Getting Started Last updated: November 2025

Welcome to Checkout Nexus, the comprehensive Shopify app designed to enhance and customize your checkout experience. This documentation will guide you through all features and capabilities of Checkout Nexus to help you create a seamless and personalized checkout flow for your customers.

Overview

Checkout Nexus is a powerful Shopify checkout customization app that provides extensive control over your checkout process. Built specifically for Shopify Plus merchants with access to checkout extensions, Checkout Nexus enables you to create a tailored checkout experience that drives conversions and improves customer satisfaction.

Checkout Nexus Dashboard Overview
Checkout Nexus Main Dashboard
Key Capabilities:
  • Payment Customizations: Hide, rename, or reorder payment methods based on conditions
  • Shipping Customizations: Control shipping method visibility, add messages, and reorder options
  • Order Validations: Block suspicious orders based on address or customer data
  • Upsell App Blocks: Display powerful checkout upsells and cross-sells
  • Auto Gift/Product to Cart: Automatically add products based on conditions
  • Surveys & Forms: Collect valuable customer information at checkout
  • Checkout Extensions: Add custom elements like checkboxes, banners, and more

Important Note

Checkout extensions are supported on the "Thank You" and "Order Status" pages. Payment, Shipping, and Order Validation customizations require the Monthly Advanced Plan and an active subscription.

Features

Checkout Nexus offers six main feature categories, each designed to give you complete control over your checkout process:

Six Main Feature Categories
All Six Feature Categories Overview
1. Payment Customizations

Hide, modify, or reorder your payment options at checkout based on conditions like customer type, cart attributes, or other variables.

Payment Customizations Options
Payment Customization Options
  • Hide payment methods conditionally
  • Change payment method names
  • Reorder payment method display order
2. Shipping Customizations

Add a message or hide your shipping methods to control the customer experience.

Shipping Customizations screenshot
  • Hide shipping methods based on conditions
  • Display custom messages for specific shipping methods
  • Control the order in which shipping methods are displayed
3. Order Validations

Block suspicious orders based on address or customer information to reduce fraud and chargebacks.

Order Validations
Order Validation Configuration
  • Validate addresses (e.g., block P.O. Box addresses)
  • Set minimum cart total requirements
  • Create custom validation rules
  • Display custom error messages
4. Upsell App Blocks

Drive more revenue with powerful checkout upsells and cross-sells. Display recommended products based on cart contents.

Upsells Dashboard Overview
Upsells Performance Dashboard with Analytics
  • Manually select upsell products
  • Use automatic product recommendations from Shopify's engine
  • Set conditions for when upsells display
  • Add discount codes for upsell products
5. Automatic Gift Offers

Automatically add free gifts or promotional products to carts at checkout.

Auto Add Gift/Product Dashboard Overview
Auto Add Gift/Product Dashboard with Customizations List
  • Add products based on conditions
  • Make products required or optional
  • Set trigger conditions (cart total, customer type, etc.)
6. Survey & Form Blocks

Collect valuable customer information through customizable forms and surveys.

Surveys Overview Dashboard
Surveys & Forms Dashboard Overview
  • Create custom surveys with multiple field types
  • Target specific customer segments
  • Text input, radio buttons, checkboxes, and more

Subscription Plans

Checkout Nexus offers different subscription tiers to match your business needs:

Subscription Plans overview
Subscription Plans Overview
Feature Free Plan Monthly Advanced Plan
Checkout Extensions Supported Supported
Payment Customizations Not Available Full Access
Shipping Customizations Not Available Full Access
Order Validations Not Available Full Access
Upsells Basic Advanced
Auto Add Products Basic Advanced
Surveys & Forms Unlimited Unlimited

Subscription Required

Your store must be on the Monthly Advanced plan and have an active subscription to access checkout extensions. Payment, Shipping, and Order Validation customizations require the Monthly Advanced plan.

Installation

Getting started with Checkout Nexus is simple. Follow these comprehensive steps to install, configure, and start using the app to enhance your Shopify checkout experience.

Prerequisites

Before installing Checkout Nexus, ensure you have:

  • Shopify Store: An active Shopify store (any plan)
  • Admin Access: Admin permissions to install apps
  • Shopify Plus (Optional): For advanced features like Payment/Shipping Customizations
  • Checkout Extensions Enabled: Available on Shopify Plus stores
Step 1: Install from Shopify App Store
  1. Access App Store: Visit the Shopify App Store at apps.shopify.com
  2. Search for App: Type "Checkout Nexus" in the search bar
  3. Select App: Click on the Checkout Nexus app from the search results
  4. Review Details: Read the app description, pricing, and reviews
  5. Install App: Click the "Add app" or "Install" button
  6. Review Permissions: Carefully review the requested permissions:
    • Read and modify checkout settings
    • Access order information
    • Read customer data
    • Read product and cart information
  7. Confirm Installation: Click "Install app" to grant permissions
  8. Wait for Setup: The app will install and configure itself (usually takes 10-30 seconds)
  9. Access Dashboard: You'll be automatically redirected to the Checkout Nexus dashboard

Direct Access

After installation, access Checkout Nexus anytime from your Shopify admin by clicking Apps in the left sidebar, then selecting Checkout Nexus.

Step 2: Initial Setup & Dashboard Overview

Once installed, you'll see the Checkout Nexus main dashboard featuring:

Checkout Nexus Feature Cards
Six Main Feature Categories
Dashboard Components:
  • Header Bar:
    • App branding and logo (Checkout Nexus)
    • "Manage Subscription" button (top right)
    • Store name display (e.g., "appaza-checkout")
  • Feature Cards: Six main feature categories with "Manage" buttons:
    1. Payment Customizations: Hide, modify, or reorder payment options
    2. Shipping Customizations: Add messages or hide shipping methods
    3. Order Validations: Block suspicious orders based on address or customer
    4. Upsell App Blocks: Drive revenue with powerful checkout upsells
    5. Automatic Gift Offers: Automatically add free gifts or promotional products
    6. Survey & Form Blocks: Collect customer information through customizable forms
  • Extensions Section: Browse and load available checkout extensions
  • Tutorial Videos: "Turn your side-project into a business" course link
  • Support Access: Chat button (with notification badge) at bottom right
  • Footer Links: "Contact Us" and feature request options
Step 3: Choose Your Subscription Plan
  1. Access Subscription: Click "Manage Subscription" button in the top right corner
  2. Review Plans: Compare Free Plan vs Monthly Advanced Plan features
  3. Free Plan Includes:
    • Basic checkout extensions
    • Unlimited surveys and forms
    • Basic upsells and auto-add products
    • Access to extension library
  4. Monthly Advanced Plan Includes:
    • Everything in Free Plan
    • Payment customizations (hide, rename, reorder)
    • Shipping customizations (hide, add messages, reorder)
    • Order validations (fraud prevention, address blocking)
    • Advanced upsell features with discount codes
    • Advanced auto-add product features
    • Priority support
  5. Select Plan: Choose the plan that best fits your business needs
  6. Enter Payment: For Monthly Advanced Plan, enter payment details
  7. Confirm Subscription: Review and confirm your subscription
  8. Activate: Your chosen plan will activate immediately

Important: Plan Requirements

Payment, Shipping, and Order Validation customizations require the Monthly Advanced Plan and an active subscription. You'll see an "Upgrade required" message when trying to access these features on the Free Plan.

