Quick start guide

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

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

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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

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

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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

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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.

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

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)

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

1. Open your admin settings.

2. Click on Checkout.

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

4. Save your changes.

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.