{"title":"Configure the checkout experience","category":"default","creationDate":1779533779,"content":"<p>Checkout settings let you personalize the checkout experience for shoppers. For example, manage which payment methods you present to shoppers in certain countries or regions, and in what order. Or, use dynamic payment method ordering to optimize for conversion or cost.<\/p>\n<h2>Requirements<\/h2>\n<p>Before you begin, take into account the following requirements and limitations.<\/p>\n<table>\n<thead>\n<tr>\n<th style=\"text-align: left;\">Requirement<\/th>\n<th style=\"text-align: left;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: left;\"><strong>Integration type<\/strong><\/td>\n<td style=\"text-align: left;\">Make sure that you have built an online payments integration that uses the Checkout API.<br><br>Recommended integration to benefit from Adyen Uplift and other features without additional configuration: <ul><li markdown=\"1\">Web Drop-in v6 or later: <a href=\"\/online-payments\/build-your-integration\/sessions-flow?platform=Web&amp;integration=Drop-in\">Sessions flow<\/a><\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/account\/user-roles\">Customer Area roles<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">You need one of the following roles:<ul><li markdown=\"1\"><strong>Merchant admin<\/strong><\/li><li markdown=\"1\"><strong>Change payment methods<\/strong><\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Limitations<\/strong><\/td>\n<td style=\"text-align: left;\">Dynamic payment method ordering can only be applied if your integration meets the Personalize module <a href=\"\/uplift\/uplift-requirements#module-requirements\">requirements<\/a>.<br><br>Dynamic payment method ordering does not work when you <a href=\"#checkout-payment-method\">manually order payment methods<\/a>.<br><br>The impact of dynamic ordering is limited when you use  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/paymentMethods#request-allowedPaymentMethods\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">allowedPaymentMethods<\/a> or  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/paymentMethods#request-blockedPaymentMethods\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">blockedPaymentMethods<\/a> to <a href=\"\/online-payments\/build-your-integration\/sessions-flow\/?platform=Web&amp;integration=Drop-in#custom-order-of-payment-methods\">customize rendered payment methods for specific transactions<\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Setup steps<\/strong><\/td>\n<td style=\"text-align: left;\">Dynamic payment method ordering is supported without additional configuration for Web Drop-in v6 or later using the Sessions flow. Other integration types require additional configuration, see <a href=\"#checkout-shopper-conversion-id\">link a shopper to a checkout session<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Checkout settings<\/h2>\n<p>For each merchant account, you can configure different checkout settings in your Customer Area that help you personalize the checkout experience for shoppers.<\/p>\n<p>To configure settings, in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>:<\/p>\n<ol>\n<li>Switch to the merchant account.<\/li>\n<li>Go to <strong>Settings<\/strong> &gt; <strong>Checkout settings<\/strong>.<\/li>\n<\/ol>\n<p>The following settings let you configure payment method settings for your checkout, for example how to order payment methods:<\/p>\n<ul>\n<li><a href=\"#checkout-payment-method\">Payment methods<\/a><\/li>\n<li><a href=\"#checkout-payment-method-ordering\">Dynamic ordering<\/a><\/li>\n<\/ul>\n<p>You can use the <a href=\"#checkout-dashboard\">checkout dashboard<\/a> to monitor dynamic payment ordering and gain actionable insights to help you identify, quantify, and prioritize changes to your checkout experience.<\/p>\n<h2 id=\"checkout-payment-method\">Payment methods<\/h2>\n<p>You can manually add, remove, or order payment methods per country or region.<\/p>\n<ol>\n<li>On the <strong>Checkout settings<\/strong> page, select <strong>Payment methods<\/strong>.<\/li>\n<li>Select the country that you want to configure and make the changes for that country or region.<\/li>\n<\/ol>\n<p>You can repeat these steps to configure settings for more countries. To do so, select a different country and configure the payment method settings for that country. The settings apply when a shopper initiates a checkout session with a shopper country code that corresponds with the payment method configuration for that country.<\/p>\n<p>Optionally, you can <a href=\"\/uplift\/uplift-experiments\">run an experiment<\/a> to analyze the impact on conversion and cost of temporarily removing a payment method from your checkout page in a country or region.