UX guidelines for pre-purchase product offers

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

Before you start building, decide whether you want your product offer to render at a static target, a dynamic target, or whether you'll support both. To learn more about target types, refer to the target API reference.

This product offer example uses the Checkout::Dynamic::Render[OrderSummary4] target for the following reasons:

• 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.

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

You can use the following components to create the states:

Components list for the product offer use case

Component	Preview	Tips
Divider		Because 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.
SkeletonText		To keep placement from shifting when the content loads, try to reflect the actual content’s dimensions.
SkeletonImage
Image		Keep the thumbnail size the same as the thumbnail in the order summary to keep the layout consistent.
Heading		If possible, allow merchants to customize the heading content.
Text
Text
Button		Use secondary buttons here, reserving the primary button for the main call to actions like Pay now and Next step.
Banner		Use banners to communicate error states.

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

Components list for the product offer use case

Component	Preview	Tips
BlockStack		You can nest BlockStack components either with themselves or with other components.
InlineLayout		You can nest Inline components with themselves or with other components.

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

Set spacing between the divider and the content to loose, for consistency with the rest of checkout’s spacing. Set the spacing between the heading and the line item content to base.

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

To display products horizontally, use InlineLayout, and set the spacing between elements to base.

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:

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

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

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.

• Learn how to offer customers additional products at checkout that they can add to their order.

• Explore UX guidelines for the entire checkout experience.

• For general best practices for developing apps, refer to Best practices for building Shopify apps.

• For practical guidance on how to design a user interface for the Shopify admin, refer to Shopify's App Design Guidelines.

• Get familiar with Polaris accessibility and content guidelines.