Customization options allow you to change the look of your checkout page to fit your brand perfectly, improve buyer experience and conversions, grow sales and revenue. This article describes the available customization features.
In this article:
General settings
3.1. Features
3.1.1 Phone number & Email fields
3.1.2 Other shipping form fields
3.1.3 Discount input field
3.1.4 Translation options
3.1.5 Address validation options
3.1.6 VAT / Tax options
3.1.7 Currency Conversion Function
3.1.8 Shopify settings
3.1.9 Payment settings
3.1.10 Page settings3.1.11 Hide labels (block named)
3.1.12 Advanced options
3.2. Links on the checkout page3.3. Delivery information
Design settings
4.1. Color options
4.2. Brand images
4.3. Fonts section
1. Customization options overview
You can customize almost everything you see on the checkout page. We recommend visiting our demo store, proceeding to the checkout, and even making a test purchase to get a better understanding of its capabilities. The customizable elements are listed below:
wording (via Localization tab (section) in your admin panel)
We have been working hard to enable these customizations available on the product. If you have a feature request, a suggestion or a problem, drop us an email [email protected] or [email protected]
2. Preview mode
You can view your changes through the preview of the checkout and the Thank You pages. To display your changes, just reload the open preview pages. The changes (your customizations) will be applied immediately.
ATTENTION: Some functions are not available in the preview mode, namely, the use of discount codes and automatic translation (for example, detection by IP). The Complete Purchase (Pay) button will also be deactivated.
It is not possible to test the integrations of third-party services, for example, Facebook Pixel, etc., in the preview mode.
A pop-up in the admin informs on what exactly is not possible to check and to test in the preview mode.
3. General settings
Once the setup is complete and Checkify is published on a store, it is advisable to review all the options and features available for the checkout, starting with Customization > General settings. This section of the article will guide you through the process.
Additionally, there are settings tabs available on such sections as Address forms, Payment methods and Currency. We recommend reviewing and studying them all.
3.1 Features
Checkify admin panel enables all the essential modifications for better sales. They do not require any programming knowledge and are usually done in just a couple of clicks. We explain them below, section by section.
3.1.1 Phone number & Email fields
Effective management and collection of emails and phone numbers is the core of every online sale. We created a dedicated section with settings aimed at improving the way this process is handled. Visit admin > Address forms > Settings. If you intend to use the default shipping details (address) form, the settings below are for you.
Add a "Phone number" field to the checkout: if enabled, your customers will see a field for entering their phone number. Also you can make this field required or not - Make a "Phone number" field required. The options work only for the Default form.
Add a "Phone number" field to the checkout and replace "Email" field (only for the Default form): if enabled, your customers will see a field for entering their phone number, and it will replace the "Email" field. In this case you can not disable Make a "Phone number" field required
NOTE: Only one of these two options can be enabled.
Example of the default (Shopify) shipping form for Italy
The two options described above will only work for the Default shipping form. You can always create your own unique shipping form in Address forms section, Forms tab.
The "Phone number" field on the checkout page is added in one click via Address forms > Settings
The "Phone number" field on the checkout page with replaced "Email" field is activated in one click via Address forms > Settings
Adding helper texts may help bring additional context to the checkout flow, give your buyers some useful hints. Enable them in admin > Address forms > Settings. The wording of such texts can be edited in Localization section.
Add helper text below the "Email" field
Add helper text below the "Phone" field
You can add helper text below the "Phone" and "Email" fields. These changes will work for both default and custom shipping forms. You can customize (edit) such a text in the localization settings.
Example of helper text added below the "Email" field
Example of helper text added below the “Phone” field
You can add helper text below for all the standard shipping fields. There are eight of them. These changes will work for both default and custom shipping forms (but only for standard fields).
Helper text added under "Address" field may help your buyers write the address in a more correct way (format), if required by your side
3.1.2 Other shipping form fields
Checkify enables customizations for other fields in the shipping (details) form. You may find Fields settings in the Address form section of the admin.
Hide placeholder text in all shipping fields. If enabled, the input fields will be loaded without placeholder text. The example is below:
Hide flag icon from “Country“ and “Phone“ fields. If enabled, the flag icon will not be displayed. The example with enabled country flag is shown below:
Display the country name in local language in the appropriate dropdown on the checkout page. For example, the country name "Japan" will be displayed as "日本".
