Editor Overview

Use the Shopify Checkout Editor to manage checkout modules, preview changes, validate settings, and save updates safely.

Editor Overview

Use the Shopify Checkout Editor to manage an active Shopify store after onboarding is complete. Each editor module has its own page in this section.

If your store is still pending setup, finish Shopify Store Onboarding first.

Open the editor

1. Go to Shopify Stores

   Open Shopify Stores in Paysight.

2. Select an active store (onboard a store if you do not have one yet)

   Use the Active tab to find the store you want to edit.

3. Open the editor

   Select Edit Checkout to open the Checkout Editor.

How the editor works

Modules

Settings are grouped into modules such as Checkout Content, Payments, Shipping, Pixels, and Checkout Code Blocks.

Search

Use module search to quickly find a setting area by name or feature such as Shipping, Upsells, Tracking.

Live View

Saving checkout changes makes your changes instantly live.

Validation

Resolve validation messages before saving checkout configuration.

Save after each focused change. If you leave a module with unsaved changes, review the pending changes before moving on.

Go Live Checklist

Select Live checklist in the editor header to review launch readiness without leaving the editor. The checklist links directly to the modules that need attention.

The five launch essentials cover branding, support and policy links, shipping, subscription setup, and tracking. Mark each item Done or Not applicable; both statuses count toward launch readiness. Optional power-ups cover Bundle Discounts, Checkout Add-ons, Upsell Offers, and Upsell Flow.

The checklist records review progress, but it does not replace previewing the checkout or running a test order. You can dismiss the checklist and resume it later from the same button.

Editor Modules

The Checkout Editor groups settings by purpose so you can work on one part of the customer experience at a time. Use the help tooltips beside fields and section headings for implementation-specific guidance.

Setup

Brand, support, and system settings.

Brand & Support

Customer-facing brand, logo, support contact details, and footer links.

System Settings

Paysight system identity, domains, region, currency, and checkout display conversion.

Checkout

Checkout content, layout, shipping, and footer links.

Checkout Content

Checkout labels, policy notice, reserve copy, country/address behavior, address autocomplete, and pay button text.

Payments

Modern card submit, express wallets, wallet styling, 3DS, supported cards, and sandbox flags.

Shipping

Shipping products, display prices, ordering, and Shopify shipping-line behavior.

Footer Links

Checkout footer links, policies, and support destinations.

Offers

Add-ons, discount codes, and bundle discount rules.

Checkout Add-ons

Optional products shown during checkout, including defaults and cart visibility.

Discount Codes

Store discount entries and values.

Bundle Discounts

BOGO, fixed, percentage, product-specific, and store-wide discount rules.

Subscriptions

Subscription checkout behavior and physical fulfillment mapping.

Checkout Subscription

Straight-sale mode, subscription terms, cart subscription display, and subscription copy.

Physical Fulfillment

Cart triggers, subscription IDs, physical products to ship, and fulfillment metadata.

Upsells

Post-purchase upsells, upsell flow, and order handling.

Upsell Offers

Post-purchase offer strategies, products, content, shipping, triggers, and active state.

Upsell Flow

Accept/decline routing and initial upsell selection.

Upsell Order Handling

Separate order modes, individual order mode, payment waiting, and decline override.

Tracking

Pixels, GTM, attribution, behavior analytics, and diagnostics.

Pixels

Tracking pixels, event filters, default pixel behavior, and diagnostics.

GTM Events

GTM container IDs, standard events, and custom event names.

Attribution

Hyros and other attribution-specific identifiers.

Behavior Analytics

Microsoft Clarity and Hotjar project IDs.

Integrations

Checkout event actions and marketing integrations.

Marketing Integrations

Connect email/SMS marketing platforms (Omnisend) to checkout lifecycle events.

Event Actions

Checkout event action references and delivery configuration.

Operations

Shopify sync behavior, store tests, refreshes, and logs.

Store Operations

Shopify order sync, batching, product refresh, store test, and conversion logs.

Advanced

Custom checkout code for carefully reviewed changes. Paysight admins also have access to internal configuration and legacy tools in this group.

Checkout Code Blocks

Custom HTML, CSS, and JavaScript injected into checkout.

Safe editing checklist

1. Make a focused change

   Edit one module or one related set of settings at a time.

2. Review preview and validation

   Check the preview and resolve validation messages before saving.

3. Save changes

   Save the module and confirm the editor no longer shows unsaved changes.

4. Test checkout

   For payment, shipping, tracking, upsell, and Checkout Code Blocks changes, run a checkout test before treating the update as live-ready.

Admin Settings and Raw Config are internal Paysight tools and are not customer-facing editor modules.