Articles on: Checkout (Shopify Plus only)

How to create funnels at Checkout? (Shopify Plus exclusive)

The app offers various type of funnels like Free Gift (auto add or selection), Cross-Sell, Progress Bar etc. at checkout and this doc is a guide on how you can configure them.


Here’s a video tutorial on how to set up checkout page offers - https://www.loom.com/share/fa3f39a59b9c4f72a5ef82654ab74ed7


Content-

How to set it up?

Combinations


Example: a cross sell funnel at checkout -



How to set it up?


Let's assume you want to configure a Progress Bar at checkout using Monk. Please follow these steps:


(the main steps are same across all types of funnels with some variations based on what you're looking to setup)


  1. An app block needs to be added at checkout in your Online Store. Go to Online Store> Themes> Customize



  1. In your theme editor, navigate to Checkout> Add app block & add the 'Gift auto add, shipping and discounts' block



If you have created a Free Gift Selection reward through the Progress Bar (On the Monk app dashboard, edit Progress Bar funnel and go to Step 2 to see all configured rewards & milestones), please make sure to also add the 'Gift selection' app block under 'Banner and Progress Bar' section.


If you have created a Free Gift auto add or Free Gift selection funnel using the 'without banner and progress bar' option at checkout, choose the app blocks under 'without banner and progress bar' section.


Combinations


If you want to display multiple funnels of the same type at checkout (example - 2 checkout cross sells or 2 free gift selection offers) you will have to enable combinations setting in your funnels on Step 2. Please refer to this article to know more.


The above article is relevant only if you've configured multiple funnels of the exact same type.


Multiple funnels of different types (example - 1 checkout cross sell, 1 progress bar etc) will work automatically.


If you have only 1 funnel of a specific type at checkout, please leave the widget ID field in app block settings empty.



Frequently Asked Questions


1) If the customer deletes the discount, the free products should be auto removed from checkout - is it possible?


There is no direct way to automatically remove the products from the customer's cart when they remove the discount. This is a Shopify related limitation which cannot be fixed by us. You can add a product add/ remove button app block on the checkout which would give the customer an option to remove the product when it is charged at full price after the discount is removed.


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If you have any other questions or queries please reach out to us via chat support or write to us at support@monkcommerce.com

Updated on: 29/04/2025