How to setup a Metafield for order notes
Articles on: Customization add ons To save the contents of a gift note to an order, we use metafields. To set up your metafields to store the gift note data to the order, follow these steps: Go to Shopify Admin Settings Custom Data Orders Order metafield Fill out these details: Name: whatever you'd like to name this metafield namespace = “upsellplus-checkout” key = “custom-field” Description: This can be whatever workFew readersHow to tag orders with custom messages using Shopify Flow or Leap Auto Tags
Articles on: Customization add ons You can add tags to orders that have custom messages via our Custom input field: Gift note In this article, we'll explain how to do this using Shopify Flow and Leap Auto Tags. Shopify Flow Start by creatinFew readersDESIGN SYSTEM
Let's begin identifying each section of the checkout page: Checkout Page Structure: Checkout Page Take into account what you can change with UpsellPlus: Colors Color 1 (Main Checkout Form) Colors 1 Color 2 (Order Summary) Order Summary (https://Few readersHow do I add images to the app?
Articles on: Customization add ons Follow these steps to add images to your Checkout: Upload your pictures to your Shopify's Admin (Content Files) Create the new custom content. You'll see the new image or images you've uploaded (https://storage.crisp.chat/users/helpdesk/website/abfa0cd47f75e80/screenrecording2024-Few readersHow can I save and apply my customization to my checkout?
Articles on: General To apply your customizations, simply find the ‘save’ button on top of the dashboard: Updated on: 12/01/2024Few readersHow to add links and markdown in text customizations?
With UpsellPlus, you can add links and bullet points to your text custom fields. To achieve that, we use Markdown syntax. Markdown is a markup language that allows you to format text easily. Links To create a link, use the following format: "link text". For example, to link to our homepage, you would write: "Homepage" Bullet points (UnFew readersHow to hide a delivery method
Articles on: Payment and Delivery If you wish to hide a delivery method on your checkout, UpsellPlus will help you by following these steps: Under Customizations, scroll down until you find the Payment and delivery options From the menu, choose ''Hide delivery methods" It is also possible to add a more customiFew readersHow to hide a payment method
Articles on: Payment and Delivery Hiding a payment method on your checkout is possible with UpsellPlus if you follow these steps: Under Customizations, select ''Payment and delivery" From the menu, choose ''Hide payment methods" Type in the name of the payment method you want to hide. For this example, we'll use PayPal, and then add the smart rule that will control when to hide the payment method: (https://storage.crisp.chFew readersHow to hide all your pickup locations
Articles on: Payment and Delivery If you want to hide the 'Pick up' option in checkout, you can do that using a Delivery Customization. Go to the customization overview, click 'Create customization' Under 'Payment and delivery', selectHide delivery methods Enter 'PICKUP' in the delivery method fieldFew readersWhy am I being asked to grant more permissions?
Articles on: General We will often release updates to the app to add more features and fix some bugs. When you are required to update the app, you may be asked to grant more permissions so it can work with the newest updates. Note: In order to continue using the app and to see your offers, you'd need to accept the permissions to updateFew readersHow can I test customizations on a draft checkout profile?
Articles on: Branding and Styling 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. That is why when you start your customizations with our Checkout Extensions Plus app, the dashboard will have a drop-down menu to choose the checkout profile to customize: (https://storage.crisp.chat/users/helpdesk/website/ebf9c20855cd100/4d5ec05e-Few readersHow to block P.O. boxes using the address validator
Articles on: Payment and Delivery You can block addresses so customers don't send purchases to certain types of addresses. An example is a P.O. Box. If you go to Customizations New customizations Address Validator you can can configure this. When you select to block a P.O. Box we block the following formats of addreFew readersIs my store compatible with UpsellPlus' checkout customizations?
As a rule, Shopify only allows stores on the Plus (https://www.shopify.com/plus) plan to customize or modify its checkout. If your store is on the Basic, Shopify or Advanced plan, UpsellPlus' customizations won't be compatible due to the limitation above mentioned. We developed a tool to help you understand if you should make the upgrade. Simply click on: It's free to use and we'll be there to help you out! (https://sFew readersWhat are 'checkout profiles'?
Articles on: General 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. That is why when you start your customizations with our Checkout Extensions Plus app, the dashboard will have a drop-down menu to choose the checkout profile to customize: (https://storage.crisp.chat/users/helpdesk/website/275094ed612c6c00/8642b3ee-9637-4a2b-89cd-b86c6710Few readersHow to add a thank you page customization
Thank You Page Customization As you can see in the video above, you can add checkout customizations to your 'Thank You Page' by simply adding the checkout extension to this section of your checkout. Unique ID (https://storage.crisp.chat/users/helpdesk/website/abfa0cd47f75e80/scrFew readers