Enable Post purchase widget on Order status and Thank you page using Checkout X module | AiTrillion

Enable Post purchase widget on Order status and Thank you page using Checkout X module

Introduction

CheckoutX is an advanced module designed to optimize your Shopify store’s checkout and post-purchase experience. 

Enhance your post-purchase experience with Thank You/Order Status Page Page Widgets using the CheckoutX module in AiTrillion. These easy-to-enable widgets are following -:

  • Rate Your Experience (with Site Review): Enable customers to provide immediate feedback on their shopping experience, helping you gather valuable insights to improve your services and build trust with potential buyers.

  • Refer a Friend: Offer incentives to encourage satisfied customers to refer friends, effectively turning them into brand advocates and expanding your customer base through word-of-mouth marketing.


Note: The Refer a Friend widget needs the Loyalty Rewards module and the Refer a friend activity to be enabled. The steps are shown in the next section.


Before You Begin: Enable the Loyalty Rewards Module and the Refer a friend Activity

The Refer a Friend widget on the Thank you and Order status pages is powered by your loyalty program. Before you activate it, make sure the Loyalty Rewards module is enabled and the Refer a friend activity is turned on. If either one is off, the widget has no referral reward to offer and will not work for your customers.

A. Enable the Loyalty Rewards module

Step 1: In the AiTrillion admin panel, go to Loyalty rewards >> Dashboard in the left-hand menu.



Step 2: At the top right of the Loyalty rewards dashboard, turn on the Enable toggle. When the toggle is blue, the Loyalty Rewards module is active on your store.




Note: If the toggle is grey, the module is turned off. Loyalty points will not be earned or shown on your store until you enable it.


B. Enable the Refer a friend activity

Step 3: In the left-hand menu, go to Loyalty rewards >> Set up program >> Earn points.

Step 4: On the Make your customer earn points page, under Online store, find Refer a friend and turn on its toggle. When the toggle is blue, the activity is enabled.



Note: Click the edit (pencil) icon next to the toggle to change the reward for Refer a friend — for example, the discount or points given to the customer and to the friend they refer.

The Loyalty Rewards module and the Refer a friend activity are now enabled.



Here are the steps to Enable Thank you/Order Status Page Widgets on Your Store -:
Step 1: Go to CheckoutX >> Dashboard




Idea
Note: Do make sure that you have enabled the module.



Step 2: Click on Post-purchase widgets tab and simply click the Activate button for the one you wish to activate. The available widgets are:
Notes
A. Thank You Page
1.) Rate your experience


 
2.) Refer a friend



B. Order Status page
1.) Rate your experience



2.) Refer a friend





To Enable the widget at the front store, check the following points -:

NotesNote: Before enabling Rate Your Experience, make sure the Product Review module, Product Review Button, and Site Review Buttons are enabled in the settings. To enable the Product Review Button - Click here

1.) Thank you page

A. Rate your experience




Step 2: Change the language as per your need




Notes
Note:
1.) If you set "Show review form as default before click of star rating" to true, the review form will be displayed automatically.



2.) If you set "Show review form as default before click of star rating" to false, the review form will be displayed after clicking on the stars.




Now, the review form will be displayed as per your settings on Thank you page



B. Refer a friend

Notes

Note: Before enabling Refer a friend on the Thank you page, make sure that the Loyalty Rewards module and the Refer a friend activity are enabled. See Before You Begin: Enable the Loyalty Rewards Module and the Refer a friend Activity above.




​
Step 1: Go to Shopify admin >> Online store >> Customize >> Checkout and Customer account >> Thank you Page >> Apps >> Refer a friend




Step 2: Change the layout settings according to your theme





The 'Refer a Friend' widget will now be available to all customers on the Thank You Page page.


2.) Order status page

A. Rate your experience

Step 1: Go to Shopify admin >> Online store >> Customize >>  Checkout and customer account >> Order status Page >> Apps >> Rate your experience.




Step 2: Change the language as per your need



Notes
Note:
1.) If you set "Show review form as default before click of star rating" to true, the review form will be displayed automatically.



2.) If you set "Show review form as default before click of star rating" to false, the review form will be displayed after clicking on the stars.


Now, the review form will be displayed as per your settings on Order status page



B. Refer a friend

Notes

Note: Before enabling Refer a friend on the Order status page, make sure that the Loyalty Rewards module and the Refer a friend activity are enabled. See Before You Begin: Enable the Loyalty Rewards Module and the Refer a friend Activity above.




Step 2: Change the layout settings according to your theme






The 'Refer a Friend' widget will now be available to all customers on the Order status page.



Notes
Note: If you want to change the position of the widget, simply click on UP or DOWN arrow button and the position will be changed