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UX for pre-purchase product offers

Plus

Checkout UI extensions that render on the information and shipping and payment steps in checkout are available only to stores on a Shopify Plus plan.

This guide introduces UX guidelines for adding pre-purchase product offers to checkout.

Anchor to PlacementPlacement

Choosing the right extension target is key to providing a good experience.

Before you start building, decide whether you want your product offer to render at a static extension target or a block extension target. Learn more about extension target types.

This product offer example uses the default purchase.checkout.block.render extension target. This target lets merchants choose where they want the extension to display using the checkout editor, and will render regardless of which checkout features are available.

purchase.checkout.block.render also enables merchants to place the product offer in the ORDER_SUMMARY4 extension target, which is recommended for a product offer because:

  • The target keeps the line items, discounts, and money lines together, which makes it easy for customers to scan their order summary.

  • A product offer is considered secondary content, and should therefore be placed outside of the order summary.

Note

On mobile, the order summary area is collapsed by default. The UI won't display the product offer until the customer expands the order summary.

The target and rendering location for the product offer use case

Anchor to ComponentsComponents

The components to create a product offer depends on the extension's possible states.

The product offer use case can have the following states:

  • Loading

  • Loaded (default)

  • Adding

  • Added

    Note

    Added doesn't need a success banner. The addition of the item to the order summary is confirmation that the item was successfully added to the order.

You can use the following components to create the states:

Components list for the product offer use case
ComponentTips
DividerBecause the product offer will likely display in a core checkout feature such as contact information or order summary line items, include divider lines to help separate the product offer from the order summary.
SkeletonParagraphTo keep placement from shifting when the content loads, try to reflect the actual content's dimensions.
ImageTo keep the layout consistent, make the thumbnail size the same as the thumbnail size in the order summary. Use loading="lazy" to make the image act as a placeholder until it's loaded.
HeadingWe recommend enabling merchants to customize the heading content, as it allows them to tailor the extension to their brand and messaging.
Text
ButtonUse secondary buttons here, as primary buttons are reserved for critical actions that progress users through checkout such as Pay now and Next step. This establishes a visual hierarchy between buttons to minimize confusion and help users understand which actions are the most important.
BannerUse banners to communicate error states.

Anchor to LayoutLayout

When you use a nested layout, you'll need only the following structural components:

Components list for the product offer use case
ComponentPreviewTips
StackThe Stack component in the context of a nested layoutYou can nest Stack components either with themselves or with other components.
GridThe Grid component in the context of a nested layoutYou can nest Grid components with themselves or with other components.

Anchor to StackStack

Use the Stack component to stack elements on top of each other vertically.

The vertically-oriented Stack component with spacing

Anchor to Nesting StackNesting Stack

Set the gap between the divider and the content to large-200, for consistency with the rest of checkout's spacing. Set the gap between the heading and the line item content to base.

To address different spacing values, you can nest a Stack inside of another Stack component.

Nesting the vertically-oriented Stack component

Anchor to GridGrid

To display products horizontally, use Grid, and set the gap between elements to base.

The horizontally-oriented inline layout component with spacing

Anchor to UX guidelinesUX guidelines

Adhere to the following guidelines when you're designing a product offer checkout UI extension, so that you can help merchants gain customer trust and provide a great checkout experience:

Anchor to Only show two product offers at a timeOnly show two product offers at a time

Adding more than two offers can overwhelm customers, making it difficult for them to choose a product.

A product offer at checkout that displays two items

Anchor to Let merchants personalize product offersLet merchants personalize product offers

Customers are more likely to respond positively to offers that relate to their shopping journey or to the items in their cart.

A product offer at checkout that is related to what the customer is purchasing

Anchor to Only show necessary informationOnly show necessary information

Make it easy for customers to process offer information by only showing what's most relevant. For example, if supporting information like a product description is required, then progressively reveal it to customers at strategic moments.

Anchor to Next stepsNext steps

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