NOTE: If you use auto-translations or localization mode, then the country dropdown (and the State (region / province) dropdown, if present) for some languages will be translated automatically using the Shopify database.
3.1.3 Discount input field
You may find the customization options for location and visibility of the discount field in admin > Customization > General settings.
Hide discount code field from the shopping card on mobile
Hide discount code field from the shopping card on desktop
Display discount code field outside the shopping card on mobile
Once you set the trigger for the first option to Active state, you will get the option of enabling the third one and displaying the discount code field outside the shopping card on mobile.
3.1.4 Translation options
Checkify provides two options of automatic translation. It is not possible to have both active. Otherwise, the operation would be incorrect. Visit admin > Localization section to start making your checkout page experience truly international and multilingual.
Automatic translation by country's IP. This is useful when you are selling to countries with one dominant language, such as France, Italy, etc.
Automatic translation based on the language of the device. This is useful when you are selling to countries with multiple languages, such as Canada, Switzerland, etc.
Auto-translation will use the custom text data. At the same time, you can customize each language individually in the same section.
The display language of such elements as PayPal express payment button or Stripe's payment element UI (cards, etc.) depends on settings, particularly network. The texts (wordings) of the two elements are not editable.
You can enable "auto translate by IP" option on Checkify and then use different VPNs, or ask friends or colleagues residing in other country for a quick test. You will get different results for these elements.
NOTE: After customizing your non-core languages, we strongly recommend that you activate your base language. Save changes, then set the trigger (switch) to active (enabled) state.
The base language will be used if the buyer's language could not be determined.
3.1.5 Address validation options
Enable these options in admin > Address forms > Settings to reduce the chance of incorrect or incomplete address input by your buyers. Minimize your additional and unnecessary communication with customers and potential problems (delays) in delivery orders.
Automatic validation of ZIP (postal) code
Zip (postal) code specific validation is supported for most countries including UK, US, Canada, Japan and many others.
Validating if Address line 1 contains the building number
When enabled, our checkout will be checking for the presence of a house number in the address field. It should prevent the situations when the street is filled in, but the number of the house / block / apartment is missing.
3.1.6 VAT / Tax options
A merchant may enable or disable tax (VAT) collection (charge) on order.
Visit admin > Taxes section and get complete control on this process.
Please note that taxes are applied to only goods' value. For shipping and offers they have to be activated separately, in the appropriate sections of admin Checkify.
You may learn more on taxes from this article.
3.1.7 Currency Conversion Function
Checkify enables real-time currency conversion (order value estimation) to your buyers. This will ensure they see the checkout (cart) value in the currency they understand and use. It is possible to charge your buyers in their native currency. Plus, we now offer even better compatibility of the checkout for all Shopify Markets users.
Visit admin > Currency section and create the setup which would fit your business needs and strategy.
You may learn more about multi-currency options from this guide.
If you use Markets and have already activated the display of different currencies there, then, upon landing on the custom checkout page, a conversion into the primary (default) currency of the store will take place, based on the rate actual at the moment of checkout initiated.
3.1.8 Shopify settings
This review and adjust the settings directly related to the eComm platform. Find them in admin > Customization > General settings.
Send default order confirmation email: disable this feature only if you use third-party apps for sending order confirmation emails (for example, Klaviyo or Mailchimp via Zapier).
Creating a customer with send email invite to create account: if enabled, along with 'create new customer' action, Shopify will be sending an email inviting such a buyer to create an account on your store. This option will only work if the "Email" field is present on the shipping form.
Automatic fulfilment of order items that do not require shipping. You may want to enable this feature if you are using checkout page offers, collect tips, etc. In such a case, these elements of the order, when imported into your eComm store's admin, will automatically have the status of "Fulfilled". The setting is unavailable, unless the appropriate read-write permissions (Assigned fulfillment orders, Merchant-managed fulfillment orders and Third-party fulfillment orders) are granted to our custom app. Refer to this section of the Installation guide to learn more about the permissions.
Example: Optional permissions are enabled for the custom app integration, as seen in Admin > Settings > Store tab
Don't show UTM tags in Shopify order notes: You can turn off sending UTM tags to Shopify's Order Notes.
