Frequently asked questions
Getting started
Section titled “Getting started”Do I need Shopify Plus?
Section titled “Do I need Shopify Plus?”Only for checkout blocks, checkout branding, and three functions Shopify keeps for Plus: B2B order review, hiding express checkout buttons, and price changers. Shopify shows app blocks on checkout’s information, shipping and payment steps only on Plus stores. Everything else works without Plus:
- Discounts, bundles, payment and shipping method changes, purchase limits, and the checkout and address blockers work on every Shopify plan.
- Product offers on product and cart pages, thank you page blocks and customer account blocks work on every Shopify plan except Starter.
See how it works.
Can I show upsells or free gifts without Shopify Plus?
Section titled “Can I show upsells or free gifts without Shopify Plus?”Yes, on your product pages, cart page and cart drawer. A Product offer with Product pages or Cart page ticked under Where it shows shows through a block you add to your theme, on every Shopify plan except Starter. See Product offers on product and cart pages.
Can I try blocks before going live on Plus?
Section titled “Can I try blocks before going live on Plus?”Yes. The app treats development stores and Shopify Plus sandbox stores as Plus stores, so blocks are available there.
What’s the difference between a block and a function?
Section titled “What’s the difference between a block and a function?”A block is something customers see at checkout, placed with the Checkout Editor. A function changes checkout logic, such as discounts or which payment methods appear, and works as soon as you save it. See how it works.
Is there a ready-made setup I can start from?
Section titled “Is there a ready-made setup I can start from?”Yes. On Customizations, click Create customization and open the Templates tile: every template opens its page filled in, for you to change before saving. Recipes, marked Recipe in 2 steps or 3 steps, set up customizations that work together, such as a free shipping discount and its progress bar. See templates and recipes.
I created a block. Why isn’t it in checkout?
Section titled “I created a block. Why isn’t it in checkout?”Blocks have to be added in Shopify’s Checkout Editor as well. See add your first block, then block isn’t showing.
What’s a block ID?
Section titled “What’s a block ID?”The number in the ID column on Customizations. The Content, Product offers and Custom fields app blocks have a Block IDs setting: leave it empty to show every block that passes, or enter IDs to show only those. For blocks made before the Content block, you enter it in the Checkout Buddy (v1) app block’s Fixed block ID setting, so that app block shows that block.
Blocks
Section titled “Blocks”How do I add a field to checkout, like a gift message, a delivery date or a terms checkbox?
Section titled “How do I add a field to checkout, like a gift message, a delivery date or a terms checkbox?”Use Custom fields, on the Fields tab. Its templates include Gift message, Gift note, Delivery date and time (a date picker with time slots) and Terms agreement, and each answer is saved on the order. See also required terms checkbox and conditional form fields.
How do I add a banner, trust badges or other content to checkout?
Section titled “How do I add a banner, trust badges or other content to checkout?”Use a content block, on the Content tab: pick the Banner, Text, Image, Trust badges, Benefits or FAQ card, then add the Content app block in Shopify’s checkout editor. One block can combine several parts.
How do I add a free shipping bar?
Section titled “How do I add a free shipping bar?”Use a progress bar, on the Upsells tab. It shows in checkout on Shopify Plus, and on your cart page and in your cart drawer on every plan except Starter. The Free shipping over an amount recipe sets up the free shipping discount and a bar with the same amount: see free shipping bar. In checkout, for a line of text instead of a bar, see amount left to a goal.
To also suggest products that reach free shipping on your cart page, add a Product offer from the Close the gap template: see close the gap.
Why do my blocks change randomly?
Section titled “Why do my blocks change randomly?”A Checkout Buddy (v1) app block without a Fixed block ID picks one of your older blocks at random. Enter the block’s ID in Fixed block ID. See which block shows. The Content app block, which shows content blocks, never picks at random.
How many blocks can I show?
Section titled “How many blocks can I show?”On the Buddy plan there’s no set number, only a storage cap: if you reach it, the app shows a Blocks storage limit reached warning. The Free plan includes one customization in total.
The Content, Product offers and Custom fields app blocks show every block that passes, stacked. For blocks made before the Content block, add several app blocks, or list several IDs in Multiple block IDs to show them together in one app block.
Can I show a block on one page only?
Section titled “Can I show a block on one page only?”Yes. Place it in a section that belongs to one checkout step, such as the delivery address or payment methods, rather than the order summary, which appears on every step. See where to place blocks.
Do blocks work with Shop Pay and other express checkouts?
