Checkout & Post-Purchase Personalization (Shopify Plus)

Why Checkout Is the Personalization Powerhouse

Shoppers have already decided to buy—your job is to increase cart value and strengthen loyalty without breaking trust.

The checkout flow is where the biggest lifts in AOV (Average Order Value) happen. With Checkout UI Extensions, Post-Purchase Extensions, and Delivery Customizations, Shopify Plus merchants can now tailor these critical moments safely (no more hacky checkout.liquid scripts).


Native Personalization Opportunities

1. Checkout UI Extensions

  • Render banners, upsells, loyalty progress, or gift-wrap options.

  • Use buyerIdentity and cart context to adapt the experience:

    • VIP customers → free shipping promo.

    • High-AOV cart → financing or split payment banners.

    • First-time buyers → coupon or welcome message.


2. Delivery Customizations (Functions)

  • Show or hide shipping options based on:

    • Cart contents (e.g., fragile → insured shipping).

    • Geography (domestic vs. international).

    • Customer tags (VIP → free express).


3. Post-Purchase Extensions

  • Insert one-click upsells right after checkout.

  • Personalize based on the product just purchased:

    • Bought shoes → upsell care kit.

    • Bought a phone → upsell case or warranty.

  • Can also push loyalty or referral program signups.


4. Thank You & Order Status Pages

  • These are now extensible. Add:

    • Personalized recommendations.

    • Dynamic loyalty points messages.

    • Reorder buttons for frequently purchased items.


Copilot Kit: Checkout Personalization

Use these prompts in VS Code with Copilot Agent Mode:

1. VIP Loyalty Banner at Checkout

Create: "Scaffold a Shopify Checkout UI Extension that displays a loyalty banner if customer is tagged VIP, else nothing."

2. Free Shipping for VIPs

Edit: "Generate a Delivery Customization Function that grants free express shipping if customer tag = VIP, else default rates."

3. Post-Purchase Upsell

Create: "Scaffold a Shopify Post-Purchase Extension that suggests a care kit if the last purchased product has metafield 'has_carekit'."

4. Thank You Page Personalization

Ask: "Insert a dynamic block on order-status.liquid that displays recommended products from the Search & Discovery API, filtered by 'complementary' intent."

Why This Matters

  • 15–30% AOV lift is common when upsells and bundles are personalized.

  • Customer retention: reminding VIPs of perks at checkout builds loyalty.

  • Lower friction: personalized shipping/payment options reduce abandonment.


✅ Takeaway: Checkout isn’t just the end of the journey—it’s the most valuable personalization surface. With Shopify Plus tools, you can turn every completed order into a bigger, smarter transaction.