Preselect the email/sms marketing opt-in: if enabled, the option "Sign up for exclusive offers and news" under the Shipping Details section will be selected (active) by default.
NOTE: Preselecting marketing opt-in is against GDPR Compliance requirements, which call for positive opt-in for email marketing for EU-based customers. So, we do not recommend turning it on if you sell to the European markets and want to remain compliant. Also, this checkbox cannot be hidden (removed) from our custom checkout for the same reasons.
3.1.9 Payment settings
There are several customization options for the payment-related elements on Checkify checkout page. You may find and review them in admin > Payment methods > Settings.
Learn how to take the maximum out of them from this guide.
3.1.10 Page settings
Checkify provides many useful modifications for both the design and the functionality of the checkout page.
Display a message field for your buyers on the checkout page
You can enable the option and start receiving messages from buyers right from the checkout page. The feature is useful for collecting additional information or requests from your customers. For example, when they want to customize the product being purchased, send the message about a gift wrapping or share any other information that you may need to fulfill the order successfully.
The contents of this field will be shown in Notes block on the Order's page in your Shopify store admin:
You can customize (edit and translate) all the texts related to this option in Localization section.
NOTE: You may use this functionality as a Manual Payment Method in combination with Cash on Delivery:
(i) activate both this block (field) and the said payment option (COD);
(ii) rename the block and other elements involved accordingly;
(iii) get proof from your buyers about their payments for orders being completed manually, somewhere else: a bank transaction details / ID, an identifier for Hash transaction in crypto, etc.
Hide the line with the text “Or Pay Another Way ...“ under the express payment buttons
Hide product image from cart in order summary
Checkify gets all the data, including visuals, from the earlier steps of the buying flow. For example, the store's cart ("add to cart" stage).
It is possible to decide whether the image(s) of product(s) being purchased should be displayed or hidden in the "Order summary" section of the checkout and the Thank You (order confirmation) pages.
Display a cart reservation timer (countdown)
If enabled, there will be a 10-minute countdown (default) and motivating announcement on the checkout. It is possible to set time within the range 1-30 minutes. The background color of the scarcity timer will be set as the defined accent color.
Example of scarcity timer setting in the admin
Scarcity timer and motivation message at the checkout page
Enable custom text bar
It is possible to add a line of custom text to provide a motivational message for your customers.
NOTE: You can change the background color of the custom text bar in the Design settings.
3.1.11 Hide labels (block named)
It is possible to hide the names of the blocks (sections) on the checkout page if there is a requirement to minimize the number of words there and ensure a more smooth design:
3.1.12 Advanced options
Checkify provides more options for advanced checkout page customization.
Hide shipping options block on checkout page.
If you have just one shipping option (for example, always 'Free'), you can deactivate the appropriate block, where selection of the delivery method happens, in order to save your customers' precious time and to make your checkout look even more compact and neat. At the same time, this default option will still be visible in the order summary.
NOTE: Activate the feature when you have a single shipping option. The fact that you can hide shipping selection on your customized checkout page does not lift the requirement to create at least one shipping option in the Checkify admin.
Hide billing address fields block on the checkout page
Enable the feature to make your checkout smooth and compact, and in case your customers are mainly B2C, with no additional or special requirements to invoices (billing). If you notice that your buyers never use the billing address block, it is possible to hide it for good measure. At the same time, by default, the content of shipping fields (if available) will be added to the billing fields.
If you want to customize the shipping form, please refer to this article.
3.2 Links on the checkout page
In Customization > General settings > Footer links section, it is possible to provide links to your store or landing page (the default link is your_store.myshopify.com) and to legal pages (terms, policies). But first, please make sure that the appropriate permission that relates to Legal policies (read_legal_policies) is granted to our custom app. Refer to this section of the Installation guide to learn more about the permissions.
Example: Optional permission is enabled for the custom app integration, as seen in Admin > Settings > Store tab
We recommend to include links to policies, as they are required by laws and regulations in many countries. Also, you are more likely to win a chargeback dispute if you have terms disclosure on the checkout, since it can be submitted as evidence. You can use policies from your store (policies are automatically linked in the footer) or generate and customize terms and conditions on Shopify and then use them as external links on Checkify checkout.
