Articles on: Smart checkout

Add a Custom Banner to Checkout

Plans: All Plans Platforms: Shopify


Overview


AfterShip Personalization allows merchants to add Custom Banner to the checkout page to display important information to customers during checkout. Custom Banner can be set up and customized in the Checkout page section in the AfterShip Personalization admin.


What you’ll learn


In this tutorial, we will show you:



Custom banner setup



  1. Navigate to Smart checkout > Checkout page > Smart content > Custom banner in your AfterShip Personalization admin
  2. Click Edit



  1. A custom banner editor will open with the following settings


A. Status

  • Convert the status to Enabled for the custom banner to display


B. Display rule



  1. If you wish to display the custom banner to all the customers, select Show to all customer
  2. If you want to display the custom banner to a specific set of customers, select Show to specific customers



C. Conditions


Conditions represent the eligibility criteria of the customers to whom the custom banner will be shown.


The following conditions are currently available.



Type

Logic

Definition

Cart value

=, >, <, ≥, ≤

The total value of the product(s) in the cart

No. of products in cart

=, >, <, ≥, ≤

The total number of products in the cart

Products in cart

Include, Do not include

You can select specific products to be included or excluded from the cart

Country/region

Is any of, Is none of

Country or region of the customer(s) to whom the product(s) will be shipped You can select specific countries and regions from where the products will be shipped/delivered or vice-versa

Date and time

Is before, Is after, Is between (Date range), Is recurring (Date range and day frequency)

Date and time when the custom banner will *be shown to the customers and when it will end or for long it will run The timezone is based on your Shopify settings


The date and time setting controls when the banner will display to customers based on the merchant's Shopify timezone. For example, suppose merchants have a promotion campaign from June 1st to June 3rd. In that case, they can set the promotion banner to notify customers and ensure it is only displayed between June 1st and June 3rd based on the date and time setting. Additionally, if merchants do not offer customer support from 00:00 to 13:00 daily, they can use the banner to inform customers of this and set the date and time to recur every day from 00:00 to 13:00.


  • Merchants can set up conditions like


a. Custom banner will be displayed to the customers on the checkout IF CONDITION A and CONDITION B are met (Both conditions should be met)



b. Custom banner will be displayed to the customers on the checkout IF CONDITION A and CONDITION B or IF CONDITION C and CONDITION D are met (Either set of the conditions (A+B or C+D should be met)



c. Custom banner will be displayed to the customers on the checkout IF CONDITION A or CONDITION B are met (Either A or B should be met)



d. Custom banner will be displayed to the customers on the checkout IF CONDITION A or CONDITION B or CONDITION C or CONDITION D are met (Either of the conditions A, B, C or D should be met)



e. Custom banner will be displayed to the customers on the checkout IF CONDITION A or CONDITION B and CONDITION C are met (Either A or B+C should be met)



f. Custom banner will be displayed to the customers on the checkout IF CONDITION A and CONDITION B or CONDITION C are met (Either A+B or C should be met)



  • If the conditions configured by you are met, the corresponding action would be the custom banner displayed on the checkout page.


D. Settings


1. Banner type



  • Normal: To convey regular product changes, developments, promotions, discounts, and customer service timings
  • Info: To convey essential information about changes in shipping time, convenience charges or additional cost of shipping
  • Warning: To convey out-of-stock, coupon invalidity, change in shipping times, and so on
  • Success: To convey a thank you or success message for order confirmation, successful payment, or order placement
  • Critical: To display messages critical to the fulfillment or delivery of the order, like business days for order processing/fulfillment, estimated delivery time, or payment failure


  1. Select the checkbox to Allow customers to close the banner
  2. Select the checkbox to Show collapsible description



2. Content


  1. Select the Content font size from the dropdown
  2. Customize the content of the custom banner based on your marketing or end goal, including the title and description



  1. For both title and description, you get 200 characters



Custom banner widget installation


Merely enabling the Custom banner on AfterShip Personalization will not activate the banner on checkout. You need to install the AfterShip Personalization app on the Shopify checkout editor to enable and display the custom banner widget you’ve configured on the checkout page.


Step 1: Enable the widget in AfterShip


Enable the “Custom banner” in the AfterShip Personalization admin and customize its settings.


Step 2: Open the Shopify checkout editor


Select a page where you want to show the banner and click “Add app” in the left panel.


Step 3: Select “AfterShip Smart Content”


Step 4: Select the content type


Click the dropdown menu and choose “Custom banner”.


Step 5: Allow the app to block checkout


Tick the checkbox to ensure your custom fields work properly at checkout.


Step 6 (optional): Include the app in Shop Pay


Tick the checkbox if Shop Pay is activated for your store.


Step 7: Adjust the widget's location


Drag and drop the widget to your desired location in the left panel. Use the preview in the top right to ensure it looks perfect.


Step 8: Save your Shopify theme


Step 9: Hit Save


If you have any queries, feel free to connect with our support team for quick assistance.


Updated on: 13/05/2024