Configure the checkout experience

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.

Requirements

Before you begin, take into account the following requirements and limitations.

Checkout settings

For each merchant account, you can configure different checkout settings in your Customer Area that help you personalize the checkout experience for shoppers.

To configure settings, in your Customer Area:

1. Switch to the merchant account.
2. Go to Settings > Checkout settings.

The following settings let you configure payment method settings for your checkout, for example how to order payment methods:

• Payment methods
• Dynamic ordering

You 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.

Payment methods

You can manually add, remove, or order payment methods per country or region.

1. On the Checkout settings page, select Payment methods.
2. Select the country that you want to configure and make the changes for that country or region.

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.

Optionally, 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.

When you enable dynamic payment method ordering, the configurations set in payment methods no longer apply.

Dynamic ordering

You can configure checkout to dynamically order payment methods in the checkout form based on your preferred optimization strategy: cost or conversion.

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 Checkout dashboard, or run an experiment.

Dynamic 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.

Enable dynamic payment method ordering

To enable dynamic ordering:

1. On the Checkout settings page, select Dynamic ordering.
2. Select Activate.
3. Select your goal, choose Prioritize cost or Prioritize conversion.
4. Select all or select specific countries or regions for which you want to apply this goal.
5. Select Activate now.

Link a shopper to a checkout session

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.

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 Checkout dashboard.

To 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.

When 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.

When you use the Sessions flow:

• We recommend that you provide shopper data when you create the session. At minimum, provide shopperEmail.
• The shopperConversionId is generated and included automatically.

When you use the Advanced flow:

• We recommend that you provide shopper data. At minimum, provide shopperEmail.
• Generate a unique shopperConversionId and include it in the /paymentMethods and /payments request.

Tokenization

This setting only applies when you create payment links through the Customer Area. Use the Pay by Link settings instead.

Checkout dashboard

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.

To view the checkout dashboard in your Customer Area:

1. Go to Insights > Checkout.
2. Review the information in the dashboard tabs to gather insights:
   • Overview
   • Dynamic ordering
   • Completion rate
   • Validation errors

See also