Step 4: Understanding the Notification System

Checkout Nexus uses a notification banner system to keep you informed:

  • Green Success Banner: "Note: Checkout extensions are supported on the 'Thank You' and 'Order Status' pages..."
  • Red Warning Banner: "Upgrade required — your store must be on the Monthly Advanced plan..."
  • Notifications can be dismissed by clicking the X button
  • Important notices appear at the top of the dashboard
Step 5: Configure Your First Customization

Now that installation is complete, create your first customization:

Option A: Start with Surveys (Free Feature)
  1. Click "Manage" on the "Survey & Form Blocks" card
  2. Click "Create Survey" button (top right)
  3. Follow the 4-step survey builder workflow
  4. Add form elements (text input, checkboxes, etc.)
  5. Configure customer targeting
  6. Save and preview your survey
Option B: Start with Upsells (Free Feature)
  1. Click "Manage" on the "Upsell App Blocks" card
  2. Review the performance metrics dashboard
  3. Click "Create Upsell" or "Other Options"
  4. Name your upsell campaign
  5. Select products or enable automatic recommendations
  6. Set conditions and customer eligibility
  7. Save and activate
Option C: Start with Payment Customizations (Requires Upgrade)
  1. Click "Manage" on the "Payment Customizations" card
  2. If not on Monthly Advanced Plan, you'll see upgrade prompt
  3. After upgrading, click "Create Customizations"
  4. Choose from: Hide, Change Name, or Reorder Payment Methods
  5. Configure your customization with conditions
  6. Save and the changes will apply immediately
Step 6: Enable Checkout Extensions (If Applicable)

For certain features, you'll need to add extensions to your checkout:

  1. Access Checkout Editor: From Shopify Admin → Settings → Checkout
  2. Customize: Click "Customize" button for checkout page
  3. Add App Block: Look for Checkout Nexus blocks in the left panel
  4. Drag and Drop: Add desired blocks to your checkout layout
  5. Configure Block: Click on the block to adjust settings
  6. Position Block: Move it to the desired location on the page
  7. Save Changes: Click "Save" in the top right
Accessing Tutorial Videos

Each feature page includes a tutorial video. Look for:

  • Video Thumbnails: Blue/teal colored cards with play button icon
  • Video Length: Displayed on each thumbnail (e.g., "1:20", "3:13")
  • Topics Covered: Feature-specific walkthrough and best practices
  • "Learn more" Button: Click to watch the full tutorial
Getting Help

If you need assistance during or after installation:

  • Support Chat: Click the green chat button (bottom right) with notification badge
  • Contact Us: Use the "Contact Us" link at the bottom of any page
  • Feature Requests: Click "Don't see what you are looking for? Contact us" in customization modals
  • Documentation: Refer to this guide for detailed instructions
  • Tutorial Videos: Watch step-by-step video guides on each feature page

Pro Tips for Success

  • Start Simple: Begin with one feature (like surveys) before expanding
  • Watch Videos: The tutorial videos provide visual step-by-step guidance
  • Test Thoroughly: Always test customizations in a development store first
  • Monitor Performance: Check analytics regularly to measure impact
  • Read Notifications: Pay attention to banner messages for important updates
  • Backup Strategy: Document your customizations for future reference
Next Steps After Installation

Once installed and configured, proceed to:

  1. Explore Features: Click through each feature category to understand capabilities
  2. Plan Strategy: Decide which features align with your business goals
  3. Create Customizations: Build your first customization using the guides below
  4. Test Checkout: Place test orders to verify customizations work correctly
  5. Optimize: Use analytics data to refine and improve your customizations

How to Create & Update Customizations

This section provides a comprehensive guide to creating and managing customizations across all Checkout Nexus features. Understanding the common interface elements and workflows will help you work efficiently.

Universal Customization Workflow

All customizations in Checkout Nexus follow a similar pattern:

1. Navigate to Feature Page → 2. Create New → 3. Configure Settings → 4. Set Conditions → 5. Save & Activate
Common Interface Elements
1. Feature List Pages

Each feature has a list page displaying existing customizations:

  • Header: Feature name and description
  • Tutorial Video: Embedded video with thumbnail and duration
  • "Learn more" Link: Access to detailed guide
  • Create Button: "Create Customizations", "Create Survey", "Create Upsell", etc.
  • "Other Options" Dropdown: Additional actions and settings
  • Performance Metrics: (For Upsells) Shows last 30 days statistics
  • Table/Card View: Lists all existing customizations with details:
    • Name/Title column
    • Status indicator (Enabled/Disabled badge)
    • Type/Condition information
    • Action buttons (Edit, Delete)
  • Empty State: Message when no customizations exist (e.g., "No Upsells")
2. Create/Edit Modal or Page

When creating or editing a customization, you'll see:

  • Back Arrow: Returns to the feature list page
  • Feature Title: Clear heading showing what you're creating
  • Save Button: Top right corner (may be disabled until required fields are filled)
  • Info Banner: Blue notification box with important notes or setup instructions
  • Step Indicators: (For multi-step processes like surveys)
    • Step 1: Survey Title
    • Step 2: Add Form Elements
    • Step 3: Configure Form Elements
    • Step 4: Advanced Conditions
  • Form Fields: Input fields with labels and placeholders
  • Dropdown Selectors: For choosing options (payment methods, shipping methods, etc.)
  • Condition Builder: Interface for adding multiple conditions
  • Summary Panel: (Right side) Shows preview or condition summary
3. Customization Name Field

Every customization requires a name:

  • Purpose: Internal reference only (NOT visible to customers)
  • Best Practice: Use descriptive names that explain the customization
  • Examples:
    • "Hide COD for orders over $100"
    • "Add free sample for high-value customers"
    • "Block P.O. Box addresses"
    • "B2B customers - Special pricing message"
  • Character Limit: Usually generous (no strict limit shown)
  • Required Field: Must be filled before saving
4. Condition Builder

Most features include a powerful condition builder:

Condition Builder Interface
Condition Builder with Multiple Conditions
  • Condition Rows: Each row represents one condition
    • Field dropdown (Cart Total, Customer Type, Product, etc.)
    • Operator dropdown (is, is not, is greater than, etc.)
    • Value input (text field, dropdown, or product selector)
    • Delete button (trash icon) to remove condition
  • "+ Add condition" Button: Creates a new condition row
  • Logic: Multiple conditions use AND logic (all must be true)
  • Condition Types Available:
    • Cart Total (numeric value with currency)
    • Customer Type (B2B, Non-B2B, All Customers)
    • Customer Tag (specific tags)
    • Cart Attribute (custom attributes)
    • Product (specific products in cart)
    • Shipping Country (geographic targeting)
    • Shipping Method (specific methods)
5. Summary Panel

Many creation interfaces include a right-side summary panel:

  • Preview Section: Shows how customization will appear (for surveys)
  • Conditions Display: Lists active conditions in human-readable format
    • Example: "carttotal isgreaterthan $0.00"
    • Example: "customertype is B2B"
    • Example: "product is 1 products"
  • Summary Cards: Show key details:
    • When This Condition is Met
    • Customer Eligibility
    • Run Location (for validations)
    • Shipping Method tags
  • Real-time Updates: Changes reflect immediately as you edit
Creating Specific Customization Types
Payment Customizations
To Hide a Payment Method:
1. Payment Customizations → Create Customizations
2. Select "Hide Payment Method" from modal
3. Enter customization name
4. Search/select payment method to hide
5. Add conditions (optional)
6. Save

To Change Payment Name:
1. Payment Customizations → Create Customizations
2. Select "Change Name of Payment Method"
3. Enter customization name
4. Select payment method
5. Enter new name in "New Name" field
6. Add conditions (optional)
7. Save

To Reorder Payment Methods:
1. Payment Customizations → Create Customizations
2. Select "Reorder Payment Method"
3. Enter customization name
4. Set order number (1, 2, 3, etc.)
5. Select payment method to reorder
6. Add conditions (optional)
7. Save
Shipping Customizations
To Hide a Shipping Method:
1. Shipping Customizations → Create Customizations
2. Select "Hide Shipping Method"
3. Enter customization name
4. Search/enter shipping method name
5. Add conditions
6. Save

To Add Shipping Message:
1. Shipping Customizations → Create Customizations
2. Select "Shipping Method Message"
3. Enter customization name
4. Select shipping method
5. Type custom message
6. Check/uncheck "Prefix Shipping Method Name to Message"
7. Add conditions (optional)
8. Save

To Reorder Shipping Methods:
1. Shipping Customizations → Create Customizations
2. Select "Reorder Shipping Methods"
3. Enter customization name
4. Set order number
5. Select shipping method
6. Add conditions
7. Save
Order Validations
To Create a Validation:
1. Order Validations → Create Validation
2. Enter customization name (internal)
3. Write error message for customers
4. (Optional) Click "Show Translation" for multilingual support
5. Select error message location (default: Top of Checkout)
6. Add validation conditions:
   - Cart Total (min/max amounts)
   - Address patterns (P.O. Box blocking)
   - Customer type restrictions
7. Select run location:
   - Checkout Completion (on "Pay Now" click)
   - Checkout Interaction (as customer types)
8. Save
Upsells
To Create an Upsell:
1. All Upsells → Create Upsell
2. Enter name for upsell (internal)
3. Set status (Active/Inactive toggle)
4. Choose condition to display:
   - Always Displaying Upsells
   - No Condition
   - Custom conditions
5. Set priority number (lower = shown first, default: 99)
6. Select "When This Condition is Met"
7. Choose Product Selection Strategy:
   - Manually select products (then click "Add Product")
   - Use automatic recommendations from Shopify
8. Set customer eligibility (All/B2B/Non-B2B)
9. (Optional) Enable Country Filter
10. Save
Auto Add Gift/Product
To Create Auto-Add Product:
1. Auto Gift/Product to Cart → Create gift
2. Enter customization name
3. Select condition:
   - Always Add Product
   - Conditional (based on cart, customer, etc.)
4. Click "Select Product" for each product slot (1, 2, 3)
5. Configure optional settings:
   ☐ Make product required (blocks checkout if removed)
   ☐ Show as optional offer (allow customer choice)
   ☐ Remove product when condition is no longer met
6. Set customer eligibility
7. Save
8. **Important:** Add Auto Add extension in Shopify Checkout Editor
Surveys & Forms
To Create a Survey:
1. All Surveys → Create Survey
2. **Step 1:** Enter survey title (internal only)
3. **Step 2:** Add Form Elements
   - Click "Add Form Element"
   - Choose type: Text Input, Radio, Checkbox, Dropdown, etc.
   - Repeat for all fields needed
4. **Step 3:** Configure Form Elements
   - Set field label (visible to customers)
   - Set placeholder text
   - Toggle required/optional
   - Drag to reorder fields
5. **Step 4:** Advanced Conditions
   - Set customer eligibility (All/B2B/Non-B2B)
   - Add display conditions
6. Review in Preview panel
7. Save
Updating Existing Customizations
How to Edit:
  1. Navigate to the feature list page
  2. Find the customization in the table/list
  3. Click the "Edit" button (pencil icon)
  4. Make your changes to any field or condition
  5. Review the summary panel to verify changes and check activation status
  6. Ensure the customization is activated (green "Activate Customization" button or Active toggle)
  7. Click "Update" or "Save" to apply changes
  8. Changes take effect immediately for active customizations

Update Page Features:

  • Delete Button: Red "Delete" button in the top right corner
  • Update Button: Dark "Update" button to save changes
  • Summary Panel: Right side shows:
    • Current customization name
    • Selected payment/shipping method or validation type
    • Active conditions displayed in readable format
    • "Activate Customization" button (green when ready to activate)
  • Status Indicator: Visual confirmation of whether customization is currently active or inactive
How to Enable/Disable:

All customizations and validations can be activated or deactivated without deleting them:

  • Activate Customization Button: In the edit view, look for the green "Activate Customization" button in the summary panel on the right side
  • Toggle Switch: Many features have an Active/Inactive toggle at the top of the edit page
  • Status Badge: Shows current state with color coding:
    • Green badge = Active/Enabled (customization is live)
    • Red/Gray badge = Inactive/Disabled (customization is paused)
  • Quick Action from List View: Some features allow toggling status directly from the list page without entering edit mode
  • Summary Panel Status: When editing, the summary panel displays the current activation status and conditions
  • Use Case: Temporarily disable without deleting (perfect for seasonal campaigns, A/B testing, or temporary promotions)

Activation Best Practice

Important: Every customization must be activated to take effect. After creating or updating a customization, make sure to click the "Activate Customization" button or ensure the status toggle is set to "Active". Inactive customizations will not appear at checkout.

How to Delete:
  1. Locate the customization in the list
  2. Click the "Delete" button (trash icon) or within Edit mode
  3. Confirm deletion in the popup dialog
  4. Warning: This action cannot be undone
  5. Customization is removed immediately
Testing Your Customizations
Test Checklist:
  • Create Test Order: Add products to cart and proceed to checkout
  • Verify Conditions: Ensure customization appears/works when conditions are met
  • Test Negative Cases: Verify customization doesn't appear when conditions aren't met
  • Check All Devices: Test on desktop, tablet, and mobile
  • Test Different Customers: Try with B2B vs retail, logged in vs guest
  • Verify Messaging: Check that error messages, banners, etc. display correctly
  • Test Edge Cases: Try boundary values (e.g., exactly $100 when condition is > $100)
  • Review Analytics: After going live, monitor performance metrics
Common Mistakes to Avoid
Mistake Impact Solution
Not adding checkout extension after creating auto-add product Feature won't work Always add the extension in Shopify Checkout Editor
Forgetting to enable/activate customization Customization doesn't appear Check status toggle is set to "Enabled" or "Active"
Using overly complex conditions Customization rarely triggers Start simple, add conditions gradually based on testing
Not testing on mobile Poor mobile checkout experience Always test on actual mobile devices
Creating too many upsells Overwhelming checkout experience Limit to 3-5 upsell products, use priority effectively
Vague error messages in validations Customer confusion and cart abandonment Write clear, actionable error messages
Best Practices for Creating Customizations
  • Descriptive Names: Use names that clearly describe what the customization does
  • Document Conditions: Keep notes on why you set specific conditions
  • Start Small: Begin with one customization, test thoroughly, then expand
  • Monitor Performance: Regularly check analytics to measure impact
  • Update Regularly: Refine customizations based on customer behavior data
  • Use Priority Wisely: Set strategic priority numbers for upsells
  • Customer-First: Always consider the customer experience when creating rules
  • Backup Your Work: Take screenshots or document your customizations

