> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paysight.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Store Editor

> Manage checkout settings, products, subscriptions, tracking, integrations, and live preview for an active Shopify store.

<img src="https://mintcdn.com/paysight/N-VR3otE-jwc0efn/images/shopify-logo.svg?fit=max&auto=format&n=N-VR3otE-jwc0efn&q=85&s=0e8aa4cc26b53d458f39d16651f5319f" alt="" width="700" height="320" data-path="images/shopify-logo.svg" />

# Shopify Store Editor

Use the Shopify Store Editor to manage an active Shopify store after onboarding is complete.

<Info>
  If your store is still pending setup, finish [Shopify Store Onboarding](/guides/shopify-store-onboarding) first.
</Info>

## Open a store

<Steps>
  <Step title="Go to Shopify Stores">
    Open **Shopify Stores** in Paysight.
  </Step>

  <Step title="Select an active store">
    Use the **Active** tab to find the store you want to edit.
  </Step>

  <Step title="Open the editor">
    Select **Edit Checkout** to open the Store Editor.
  </Step>
</Steps>

## How the editor works

<CardGroup cols={2}>
  <Card title="Modules" icon="list">
    Settings are grouped into modules such as Checkout Content, Payments, Shipping, Pixels, and Code Blocks.
  </Card>

  <Card title="Search" icon="search">
    Use module search to quickly find a setting area by name or feature.
  </Card>

  <Card title="Preview" icon="eye">
    Use the checkout preview to review the customer-facing impact before saving.
  </Card>

  <Card title="Validation" icon="circle-xmark">
    Resolve validation messages before saving changes to checkout configuration.
  </Card>
</CardGroup>

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

## Feature areas

<Tabs>
  <Tab title="Checkout">
    Use checkout modules for copy, layout behavior, footer links, shipping options, payments, and customer-facing checkout controls.
  </Tab>

  <Tab title="Growth">
    Use growth modules for add-ons, discounts, subscriptions, upsells, and post-purchase behavior.
  </Tab>

  <Tab title="Tracking">
    Use tracking and integration modules for pixels, GTM, attribution, behavior analytics, marketing events, and checkout webhooks.
  </Tab>

  <Tab title="Advanced">
    Use advanced modules for store identity and carefully reviewed custom code.
  </Tab>
</Tabs>

## Modules

<AccordionGroup>
  <Accordion title="Brand & Support">
    Controls the customer-facing store name, description, website, logo, brand color, support email, support phone, support URL, and checkout footer support links.
  </Accordion>

  <Accordion title="Payments">
    Controls modern card submit behavior, supported card brands, express wallets, wallet merchant ID, wallet display styles, and 3DS options.
  </Accordion>

  <Accordion title="Checkout Content">
    Controls checkout language, pay button text, default country, allowed and priority countries, contact/delivery/payment labels, policy notice, reserve timer copy, continue-shopping URL, newsletter behavior, phone behavior, mobile order summary placement, whether the mobile cart summary opens by default, and shipping display behavior.
  </Accordion>

  <Accordion title="Footer Links">
    Controls checkout footer destinations such as privacy policy, terms, contact, refund, and other customer support links.
  </Accordion>

  <Accordion title="Shipping">
    Controls Shipping V2. A single shared Shopify shipping product backs the checkout shipping line, while Paysight shipping options control the customer-facing names, descriptions, prices, default selection, display order, and availability rules.
  </Accordion>

  <Accordion title="Checkout Add-ons">
    Controls optional checkout products such as warranties, accessories, or rush processing. Use it to set add-on products, default selection, removability, and cart display behavior.
  </Accordion>

  <Accordion title="Discount Codes">
    Controls store-level discount entries and values that can be entered during checkout.
  </Accordion>

  <Accordion title="Bundle Discounts">
    Controls quantity, BOGO, product, and store-wide promotions. Use it to define discount rules and stacking behavior.
  </Accordion>

  <Accordion title="Checkout Subscription">
    Controls straight-sale versus subscription checkout behavior, subscription identity, cart display price, whether the subscription appears in the cart, whether the subscription checkbox starts unchecked, subscription terms placement, required terms acceptance, mobile and desktop subscription checkbox visibility, billing terms dropdown visibility, and subscription terms copy shown to customers.
  </Accordion>

  <Accordion title="Physical Fulfillment">
    Maps subscription checkout behavior to physical Shopify products and fulfillment-related notifications.
  </Accordion>
</AccordionGroup>

{/* Screenshot placeholder: Payments module with supported cards, wallets, and 3DS settings. */}

## Shipping V2 setup

Shipping V2 is the supported shipping setup for Shopify stores. Do not configure the legacy shipping product rows for new stores.

