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How do I set up a new checkout?

Build a segmented set of delivery methods

A "checkout" in PDQ is a set of delivery methods shown to a chosen group of shoppers. You can build several - each with its own methods, pricing, and messaging - and A/B test them.

Create a checkout:

  1. Go to Convert → Shipping Rate Groups.

  2. Click Add checkout.

  3. Add all the delivery methods you want displayed in it.

Show it to a specific segment:

  1. Open the checkout and click the ⋯ (three dots) at the top right.

  2. Pick Add segment and choose a rule.

  3. Example: first-time shoppers only: Customer order count → is less than or equal to → 0, then Add.

Three rules to know:

  • You need one default checkout - exactly one live checkout with no segments. Anyone who doesn't match a segmented checkout sees this fallback.

  • Multiple segments = OR logic - a checkout with two segments shows if either rule matches.

  • Checkouts can't clash - you can't set a checkout live if its segments overlap exactly with another live checkout (including having two segment-less live checkouts).


💡 Once you have two checkouts, A/B test them to see which converts better.

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