Quick Start Recommendation

New to Checkout Nexus? We recommend starting with these customizations in order:

  1. Survey: Create a simple customer feedback survey (Free, easy to test)
  2. Upsell: Add 2-3 complementary products as upsells (Free, revenue impact)
  3. Order Validation: Block P.O. Box addresses if relevant (Requires upgrade)
  4. Payment Customization: Hide/reorder payment methods (Requires upgrade)
  5. Auto-Add Product: Offer free gift at cart threshold (Free/Paid features)

Payment Customizations

Payment Customizations allow you to hide, modify, or reorder your payment options at checkout. This feature helps you create a cleaner checkout experience and control which payment methods are available based on specific conditions.

Hide Payment Method

Hide specific payment methods from customers based on conditions like cart total, customer type, or custom attributes.

Payment Customizations Options
Payment Customization Options Modal
How to Hide a Payment Method:
  1. Navigate to Payment Customizations in the Checkout Nexus dashboard
  2. Click Create Customizations
  3. Select Hide Payment Method from the customization options
  4. Enter a customization name (not visible to customers)
  5. Search for and select the payment method you want to hide
  6. Set your conditions using the condition builder
  7. Click the + Add condition button to add multiple conditions
  8. Click Save to activate
Hide Payment Method Creation Interface
Creating a Hide Payment Method Customization
Update Hide Payment Method Interface
Updating an Existing Hide Payment Method Customization with Delete and Update Options

Activation Required

Notice the green "Activate Customization" button in the summary panel (right side) of the update interface. Every payment customization must be activated to take effect. The summary panel shows your customization name, selected payment method, active conditions, and the activation button. Click "Update" to save changes and ensure the customization is active.

Example Use Cases:
  • Hide Cash on Delivery: Hide COD for orders over $100 to reduce fraud
  • Cart Total Restrictions: Only show certain payment methods for high-value orders
  • Customer Type: Hide payment methods for B2B customers vs retail customers
  • Geographic Restrictions: Show/hide payment methods based on shipping country
Condition Options:
Condition Type Operators Description
Cart Total is greater than, is less than, equals Base conditions on the cart subtotal amount
Customer Type is, is not Target specific customer types (B2B, Non-B2B, All Customers)
Cart Attribute is present, is not present, equals Use custom cart attributes to trigger rules
Product is, is not Conditions based on specific products in cart

Pro Tip

You can combine multiple conditions using AND logic. All conditions must be met for the payment method to be hidden.

Change Payment Method Name

Rename payment methods to provide clearer descriptions or localized names for your customers.

How to Change a Payment Method Name:
  1. Navigate to Payment Customizations
  2. Click Create Customizations
  3. Select Change Name of Payment Method
  4. Enter a customization name (internal use only)
  5. Search for and select the payment method you want to rename
  6. Enter the new name in the "New Name" field
  7. Set conditions for when this name should appear (optional)
  8. Click Save
Create Change Payment Method Name Interface
Creating a Change Payment Method Name Customization
Update Change Payment Method Name Interface
Updating a Change Payment Method Name Customization
Example Scenarios:
  • Add Context: Change "COD" to "Cash on Delivery"
  • Localization: Display payment names in the customer's language
  • Promotional Names: Add "Free Processing" or "No Fees" to specific methods
  • Clarification: Rename technical payment names to customer-friendly versions

Best Practice

Type the payment method name in the search box and press Enter to add a custom method to the list if it doesn't appear in the dropdown.

Reorder Payment Methods

Control the order in which payment methods are displayed to customers. Put your preferred payment methods at the top to encourage their use.

How to Reorder Payment Methods:
  1. Go to Payment Customizations
  2. Click Create Customizations
  3. Select Reorder Payment Method
  4. Enter a customization name
  5. Enter the order number (1 = first, 2 = second, etc.)
  6. Search and select the payment methods to reorder
  7. Add conditions if you want the reordering to be conditional
  8. Click Save
Create Reorder Payment Method Interface
Creating a Reorder Payment Method Customization
Update Reorder Payment Method Interface
Updating a Reorder Payment Method Customization
Strategic Ordering:
  • Lowest Fees First: Place payment methods with lower processing fees at the top
  • Popular Methods: Put the most commonly used methods first
  • Regional Preferences: Reorder based on customer location
  • B2B vs Retail: Show different ordering for different customer types
Customization Name Tag:

Each customization displays a unique name tag showing the conditions. For example: customertype is B2B

Shipping Customizations

Shipping Customizations give you control over how shipping methods are displayed and what information customers see. Hide methods based on conditions, add custom messages, or reorder shipping options.

Hide Shipping Method

Conditionally hide shipping methods from customers based on cart contents, customer type, product selection, or other factors.

Shipping Customizations Options
Shipping Customizations Options Modal
Setup Instructions:
  1. Navigate to Shipping Customizations
  2. Click Create Customizations
  3. Select Hide Shipping Method
  4. Enter a customization name (internal reference)
  5. Search or enter a custom shipping method name
  6. Add conditions using the condition builder
  7. Click + Add condition for multiple rules
  8. Click Save to activate
Hide Shipping Method Configuration
Hide Shipping Method Interface with Conditions
Update Hide Shipping Method Interface
Updating an Existing Hide Shipping Method Customization
Common Use Cases:
  • Product-Based: Hide expensive shipping for specific fragile products
  • Cart Value: Hide standard shipping when free shipping threshold is met
  • Geographic: Restrict certain shipping methods by country/region
  • Customer Segment: Show different shipping options for wholesale vs retail
Example Condition:
IF Product is "Fragile Item"
AND Cart Total is greater than $50.00
THEN Hide "Standard Ground Shipping"

Summary Display

Your customization conditions are displayed in the summary panel on the right side. Example: product is 1 products

Shipping Method Message

Add custom messages that appear alongside specific shipping methods. Use this to provide additional information, delivery estimates, or promotional messages.

How to Add a Shipping Message:
  1. Go to Shipping Customizations
  2. Click Create Customizations
  3. Select Add Message to Shipping Method
  4. Enter a customization name
  5. Select or enter the shipping method name
  6. Type your custom message in the "Message" field
  7. Choose whether to prefix the shipping method name to the message
  8. Add conditions (optional)
  9. Click Save
Create Shipping Method Message Interface
Creating a Shipping Method Message Customization
Add Custom Shipping Message
Shipping Method Message Configuration
Update Shipping Method Message Interface
Updating an Existing Shipping Method Message
Message Examples:
  • Delivery Time: "Express Shipping: Arrives within 1-2 business days"
  • Special Instructions: "Signature required upon delivery"
  • Cost Savings: "Save 20% with Standard Shipping"
  • Service Details: "Includes tracking and insurance up to $100"
Prefix Option:

Enable "Prefix Shipping Method Name to Message" checkbox to automatically add the shipping method name before your message. For example:

  • Checked: "Express Shipping: Your message here"
  • Unchecked: "Your message here"
Condition Example:
Condition Field Shipping Country
Operator is
Value AE (United Arab Emirates)
Result Message only shows for customers in UAE

Reorder Shipping Methods

Control the display order of shipping methods at checkout. Place preferred or more profitable shipping options at the top.

