Welcome to Rivio Checkout Customizer!

Rivio Checkout Customizer helps you customize and optimize your Shopify checkout experience using checkout blocks, payment and shipping customizations, discounts, upsells, order validations, customer account features, checkout branding, and more.

This guide gives you a quick overview of the app and helps you choose the best place to start.

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Open the Getting Started Page

After installing Rivio Checkout Customizer, open the app from your Shopify Admin and select Getting started from the app navigation.

The Getting Started page is designed to help you configure your first features and understand what Rivio Checkout Customizer can do for your store.

📷 Screenshot: Getting Started page
Use the Getting Started page to complete your initial setup and explore the features available in Rivio Checkout Customizer.

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Check Your Setup at a Glance

At the top of the Getting Started page, you'll find a quick overview of your current Rivio Checkout Customizer setup.

Blocks configured

Shows how many Rivio Checkout Customizer blocks you've configured.

Some Rivio Checkout Customizer features use Shopify checkout blocks. After configuring a block in the app, you may also need to place it in the appropriate location using Shopify's Checkout Editor.

Active rules

Shows how many payment, shipping, discount, bundle, validation, and other supported rules are currently active.

Your plan

Displays the Shopify plan associated with your store.

Your Shopify plan is important because some checkout customization capabilities are available only to Shopify Plus stores.

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Complete the Setup Guide

If you're using Rivio Checkout Customizer for the first time, the Setup guide is the best place to start.

It walks you through five common ways to start using the app.

1. Place your first block in the checkout editor

Choose a Rivio Checkout Customizer block, configure it, and then add it to the appropriate location using the Shopify Checkout Editor.

This is a good starting point if you want to add content or functionality directly to checkout.

Related guide: How to Add Rivio Checkout Customizer Blocks to the Shopify Checkout Editor

2. Create a payment or shipping rule

Customize how payment or shipping methods are presented to customers.

Depending on the feature, you can create rules to:

• Hide methods
  
• Rename methods
• Reorder methods
• Apply specific conditions

For example, you could hide a particular payment method only when specific checkout conditions are met.

3. Launch your first offer

Use Rivio Checkout Customizer's sales and promotion features to create experiences designed to increase order value.

Depending on the feature you choose, you can configure upsells, gifts, bundles, discounts, and other offers.

4. Protect checkout with a validation rule

Create checkout validation rules to prevent customers from completing checkout when your specified requirements aren't met.

This can be useful when you need to enforce specific requirements based on the customer's cart or checkout.

5. Brand your checkout

Customize supported checkout branding elements to create a checkout experience that better matches your store.

Note: Checkout branding and certain other checkout customization capabilities require Shopify Plus.

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Choose What You Want to Do First

You don't have to configure every feature in Rivio Checkout Customizer.

The What do you want to do first? section helps you choose features based on what you're trying to accomplish.

Increase order value

Choose this goal if you want to increase sales or encourage customers to add more to their orders.

Rivio Checkout Customizer provides access to features such as:

• Checkout upsell – Offer products directly inside checkout.
• Product bundles – Group related products into bundles.
• Gift with purchase – Automatically add a free product when the cart qualifies.
• Product & order discounts – Apply discounts when your configured conditions are met.
• Shipping discounts – Offer free or discounted shipping when conditions are met.
• Cart & checkout links – Create shareable links that open a prefilled cart or checkout.

Select Set up next to the feature you want to configure.

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Add content to checkout

Rivio Checkout Customizer provides UI extension blocks that let you add additional content and functionality to different parts of the customer journey.

Available blocks include features such as:

• Trust badges
• Custom banners
• Surveys & forms
• Custom input fields
• Line-item messages
• Custom buttons
• Contact information
• Image / QR code
• Social media links
• Payment icons
• Edit line items
• Delivery instructions
• Gift options
• Shipping method inputs
• Delivery method messages
• Free shipping progress bar

The exact locations available for a block are displayed inside the app. Depending on the block, it may be available on Checkout, Thank You, Order Status, or Customer Accounts pages.

Some blocks are marked Shopify Plus and require an eligible Shopify plan.

