PrettyDamnQuick

Setting up a new checkout in PDQ is easy.

In this new update, a checkout consists of multiple delivery methods, it’s a set of delivery methods that’s displayed in specific scenarios, with segmentation set by you.

Once you have more than one checkout, you can A/B test them.

In the left hand menu, select Delivery methods

Under Promise tools, click Checkout

Under any existing checkouts click Add checkout

Once you’ve added a checkout, you can add all the delivery methods you’d like displayed in that version of your checkout 

1. In the left hand menu, select Delivery methods
2. Under Promise tools, click Checkout
3. Under any existing checkouts click Add checkout
4. Once you’ve added a checkout, you can add all the delivery methods you’d like displayed in that version of your checkout

Setting up a segment for your checkout

You can also choose to only show your checkout to a specific segment.

For example, you can set a checkout (and its delivery methods) to only be displayed to your store’s first time shoppers.

Select the checkout you’d like to show to a specific segment

Click on the 3 dots in the top right corner

To only show a checkout to first time shoppers, select Customer order count and pick is equals to and then in the field enter 0

That’s it, you’ve added a segment to this checkout

1. Select the checkout you’d like to show to a specific segment
2. Click on the 3 dots in the top right corner
3. Pick Add segment
4. Choose a segment
5. To only show a checkout to first time shoppers, select Customer order count and pick is equals to and then in the field enter 0
6. Click the Add button
7. That’s it, you’ve added a segment to this checkout

You need a default checkout to fall back on

You need to have one and only one live checkout method group which has no segments at all. The importance of what we call a Default Checkout is that if a customer doesn’t apply to any of the segmented checkouts, they’ll see this one.

For example, if a checkout has a segment set for [State is NY], and is live, only customers who are in NY will see this checkout and all other customers will see the Default checkout.

You can have more than one segment apply to a checkout, but it’ll automatically be set to “this segment OR this segment” and will be shown if either one’s rules apply. (See screenshot below)

You can’t set a checkout as live if any of its segments overlap exactly with a segment in another live checkout. This includes having two live checkouts that have no segments at all.

Now that you have your checkout set up, set up another with different prices, messaging, and options and A/B test the two to see which one performs best.