Guide: Sales-assisted checkout links

Generate shareable checkout links that pre-load a basket with offers and customer context, allowing customers to complete purchases independently.

Availability: This feature is available from Limio Commerce Release 114 onwards.

Overview

The Checkout Link feature allows you to create shareable URLs that direct customers to a pre-configured checkout. This is useful for sales-assisted flows where an agent configures an order in your CRM (e.g., Salesforce) and sends the customer a link to complete payment.

Common use cases include:

• Sales quotes - Agent builds an order, customer completes payment

• Renewal campaigns - Pre-fill renewal offers for existing customers

• Win-back flows - Send targeted offers to lapsed subscribers

• B2B sales - Multiple users from the same organisation can complete orders linked to the same account

Prerequisites

• Access to the Limio Commerce API with a valid Bearer token. All requests use Authorization: Bearer <YOUR_TOKEN>.

• A published Offer configured in Limio.

• A Modular Checkout page using the Form component to consume the basket.

What you'll build

1. Create a basket with your chosen offer(s) and customer context via the Checkout Initiate API.

2. Receive a checkout link in the response that can be shared with the customer.

3. Customer completes checkout using the link - no authentication required.

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Create a Checkout Link

Use POST /api/admin/checkout/initiate to create a basket and receive a checkout link.

Example - Create checkout link with Salesforce account (curl)

curl -s -X POST \
  'https://your-environment.prod.limio.com/api/admin/checkout/initiate' \
  -H 'Authorization: Bearer <YOUR_TOKEN>' \
  -H 'Content-Type: application/json' \
  -d '{
    "order": {
      "orderItems": [
        {
          "offer": {
            "id": "fab052ce94fbfd0d3663ec0cb9d977367a593684",
            "version": "101d166f7386bb9f1c7635412424b51bbe393ccc"
          },
          "quantity": 1
        }
      ],
      "tracking": {
        "accountId": "001bb00000sIZ0JAAW",
        "contactId": "003bb00000uQQtqAAG"
      },
      "order_type": "new"
    },
    "journey": {
      "checkout": "/anonymous-checkout"
    }
  }'

Response:

{
  "id": "basket-8cf72b2a-eb57-462d-8e55-981c3b5e5364",
  "recoveryLink": "/api/checkout/recover?basketId=basket-8cf72b2a...&recover=<JWT>",
  "assistedCheckoutLink": "/api/checkout/assisted?basketId=basket-8cf72b2a...&cl=<JWT>",
  "order": { ... }
}

Notes:

• assistedCheckoutLink is the shareable checkout link - use this for sales-assisted flows

• recoveryLink is for abandoned cart recovery (different flow)

• The tracking.accountId triggers account ownership linking (see caveat below)

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Send the Customer to Checkout

Build the full checkout URL by combining your shop domain with the assistedCheckoutLink:

https://your-environment-shop.prod.limio.com/api/checkout/assisted?basketId=basket-8cf72b2a...&cl=<JWT>

When the customer clicks this link:

1. They receive a secure token to complete the checkout

2. The checkout page loads with the pre-configured basket

3. They provide payment details and complete the order

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Authentication Caveat: Salesforce Account Linking

Important: When providing a Salesforce accountId in the tracking data, the checkout page must use anonymous authentication to correctly link the customer's order to the Salesforce account.

When tracking.accountId is provided:

1. Limio resolves (or creates) an owner identity linked to that Salesforce Account

2. The checkout link issues a short-lived "on-behalf-of" (OBO) token for that owner

3. The customer completes checkout acting on behalf of the account owner

Why this matters:

• Ensures all orders for a Salesforce Account are linked to the same canonical owner

• Allows multiple users from the same organisation to complete orders correctly

• Maintains proper ownership of Salesforce Account/Contact records in Limio

Configuration requirement:

• Your checkout page must be configured for anonymous authentication (not requiring login)

• If authenticated checkout is enforced, the OBO token flow will not work correctly and the account linking will fail

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Request Parameters

Parameter	Required	Description
order.orderItems	Yes	Array of offers to include in the basket
order.orderItems[].offer.id	Yes	The Offer ID
order.orderItems[].offer.version	Yes	The Offer version
order.orderItems[].quantity	No	Quantity (default: 1)
order.source	Yes	Source identifier (typically "shop")
order.order_type	Yes	Order type: "new"
order.tracking	Yes	Additional metadata (see below)

Tracking Parameters

Parameter	Description
tracking.accountId	Salesforce Account ID - triggers account ownership linking
tracking.contactId	Salesforce Contact ID - stored for reference
tracking.offers	Array of offer paths for analytics
Custom fields	Any additional fields you need for analytics/CRM

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End-to-end Example (Node.js)

import express from "express";
import fetch from "node-fetch";

const app = express();
app.use(express.json());

const LIMIO_BASE = "https://your-environment.prod.limio.com";
const SHOP_BASE = "https://your-environment-shop.prod.limio.com";
const TOKEN = process.env.LIMIO_TOKEN;

// Generate a checkout link for a Salesforce quote
app.post("/generate-checkout-link", async (req, res) => {
  const {
    offerId,
    offerVersion,
    accountId,
    contactId,
  } = req.body;

  const initiateResp = await fetch(`${LIMIO_BASE}/api/admin/checkout/initiate`, {
    method: "POST",
    headers: {
      Authorization: `Bearer ${TOKEN}`,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      order: {
        orderItems: [
          {
            offer: { id: offerId, version: offerVersion },
            quantity: 1,
          },
        ],
        tracking: {
          accountId,
          contactId
        },
        source: "shop",
        order_type: "new",
      },
    }),
  });

  if (!initiateResp.ok) {
    const err = await initiateResp.text();
    return res.status(initiateResp.status).send(err);
  }

  const { id: basketId, assistedCheckoutLink } = await initiateResp.json();

  // Build the full checkout URL
  const checkoutUrl = `${SHOP_BASE}${assistedCheckoutLink}`;

  res.json({ basketId, checkoutUrl });
});

app.listen(3000);

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Tips & Troubleshooting

• Link not working? Check that the basket hasn't expired (30-day default)

• Account not linked? Ensure tracking.accountId is a valid Salesforce Account ID and checkout uses anonymous authentication

• Multiple offers? Add multiple items to the orderItems array

• Need offer details? Use the Get Offers V2 API to fetch offer IDs and versions

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Related Documentation

• Initiate a Basket with a Limio Offer - General basket initiation guide

• Limio for Salesforce: Generate Checkout Link - Salesforce-specific UI guide

• Modular Checkout Form Component - Checkout page setup