CheckoutMate Help

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Quick Start ​

Get your first rule live in under 5 minutes.

Step 1: Install CheckoutMate ​

  1. Open your Shopify admin and go to the Shopify App Store
  2. Search for CheckoutMate and click Add app
  3. Review permissions and click Install app

You'll be taken to the CheckoutMate dashboard automatically.

Step 2: Create your first rule ​

From the dashboard, click Create rule or go to Rules → New Rule.

Option A: Start from a template ​

Go to Rule Ideas in the sidebar. Browse 18+ pre-built templates covering common scenarios:

  • Automatic discount for wholesale customers
  • Minimum order validation
  • Hide cash-on-delivery for high-value orders
  • Free shipping over a threshold

Click Use this rule on any template. The rule builder opens pre-filled with sensible defaults — adjust the values for your store.

Option B: Build from scratch ​

Select a rule type:

  • Discount — for automatic discounts
  • Payment — to control payment methods
  • Delivery — to control shipping options
  • Validation — to block orders with a message

Then configure:

  1. Conditions — when should this rule apply? (cart total, item count, customer tags, etc.)
  2. Actions — what should happen? (apply % discount, hide a payment method, show an error message, etc.)
  3. Name — give the rule a descriptive name you'll recognize in analytics

Step 3: Activate ​

Click Activate rule. CheckoutMate syncs your rule to Shopify's checkout engine within a few seconds. You'll see a green "Active" status badge when it's live.

To test, open an incognito window and go through checkout with a cart that matches your conditions.

Step 4: Track results ​

Go to the Analytics tab to see:

  • How many times the rule has fired
  • For discount rules: total discount amount delivered
  • Trends over time (7-day, 30-day, 90-day views)

Common first rules ​

10% off for VIP customers

  • Type: Discount
  • Condition: Customer tag contains vip
  • Action: Apply 10% discount

$50 minimum for wholesale

  • Type: Validation
  • Condition: Customer tag contains wholesale AND cart total less than $50
  • Action: Show error "Wholesale orders require a $50 minimum"

Hide Cash on Delivery for large orders

  • Type: Payment
  • Condition: Cart total greater than $500
  • Action: Hide payment method Cash on Delivery

How it works under the hood →