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Platter+ App
Platter+ App
  • Welcome to Platter+ 👋
  • Get started
    • Installing the app
    • Quick start guide
    • Choosing your first extension
  • Checkout
    • Overview
    • Checkout extensions
      • Alert Banner
      • Checkbox With Input
      • Dropdown
      • Icons With Text
      • Image Block
      • Promotion Progress Bar
      • In-Checkout Cross-Sells
      • Testimonials
      • Text Block
  • Post-Purchase
    • Overview
    • Post-Purchase Offers
  • Resources
    • FAQs
      • Is Platter+ compatible with my Shopify store?
      • How much does Platter+ cost?
      • What is a Handle ID?
      • What is a post-purchase page vs thank you page?
      • What is an offer group?
      • How do I remove an extension?
      • An auto-generated offer group is not showing any products?
      • How do I test Post-Purchase Offers?
      • Why are the checkout extension buttons greyed out?
      • Tracking issues with post-purchase
  • Support
    • Contact support
    • Product feedback
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On this page
  • Step 1: Select an extension
  • Step 2: Configure the extension
  • Step 3A: Installing an extension on your checkout page (Pro plan required)
  • Step 3B: Enable your post-purchase page (Pro & Basic plans)
  1. Get started

Quick start guide

Follow this guide to select, configure, and install your first checkout extension.

PreviousInstalling the appNextChoosing your first extension

Last updated 2 months ago

Whether you've just installed Platter+ or need a reminder on how to add an extension to your checkout, this guide will walk you through the process from start to finish.

Plan requirement

Your setup experience will vary based on your plan.

  • Basic: Post-purchase only

  • Pro: Checkout extensions and post-purchase


Step 1: Select an extension

Platter+ has 10 checkout and post-purchase extensions to choose from. Choosing your first extension depends on your primary goal.

We suggest starting with one of our most popular extensions:

  • In-Checkout Cross-Sells

  • Post-Purchase Offers

  • Promotion Progress Bar

  • Alert Banners

  • Testimonials


Step 2: Configure the extension

Once you've selected the extension you'd like to set up, use the configuration settings on the left-hand side.

Configuring the settings is pretty straightforward, but if you have questions or need help, refer to the documentation for each individual extension.

After you've finished adjusting the settings for an extension, follow these steps:

1

Rename your extension

2

Click the Save button to save all of the settings

3

Click the + icon to copy the Handle ID


Step 3A: Installing an extension on your checkout page (Pro plan required)

Follow the steps below to add any of the checkout extensions to your checkout page.

Once you are finished setting up an extension, follow these steps:

1

Click the + icon to copy the Handle ID

2

Click Copy handle ID and go to editor, it will open your checkout editor in a new tab

3

Duplicate your live checkout (optional)

4

Click Add app block

5

Search for Platter and select Checkout Extensions

6

Adjust your checkout behavior settings

Depending on your requirements, we typically recommend deselecting Allow app to block checkout and selecting Include app block in Shop Pay.

7

Paste your Handle ID

8

Drag the app block to your desired location

9

Publish the changes

Step 3B: Enable your post-purchase page (Pro & Basic plans)

Once you have enabled this setting and activated your post-purchase page, your customers will see the offer(s) you set up in Post-Purchase Offers.

We suggest create a test purchase in order to make sure your Post-Purchase Offers are being displayed as expected.

If you need help selecting your first extension, use our as a guide.

The steps to enable Post-Purchase Offers differ from those for adding checkout extensions (listed below). For detailed instructions on enabling Post-Purchase Offers, .

After creating the Post-Purchase Offers extension and adjusting the settings, navigate to your , and follow these steps:

Open your .

Click on Checkout.

Scroll down to the post-purchase page section, and select Platter+.

Save your changes.

Checkout Optimization Checklist
Shopify Admin > Settings
admin settings
click here