How can I test customizations on a draft checkout profile?

Overview

Testing customizations on a draft checkout profile allows you to make changes without affecting your live checkout. This ensures that any modifications are thoroughly reviewed before being implemented.

Shopify allows you to use draft checkouts so that you don’t impact your live checkout while you make changes and decide what you want to keep, edit or remove.

When you start your branding customizations, the dashboard will have a drop-down menu to choose the checkout profile to customize:

How to create a draft checkout

Step-by-Step Guide

Log in to Shopify Admin

Access your Shopify Admin panel using your credentials.

Access UpsellPlus Dashboard

From your Shopify Admin, go to Apps.
Open UpsellPlus.

Create a Draft Checkout Profile

Navigate to Settings.
Select Checkout from the menu.
Duplicate your live checkout to create a draft version.

Select the Draft Checkout Profile

In the UpsellPlus dashboard, use the drop-down menu to choose the draft checkout profile you created.

Customize the Draft Checkout

Proceed with your desired customizations on the draft profile.
Review and test the changes to ensure they meet your requirements.

Publish Changes

Once satisfied, apply the customizations to your live checkout profile.

Key Considerations

Safety: Using a draft profile prevents potential disruptions to your live checkout during the customization process.
Testing: Thoroughly test all changes in the draft environment before publishing to ensure a seamless customer experience.

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Updated on: 28/02/2025

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