Add your first block to checkout
Showing a block at checkout takes two parts. First you create the block in Checkout Buddy, then you place its app block in checkout using Shopify’s Checkout Editor. The block won’t appear until both are done.
Requires: Shopify Plus (or a development or Plus sandbox store).
Prefer to watch? The setup video makes a Product offers block and places it, from 0:36.
Part 1: Create the block
Section titled “Part 1: Create the block”-
In Checkout Buddy, open Customizations. On the Content tab, click Create customization. For custom fields, use the Fields tab, and for product offers and progress bars, the Upsells tab.
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The Select customization page opens on Checkout content. Pick a card, such as Banner, Text or Trust badges. To narrow the list, search by name or click a group above the cards, such as Content and trust or Order help.
The tiles at the top, from Upsells and gifts to Templates and All, switch to other kinds of customization, and each shows how many it holds. Templates has ready-made setups: see templates and recipes.

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Give the block a Name. Only you see it.
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Fill in the block’s settings. A content block has Parts, a Look and a Preview; each block’s page in this help center explains its settings.
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Under Who sees it, keep Every checkout for now. You can add rules later.
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Under Status, turn on the switch so it reads Published, then click Save. New blocks start as Draft, which only shows in the editor’s preview.
Part 2: Place it in the Checkout Editor
Section titled “Part 2: Place it in the Checkout Editor”Each kind of block has its own app block. Content blocks, progress bars, Reviews, What happens next and automations use the Content app block, Product offers the Product offers app block, and Custom fields forms the Custom fields app block. Where it shows, in the block’s editor, names the app block and links to Shopify’s checkout editor. See app blocks in the Checkout Editor for all of them.
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In Shopify admin, go to Settings → Checkout and click Edit next to your active checkout configuration. Until your blocks are added, the setup guide on Checkout Buddy’s Home page has an Open checkout editor button too.
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Use the page selector at the top to go to the checkout step where you want the block: Information, Shipping, or Payment.
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Click Add block in the section where you want the block, and choose Content under Checkout Buddy.

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Leave Block IDs empty to show every published content block whose rules pass, or enter a block’s ID to show only that one there. Its ID is under Status in its editor, and in the ID column on Customizations.

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Use the up and down arrows on the app block in the preview to adjust its position if needed.
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Click Save in the top-right corner.
Open your store, add a product to the cart, and go to checkout to see the block. Back in Checkout Buddy, the block’s Where it shows stops warning that the app block isn’t in your live checkout.
Choosing where to place it
Section titled “Choosing where to place it”Some blocks only work in particular places:
- Text under each item or shipping method: place a Content app block under each item or under each shipping method, list the block’s ID in its Block IDs, and use This item or This shipping method rules. See where to place it.
- Line item text, Line item upsell, and Cart line editor show under each product in the order summary, in the Cart line item app block. See placement.
- Automations don’t show anything. Place the Content app block in one of checkout’s sections, somewhere on every step where it should act, such as the order summary.
- Product offers and Custom fields have their own app blocks, named after them.
- The thank you page has its own blocks, made on the Thank you tab, with an app block called Thank you page. See thank you page.
Blocks made before the Content block
Section titled “Blocks made before the Content block”Blocks made before the Content block, such as an older Banner, Text or Apply discount code, and the blocks still made the older way (SMS consent, Address validator, Apply line item attribute, for stores that installed Checkout Buddy before November 11, 2026), show in the Checkout Buddy (v1) app block instead:
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In the Checkout Editor, click Add block and choose Checkout Buddy (v1).
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In the app block’s settings on the left, enter your block’s ID in Fixed block ID.

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Click Save.
If the block doesn’t appear
Section titled “If the block doesn’t appear”Check these in order:
- The block’s Status reads Published (or Enabled, for older blocks) in Checkout Buddy.
- The Checkout Editor was saved after you added the app block.
- It’s the right app block: Content for content blocks, Product offers for Product offers, Custom fields for forms, Checkout Buddy (v1) for older blocks.
- The app block’s Block IDs is empty or lists the block’s ID (or Fixed block ID matches, for older blocks).
- The block’s rules pass for your test cart.
- You’re looking at the checkout page the app block was placed on.
Still stuck? See block not showing.