Links block in the Checkify admin panel
Once added, the links to your terms of service, policies, etc., appear at the footer of your checkout and Thank You pages.
Footer links example
3.3 Delivery information
In Customization > General settings > Delivery instruction section, you can add some additional information about the shipping / delivery or returns processes to your Thank You page. It will keep buyers informed. They will understand what to expect and, therefore, customer satisfaction will grow, while the risks of disputes are minimized.
4. Design settings
4.1 Color options
As for now, you can set custom colors for the following elements (areas) of your custom checkout.
Accent color is the color of all the selectors, text links, product quantity labels, product prices & total, labels "Free" for unpaid shipping, and background of the countdown.
Accent colors, example of location
Buttons color is the color of all the buttons on the checkout page (including "Complete purchase (Pay)" button, "Apply the discount" button).
Example of "pay" button on the checkout page
Error color is the color of highlighting an incorrectly filled or an empty required field on the checkout page.
Example of an error message highlighting an incorrect email
Finally, you can set the color of the background on your checkout and Thank You pages.
Additionally, you can change: Card color, Text color, Motivator text color and Motivator background color.
4.2 Brand images
Add images to the top of your checkout page. Usually, the merchants choose to display the store's logo on the left and trust badges on the right. Trust badges show that this page is legitimate, and customer data is collected via secure service providers. This may be an important factor for buyers.
NOTE: Checkify does not limit the number of trust badges. If you want to add multiple badges, add them all in one image with a transparent background.
An example of the Checkify logo and a trust badge
To change brand images, follow these steps.
Go to Customization > Design settings > Brand images.
Add links to the selected images. The links should end in the image’s format name, like .PNG, .SVG (recommended) or .JPEG (with no extra symbols like "&width" etc). Also, you cannot use Google Drive links.
Their ratio should better be 4:1 (check your checkout on desktop and mobile right after saving). The images you upload will be resized to 150px at height.
Click on the "Save changes" button.
To store your images, we recommend using Shopify Files. You can access Shopify Files from the Shopify admin panel, Settings tab.
Locating Shopify Files
Once you upload a file, click the Link icon, and paste the URL to Checkify.
Copy link to the image
You can change brand images (store's logo) and favicon in this section:
4.3 Fonts section
Update a font on your checkout and Thank You pages to make them look more consistent with the store.
Example: Font "Roboto" is implemented
Unfortunately, it is not possible to guarantee proper display of any font, since the number of variations and customizations is endless. Please use a standard font or simply refer to Google fonts family (collection) and implement something appropriate from it on your custom checkout.
5. Inducements
You can provide up to three blocks of information to convince customers to complete their purchases. Include some info on delivery speed, transaction security, additional benefits like gifts or promo codes, etc. Using this section to display merchant or product reviews is also a good idea.
The Inducements section is displayed at the bottom of the custom checkout page.
Inducements. Example of usage
6. Offers on Checkout page (pre-upsells)
If you are interested in pre-purchase upsells (checkout page extra offers), you can refer to our article.
7. Offers on Thank You page (post-purchase)
If you would like to learn more about post-purchase offers (Thank You page upsell options), you can review this guide.
8. Upsells
Maximize your store's revenue and average order value by creating upsells for your buyers. You can provide checkout page upsells to encourage purchases of additional products from your store. Refer to the Upsells article for more details.
9. Add tips
Online tipping gives your customers the option to add a tip to their order on the checkout page.
Buyers can add a tip as the value in currency. You can change labels and descriptions to customize the online tipping experience to suit your goals, such as supporting your business financially, participating in fundraising, collecting donations for charity, etc.
Please find more details in our separate article.
10. Resolving common issues
🙀 I added the link to the image from Google Drive. The saved image does not appear.
The links from Google Drive would not work. Please upload your image to Shopify Files (or other storage) and copy the URL.
🙀 Can I align the logo to the center of the page?
Yes, if only the Logo header image in Design settings is added, your store's logo will always be in the center.
🙀 Can I edit the image?
You cannot edit the image directly on Checkify. You can edit it on your device, upload it to Shopify Files (or other suitable storage) and add the link to the appropriate field. Note that the image’s height is restricted to 150px, and the width depends on the size of the image, but usually it is x4. The recommended aspect ratio is 4:1, .svg (Scalable Vector Graphics) format for better adaptability.