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Control payment & shipping

Use payment and shipping customizations to control how methods appear during checkout.

You can create conditional rules for supported actions such as:

• Hiding methods
• Renaming methods
• Reordering methods

This allows you to customize payment and delivery options based on the conditions you configure.

Select Payment & shipping from the Rivio Checkout Customizer navigation or use Set up from the Getting Started page.

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Protect your orders

Rivio Checkout Customizer also provides tools for controlling checkout behavior and protecting orders.

Order validations

Create rules that can block checkout when the cart doesn't meet your requirements and display your own error message to the customer.

PromoLock

Control discount-code usage by blocking specific or all discount codes based on your configuration.

Some functionality in this area may require Shopify Plus.

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Sell after checkout

Continue engaging customers after they've placed an order.

Available features include:

Thank-you / Order status upsell

Show post-purchase offers on supported Thank You and Order Status pages.

Buy again

Allow customers to reorder from their customer account, with an optional offer.

Checkout branding

Customize supported checkout and customer-account branding, including elements such as colors, corner radius, and typography.

Availability depends on the feature and your Shopify plan.

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How Rivio Checkout Customizer Blocks Get onto Your Checkout

For features that use Rivio Checkout Customizer blocks, there are three basic steps:

Step 1: Configure it here

Choose the block in Rivio Checkout Customizer, configure its content and settings, and determine where it should appear.

Step 2: Place it in the checkout editor

Open the Shopify Checkout Editor and add the corresponding Rivio Checkout Customizer block to the desired location.

Step 3: Preview and go live

Use Shopify's editor preview to verify how the block appears. Once you're satisfied with the setup, save your changes.

Configuring a block inside Rivio Checkout Customizer does not necessarily mean it has already been placed in your checkout. If a block isn't appearing, check its configuration and its status in the Shopify Checkout Editor.

Related guide: How to Add Rivio Checkout Customizer Blocks to the Shopify Checkout Editor

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Use the Dashboard to Manage Your Store

Once you've started configuring Rivio Checkout Customizer, the main dashboard gives you an overview of your setup.

You can see information such as:

• Number of configured blocks
• Number of active rules
• Setup progress
• App analytics

The dashboard also provides quick access to the major feature areas, including:

• UI extension blocks
• Payment & shipping
• Discounts & upsells
• Order validations & Promotion Lock
• Customer accounts
• Checkout branding

Related guide: How to Use the Rivio Checkout Customizer Dashboard

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Track Performance with Analytics

Rivio Checkout Customizer also includes an Analytics page where you can see how supported app features contribute to your orders.

The Analytics page provides high-level metrics such as:

• Sales driven by this app
• Orders that used an app feature
• Upsell offers accepted at checkout

You can select a reporting period and review performance for individual features such as checkout upsells, Thank You / Order Status upsells, gifts with purchase, product bundles, cart & checkout links, Buy Again, and discounts.

Related guide: Understanding Rivio Checkout Customizer Analytics

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Shopify Plus Features

Some Rivio Checkout Customizer features rely on Shopify capabilities that are available only to Shopify Plus merchants.

When applicable, Rivio Checkout Customizer displays a Shopify Plus label next to the feature.

If you see this label, your store must meet the applicable Shopify plan requirements to use that functionality.

Related guide: Which Rivio Checkout Customizer Features Require Shopify Plus?

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What's Next?

If you've just installed Rivio Checkout Customizer, we recommend continuing with these guides:

How to Install Rivio Checkout Customizer on Shopify

How to Set Up Rivio Checkout Customizer for the First Time

How to Use the Rivio Checkout Customizer Dashboard

Understanding Rivio Checkout Customizer Analytics

How to Add Rivio Blocks to the Shopify Checkout Editor

Understanding Feature and Block Statuses in Rivio Checkout Customizer

Which Rivio Checkout Customizer Features Require Shopify Plus?

Once your initial setup is complete, you can explore the individual feature guides to configure payment and shipping rules, discounts, upsells, checkout blocks, order validations, customer accounts, and other Rivio Checkout Customizer features.