer shown at the last step of the checkout, right before the customer pays. With one click on “I want it!”, they add that product to the order — it's one of the simplest ways to increase the value of each sale.Exclusive offerfor you!Plan nameORDER BUMP descriptionfrom $19.90 PLAN value$14.90 Order bump valueI want it!How the order bump appears at checkout. The title (today, the plan name) and the description are set when you create the order bump; the struck-through value comes from the plan and the highlighted value is the price with the discount applied.Creating an order bump has 3 stages: (1) create the product, (2) create a plan for it and (3) create the order bump itself. Let's go step by step.1. Create the order bump productFirst, create a new product — this is what you'll offer as the order bump (the extra item in the sale).Don't know how to create a product yet? See the step-by-step:How do I register my products?2. Create a plan for that productThen create a plan for that product with the order bump value. The plan is what turns the product into an offer that can be sold at checkout. Don't know how to create a plan? See: How do I create a plan and start selling?When a plan is used as an order bump, some of its fields show directly at checkout:Plan name → appears as the order bump title.Plan value → is the order bump's default price (what the customer pays if you don't apply a discount).Want to show that struck-through price with a discount? Set a slightly higher value on the plan and, when creating the order bump, apply the discount. The full value shows struck through and the lower value is highlighted.3. Create the order bumpWith the plan ready, go to Order bumps and click Create order bump. This is the most important part — fill in each field carefully:Title: the order bump name. Tip: already put here the same name you want to show at checkout — in future updates the title will come from this field (instead of the plan name).Description: the text shown below the title, like in the image above.Discount: if you want to give a discount, choose Fixed (amount in currency) or Percentage (a % off). Don't want a discount? Leave it on Fixed and 0.00.Shipping: defines when the order bump appears. The customer only sees it if they pick one of the shipping options you marked here — if they pick one that isn't marked, the order bump won't show. To show it in any case, select All.Select the plans: these are the checkouts where the order bump will appear. E.g.: if you have Plan 1 and Plan 2 and mark only Plan 1, the order bump shows only on Plan 1's checkout — not on Plan 2.Offer the plans: the most important option — these are the plans you want to sell as the order bump, i.e. what shows as the offer at the last step of the purchase. Select here the plan(s) you created to use as the order bump.Don't mix up the last two options: Select the plans = WHERE the order bump appears (on which checkouts). Offer the plans = WHAT is sold as the order bump. And never mark, under “Select the plans”, the same plan you are selling as the order bump.Finally, click Save. Done — your order bump now appears on the checkout of the chosen plans, at the last step before payment.Next step: How do I create reviews, discounts and coupons? →

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