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🏁Checkout Extensions

Checkout Extensions offer extra functionality in the Shopify checkout flow.

Note: Checkout Extensions are only available to merchants on Shopify Plus.

Snippets of the checkout page and the Smartrr Subscription Overview extension.

About

Smartrr offers four Checkout Extensions that offer extra functionality in the Shopify checkout flow. These extensions are available to merchants who are on a Shopify Plus plan.

Checkout Extension #1: Subscription Overview

The subscription overview checkout extension displays the subscription's frequency, savings and implies the ease of managing the subscription in your account.

The Subscription Overview Checkout Extension appears above the product overview and gives a quick-glance summary of a new subscription that's being started. This quick-take helps reinforce the customer's subscription commitments in a more visual way than the default "Recurring total" one-liner that appears during the checkout process.

You might find this extension helpful if:

  • Your customers sometimes don't realize they are purchasing a subscription.

  • You want to reinforce the cadence the customer selected for their subscription.

  • You want to reinforce the discount the customer is receiving by purchasing a subscription.

  • You want to remind the customer that they will be able to manage their subscription at any time via their account.

To enable the Subscription Overview Checkout Extension, go to your Settings in Shopify > Checkout > Customize checkout.

Checkout extensions are available on Shopify Plus stores. Navigate to the Checkout setting in Shopify, then click the "Customize checkout" button to manage your checkout extensions.

Under the Information section, click Add App Block at the bottom:

In the customize checkout view, click the "Add app" block link seen in the bottom left corner of the screen to add an extension.

Click on the app that says Subscription Overview:

Search for the "Subscription Overview" extension by Smartrr. Select the extension and add it to your checkout page.

Be sure to save your checkout settings.

Checkout Extension #2: Reminder to Create Account

Example of the "Reminder to create account" extension. It's a hint block reminding the customer to create an account to manage their subscription.

The Reminder to Create Account Checkout Extension is a text-only extension that appears at the Information checkout step below express checkout options and reminds customers that they can create an account to manage their subscription anytime. When expanded, it reads that you can easily change your frequency, gift, skip, or pause your subscription from the account portal.

You might find this extension helpful if:

  • Your customers often reach out after purchase to ask how they can manage their subscription.

To enable the Reminder to Create Account Checkout Extension, go to your Settings in Shopify > Checkout > Customize checkout.

Checkout extensions are available on Shopify Plus stores. Navigate to the Checkout setting in Shopify, then click the "Customize checkout" button to manage your checkout extensions.

Under the Information section, click Add App Block at the bottom:

Click on the "Add app block" link in the bottom left corner of the customize checkout page to add an extension.

Click on the app that says Account Banner.

The "Account Banner" extension controls the display of the "reminder to create account" hint block on the checkout page. Select the extension to add it to the page.

Be sure to save your checkout settings.

Checkout Extension #3: OTP Checkbox Upsell

The OTP Checkout Upsell extension allows customers to add a subscription to their order. In this example, the message "Make it a subscription?" followed by "Save on all your future deliveries" then the subscription item, the discounted price and savings detail. Checking the checkbox next to the product, adds it to the order.

The OTP Checkbox Upsell Checkout Extension appears at the Information checkout step above express checkout options. It identifies eligible subscription products that are in the customer's cart and gives them an easy way to change it from a one-time-purchase (OTP) to a subscription with the click of a checkbox. This way, you can upsell an item to a customer without them even having to leave the Shopify checkout flow.

You might find this extension helpful if:

  • You offer a large incentive to subscribe to products in your shop

  • You want to offer an additional "Subscribe" touchpoint that lives outside the PDP page

To enable the OTP Checkbox Upsell Checkout Extension, go to your Settings in Shopify > Checkout > Customize checkout.

Checkout extensions are available on Shopify Plus stores. Navigate to the Checkout setting in Shopify, then click the "Customize checkout" button to manage your checkout extensions.

Under the Information section, click Add App Block at the bottom:

Click on the "Add app block" link in the bottom left corner of the customize checkout page to add an extension.

Click on the app that says OTP Checkbox Upsell:

Select the OTP Checkbox Upsell extension to add it to your checkout page and set it up accordingly.

Once the extension is selected, you'll have the option to enter your own custom title and subtitles. For each title and subtitle, you'll select the product variant you'd like to apply this extension to:

The OTP Checkbox Upsell extension requires: a title, subtitle and variant to upsell. Make those edits and save your changes to start upselling subscriptions to your customers.
Screenshot of the variant selection list. Only 1 variant can be selected.

Be sure to save your checkout settings.

Checkout Extension #4: Subscription Plan Editor

The Subscription Plan Editor allows your customers to upgrade to a subscription at checkout.

The Subscription Plan Editor Checkout Extension appears in the product overview and gives the customer the ability the edit the subscription plan of a product with a subscription, or convert the subscription product to a one-time purchase (OTP).

You might find this extension helpful if:

  • You have multiple subscription plans set up in your subscription program with different frequencies / incentives

  • You want to the ability for customers to convert OTPs to subscriptions without leaving the Shopify checkout flow, and vice versa

To enable the Subscription Overview Checkout Extension, go to your Settings in Shopify > Checkout > Customize checkout.

Checkout extensions are available on Shopify Plus stores. Navigate to the Checkout setting in Shopify, then click the "Customize checkout" button to manage your checkout extensions.

Under the Information section, click Add App Block at the bottom:

Click the "Add app block" link in the bottom left corner of the screen to add an extension to your checkout page.

Click on the app that says Subscription Plan Editor:

Select the "Subscription Plan Editor" to add it to your checkout page.

In order to use this extension, it will have to be placed as a child element under "Items in cart" on the left hand side. This will allow the extension to appear for each line item in the customer's order.

Move the Subscription Plan Editor within the "Items in cart" block as a child element, to successfully have it applied to each item in the cart/checkout.

Be sure to save your checkout settings.

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