Have you ever thought about offering exclusive discounts to your customers based on their chosen payment method? With the SavePay Pix app on Shopify, this is possible! This tutorial will help you with a step-by-step guide on how to set up and use this powerful tool to increase conversion in your online store.
Using SavePay is easy. You probably don't need to read this guide. Just install it, follow the steps in the panel, and you will likely be able to do everything without needing to read the instructions.
Got any questions? Here we explain everything in detail
In this guide, we will show you a step-by-step process of how to install and configure the SavePay app in your Shopify store, ensuring you can enjoy all the benefits of this powerful solution.
To facilitate your understanding and experience, we have organized the content as follows:
- Video instructions:
- Installing and configuring SavePay (video)
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How to configure SavePay on the Cart Button in your Shopify store (video)
- Detailed instructions (text):
Video Instructions
Step-by-step installation and configuration of SavePay with automatic application (Shopify Plus)
Automatic discount application is only available for Shopify Plus stores. For other plans, choose the Custom Application option.
Tutorial for custom configuration of SavePay in your Shopify store (Basic, Shopify, or Advanced)
Add a discount button to your cart.
(Update) You can now activate the app directly in the theme embed. Here's how:
1. In your Shopify admin, go to Online Store > Themes.
How SavePay Works with Your Store's Theme (Basic, Shopify, or Advanced)
Finds Checkout Buttons on Your Site: Once added, SavePay automatically searches for buttons that use the same text as your checkout button on your site, such as "Checkout" or "Complete Purchase."
Adds Discount Button: Whenever it finds these buttons, it adds a new button right below them, according to your discount settings.
Why Is This Great?
- Automatic: You don't need to manually add the discount button to every page.
- Convenient for Customers: Your customers will always see the option to buy with a discount next to the checkout button, encouraging them to complete the purchase.
FAQ
1) I don't understand technical settings. Is there a service to help?
Yes! SavePay is free as a way to support the community, but if you prefer, we offer an optional setup package performed by a professional developer. If you're interested, just contact us!
2) I don't use Shopify Plus. Will SavePay work in my store?
Yes, it works! Your theme needs to be configured following Shopify standards for SavePay to be able to insert the button and apply/remove the discount correctly. Although the method used has inferior usability compared to Checkout Extensibility, it offers a lot of flexibility, allowing the creation of buttons and CTAs in different places in the store to encourage discounted purchases.
It is worth remembering that, due to platform security issues, there are some limitations in the app's behavior during installation, but it will work normally in your store.
3) I use Shopify Plus. Does SavePay work in my store?
Yes, it works perfectly in Shopify Plus stores. With Checkout Extensibility, customers don't need to return to the cart to apply or remove the discount, making the process much more practical and intuitive.
4) What type of discount application should I use?
You can choose between 2 types of configuration according to your plan:
- Automatic Application (directly at checkout): Available for Shopify Plus stores. If your store is Plus, this is the most recommended configuration as it offers better usability for the customer, provided by Checkout Extensibility, which does not require the customer to go back and forth in the cart to apply or unapply the discount.
- Custom Application (via cart button): Available for all plans (Basic, Shopify, Advanced, and Plus). Your theme needs to be following Shopify standards for SavePay to be able to insert the button and the behavior of adding/removing the discount. This method, although having inferior usability compared to checkout extensibility, allows for a lot of flexibility, enabling you to create buttons and CTAs in various places in your store to encourage purchases with a discount.
5) I used the automatic application, but it's applying the coupon to the wrong payment method?
The informed payment method position has not been configured or is incorrect. Check the payment method's position and enter it in the Payment method position to apply discount field. The first position is always 0 and should increase according to the position. (e.g., if you want to give a discount for Pix and it's in the third position at checkout, you should enter the number 2 here.
6) I used the automatic application, but when it applies the discount, it removes other discounts.
The coupon created to give a discount on this payment method does not allow combinations. Review your coupon combinations to enable the desired combinations for your business. For more info, check how Shopify discounts and their combinations work.
7) I used the custom application but the button didn't appear?
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Your store's cart checkout button has not been configured. Verify that the Original checkout button text (one per line) field is filled with the name of your original checkout button. Ex: If your cart button says "Proceed to checkout", you should remove the default "Checkout out" in the configuration and replace it with the text on your cart button.
- Your theme is not following Shopify standards or has a customization that prevents the button from being inserted. SavePay has been tested on several themes but may not be able to display the button depending on how your store's theme code is structured. You can try doing it manually, using our manual or asking for help from our support team.
8) I used the custom application, it applied the discount at checkout, but all payment methods are showing, not just Pix.
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The payment method is incorrect: either the name is different or it doesn't exist in your checkout. Navigate to your checkout and check the name that appears. It must be identical to what is in the Payment method name field in the app's configuration. If the name is correct, check if the payment method is enabled in your store. If not, you can try doing it manually by selecting "Custom Payment (other)" in the Payment method field and typing the name you see at checkout.
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Your theme is not following Shopify standards or has a customization that prevents the button from being inserted. SavePay has been tested on several themes but may not be able to display the button depending on how your store's theme code is structured. You can try doing it manually, using our manual or asking for help from our support team.
9) I used the custom application, the button appeared, but it's not applying the discount.
This is a common situation if your theme is customized and can be caused by a few reasons:
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Your theme is not following Shopify standards, which prevents SavePay from inserting the button and the behavior of adding/removing the discount. SavePay has been tested on all major Shopify themes (like Dawn, Vintage, etc.). In this case, you can request our support team to perform the configuration manually.
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Your theme is using a custom cart. This means SavePay cannot run the necessary code to apply/remove the discount. You can try changing how SavePay works by default. In the Embedded App settings, change the Discount application mode field to Via Cart Ajax API.
If it still doesn't work, please contact our support team for assistance.
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Your theme is headless or highly customized. If the above step doesn't work, you can try doing it manually, using our manual or asking for help from our support team.
Need Help?
Detailed Instructions for Developers
We also have a guide for developers who want more advanced customization. To access SavePay's official documentation, click here.
Contact Us
Fill out the support form available on the SavePay page to receive personalized assistance.
Hire a custom setup package
If you need help with SavePay setup, we offer an optional package with a professional developer. Just let us know if that makes sense for you.