<\/p>\n<p>When you enable <a href=\"#checkout-payment-method-ordering\">dynamic payment method ordering<\/a>, the configurations set in payment methods no longer apply.<\/p>\n<h2 id=\"checkout-payment-method-ordering\">Dynamic ordering<\/h2>\n<p>You can configure checkout to dynamically order payment methods in the checkout form based on your preferred optimization strategy: cost or conversion.<\/p>\n<p>When enabled, checkout dynamically changes the payment method order based on machine learning insights gathered from current and historical transaction details. The order is optimized based on data such as shopper preferences derived from previous transactions, location, device, and currency. You can monitor the effect in the <a href=\"#checkout-dashboard\">Checkout dashboard<\/a>, or <a href=\"\/uplift\/uplift-experiments\/\">run an experiment<\/a>.<\/p>\n<p>Dynamic payment method ordering is supported without additional configuration for Web Drop-in integrations using the Sessions flow. This integration includes the  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/payments#request-shopperConversionId\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">shopperConversionId<\/a> field by default. Other integration types require that you include this field in your API requests to <a href=\"#checkout-shopper-conversion-id\">link a shopper to a checkout session<\/a>.<\/p>\n<h3>Enable dynamic payment method ordering<\/h3>\n<p>To enable dynamic ordering:<\/p>\n<ol>\n<li>On the <strong>Checkout settings<\/strong> page, select <strong>Dynamic ordering<\/strong>.<\/li>\n<li>Select <strong>Activate<\/strong>.<\/li>\n<li>Select your goal, choose <strong>Prioritize cost<\/strong> or <strong>Prioritize conversion<\/strong>.<\/li>\n<li>Select all or select specific countries or regions for which you want to apply this goal.<\/li>\n<li>Select <strong>Activate now<\/strong>.<\/li>\n<\/ol>\n<h2 id=\"checkout-shopper-conversion-id\">Link a shopper to a checkout session<\/h2>\n<p>A checkout session for a shopper starts when you display the available  payment methods on your checkout page. The session completes when they pay with their preferred payment method.<\/p>\n<p>You have to track and connect a shopper from the start of the checkout flow until they make a payment. This is needed to track conversion rates, and track if the shopper who initiated the checkout flow actually continued to make a payment. You can monitor the effect in the <a href=\"#checkout-dashboard\">Checkout dashboard<\/a>.<\/p>\n<p>To connect the shopper to a single checkout session, we use the unique shopper conversion ID that you provide in the <code>shopperConversionId<\/code> field. This is done automatically for Web Drop-in v6 and later integrations using the Sessions flow.<\/p>\n<p>When you use the Advanced flow, additional configuration is required, and you have to generate the ID and include it in the  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/payments#request-shopperConversionId\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">shopperConversionId<\/a> field. Before you get the available payment methods with  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/paymentMethods\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">\/paymentMethods<\/a>, you generate a unique shopper conversion ID on your front- or backend. Then, you include the same ID in the subsequent  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/payments\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">\/payments<\/a> request. Make sure that you use a unique ID for each checkout session, and that you do not regenerate the ID until the checkout is completed.<\/p>\n<p>When you use the Sessions flow:<\/p>\n<ul>\n<li>We recommend that you provide shopper data when you create the session. At minimum, provide <code>shopperEmail<\/code>.<\/li>\n<li>The <code>shopperConversionId<\/code> is generated and included automatically.<\/li>\n<\/ul>\n<p>When you use the Advanced flow:<\/p>\n<ul>\n<li>We recommend that you provide shopper data. At minimum, provide <code>shopperEmail<\/code>.<\/li>\n<li>Generate a unique <code>shopperConversionId<\/code> and include it in the  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/paymentMethods\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">\/paymentMethods<\/a> and  <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/post\/payments\" class=\"codeLabel  external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">\/payments<\/a> request.<\/li>\n<\/ul>\n<h2 id=\"checkout-tokenization\">Tokenization<\/h2>\n<div class=\"notices blue\">\n<p>This setting will be removed from the checkout settings.