Configuration Steps:
  1. Access Shipping Customizations
  2. Click Create Customizations
  3. Select Reorder Shipping Methods
  4. Enter a customization name
  5. Set the order number (1 for first position, 2 for second, etc.)
  6. Select the shipping method to reorder
  7. Add conditions for when this order should apply
  8. Click Save
Reorder Shipping Methods
Reorder Shipping Methods Configuration
Update Reorder Shipping Method Interface
Updating an Existing Reorder Shipping Method Customization
Strategic Ordering Strategies:
  • Revenue Optimization: Place higher-margin shipping options first
  • Speed Priority: Show fastest options at the top for urgent orders
  • Cost-Effective: Highlight free or discounted shipping methods
  • Conditional Ordering: Change order based on customer location or cart value
Customization Tags:

The summary shows the shipping method name tag: customertag is

Order Validations

Order Validations help you block suspicious orders and reduce fraud by setting rules based on address information, cart totals, or customer data. When validation fails, customers see a custom error message and cannot complete checkout.

Overview

Order Validations allow you to create rules that must be met before a customer can complete their purchase. This powerful feature helps protect your business from fraud, ensures minimum order values, and enforces business rules.

Order Validations Dashboard Overview
Order Validations Dashboard with List View
Key Benefits:
  • Fraud Prevention: Block orders from suspicious addresses or patterns
  • Address Validation: Prevent delivery to P.O. Boxes or restricted addresses
  • Minimum Orders: Enforce minimum cart value requirements
  • Custom Rules: Create business-specific validation logic
  • Clear Messaging: Display helpful error messages to customers
How It Works:
  1. Customer proceeds to checkout
  2. Validation rules are checked in real-time
  3. If validation fails, checkout is blocked
  4. Custom error message is displayed
  5. Customer can modify their order and retry
Run Locations:

Choose when validation should occur:

  • Checkout Completion: Validate when customer clicks "Pay Now"
  • Checkout Interaction: Validate as customer fills out fields

Creating Validations

Create comprehensive order validations with custom error messages and conditions.

Step-by-Step Setup:
  1. Navigate to Order Validations from the dashboard
  2. Click Create Validation
  3. Enter a customization name (internal reference, not visible to customers)
  4. Write your error message that customers will see
  5. Click Show Translation (optional) to add translated versions
  6. Choose the error message location (Top of Checkout is default)
  7. Add your validation conditions
  8. Select when the validation should run (Completion or Interaction)
  9. Click Save to activate
Create Order Validation Interface
Creating a New Order Validation with Custom Error Message and Conditions
Error Message Best Practices:
  • Be Clear: Explain exactly what the issue is
  • Be Helpful: Tell customers how to fix the problem
  • Be Professional: Maintain a friendly, professional tone
  • Be Specific: Provide actionable information
Example Error Messages:
❌ Bad: "Invalid address"

✅ Good: "Address Invalid: Please use an address without a P.O. Box"

❌ Bad: "Order cannot be completed"

✅ Good: "Minimum Order Required: Your cart total must be at least $50.00 to checkout"

Translations

Use the "Show Translation" feature to provide error messages in multiple languages for international customers.

Validation Types

Checkout Nexus supports various validation types to cover different business needs.

1. Cart Total Validation

Enforce minimum or maximum cart value requirements.

Field Operator Value Example
Cart Total is greater than EUR 0.00 Minimum order of €50
Cart Total is less than EUR 1000.00 Maximum order limit
2. Address Validation

Block specific address patterns or require certain address formats.

  • P.O. Box Blocking: Prevent delivery to P.O. Boxes
  • Example: Block P.O. Box addresses
    Customization Name: Block P.O Box Address
    Error Message: "Address Invalid: Please use an address without a P.O. Box"
    Error Location: Top of Checkout (Default)
    Condition: Address contains "P.O" or "P.O. Box"
Managing Validations:

The Order Validations list view shows:

Update Order Validation Interface
Updating an Existing Order Validation with Edit Options

Tutorial Available

Watch the "How to use Order Validations Customization" video (1:20) at the top of the Order Validations page for a visual walkthrough.

Upsells

Upsell App Blocks allow you to display product recommendations at checkout to increase average order value. Choose between manually selected products or automatic recommendations powered by Shopify's recommendation engine.

Overview

Checkout upsells are one of the most effective ways to increase revenue. By showing relevant product recommendations at the final stage of purchase, you can significantly boost your average order value.

Upsells Dashboard Overview
Upsells Performance Dashboard with Analytics
Upsell Performance Metrics:

The Upsells dashboard shows performance data for the last 30 days:

  • Upsells Added To Cart: Number of times upsell products were added (0 by default)
  • Upsells Sold: Number of upsell products actually purchased (0 by default)
  • Total Value Added: Revenue generated from upsells ($0.00 by default)
Upsell Types:
Type How It Works Best For
Always Displaying Upsells Upsells show to all customers regardless of cart contents Bestsellers, seasonal items, universal products
Manually Selected Products You choose specific products to display as upsells Accessories, complementary products, bundles
Automatic Recommendations Shopify's AI recommends products based on cart Large catalogs, personalized recommendations

Learn More

Watch the "How to use Upsells" tutorial (3:13) for an in-depth guide on setting up and optimizing your upsells.

Creating Upsells

Set up upsells with complete control over product selection, display conditions, and targeting.

Basic Upsell Setup:
  1. Navigate to All Upsells from the dashboard
  2. Click Create Upsell
  3. Enter a name for your upsell (internal reference)
  4. Set the upsell status (Active by default)
  5. Choose the condition to display the upsell
  6. Set the priority number (lower = higher priority, default is 99)
  7. Select targeting conditions
  8. Choose product selection strategy
  9. Add products (if manual selection)
  10. Click Save
Create Upsell Interface
Creating a New Upsell with Product Selection and Conditions
Display Conditions:
  • Always Displaying Upsells: Show to everyone
  • No Condition: Display based on other settings only
  • Custom Conditions: Show based on cart contents, customer type, etc.
Upsell Condition Selection Dropdown
Condition Selection Options for Displaying Upsells
Priority System:

If multiple upsells are eligible, the one with the lowest priority number displays first. Example:

Priority 10: High-margin accessories (shown first)
Priority 50: Seasonal products (shown second)
Priority 99: Default upsells (shown last)

Product Selection

Choose how products are selected for your upsell offers.

Manual Product Selection:
  1. Select "Manually select products" in Product Selection Mode
  2. Click "Add Product" button
  3. Search and select products from your catalog
  4. Add up to the maximum allowed products
  5. Optionally add a discount code for each product
Upsell Product Selection Modal
Product Selection Modal for Choosing Upsell Products
Discount Codes for Upsells:

Tip: Incentivize Upsells

You can optionally add a discount code for each product. When customers add these products to their cart through the upsell, the specified discount code will be automatically applied. This is a great way to incentivize upsell purchases!

