Cart & Checkout

“Added to Cart” Behavior & Confirmation

• Display Identical Accidentally Added Products as Separate Items in the Cart #624.pdf
• Persist Cart Contents and Inform Users of any Changes to Cart Items #2157.pdf
• Always Feature Essential Product Details and the Product Thumbnail In the “Added to Cart” Overlay #1490.pdf
• Always Provide a Clear Path to “View Cart” in “Added to Cart” Confirmations #603.pdf
• Avoid Using “In-Between” Pages after Users Add Items to Their Cart #602.pdf
• Ensure Cross-Sells in “Added to Cart” Overlays Are Styled as Secondary Content #600.pdf

Validation Errors & Data Persistence

• Autocorrect Minor Address Errors #629.pdf
• Highlight the Address Validator’s Suggested Changes #627.pdf
• Allow Users to Override the Address Validator, but Clarify the Consequences #626.pdf
• Have an Address Validator #625.pdf
• Immediately Validate Users’ Form Field Entries #718.pdf
• Check Credit Card Validity as Users Submit the Payment Step #721.pdf
• Always Autoscroll Users to the Field with Errors or an “Error Summary” #719.pdf
• Use ‘Adaptive Error Messages’ that Match the User’s Specific Subissue #722.pdf
• How to Retain Data in the Sensitive Credit Card Fields #723.pdf
• Always Preserve Users’ Input on Errors #720.pdf

Shopping Cart & “Added to Cart” Behavior

• Avoid Overly Prominent Ads in the Cart #2139.pdf
• Always Link Cart Items to Their Product Pages #2160.pdf
• Place Saved Items at the Bottom of the Cart Page #2154.pdf
• Use Buttons or Buttons Plus an Open Text Field for Updating Cart Quantity #2151.pdf
• Provide a “Save for Later” Feature in the Cart #622.pdf
• Always Provide Large Thumbnails and Key Product Details in the Cart #620.pdf
• Always Integrate “Free Shipping” Information in the Cart Order Cost Summary #2320.pdf
• Always Provide the Full Order Cost, or an Estimate, in the Cart #732.pdf

Shipping & Fulfillment

• Customize the Checkout Flow for ‘Store Pickup’ #635.pdf
• Ensure the Store Locator Indicates the Stock Status of Items Selected for Pickup #2326.pdf
• Always Provide a Map in the Store Locator Feature #2329.pdf
• Use IP Geotargeting to Suggest the Nearest Store for In-Store Pickup #634.pdf
• Always Fully Describe Alternative Fulfillment Options #631.pdf
• Include All Fulfillment Options in the Shipping-Selector Interface #632.pdf
• Show Order Cutoff Time as a Countdown #548.pdf
• Use “Delivery Date” Instead of “Delivery Speed” #543.pdf
• Clearly Associate Each Shipping Option with Its Relevant Cost and Delivery Details #2278.pdf
• Present All Shipping Options Directly on the Page #547.pdf
• Always Provide Costs Upfront for Every Shipping Option in the Shipping-Selection Interface #544.pdf

Checkout Layout & Design

• Always Implement Process Steps as Links #613.pdf
• Avoid “Apply” Buttons for Most Checkout Fields #727.pdf
• Use a Load Indicator and Update It after 20+ Seconds #707.pdf
• Reserve Checkout Timers for High-Demand Products #2447.pdf
• Visually Emphasize the Cart Link in the Sitewide Header #607.pdf
• Always Provide a “Return to Cart” Link in Mobile 1-Step and Accordion Checkouts #2016.pdf

Field Labels & Microcopy

• Dynamically Change Form Labels on Mobile from Above Fields to Left Aligned in Landscape Mode #1108.pdf
• Place Field Labels Above Their Respective Fields #685.pdf
• Provide Tooltips for Unconventional Features, Fields, or Selections #681.pdf
• Always Display Persistent Field Labels #683.pdf
• Mark Both Required and Optional Fields #686.pdf

Customer & Address Information

• Autodetect City and State Immediately After Zip Code is Provided #561.pdf
• Provide a “Fully Automatic Address Lookup” Feature #2266.pdf
• Consider Providing an Option for Text Message Order Notifications #2263.pdf
• Avoid or Clarify “Address Type” Selections #564.pdf
• Hide “Address Line 2” Behind a Link #562.pdf
• Use an Autocomplete Country Selector #560.pdf
• Use a Single ‘Full Name’ Field #557.pdf
• Have a Single Phone Field #558.pdf
• Update the Address Fields to Match Country-Specific Conditions for International Orders #565.pdf
• Use “Shipping Address” as “Billing Address” by Default #566.pdf
• Explain Why the “Phone Number” Field Is Required #731.pdf

