In this article, you will learn about the following Checkout Settings:
- Customizing the Checkout Styling
- Customer Account Options
- Checkout Form Options
- Checkout Order Processing Options
- Abandoned Checkout Emails
- Policies for Refunds, Privacy, and Terms of Service
To get started, navigate to Settings → Checkouts from the left navigation menu.
Customizing the Checkout Styling
The checkout and customer account pages can be customized to match the branding of your website and create a seamless customer experience.
To begin customizing the appearance of your checkout, click the Customize Checkout button.
The customization page contains a list of configurable design elements on the left side of the screen and a live preview on the right.
As settings are updated, the preview automatically reflects the changes so you can see how the checkout and customer account pages will appear to customers.
Customizable Elements
The Checkout Customizer allows customization of 5 checkout elements:
- Header
- Layout
- Text
- Buttons and Fields
- Icons and Badges
Each of these categories has multiple settings that allow you to change container colors, text colors, fonts, icon colors, and more.
When you're finished customizing the checkout page, make sure to hit the Save Changes button in the top right corner.
Customer Account Options
Customer Account Options determine how customers interact with accounts during checkout.
By default, new stores are configured with customer accounts set to Optional.
Three account modes are available:
Disabled
When customer accounts are disabled, all customers check out as guests.
Customers will not be able to:
- Save addresses
- Save payment methods
- Access order history through a customer account
Customers must enter their information each time they place an order.
Optional
Customers can choose whether to:
- Check out as a guest
- Log in to an existing account
- Create a new account
Customers who log in can save addresses and payment methods for future purchases, creating a faster checkout experience for subsequent orders.
Required
Customers must create an account and log in before they can complete checkout.
Guest checkout is not available when this option is selected.
Checkout Form Options
The Checkout Form Options section allows administrators to configure the shipping address phone number field.
The phone number field can be configured as:
- Hidden
- Optional
- Required
Hidden
The phone number field is not displayed during checkout.
Optional
The phone number field is displayed but customers are not required to provide a value.
Required
Customers must enter a phone number before proceeding through checkout.
Checkout Order Processing Options
The Checkout Order Processing Options determine how customers enter the checkout flow.
If Customer Accounts are configured as Optional, administrators can select the first step customers see when beginning checkout.
Two options are available:
Log In Page
The checkout process begins on the Login page.
Customers can:
- Log in to an existing account
- Create a new account
- Continue as a guest
Customers who choose guest checkout are redirected to the first checkout step.
First Step of Checkout
The checkout process begins directly on the first checkout step.
Customers can still choose to log in if they already have an account, but they are not required to visit the Login page first.
Promotional Email Preferences
The second Order Processing setting controls whether customers are automatically opted in to promotional emails.
Two options are available:
By Default, Customer Agrees to Receive Promotional Emails
The promotional email checkbox displayed during checkout will be selected by default.
Customers may choose to deselect the checkbox before completing their order.
By Default, Customer Does Not Agree to Receive Promotional Emails
The promotional email checkbox displayed during checkout will be unselected by default.
Customers must actively select the checkbox if they wish to receive promotional emails.
Policies for Refunds, Privacy, and Terms of Service
The next section of the Checkout Settings page contains your store policies.
If your store accepts credit card payments, card network requirements require that these policies be published and accessible to customers.
The following policies can be configured:
- Refund Policy
- Privacy Policy
- Terms of Service
Creating Policies
If you already have policies prepared, simply copy and paste the content into the appropriate text area.
If you do not have policies available, click Generate Sample Policy to create a starter version.
Generated policies can then be reviewed and edited to meet your business requirements.
Note: Generated policies are intended as a starting point and should be reviewed before being published.
Abandoned Checkout Emails
Abandoned Checkout Emails allow the system to automatically send reminder emails to customers who start the checkout process but do not complete their purchase.
To enable this feature, enable the Send Abandoned Checkout Emails option.
Email Settings
You can choose if you'd like to send these emails to all customers who leave checkout before purchasing or to only email subscribers who leave before purchasing. Additionally, you can configure the time between the customer abandoning the checkout and receiving the email.
Email Customization
The email content can be customized by clicking the Customize Email button.
The customization page provides access to:
- HTML email content
- Email preview
This allows administrators to fully customize the appearance and messaging of abandoned checkout emails.
Sending Test Emails
While editing the abandoned checkout email, administrators can click Send Test Email to send a preview of the email.
Test emails are automatically sent to the email address associated with the currently logged-in user.
This allows administrators to review the email before enabling it for customers.
Distribution List
The Distribution List section allows administrators to configure one or more email addresses that will receive a blind carbon copy (BCC) of all abandoned checkout emails.
This can be useful for:
- Sales teams
- Customer service teams
- Account managers
- Marketing teams
Every abandoned checkout email sent to a customer will automatically include the configured distribution list recipients as BCC recipients.
When you're finished making changes to your abandoned cart email, make sure to hit the save button in the top right corner.
That's everything that you need to know about the Checkout Settings. In the next article we will go over the Email Settings.