Automatic Product Recommendations:

Let Shopify's AI-powered recommendation engine dynamically select the best upsell products for each customer.

  1. Select "Use automatic product recommendations from Shopify's Search & Discovery"
  2. Choose your recommendation type:
    • Related Products: Products similar to the products in the cart (automatically determined by Shopify)
    • Complementary Products: Products that pair well with cart items (requires setup in Shopify Search & Discovery App)
  3. Shopify's Recommendation Engine analyzes the cart contents
  4. Relevant products are automatically suggested at checkout
  5. Recommendations update dynamically based on what's in the cart

Recommendation Types

Related Products are automatically determined by Shopify's recommendation engine. Complementary Products are configured in the Shopify Search & Discovery App. The products shown will be determined by Shopify's recommendation engine using the selected recommendation type.

Product Display:

When no products are selected yet, you'll see:

  • "No products selected yet"
  • "Click 'Add Product' to start selecting products for your upsell"

Conditions & Targeting

Fine-tune when and to whom your upsells appear.

Customer Eligibility:

Control which customers see your upsells:

  • All Customers: Show to everyone (default)
  • B2B: Only show to business customers
  • Non-B2B: Only show to retail customers
Product Selection Strategy:
Strategy When to Use Benefits
Manually Selected Products You know exactly what to recommend Full control, strategic pairing, promotional items
Automatic Recommendations Large catalog, personalization needed AI-powered, dynamic, always relevant
Advanced Conditions (Multiple Conditions):

Create complex targeting rules by combining multiple conditions with AND/OR logic.

How to Use Multiple Conditions:
  1. Select "Multiple conditions (advanced)" from the Condition dropdown
  2. Choose how conditions should be evaluated:
    • All conditions must be met (AND): All conditions must be true
    • Any condition can trigger the upsell (OR): At least one condition must be true
  3. Add your first condition by selecting a Condition Type
  4. Click "Add Condition" to add additional conditions
  5. Configure each condition with specific products or collections
Multiple Conditions Builder with Product in Cart
Advanced Condition Builder with "Product in cart" Condition Type
Multiple Conditions Builder with Collection in Cart
Advanced Condition Builder with "Collection in cart" Condition Type
Available Condition Types:
  • Product in cart: Trigger upsell when specific product(s) are in the cart
  • Collection in cart: Trigger upsell when products from specific collection(s) are in the cart
  • Cart total: Trigger based on cart value thresholds
  • Customer type: Target B2B or Non-B2B customers
Example Advanced Conditions:
AND Logic Example:
Condition 1: Product "Winter Jacket" is in cart
Condition 2: Cart Total is greater than $100
Result: Upsell only shows when BOTH conditions are true

OR Logic Example:
Condition 1: Collection "Summer Sale" is in cart
Condition 2: Product "Sunglasses" is in cart
Result: Upsell shows if EITHER condition is true

Advanced Targeting Tip

Use multiple conditions to create highly targeted upsell campaigns. For example, show premium accessories only to customers who have high-value products in their cart AND have a cart total above a certain threshold.

Country Filter:
country filter

Enable country filtering to limit upsells to specific countries:

  • Check "Enable Country Filter"
  • Select countries where the upsell should appear
  • Leave unchecked to show worldwide
Best Practices:
  • Relevance is Key: Only show products that complement the cart
  • Don't Overwhelm: Limit to 3-5 upsell products max
  • Test Pricing: Try different price points for upsells
  • Use Discounts Wisely: Incentivize without eroding margin
  • Monitor Performance: Check the analytics dashboard regularly

Managing Upsells

Edit and update your existing upsells to optimize performance and adjust your strategy.

Update Upsell Interface
Updating an Existing Upsell with Edit Options and Settings
Editing Existing Upsells:
  • Status Toggle: Enable or disable upsells without deleting them
  • Edit Button: Modify all settings including products, conditions, and targeting
  • Priority Adjustment: Change the display order of multiple upsells
  • Performance Review: Monitor metrics and adjust based on data

Optimization Tip

Regularly review your upsell performance metrics and adjust product selections, discounts, or targeting conditions to maximize conversion rates and revenue.

Auto Add Gift/Product to Cart

Automatically add products to the cart at checkout based on conditions. Perfect for offering free gifts, samples, or required products when specific criteria are met.

Overview

The Auto Add Gift/Product feature allows you to automatically include products in the customer's cart when they reach checkout, based on conditions you define. This is perfect for promotional campaigns, free gift offers, or adding required accessories.

Auto Add Gift/Product Dashboard Overview
Auto Add Gift/Product Dashboard with Customizations List
Key Features:
  • Conditional Auto-Add: Add products based on cart value, customer type, or products
  • Always Add Products: Add products to every order
  • Make Required: Prevent customers from removing the product
  • Optional Offers: Allow customers to remove if they want
  • Automatic Removal: Remove product if condition is no longer met

Important Setup Note

After selecting the product you want to auto-add, make sure to finish setting up your customization by adding our Auto Add Gift/Product extension in the checkout editor. Please contact us if you need assistance.

Configuration

Set up auto-add products with precise control over when and how they're added.

Auto Add Gift/Product Dashboard Overview
Auto Add Gift/Product Dashboard Overview
Step-by-Step Configuration:
  1. Navigate to All Auto Gift/Product to Cart Customizations
  2. Click Create gift
  3. Enter a customization name (Example: "Add free sample of our best product")
  4. Select the condition to add the product to cart
  5. Choose the products to add (up to 3 products)
  6. Configure optional settings
  7. Set customer eligibility
  8. Click Save
Condition Options:
Condition Type When to Use Example
Always Add Product Add to every order regardless of conditions Free sample with every purchase
Conditional Add Add only when specific criteria are met Free gift when cart value > $100
Product Selection:
  1. Click "Select Product" button
  2. Search for and choose products (Product 1, Product 2, Product 3)
  3. Multiple products will all be added if conditions are met
  4. These products will be added to cart if they are not already in the cart
Optional Settings:

Make Product Required

Enable this option to prevent the checkout from being completed if the product is not in the cart. Example: Block checkout if product A is required when purchasing product B.

Show as Optional Offer

When customer removes a product that was auto-added, show it as an optional offer instead of re-adding it. This allows the customer to add the product if they want instead of re-adding.

Conditions

Create sophisticated conditions to control when products are automatically added.

Customer Eligibility:

Control which customer types receive auto-added products:

  • All Customers: Everyone gets the product (default)
  • B2B: Only business customers
  • Non-B2B: Only retail customers
Example Conditions:
1. Cart Value Based
Condition: Cart Total is greater than $100.00
Action: Add free sample product
Customer: All Customers
Make Required: No
Show as Optional: Yes
2. Product-Based
Condition: Product "Laptop" is in cart
Action: Add "Laptop Case" automatically
Customer: All Customers
Make Required: Yes (force accessory purchase)
Show as Optional: No
3. Customer Type Based
Condition: Always Add Product
Action: Add wholesale catalog
Customer: B2B Only
Make Required: No
Show as Optional: Yes
Managing Auto-Add Customizations:

The list view displays:

  • Name: Your customization name
  • conditionType: "Always Displaying Gifts" or condition details
  • Status: Active or inactive (shown with green badge)
  • Actions: Edit and Delete buttons

Tutorial Available

Watch the "How To Auto Add Product" video (3:13) for a complete walkthrough of setting up auto-add products.

