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Getting started

Your first block live in about five minutes. The app's home page has the same steps as a checklist.

  1. Create a block

    Open Blocks in the app and choose a type. Each card says what it does. If your store isn't on Shopify Plus, the checkout-only types are shown locked, with the reason.

    Not sure where to begin? Start with one that adds to the order: the product upsell on Shopify Plus, or the post-purchase offer on any plan.

  2. Fill it in and save

    The preview beside the form shows what buyers will see. Set the status to Active when you're ready. Saving as a draft keeps it hidden.

  3. Put it on the page

    Most blocks: in Shopify's checkout editor, click Add block, choose Block, type your block's name in the settings panel, then click Save. The block's page in the app has a button that opens the editor.

    Post-purchase offer and survey: there's nothing to place. Go to Settings › Checkout › Post-purchase page in Shopify and choose Checkout Master.

  4. Check it

    The block shows in the editor's preview straight away. Shopify doesn't tell apps where a block was placed, so tick that step yourself on the app's home page.

Using customer account pages?

Blocks there need Shopify's current customer accounts; the legacy version doesn't show app blocks. Since February 2026 only stores that were already on the legacy version can still be on it. To check, open Settings › Customer accounts in Shopify, and if you're on the legacy version, follow Shopify's guide to upgrading from legacy customer accounts.

Things you can do with any block

  • Show it to the right buyers: only in some markets, or only when the cart is big enough, or on certain days.
  • Write it in every language you sell in. Buyers see their own language.
  • Pause it any time. A paused block stays in place but buyers see nothing until you turn it back on.

More on each: Settings for every block.

Want a hand? Book a free 20-minute call and we'll set it up with you, or email founder@checkoutmaster.io.

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