<\/p>\n<\/div>\n<p>This setting only applies when you create payment links through the Customer Area. Use the <a href=\"\/unified-commerce\/pay-by-link\/settings\">Pay by Link settings<\/a> instead.<\/p>\n<h2 id=\"checkout-dashboard\">Checkout dashboard<\/h2>\n<p>The checkout dashboard lets you gain actionable insights to help you identify, quantify, and prioritize changes to your checkout experience. For example, you can review and filter data on the completion rate, how many validation errors occurred, and how long it took to complete a transaction. Based on your analysis you can make informed decisions on potential improvements.<\/p>\n<p>To view the checkout dashboard in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>:<\/p>\n<ol>\n<li>Go to <strong>Insights<\/strong> &gt; <strong>Checkout<\/strong>.<\/li>\n<li>Review the information in the dashboard tabs to gather insights:\n<ul>\n<li><strong>Overview<\/strong><\/li>\n<li><strong>Dynamic ordering<\/strong><\/li>\n<li><strong>Completion rate<\/strong><\/li>\n<li><strong>Validation errors<\/strong><\/li>\n<\/ul><\/li>\n<\/ol>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/uplift\"\n                        target=\"_self\"\n                        >\n                    Adyen Uplift landing page\n                <\/a><\/li><li><a href=\"\/uplift\/uplift-requirements\/\"\n                        target=\"_self\"\n                        >\n                    Adyen Uplift detailed requirements and recommendations\n                <\/a><\/li><li><a href=\"\/uplift\/uplift-experiments\/\"\n                        target=\"_self\"\n                        >\n                    Adyen Uplift experiments\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/online-payments\/checkout-settings","articleFields":{"description":"Learn how to optimize the checkout experience for shoppers using checkout settings such as dynamic payment method ordering.","id":"25135165","type":"page","_expandable":{"operations":""},"parameters":{"product":"Adyen Uplift"},"status":"current","last_edit_on":"06-09-2019 14:25"},"algolia":{"url":"https:\/\/docs.adyen.com\/online-payments\/checkout-settings","title":"Configure the checkout experience","content":"Checkout settings let you personalize the checkout experience for shoppers. For example, manage which payment methods you present to shoppers in certain countries or regions, and in what order. Or, use dynamic payment method ordering to optimize for conversion or cost.\nRequirements\nBefore you begin, take into account the following requirements and limitations.\n\n\n\nRequirement\nDescription\n\n\n\n\nIntegration type\nMake sure that you have built an online payments integration that uses the Checkout API.Recommended integration to benefit from Adyen Uplift and other features without additional configuration: Web Drop-in v6 or later: Sessions flow\n\n\nCustomer Area roles\nYou need one of the following roles:Merchant adminChange payment methods\n\n\nLimitations\nDynamic payment method ordering can only be applied if your integration meets the Personalize module requirements.Dynamic payment method ordering does not work when you manually order payment methods.The impact of dynamic ordering is limited when you use  allowedPaymentMethods or  blockedPaymentMethods to customize rendered payment methods for specific transactions.\n\n\nSetup steps\nDynamic payment method ordering is supported without additional configuration for Web Drop-in v6 or later using the Sessions flow. Other integration types require additional configuration, see link a shopper to a checkout session.\n\n\n\nCheckout settings\nFor each merchant account, you can configure different checkout settings in your Customer Area that help you personalize the checkout experience for shoppers.\nTo configure settings, in your Customer Area:\n\nSwitch to the merchant account.\nGo to Settings &gt; Checkout settings.\n\nThe following settings let you configure payment method settings for your checkout, for example how to order payment methods:\n\nPayment methods\nDynamic ordering\n\nYou can use the checkout dashboard to monitor dynamic payment ordering and gain actionable insights to help you identify, quantify, and prioritize changes to your checkout experience.\nPayment methods\nYou can manually add, remove, or order payment methods per country or region.\n\nOn the Checkout settings page, select Payment methods.\nSelect the country that you want to configure and make the changes for that country or region.\n\nYou can repeat these steps to configure settings for more countries. To do so, select a different country and configure the payment method settings for that country. The settings apply when a shopper initiates a checkout session with a shopper country code that corresponds with the payment method configuration for that country.