Surveys & Forms

Collect valuable customer information at checkout with customizable surveys and forms. Add text inputs, radio buttons, checkboxes, and more to gather data that helps improve your business.

Creating Surveys

Build custom surveys with multiple form elements to collect exactly the information you need from customers during checkout.

Surveys Overview Dashboard
Surveys & Forms Dashboard Overview
create survey
update servery
Survey Builder Workflow:
  1. Navigate to All Surveys from the dashboard
  2. Click Create Survey
  3. Complete Step 1: Survey Title
  4. Add form elements in Step 2: Add Form Elements
  5. Configure elements in Step 3: Configure Form Elements
  6. Set advanced conditions in Step 4: Advanced Conditions
  7. Use the Preview panel to see your survey
  8. Click Save when complete
Step 1: Survey Title

Provide a title for your survey. Important notes:

  • This title will NOT be shown to customers
  • It's for internal reference only
  • Example: "Untitled Survey", "Customer Preferences Survey", "Gift Message Form"
Step 2: Add Form Elements

Choose the type of input field you want to add:

Element Type Description Best Use Case
Text Input Single-line text field Names, order notes, short messages
Text Area Multi-line text field Long messages, special instructions, gift messages
Radio Buttons Select one option from multiple choices Shipping preferences, gift wrap options
Checkboxes Select multiple options Product features, additional services
Dropdown Select from dropdown list Countries, occasions, preferences

Click Add Form Element to add multiple elements to your survey. You can add as many elements as needed.

Live Preview

Use the Preview panel on the right to see how your survey will appear to customers in real-time as you build it.

Form Elements

Configure each form element with labels, placeholders, and validation rules.

Step 3: Configure Form Elements

After adding elements, configure each one individually. Drag and drop to reorder them as needed.

Element Configuration Options:
  • Field Label: The label shown above the input field
  • Placeholder Text: Hint text shown inside the field
  • Required Field: Toggle to make the field mandatory
  • Field Options: For dropdowns, radio buttons, and checkboxes
  • Validation Rules: Email format, min/max length, etc.
Text Input Configuration:
Field Type: Text Input
Label: "Gift Recipient Name"
Placeholder: "Enter recipient's name"
Required: Yes
Validation: Min 2 characters
Dropdown Configuration:
Field Type: Dropdown
Label: "How did you hear about us?"
Options:
  - Social Media
  - Google Search
  - Friend Referral
  - Advertisement
  - Other
Required: No
Checkbox Configuration:
Field Type: Checkbox
Label: "Additional Services"
Options:
  - Gift Wrapping (+$5)
  - Express Processing (+$10)
  - Include Gift Receipt
  - Send Birthday Card
Required: No

Reordering Elements

You can also add conditions to each element to control when it is shown. You can also add conditions to each element to reorder them. Drag and drop form elements to change their order.

Customer Targeting

Control which customers see your surveys using advanced conditions and customer eligibility settings.

Step 4: Advanced Conditions

Add advanced conditions to control when the survey is shown to customers.

Customer Eligibility Options:
  • All Customers: Show survey to everyone (default)
  • B2B: Only show to business customers
  • Non-B2B: Only show to retail customers
Additional Conditions:

Add conditions based on:

  • Cart Value: Show survey only for orders above/below certain amounts
  • Product in Cart: Display survey when specific products are purchased
  • Customer Tags: Target customers with specific tags
  • Order Count: First-time vs returning customers
Example Targeting Scenarios:
Scenario 1: High-Value Order Feedback
Survey: "Premium Customer Satisfaction"
Show to: All Customers
Condition: Cart Total > $200
Elements:
  - How would you rate your experience? (Radio)
  - Would you recommend us? (Yes/No Radio)
  - Additional comments (Text Area)
Scenario 2: Gift Message for Specific Products
Survey: "Gift Message"
Show to: All Customers
Condition: Product "Gift Set" is in cart
Elements:
  - Recipient Name (Text Input, Required)
  - Gift Message (Text Area, Required)
  - Include gift receipt? (Checkbox)
Scenario 3: B2B Purchase Information
Survey: "Business Information"
Show to: B2B Customers only
Condition: Always show
Elements:
  - Company Name (Text Input, Required)
  - Purchase Order Number (Text Input)
  - Department (Dropdown)
  - Special Delivery Instructions (Text Area)
Survey Management:

The All Surveys list view shows:

  • Title: Your survey name
  • Fields: Number of form elements (e.g., "1")
  • Action: Edit and Delete buttons

Tutorial Available

Watch the "How to Add survey & form" video (3:13) for a complete guide on creating effective checkout surveys.

Extensions

Checkout Nexus provides a variety of pre-built extensions that you can add to your checkout to enhance functionality and improve the customer experience.

Available Extensions

Checkout Nexus offers the following checkout extensions that you can easily add to your store:

Extensions Dashboard Overview
Extensions Overview Dashboard
Standard Extensions:
Extension Description Use Case Example
Checkbox Add custom checkboxes for agreements or options Terms acceptance, newsletter signup, gift wrap
Custom Banner Display promotional banners or important messages Free shipping offers, holiday messages, promotions
Custom Button Add clickable buttons with custom actions Apply discount codes, special requests
Contact Info Display contact information Support phone numbers, email, chat links
Social Media Links Add links to your social media profiles Build social presence, increase followers
List Display bullet point lists Shipping info, guarantees, features
Age Validator Verify customer age before purchase Alcohol, tobacco, age-restricted products
Upsell / Recommended products Show product recommendations Increase AOV, cross-sell, upsell
Payment Icons Display accepted payment method icons Build trust, show payment options
Free Shipping Display free shipping progress bar Encourage higher cart values
Custom Input Add custom text input fields Order notes, special instructions
Trust Badge Show security and trust badges SSL certificates, guarantees, secure checkout
Survey / Form Embed surveys and forms to collect customer input at checkout Collect gift messages, preferences, PO numbers, or custom data
Gift Message Allow customers to add personalized messages to gifts Personalization, gift wrapping, special occasions
Delivery Instructions Add special delivery instructions or handling notes Fragile items, special requests, signature requirements
Discount Message Display promotional discount messages or alerts Show discounts applied, time-limited offers, savings
Benefits List / Testimonials Display benefits lists or customer testimonials Build trust with social proof, highlight key features
QR-code / Image Embed QR codes or images in checkout Product QR codes, loyalty programs, promotional images

Load More Extensions

Click the "Load More" button at the bottom of the Extensions list to see additional available extensions.

