In e-commerce, every step of the customer journey is crucial, but the checkout is where everything is decided. It's at this moment that a sale is made or a customer gives up. A fast and intuitive checkout process is essential to ensure a good shopping experience and avoid abandoned carts. Therefore, optimizing this phase is vital for the success of any online store.

Shopify Checkout Update

Shopify continues to innovate and has just announced an important update to its checkout features. All merchants can now take advantage of the new One-Page Checkout, which is faster, more functional, and offers more payment provider options. Additionally, Shopify Plus plan users have access to Checkout Extensibility, an innovative set of tools for app-based checkout customizations. These improvements ensure a smoother shopping experience for customers and greater efficiency for your business. 

We know that every change can raise questions. Therefore, be sure to check out our detailed guide on the Shopify Checkout update  There, you can directly consult the topics of your interest, understand each feature more deeply, and learn how to migrate to the updated checkout version, adapted to each type of merchant.

We are trying to organize the information as much as possible, based on Shopify's articles, announcements, and documentation. When in doubt, always consult your payment method and the official Shopify documentation. 

Our intention is to keep this guide as updated as possible. If you have any comments, feedback, or would like to contribute, please contact us.

Enhance Your Checkout with Specialized Apps

App type compatibility: Depending on whether the store is on a Basic Shopify plan or higher, different types of apps may be available to you. See the options:

 National solutions to customize checkout available for all Shopify plans:

1) Order Automation, Customization, and Management with Jataí

Jataí  is a powerful tool that allows merchants to create custom fields in orders, making it easier to collect specific and relevant information for the business. With automatic field filling, merchants can eliminate the need to manually correct orders, saving time and reducing errors.

With Jataí, you can:

• Note Attributes Editing: Customize and add extra information to orders, facilitating integration with ERP systems and eliminating the need for manual order entry.

• Checkout Rules:  Prevent fraud and improve your customers' shopping experience. With Checkout Rules, your customers will be alerted if they enter invalid information (such as address without number, field limits, values, etc.).
  
  
• Payment Method Data: Automatically capture payment method information, complementing order data accurately and efficiently.
  
  
• Advanced Note Attributes Editing: Allows the creation of custom fields in orders, offering greater flexibility and adaptation to specific business needs.

• Checkout Extensions (Shopify Plus): Add extra fields to the checkout or thank you page, such as salesperson code, customer's birth date, and display of boleto and Pix payment codes, providing a more complete and personalized shopping experience.

2) Discounts by Payment Method with SavePay Pix

The SavePay Pix allows merchants to offer specific discounts for payments made via PIX. This functionality encourages customers to use this payment method, which is more economical for merchants due to reduced fees. By applying discounts, it is possible to increase PIX's attractiveness, improving sales conversion and customer satisfaction.

• Select Pix and pre-registered payment methods or enter your own
• Customize discount call-outs to attract your customers
• Simple and intuitive: you can enable and disable it whenever you want
• Choose the best place in the checkout to display the discount
  
  

3) Payment Method Customization with Hide Pay

Hide Pay allows merchants to hide, order, and rename payment methods based on various conditions, such as product, customer, geography, cart, or order. This customization helps provide a cleaner checkout experience tailored to specific customer needs, potentially increasing conversion rates and user satisfaction.

4) Product Bundle Creation with Shopify Bundles

The Shopify Bundles app allows merchants to create custom product bundles, encouraging customers to purchase more items at a special price. This strategy not only increases the average order value but also promotes products that might not sell as well individually. Bundles are an excellent way to move inventory and increase sales.

Other solutions to customize your checkout for all Shopify plans:

5) Apps to receive insights about customer behavior (web pixel extensions)

Apps that integrate with Shopify's Web Pixel APIs help you access customer behavior data across your entire marketing stack, without the need to write a single line of code. Information about your customers is securely collected and helps you make data-driven marketing decisions to improve customer acquisition cost (CAC) and customer lifetime value (LTV).

Click here  to access all apps integrated with Shopify's Web Pixel APIs.

6) Apps created with post-purchase extensions 

These apps improve the customer experience after purchase, offering functionalities like product recommendations and upsells. They can also integrate NPS surveys, collecting valuable feedback to improve services and strengthen customer relationships.

Click here  to access all post-purchase apps

7) Public apps created with Shopify Functions 

Infinitely customize Shopify's features to meet your business's unique needs. With Functions, you can create custom discounts, product bundles, payment rules, and much more.

Click here  to access all apps integrated with Shopify Functions

8) Apps developed with UI extensions for the thank you and order status pages

Offer your customers an incredible checkout experience with the new features that have arrived, ranging from product upsells to rewards for your most loyal customers.

Click here  to access all UI checkout extension apps

 Solutions to customize checkout available only for the Shopify Plus Plan:

9) Custom apps created with Shopify Functions (Shopify Plus)

Shopify Functions allows developers to customize Shopify's backend logic. This Shopify guide explains how Shopify Functions works and the benefits of using Shopify Functions.

10) UI Extensions for the Information, Shipping, and Payment Page (Shopify Plus)

Offer your customers an incredible checkout experience with the new features that have arrived, ranging from product upsells to rewards for your most loyal customers.

Click here  to access all UI checkout extension apps

11) Customize your checkout with Qikify Customizer (Shopify Plus)

Take advantage of the Qikify Checkout Customizer to customize fields in the checkout to perform upsells with discounts, elevating the shopping experience. Migrate checkout scripts to the new editor and unlock potential with over 10 extensions. Compatible with Shopify B2B, marketplaces, multi-language, and currencies.

12) One-click Checkout Apps:

Click here to access the apps listed in the image.

Qualification requirements for customizing payment methods and delivery options at checkout

• Subscription plan: the store needs to be subscribed to the Basic Shopify plan or higher.
  
  
• Checkout app installation: you need to have a compatible checkout app installed from the Shopify App Store.
  
  
• Checkout extensibility (Shopify Plus only): advanced customizations are available for stores on the Shopify Plus plan, which include direct editing functionalities with checkout extensibility features.

We can help you

Alce Rocks is not just an agency; we are a reference in Shopify Plus projects in Latin America and official Shopify partners since before its arrival in Brazil.

Your project can count on our consultancy at all stages: migration, planning, design, architecture of customized solutions, development, and continuous monitoring. Additionally, we offer exclusive content, audits, apps, and migration packages to ensure you get the most out of everything Shopify has to offer.

Need Specialized Support?

Consulting for High-Scale Merchants: Hire our specialized consulting for Shopify Plus and count on full support to optimize your checkout and maximize your sales.

Support for Payment Gateway Providers: If you are a payment provider, talk to us to evolve or integrate your payment method with Shopify.