\nOptionally, you can run an experiment to analyze the impact on conversion and cost of temporarily removing a payment method from your checkout page in a country or region.\nWhen you enable dynamic payment method ordering, the configurations set in payment methods no longer apply.\nDynamic ordering\nYou can configure checkout to dynamically order payment methods in the checkout form based on your preferred optimization strategy: cost or conversion.\nWhen enabled, checkout dynamically changes the payment method order based on machine learning insights gathered from current and historical transaction details. The order is optimized based on data such as shopper preferences derived from previous transactions, location, device, and currency. You can monitor the effect in the Checkout dashboard, or run an experiment.\nDynamic payment method ordering is supported without additional configuration for Web Drop-in integrations using the Sessions flow. This integration includes the  shopperConversionId field by default. Other integration types require that you include this field in your API requests to link a shopper to a checkout session.\nEnable dynamic payment method ordering\nTo enable dynamic ordering:\n\nOn the Checkout settings page, select Dynamic ordering.\nSelect Activate.\nSelect your goal, choose Prioritize cost or Prioritize conversion.\nSelect all or select specific countries or regions for which you want to apply this goal.\nSelect Activate now.\n\nLink a shopper to a checkout session\nA checkout session for a shopper starts when you display the available  payment methods on your checkout page. The session completes when they pay with their preferred payment method.\nYou have to track and connect a shopper from the start of the checkout flow until they make a payment. This is needed to track conversion rates, and track if the shopper who initiated the checkout flow actually continued to make a payment. You can monitor the effect in the Checkout dashboard.\nTo connect the shopper to a single checkout session, we use the unique shopper conversion ID that you provide in the shopperConversionId field. This is done automatically for Web Drop-in v6 and later integrations using the Sessions flow.\nWhen you use the Advanced flow, additional configuration is required, and you have to generate the ID and include it in the  shopperConversionId field. Before you get the available payment methods with  \/paymentMethods, you generate a unique shopper conversion ID on your front- or backend. Then, you include the same ID in the subsequent  \/payments request. Make sure that you use a unique ID for each checkout session, and that you do not regenerate the ID until the checkout is completed.\nWhen you use the Sessions flow:\n\nWe recommend that you provide shopper data when you create the session. At minimum, provide shopperEmail.\nThe shopperConversionId is generated and included automatically.\n\nWhen you use the Advanced flow:\n\nWe recommend that you provide shopper data. At minimum, provide shopperEmail.\nGenerate a unique shopperConversionId and include it in the  \/paymentMethods and  \/payments request.\n\nTokenization\n\nThis setting will be removed from the checkout settings.\n\nThis setting only applies when you create payment links through the Customer Area. Use the Pay by Link settings instead.\nCheckout dashboard\nThe checkout dashboard lets you gain actionable insights to help you identify, quantify, and prioritize changes to your checkout experience. For example, you can review and filter data on the completion rate, how many validation errors occurred, and how long it took to complete a transaction. Based on your analysis you can make informed decisions on potential improvements.\nTo view the checkout dashboard in your Customer Area:\n\nGo to Insights &gt; Checkout.\nReview the information in the dashboard tabs to gather insights:\n\nOverview\nDynamic ordering\nCompletion rate\nValidation errors\n\n\nSee also\n\n\n                    Adyen Uplift landing page\n                \n                    Adyen Uplift detailed requirements and recommendations\n                \n                    Adyen Uplift experiments\n                \n","type":"page","locale":"en","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Online payments","lvl2":"Configure the checkout experience"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/online-payments","lvl2":"\/online-payments\/checkout-settings"},"levels":3,"category":"Online Payments","category_color":"green","tags":["Configure","checkout","experience"]}}