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Getting started with Checkify
Get started with Checkify checkout
Get started with Checkify checkout

Follow these steps to start using Checkify on your store.

Updated over a week ago

Checkify is a fast customizable checkout with a sleek design and dozens of integrations that will appeal to your customers. Once you connect Checkify to your store, you can start configuring your new checkout.

Use this guide to finalize setting up your checkout. If you encounter any issues, write us.

The detailed guide about the customization of your checkout page can be found here.

In this article

1. Get your checkout working

After installing the custom app and setting up the permissions, Checkify will be connected to your store, but it will still not be displayed. We recommend you to take some time in order to fine-tune the checkout first.

Note: the recommended web browser is the latest version of Google Chrome. Our app will work with any browser, but the best experience is achieved with Chrome.

Checkify appears on your store after:

  • you set up at least one payment method (follow our guides on connecting COD, Stripe, Adyen or PayPal);

Stripe's setup

  • you add a shipping rate for the same geolocation (refer to our guide) and customize the shipping form. It is optional, but highly recommended for better user experience and conversions. Please refer to our guide;

Shipping rate's setup

  • if you want to limit the list of countries which your buyers can select on the checkout page, you have two ways to do this on Checkify:

    1) limit the list in the default Shopify address form (save the default form after introducing changes), refer to our guide;

or 2) create a new shipping form, refer to our guide.

  • you should choose a subscription plan and add a valid card as the billing method to start your free trial period. To learn more about Checkify billing please study our guide.

Once you connect and set up Checkify, you can proceed to the checkout's customization.

Important: Do not put your store under the password protection if you like to preview the checkout and test it. Checkify cannot load and work properly while the store is password-protected (not live).

When you finish all the steps, you are ready to publish your checkout.

Remember to publish your checkout when ready

2. How to test your checkout

We have a preview feature in the menu section.

Attention: The preview of the checkout page and the Thank You page does not include custom scripts, along with some other features and customizations. Only the real checkout / Thank You pages will include them. A more detailed list of what cannot be checked in the preview mode is available in the admin. So, testing such things as your design improvements (via custom CSS) should be done on the actual (live) checkout.

Before the full-scale launch, complete some or all of the actions below to make sure your checkout works:

  • Add a product to your cart and go to the checkout in Incognito and also in the normal browsing mode.

  • Check your store and the checkout both from a desktop and from your mobile device.

  • Click a "Buy Now" button (if present on your store) to get to the checkout page.

  • Create a discount code and make a test purchase to see Checkify in action!

Important: a) If the checkout does not work properly for some reason, your visitors will be redirected to the default checkout page, so you will not lose any significant volume of customers or revenue; b) the checkout will not be completed and will return an error to your customer if the total cart value goes below zero!

If you had any issues with your checkout while testing, get in touch with our support. Make sure to include text description of the issue, screenshots, a video screen recording, or the direct link to the checkout page. If you had an issue with a specific device or browser, please include the OS version and the device name (model) too, whenever possible.

To temporarily disable your checkout in order to change some settings, click the toggle (switch) in the Checkify admin panel. It will not stop the subscription, but it will deactivate the custom checkout to allow you the necessary quick fixes. If you have more questions about disabling Checkify completely please refer to our guide.

To temporarily disable Checkify on your store, go to Settings > Store

If you want to reconnect the store you should paste a set of valid credentials (API keys) and then press the appropriate button on the Store tab:

  • For a custom app, visit the appropriate section of the Shopify store admin.

Copy-paste generated (revealed) Admin API access token to "Admin API access token from Shopify" field on Checkify.

Copy-paste generated API key to "API key from Shopify" field on Checkify.

Copy-paste generated API secret key to "API secret key from Shopify" field on Checkify.

3. Order confirmation emails

We also recommend testing order confirmation emails too in order to ensure their proper look and content. It can be done from your Shopify admin. Details:

Also, you may visit admin.checkify > Customization > Shopify settings. Find Send default order confirmation email item and check its status. Disable it only if you use third-party apps for sending order confirmation emails (for example, Klaviyo, MailChimp via Zapier, others). Otherwise, you may rely on the default mailing service provided by the eComm platfrom.

4. Create your first pre-purchase and post-purchase offers

If you want to learn more about pre-purchase offers (pre-upsells on the checkout page) you may study our article.

