⚠️ Before you start
This feature is only available for Shopify Plus customers and needs to be enabled by our team before it becomes visible in charles. If you're interested, please contact our support team and we will activate this section for you.
How it looks on your checkout
The checkout widget adapts automatically based on the information your customer has already entered:
No phone field if the customer already entered a phone number elsewhere in the checkout.
With phone field if only an email address was collected.
Note: You can place the widget anywhere on your checkout page. The screenshots below are illustrative.
Below you see how the checkout would look like with the checkbox.
Left: no phone field shows, if you already collect the phone number.
Right: phone field shows, if you only collect the email.
Step 1 - Configure the block in charles
Go to charles → Automation → Checkout Page Section
Click Create new page subscription.
Select the Shopify Plus store where it should be displayed and assign the Single Opt-in Subscription from the dropdown.
Select the desired languages and customize the content.
Save the changes.
Step 2 - Insert the block in Shopify
In Shopify, go to Settings → Checkout and click Customize.
Click Add block in the section where you want to place the widget.
The widget is supported in the following sections:
Main
Order Summary
Once the block is added, you can configure two additional options in the Checkout behavior panel:
Allow app to block checkout - When enabled, the checkout will not proceed if the customer enters an invalid phone number, ensuring only valid numbers are collected.
Include block in Shop Pay - When enabled, the widget also appears for customers checking out via Shop Pay.
That's it! As soon as the changes are saved in Shopify, the widget will be visible for all customers during checkout.
Note: The phone number field will not appear if the customer has already entered a phone number in:
The Contact method field
The Shipping address field
Reach out to our support team in case of any questions.