How To Set Up Checkout Options In Shopify

How To Set Up Checkout Options In Shopify

Here is your indispensable guide for configuring checkout settings in your online Shopify store.

How To Set Up Checkout Options In Shopify

Here’s how you can manage checkout settings via Shopify’s admin panel

1. First, you need to log into your Shopify admin panel. Then go to Settings.

2. Then click on “Checkout”to get to your Checkout settings page.

The first section is Style. Here’s where you can customize the style of your checkout. Next section is Customer accounts where you can choose if you want to prompt your customer to make an account when they check out.

Here are the options you are able to choose from.

 

 

 

3. The “Form options” is next. Here, you can choose whether your checkout form requires extra information from your customer.

4. Before you accept your first order through your Shopify store, you need to be set up Order processing in the next section. Here you will set how your store responds to check out and order events.

First of all, you can mark use the billing address as the shipping address by default checkbox if you want to. This reduces the number of fields required to check out. The shipping address can still be edited.

During the checkout process, your customers will have the option to receive promotional email updates from your store. By selecting Customer agrees to receive promotional emails by defaults during checkout customers will be added to the Accepts Marketing group and you can email them with your store updates, newsletters, promos, and discounts.

Due to legal and privacy policy, Shopify cannot add customers who do not want to receive promotional updates to this group. Only contact the people in the Accepts Marketing list with marketing materials.

You may customize this feature under Collecting consent to send promotional emails to customers from your store section.

Once  an order has been paid, you may choose either Automatically fulfill the order’s line items or not.

Once it has been fulfilled and paid. You can mark the Automatically archive the order checkbox if you want to archive your orders automatically.

An archived order is an order that has been completed and closed by an admin. Archiving an order allows you to easily keep track of those orders that have not yet been completed.

Archiving an order is a best practice as it makes sure that you have an accurate count of open orders in your store’s Admin.

Next, is the Additional content and scripts section where you can inject code into your Order Status page of the checkout. This is commonly used for things like ROI/conversion tracking codes and partner tracking systems.

Here are the things that you can inject.

  • HTML – you can use the script, style, iframe and object elements, any valid HTML5 element is allowed.
  • Liquid code – you have access to the checkout and shop liquid objects
  • ROI or conversion tracking scripts.
  • Referral tracking scripts. There’s also a “Checkout language” section where you can manage your checkout language

5. The last section is the Refund, privacy, and TOS statements section. Here you can generate Refund, privacy, and TOS policies using a sample template. These sample templates are not legal advice and by using them you agree to this disclaimer.

6. Press Save button to apply all the changes that you’ve made

That’s it! You already know how to manage checkout options in your online Shopify store.

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