Using Extensions

Extensions are added through the Shopify Checkout Editor. Here's how to implement them:

Adding an Extension:
  1. From the Checkout Nexus dashboard, browse the Extensions section
  2. Choose the extension you want to add
  3. Click on the extension to view details
  4. Follow the specific setup instructions for that extension
  5. Configure extension settings as needed
  6. Position the extension in your checkout flow
  7. Save and publish your changes
Extension Placement:

Most extensions can be placed in these checkout areas:

  • Above Contact Information
  • Above Shipping Address
  • Above Shipping Methods
  • Above Payment Methods
  • Above Order Summary
  • Thank You Page
  • Order Status Page
Popular Extension Combinations:
Trust-Building Setup:
1. Trust Badge (above payment methods)
2. Payment Icons (above payment methods)
3. Contact Info (in order summary)
4. Social Media Links (thank you page)
Revenue Optimization Setup:
1. Free Shipping Progress Bar (above order summary)
2. Upsell Products (above payment methods)
3. Custom Button for promo codes (above contact info)
4. Custom Banner for limited time offers (top of checkout)
Compliance & Verification Setup:
1. Age Validator (above contact information)
2. Terms & Conditions Checkbox (above payment methods)
3. Custom Banner with legal info (top of checkout)
4. List of return policy points (order summary)
Extension Best Practices:
  • Don't Overcrowd: Use 3-5 extensions maximum to avoid cluttering checkout
  • Strategic Placement: Place extensions where they make the most sense
  • Mobile-First: Test all extensions on mobile devices
  • Clear Purpose: Each extension should have a clear benefit for customers
  • Brand Consistent: Ensure extensions match your brand style
  • Performance: Monitor checkout speed with extensions enabled

Learn More

Each extension has its own tutorial video and documentation. Click on any extension to access detailed setup guides and best practices.

FAQs

Find answers to commonly asked questions about Checkout Nexus. If you can't find what you're looking for, please contact our support team.

General Questions

What is Checkout Nexus?

Checkout Nexus is a comprehensive Shopify app that allows you to customize and enhance your checkout experience. It provides tools for payment customization, shipping control, order validation, upsells, auto-add products, surveys, and checkout extensions.

Do I need Shopify Plus to use Checkout Nexus?

While Checkout Nexus works on all Shopify plans, certain features like Payment Customizations, Shipping Customizations, and Order Validations require checkout extensions which are only available to Shopify Plus stores. Check the Subscription Plans section for full details.

How much does Checkout Nexus cost?

Checkout Nexus offers two pricing tiers:

  • Free Plan: Includes basic checkout extensions, surveys, and limited upsell features
  • Monthly Advanced Plan: Full access to all features including payment customizations, shipping customizations, and order validations. An active subscription is required.
Can I try Checkout Nexus before upgrading?

Yes! Install the app and use the free tier to test basic features. You can upgrade to the Monthly Advanced Plan when you're ready to access premium features.

Will Checkout Nexus slow down my checkout?

Checkout Nexus is built with performance in mind and uses Shopify's native checkout extension framework. The impact on checkout speed is minimal. However, we recommend testing your checkout performance after adding customizations, especially if using many extensions simultaneously.

Can I use Checkout Nexus with other checkout apps?

Yes, Checkout Nexus is designed to work alongside other Shopify apps. However, if multiple apps modify the same checkout elements (like payment methods), conflicts may occur. Test thoroughly when using multiple checkout customization apps.

Technical Support

How do I contact support?

You can contact support through several channels:

  • Click the support chat button (with notification badge) at the bottom right of any page
  • Click "Contact Us" link at the bottom of any Checkout Nexus page
  • Email our support team directly
  • Submit a feature request through the "Don't see what you are looking for?" option in customization menus
How long does it take for customizations to go live?

Most customizations take effect immediately after saving. However, you may need to:

  • Refresh your checkout page to see changes
  • Clear your browser cache if changes don't appear
  • For checkout extensions, ensure they're enabled in your Shopify Checkout Editor
Can you help me set up my customizations?

Absolutely! Our support team is here to help. Contact us through the chat button and describe what you want to achieve. We can provide:

  • Step-by-step guidance for your specific use case
  • Best practice recommendations
  • Troubleshooting assistance
  • Custom condition logic help
Are there video tutorials available?

Yes! Each major feature section includes tutorial videos:

  • Order Validations: 1:20 minute tutorial
  • Shipping Customizations: 1:20 minute tutorial
  • Payment Customizations: 1:20 minute tutorial
  • Upsells: 3:13 minute tutorial
  • Auto Add Products: 3:13 minute tutorial
  • Surveys & Forms: 3:13 minute tutorial
What data does Checkout Nexus collect?

Checkout Nexus collects only the data necessary to provide its functionality:

  • Order information (for validations and upsell analytics)
  • Customer information (for conditional targeting)
  • Cart data (for conditions and auto-add logic)
  • Survey responses (when using survey features)
  • Usage analytics (for performance tracking)

All data is handled according to Shopify's privacy standards and GDPR requirements.

Troubleshooting

My customization isn't showing at checkout. What should I do?

Follow these troubleshooting steps:

  1. Check Status: Ensure the customization is set to "Active" or "Enabled"
  2. Verify Conditions: Make sure your test order meets all conditions
  3. Check Plan: Confirm your subscription plan supports the feature
  4. Clear Cache: Clear your browser cache and cookies
  5. Test Incognito: Try viewing checkout in an incognito/private window
  6. Review Extensions: For extensions, ensure they're enabled in Shopify Checkout Editor
My payment method isn't hiding. Why?

Common causes include:

  • Condition Not Met: The cart doesn't meet your hiding conditions
  • Incorrect Payment Method Name: The method name doesn't match exactly
  • Plan Required: You need the Monthly Advanced Plan for this feature
  • Multiple Rules: Another customization may be overriding your rule

Solution: Double-check your customization name tag summary to ensure conditions are correct.

Auto-add products aren't being added to cart. What's wrong?

Check these common issues:

  • Paid Products: Products that aren't free will prompt the customer to add manually (Shopify requirement)
  • Extension Not Added: You must add the Auto Add extension in the Checkout Editor
  • Conditions: Verify your conditions are being met
  • Product Selection: Ensure you've clicked "Select Product" and chosen products
  • Customer Eligibility: Check if the customer type matches your targeting
Upsells aren't displaying. How do I fix this?

Verify the following:

  • Products Selected: Ensure you've selected products (manual mode) or enabled automatic recommendations
  • Priority: Check if another upsell with lower priority is showing instead
  • Conditions: Confirm the display conditions are met
  • Customer Type: Verify customer eligibility settings
  • Country Filter: If enabled, ensure the customer's country is included
I'm getting an error message. What does it mean?

Common Error Messages

  • "Upgrade required": This feature needs the Monthly Advanced Plan
  • "Active subscription needed": Payment, Shipping, and Order Validation customizations require an active subscription
  • "Products that are not free will not be automatically added": This is a Shopify requirement for auto-add products
  • "Checkout extensions not supported": Your Shopify plan doesn't support checkout extensions
How do I reset or start over with my customizations?

To remove or reset customizations:

  1. Navigate to the relevant customization list (Payment, Shipping, Order Validations, etc.)
  2. Click the Edit button next to the customization
  3. You can either:
    • Modify the settings and save
    • Toggle the status to "Disabled" to deactivate without deleting
    • Click Delete to permanently remove
  4. For extensions, disable them in the Shopify Checkout Editor

Still Need Help?

Can't find the answer you're looking for? Have a question or feature request for Checkout Pro Plus? Contact Us using the chat button at the bottom right of the page. Our support team typically responds within 24 hours.