Section titled “Do blocks work with Shop Pay and other express checkouts?”Customers who use an express checkout button, such as Shop Pay, PayPal, or Google Pay, may skip the checkout pages where your blocks are placed. Blocks that rely on the customer seeing them, like upsells or required fields, don’t apply to those orders. Functions always apply.
For Product offers and Shop Pay buyers, turn on Include block in Shop Pay in the Checkout Editor. Apple Pay and Google Pay from the cart skip checkout, so give a free gift’s discount its own minimum. See Apple Pay, Google Pay and Shop Pay.
Can I stop customers checking out until they fill in a field?
Section titled “Can I stop customers checking out until they fill in a field?”Yes. Make the field required and turn on Allow app to block checkout for its app block in the Checkout Editor. See required checkbox. To refuse Shop Pay and Apple Pay orders without a ticked box too, use Add checkout rule on the Custom fields checkbox.
Can blocks show on the thank you and order status pages?
Section titled “Can blocks show on the thank you and order status pages?”Yes. The thank you page has its own blocks, such as next-order codes, product offers and delivery dates, made on the Thank you page tab. See thank you page. The order status page uses customer account blocks.
Can I show a block to logged-in customers or specific customers only?
Section titled “Can I show a block to logged-in customers or specific customers only?”Yes. In a content block, add a Customer rule, such as is Logged in, or a Customer metafield or B2B rule: see Content rules. In blocks made before the Content block, use the Customer account exists condition, or conditions on customer and company metafields: see conditions for blocks. Checkout blocks can’t read customer tags; functions can, and so can Product offers on product and cart pages, with the Customer tags condition.
Discounts and offers
Section titled “Discounts and offers”How do I give a free gift?
Section titled “How do I give a free gift?”Create a Product offer with Offer type set to Free gift, or start from the Free gift over a spend template. After you save it, click Create gift discount on its Discount at checkout card (Discount when the offer shows on product or cart pages) and save the discount. Without that discount, buyers pay for the gift, or it’s removed if you tick Remove gifts that aren’t free. See free gift and gift offers.
Without Shopify Plus, tick Product pages or Cart page under Where it shows: the gift works there on every Shopify plan except Starter. See on your cart page.
Why does the block show a discount but checkout doesn’t apply it?
Section titled “Why does the block show a discount but checkout doesn’t apply it?”See discount isn’t applying. For Product offers, see Product offers on that page.
Can a customer use a discount code and an automatic discount together?
Section titled “Can a customer use a discount code and an automatic discount together?”Only if both discounts allow combining. Set Combines with … on the Checkout Buddy discount, and the matching setting on the other discount.
How do I hide products that are already in the cart from a cross sell?
Section titled “How do I hide products that are already in the cart from a cross sell?”In an Upsell Product offer, choose what happens under Once a product is in the cart: Keep it, marked Added, Hide that product or Hide the whole offer. See layouts.
In an older Product offers block, tick Hide product if already in cart.
Orders and data
Section titled “Orders and data”What is __buddy_data on my orders?
Section titled “What is __buddy_data on my orders?”Tracking data the Checkout Buddy (v1) app block uses for analytics and conditions. It’s hidden from customers. Content blocks, Custom fields forms and Product offers don’t add it. To keep it off your orders, for example when ShipStation copies it into Notes From Buyer, see keep __buddy_data off your orders.
Where do form field answers go?
Section titled “Where do form field answers go?”They’re saved on the order under Additional details. In a Custom fields form, each answer is labeled with its field’s Cart attribute key. In an older form block, made before October 12, 2026, it’s labeled with the block’s Name. Either way, you can also save them as order metafields, use them in email templates, and use them in Shopify Flow. A Custom fields text field can be saved as the order note instead, under Notes, and a checkbox can save nothing and only show other fields.
How do I show a form field answer in the order confirmation email?
Section titled “How do I show a form field answer in the order confirmation email?”Add {{ attributes["Gift message"] }} to the template, with your field’s Cart attribute key between the quotes (for an older form block, the block’s Name). See where answers are saved and data and privacy.
Account
Section titled “Account”How do I update app permissions?
Section titled “How do I update app permissions?”Close Checkout Buddy and open it again: Shopify asks you to approve any new permissions as the app opens. If it doesn’t, see app permissions.
Is there a free trial?
Section titled “Is there a free trial?”Yes, paid plans start with a 10-day free trial. See plans and billing.
Does uninstalling delete my blocks?
Section titled “Does uninstalling delete my blocks?”No. Your block settings are kept in case you reinstall. Email support to have them deleted. Shopify does delete the discounts, checkout rules, and payment and shipping rules the app made, and reinstalling doesn’t bring them back. See data and privacy.