Example of two additional offers on a Checkify checkout page

If you want to learn more about the Thank You page (post-purchase) offers, please check our guide.

Example of a Checkify Thank You page customized with offers

5. Create your first Upsell

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. More details in Upsells article.

6. Working with cart attributes

Checkify transfers all the available cart attributes to orders being imported to our customers' Shopify store admins.

You can add any parameters you need to cart.js attributes. They will be sent to Shopify upon successful purchase (order placement) via Checkify. Refer to your list of Orders, find cart token / Notes attributes.

In case you encounter some extra info (data) in Notes, please ignore it. It could be a snippet of tech data which is necessary (may be required) for compatibility with the apps which are being used by you (installed on your store).

7. Working with currencies

Check the default currency of your store in Shopify settings: make sure it matches your core geo. Example: you sell to Denmark, mostly. Then it should be DKK not EUR in your settings.

8. Common issues

🙀 I decided to change the store's theme and Checkify now does not appear on my store. What can I do?

Every time you change or modify the theme of your store and start seeing the default checkout again, it is highly recommended to republish our script. Go to admin > Settings > Checkify Script and press the appropriate button.

🙀 I have done everything correctly and double-checked it. Checkify still does not appear in my store. What else can I do?

Checkify cannot be published on stores with password protection. Make sure you remove the password before publishing Checkify.

If Checkify does not appear on your live store, it might also be linked to the theme’s features, for example, if it has a very custom code. We work on making Checkify compatible with as many themes as possible, so let us know if you have issues with getting Checkify to work in your specific theme. Also, sometimes third-party eComm apps may conflict with Checkify. Double check your recent add-ons.

If you have enabled Skip cart on the "Add to cart" button, we recommend that you disable the feature.

First, make sure the script was added to your theme. To look for script in your theme’s code:

  1. Right-click on any product page.

  2. Choose Inspect in the menu.

    Click Inspect to look for code in your theme

  3. Press CTRL+F (Command+F for MacOS) to activate the search mode.

  4. Enter “data-checkify”.

    Search for Checkify script in your theme

  5. If the search comes up empty, you can republish the script from your Checkify admin panel.

Republish the Checkify script if you do not find it in the source code of your theme

In some cases, you will have to add the script to your theme manually.

To do so, go to Online Store > Themes > Current theme > Actions > Edit code.

Find theme.liquid file in the left menu and add this script right before closing </head> tag:

<script data-checkify-url="https://pay.checkify.pro" async="" src="https://pay.checkify.pro/static/js/shopify.js"></script>

🙀 I have completed all the steps to get started but the “Buy Now” button still does not take me to the checkout page.

⚠️ Please note that the instruction below is for more advanced users who are comfortable with updating their theme files manually. Knowledge of HTML, CSS, JavaScript and Liquid is required. Contact a third-party developer with relevant experience, if in doubt or if any difficulties in implementation arise.

In some rare cases, there might be other applications you have installed previously that are overriding these buttons.

In these cases, you can try to troubleshoot the buttons by changing a part of your theme script.

  • Go to your store’s admin area

  • Go to the Theme area

  • Click on the Actions menu

  • Click on the Edit Code

  • Open the product-template.liquid or product-form.liquid or product.liquid file (different themes use different names of product template liquid)

  • Find this part:

{%- if section.settings.show_payment_button -%}
{{ form | payment_button }}
{%- endif -%}
  • And change to this code (optionally, change the name of "Buy Now" button to your language):

{%- if section.settings.show_payment_button -%}
<button type="submit" action='/checkout' class="shopify-payment-button__button shopify-payment-button__button--unbranded" >Buy now</button>
<input type="hidden" name="return_to" value="/checkout/" />
{%- endif -%}
  • And save your file 👇

🙀 How can I edit orders created with Checkify?

You may duplicate / create orders manually based on the order information in your Shopify store admin and then fulfill them.
The collected data from the checkout that we import (for a successfully placed order) cannot be possibly changed.

🙀 How can I continue to sell my products via Checkify, even if they are out of stock?

If you want to sell your products even when they are out of stock, you can set this in the Product Settings in your Shopify admin panel. Or vice versa - turn off the possibility of such a sale.

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