🏁How can I set up Checkout Extensions?

Checkout Extensions offer extra functionality in the Shopify checkout flow.

Last updated: April 9, 2024

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

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 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.

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

Click on the app that says Subscription Overview:

Be sure to save your checkout settings.

Checkout Extension #2: Reminder to Create Account

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.

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

Click on the app that says Account Banner.

Be sure to save your checkout settings.

Checkout Extension #3: OTP Checkbox Upsell

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 and 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.

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

Click on the app that says OTP Checkbox Upsell:

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:

Be sure to save your checkout settings.

Checkout Extension #4: Subscription Plan Editor

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.

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

Click on the app that says Subscription Plan Editor:

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.

Be sure to save your checkout settings.