Field Design & Input Optimization

• Always Allow the “Enter” Key to Submit Forms #699.pdf
• Disable Autocapitalization Where Appropriate on Mobile #1103.pdf
• Remove “Select” Features When There’s Only One Option Left #571.pdf
• Optimize All Checkout Steps for Browser Autofill #618.pdf
• Ensure Proximity for Radio Buttons Through Collapsed Alignment or Through Encapsulation #705.pdf
• Use Localized Input Masks for Restricted Inputs #658.pdf
• Limit the Use of Overlays To User-Initiated Actions #709.pdf
• Be Very Cautious if Restricting Field Input Characters and Formatting #659.pdf
• Make Newsletter Sign-Up Optional and Opt-In by Default #734.pdf
• Disable the Paste Functionality in any Second Email Verification Field or Remove the Field Entirely #663.pdf
• Present Autoselected and Prefilled Values in Open Input Fields #572.pdf
• Personalize the User’s Checkout Flow by Hiding Redundant Fields and Options #576.pdf
• Avoid Text-Distortion CAPTCHAs #679.pdf
• Make Inferred Selections Based on Users’ Previous Actions #554.pdf
• Prefill Related Fields if a Majority of Users Will Otherwise Retype Them #568.pdf
• Minimize the Number of Form Fields Users See by Default #668.pdf
• Never Make Users Perform the Same Selection or Typing Twice #555.pdf
• Include the Associated Labels in the Hit Areas for Checkboxes and Radio Buttons #660.pdf
• Consistently Show Appropriate Keyboard Layouts on Mobile #1100.pdf
• Disable Mobile Keyboard Auto-Correct Where the Dictionary Is Weak #948.pdf

Payment Flow & Methods (Incl. Credit Card & Third-Party)

• Save “Guest” Users’ Previously Entered Credit Card Information for the Entire Checkout Session #583.pdf
• Support Users Entering Data from a Physical Credit Card #2441.pdf
• Autoformat Spaces in the “Credit Card Number” Field #594.pdf
• Luhn Validate the Credit Card Number Field #582.pdf
• Provide a Scannable Summary of Key Financing Details #2381.pdf
• Provide Payment Schedule, Interest Rate, and Credit Score Information for Financing Options #2378.pdf
• Make International Users’ Local Currency the Default Selection #589.pdf
• Use Precise Primary Button Microcopy that Clarifies if a Credit Card Order Will Be Finalized at the Payment Step #586.pdf
• Dynamically Update the Primary Button at the Payment Step for Third-Party Payment Selections #672.pdf
• Always Hide Coupon & Promotional Fields Behind a Link #615.pdf
• Consider Autoapplying Discounts and Applicable Promo Codes When Possible #2340.pdf
• Avoid Automatically Funneling Users into Third-Party Payment Flows #2363.pdf
• Always Provide One or More Third-Party Payment Options #671.pdf
• Consider Selecting the Most Popular Payment Method by Default #2360.pdf

Cross-Sells

• Adapt Cross-Sell Suggestions and Promotions Strongly to the User’s Current Context #578.pdf
• Avoid Overly Aggressive Cross-Selling and Promotions During Checkout #579.pdf
• Always Make Associated Costs for Special Offers and Promotions Visible by Default #581.pdf

Account Selection & Creation

• Always Provide the Benefits of Creating an Account #640.pdf
• Always Allow Users to “Show Password” #665.pdf
• Display All Password-Creation Requirements Upfront #676.pdf
• Save Account Creation for the Confirmation Step #638.pdf
• Avoid Unnecessarily Complex Password-Creation Requirements #677.pdf
• Make “Guest Checkout” the Most Prominent Option #652.pdf
• Always Provide Users with a “Guest Checkout” Option #637.pdf

Order Review & Confirmation

• Include the Full Order Details in the Confirmation Email #597.pdf
• Display the Full Order Details on the Confirmation Step #596.pdf
• Ensure the Order Review Step Provides a Comprehensive Summary of Users’ Order Information #551.pdf
• Avoid Presenting Important New Information at the Review Step #2384.pdf
• Always Provide a Running Order Summary That Includes Key Order Details for Multistep Checkouts #687.pdf
• Optimize the Review Step for Skimming #545.pdf
• Have a “Place Order” Button Above the Fold at the Review Step #556.pdf
• For Multistep Checkouts, Allow Users to Edit Data Directly at the Review Step #552.pdf
• Always Collapse Completed Accordion Steps into Summaries #648.pdf
• Always Provide an Order Review Step for Multistep Checkouts #2387.pdf

Gifting Flow & Features

• Always Allow Users to Designate Gifting in the Cart Step and Later in Checkout #645.pdf
• Customize the Checkout Flow and Options for Gift-Marked Orders #647.pdf
• Make It Clear if It’s the Sender’s or Recipient’s “Phone” and “Email” that Are Requested for Gift-Marked Orders #649.pdf
• Always Explain All Gifting Features in Detail #646.pdf
• Allow Users to Place Gift Orders #650.pdf