<Info>
  Shipping V2 uses one shared Shopify shipping product, usually priced at 0, plus dynamic Paysight shipping options. The shared product is a backing product only. Customers choose the Paysight shipping option, and checkout applies that option's price to the Shopify shipping line.
</Info>

<Steps>
  <Step title="Create a shipping product in Shopify">
    In Shopify, create a dedicated product for checkout shipping. This product is not the customer-facing shipping option and should not be treated as a normal merchandise product.
  </Step>

  <Step title="Sync Shopify products into Paysight">
    After creating the Shopify product, refresh or sync the store products in Paysight so the shipping product is available in the Store Editor product picker.
  </Step>

  <Step title="Select the shared shipping product">
    In the **Shipping** module, select the synced Shopify product as the shared shipping product.

    The product and variant identify the Shopify line item used for shipping. The product's own price does not control what customers pay for shipping.
  </Step>

  <Step title="Add checkout shipping options">
    Add the shipping options customers should see, such as Standard Shipping or Express Shipping. Set each option's name, description, price, sort order, and default status.
  </Step>

  <Step title="Add availability rules">
    Use rules when an option should only be available for specific cart subtotals, item quantities, destination countries, or date ranges. If an option has no rules, it is always available.
  </Step>

  <Step title="Save and test checkout">
    Save the Shipping module, then run checkout tests for the default option and any conditional options.
  </Step>
</Steps>

<Warning>
  The shared shipping product is excluded from cart-based upsell mirroring and should not be used as a regular sellable product. It exists so Shopify can receive a shipping line while Paysight controls the dynamic customer-facing shipping options.
</Warning>

## Growth modules

<AccordionGroup>
  <Accordion title="Upsell Offers">
    Creates post-purchase offers with product selection, discounting, copy, triggers, and shipping behavior.
  </Accordion>

  <Accordion title="Upsell Flow">
    Controls offer order, initial upsell selection, and accept/decline routing for post-purchase experiences.
  </Accordion>

  <Accordion title="Upsell Order Handling">
    Controls how checkout handles order creation, payment timing, and downstream order behavior when upsells are accepted or declined.
  </Accordion>
</AccordionGroup>

## Tracking and integrations

<AccordionGroup>
  <Accordion title="Pixels">
    Configures checkout tracking pixels such as Meta, Google Ads, TikTok, Snapchat, Pinterest, UpstackData, and URL matching defaults.
  </Accordion>

  <Accordion title="GTM Events">
    Configures Google Tag Manager container IDs, standard checkout events, and custom event names.
  </Accordion>

  <Accordion title="Attribution">
    Configures attribution identifiers such as Hyros and other platform-specific tracking values.
  </Accordion>

  <Accordion title="Behavior Analytics">
    Configures behavior analytics tools such as Microsoft Clarity and Hotjar.
  </Accordion>

  <Accordion title="Marketing Integrations">
    Configures marketing platform connections such as Omnisend API keys, list selection, and checkout lifecycle event mapping.
  </Accordion>

  <Accordion title="Event Actions">
    Configures checkout event actions and webhook-style delivery integrations.
  </Accordion>
</AccordionGroup>

<Warning>
  Confirm pixel IDs, API keys, and webhook destinations before saving. Incorrect tracking configuration can affect analytics, attribution, and marketing automation.
</Warning>

## Operations and advanced

<AccordionGroup>
  <Accordion title="Store Operations">
    Controls Shopify order submission behavior, batching, email confirmation behavior, and operational checkout sync settings.
  </Accordion>

  <Accordion title="Store Details">
    Controls store identity fields such as store name, country, and currency. Some Shopify identifiers, domains, and owner details may be read-only because they affect routing and integrations.
  </Accordion>

  <Accordion title="Code Blocks">
    Adds reviewed HTML, CSS, or JavaScript in supported checkout placements from the Advanced section. Use Code Blocks only for changes that have been tested because custom code can affect checkout layout, validation, and customer fields.
  </Accordion>
</AccordionGroup>

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

## Safe editing checklist

<Steps>
  <Step title="Make a focused change">
    Edit one module or one related set of settings at a time.
  </Step>

  <Step title="Review preview and validation">
    Check the preview and resolve validation messages before saving.
  </Step>

  <Step title="Save changes">
    Save the module and confirm the editor no longer shows unsaved changes.
  </Step>

  <Step title="Test checkout">
    For payment, shipping, tracking, upsell, and Code Blocks changes, run a checkout test before treating the update as live-ready.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I cannot edit a field">
    Some operational fields are read-only because changing them can affect Shopify routing, domains, order submission, or payment behavior. Contact your Paysight account manager if one needs to change.
  </Accordion>

  <Accordion title="The editor will not save">
    Review validation messages, required fields, and any invalid URLs, IDs, colors, or tracking values.
  </Accordion>

  <Accordion title="A checkout change does not appear in preview">
    Refresh the preview and confirm the correct module was saved. Some operational or tracking changes are not visually visible in checkout preview.
  </Accordion>

  <Accordion title="Custom code changed checkout behavior">
    Remove or disable the Code Block, save, and retest checkout. Only re-enable custom code after it has been reviewed.
  </Accordion>
</AccordionGroup>