How to Setup Your Checkout Preferences on Shopify

You can use the secure Shopify checkout to accept orders and take payments wherever you sell online. After a customer adds products to a cart, they use your checkout to enter their shipping information and payment details before placing an order.

 

If you sell using the Online Store sales channel, then you can also change the appearance and layout of the checkout pages by editing your theme. There are quite a lot of preferences that you can set for your customer’s checkout that can benefit you and we will walk you through on how to go about it.

 

Setup Your Checkout Preferences

1. Access your Shopify Admin. Visit http://www.shopify.com.

shopify-login 

 

2. Once you’re in, click Settings located on the bottom left of the Shopify Admin and select Checkout on the grid.

 adwords-checkout-setting

 

You should reach the Checkout Settings page. This is where you can set your preferences for your customer checkout.

 

3. The first one is the Style. If you sell your products using an online store, then you can customize the style of your checkout pages in the theme editor. Add your company logo, change the colors, or choose a new font to make the checkout match your business.

1 checkout-style

 

4. Next is the Customer Accounts. You can make customer accounts required or optional, or disable them altogether. When creating an account, customers are redirected to a separate account creation page. Keep in mind that requiring customers to create accounts might decrease sales conversions.

2 checkout-customer-accounts

 

5. Customer Contact is where you can choose which contact methods your customer can use to check out and receive updates.

3 checkout-customer-contact

 

6. Next is the Form Options. You can edit some of the fields on your checkout pages to be required, optional, or hidden. For example, some customers don’t like to provide their phone number during an online checkout so they might abandon their cart if you make it a required field. In some cases, your payment provider or shipping carrier might require a customer to provide a phone number to complete the checkout.

4 checkout-form-options

 

7. Order Processing is where you can set up automatic or manual fulfillment for orders and order archiving from the checkout settings page in Shopify.

5 order-processing

 

8. Email Marketing is where you can let your customers sign up for marketing emails at checkout which are also added to the Accepts Marketing group.

6 email-marketing

 

9. Abandoned Checkout is where you can send an email to your customers who have left their products in their cart and has not completed the order.

6 abandoned-checkout

 

10. The last one is the Checkout Language. If you sell using an online store, then you can translate your checkout by editing your theme. Some themes come with translations for more than one language so you can select a different language for your checkout in the theme editor.

7 checkout-language

 

11. Once you are done in setting up your preferences, then you can just click the Save button to confirm the changes.

 

You should see a notice at the bottom saying that the settings are saved. And you’re all set. You now have set up your checkout preferences on your Shopify Store.

 

 

Want us to walk you through it? Watch the video here!

 

 

Do You Want To Expand Your E-commerce Business?

If you want to expand your e-commerce business on different platforms, check out our other E-commerce Tutorials.

Just to let you know, we have a couple of experts who have excelled in E-commerce and are willing to share their knowledge. You can out check their blogs at https://sellerschoice.agency/blog/

If you want to hear them live, just sign up for our webinar at https://sellerschoice.agency/ecommerce-webinars/.

 

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