4 Steps to Optimize Checkout Validation Rules on Shopify

Skai Lama
August 22, 2023

With the newly introduced Shopify Functions and Checkout UI extension, Shopify stores can deliver a superior experience during the checkout process by integrating Custom Fields, Product Upsells, and Custom Logics. It's a pivotal moment for Shopify's Checkout, which is poised to facilitate global business expansion for eCommerce and DTC stores.

You can read the entire feature set of Shopify Checkout Extensibility in our detailed article.

With Shopify Checkout Extensibility, Shopify has opened up new avenues to add validation rules on Checkout. Checkout validation in Shopify is implementing specific rules and checks during the checkout process to ensure the accuracy and completeness of shopper's data. These validations ensure that customer data, such as contact information, addresses, and payment details, are accurate and complete, thereby increasing the efficiency and security of transactions.

If you haven't migrated your Shopify checkout yet, here's a short video for you to migrate your checkout in 6 easy steps:

The checkout page represents a critical stage, wherein merchants aspire to minimize errors, recognizing that even the slightest misstep can prompt customers to abandon their carts, impacting potential sales significantly.Within this blog, we will focus on how brands can use Shopify Checkout Validation Best Practices and optimize it for enhanced conversion rates. Let's explore what can be achieved through the three-step approach to checkout.

4 Steps to Optimize Checkout Validation Rules on Shopify

Enhance your Shopify checkout process with Checkout Pro. Implement advanced validation for better conversions.

1. Contact Information Validation

Validating customer contact information helps maintain direct communication and reduce errors:

  • Mobile Number Validation: Ensure the accuracy and completeness of provided phone numbers. Verify the mobile number against the country code and prompt the user if the digit count does not adhere with the country's specifications.
  • Email ID Validation: Verify the correctness of email addresses. Prompt the user if they don’t  use '@' symbol in the email. Block emails from disposable domains, as they could potentially result in fake orders.
  • Discount Field Validation: Validate discount codes, ensuring they are accurate and functional. In case, the discount is expired, alert on where they can find more discounts can decrease abandoned carts.
  • Custom Text and Color: Customize error messages for clarity and visibility. You can refer here for the most ideal warning hex codes to be used.
Contact Information Validation
Reducing User Errors and Frustration 🤯
By guiding customers through accurate data submission, validation rules minimize errors and frustration, leading to smoother transactions and reduced cart abandonment rates.

2. Address Validation

Address validation is pivotal for accurate order fulfillment and shipping. Shopify Checkout Extensibility allows merchants to enforce various rules to validate addresses:

  • Address Line 1 Completion: Ensure customers provide a complete address to avoid shipping mishaps. Setting a minimum character limit can motivate users to be more descriptive.
  • Incoherent Address Detection: Identify addresses that appear inaccurate or incomplete. Add filters for Gibberish words and Monkey Typing to reduce misspelled addresses.
  • Matching Zip Code to Address: Confirm that the provided zip code corresponds to the entered address.
Address Validation

3. Payment Method Validation

Shopify Payment Validation Rules is equally important to prevent transaction errors and fraud orders. These are the key aspects of payment method validation :

  • Credit Card Validation: Verifying credit card information is essential to prevent transaction failures and fraud. Merchants can implement third party apps like RiskSeal which validates the card number's structure and validity.
  • Billing Address Matching: It's important to confirm that the billing address provided during checkout matches the address associated with the payment method. Mismatched addresses could indicate potential fraud.
  • Payment Gateway Compatibility: Different payment gateways have varying validation requirements. Merchants should implement checks that are compatible with the selected payment gateway to ensure smooth transactions.
  • Payment Method Availability: Some payment methods might not be available in certain regions or for certain products. Merchants can validate the compatibility of the chosen payment method with the customer's location and the items in their cart.
  • Fraud Detection: Implement fraud detection mechanisms to identify and flag potentially fraudulent transactions. This could involve analyzing transaction patterns, IP addresses, and other factors.
Payment Method Validation
Mitigating Fradulent Activities
Sophisticated address validation and other fraud prevention rules minimize the risk of fraudulent orders, protecting your business and customers.

4. Custom JS Scripts and Business-specific Rules

Customize your checkout experience with Checkout Pro. Tailor validation rules to your business needs.

Shopify Checkout Extensibility enables merchants to employ custom JavaScript scripts for advanced validation:

  • Custom Fields Validation: Implement validation rules for custom fields based on specific business requirements.
  • Field Format Validation: Ensure that fields like email, phone numbers, and ZIP codes adhere to the required format.
  • Quantity and Inventory Validation: Prevent customers from ordering quantities exceeding available stock.
  • Discount Code Validation: Validate discount codes against predefined criteria.
Custom JS Scripts and Business-specific Rules
Providing Meaningful Error Messages
Customized error messages help customers understand and rectify mistakes promptly, contributing to a positive user experience.

Common Checkout Validation Errors on Shopify and How to Avoid Them

In the Shopify Checkout Validation, several common mistakes can hamper the customer experience and your store's efficiency. Here's a rundown of some mistakes and practical steps to avoid them:

  1. Too Many Steps: Over-complicating the checkout process with excessive steps is a major issue. Customers should be able to add items to their cart and fill out billing information later​​.
  2. Excessive Details: Asking for too many details can be off-putting. Keep form fields to a minimum, focusing on relevance and utility.
  3. Broken Links: These can ruin the customer experience and SEO. Regular audits and the use of tools like Google Search Console can help identify and fix broken links​​.
  4. Lack of Trust Badges: Security badges and SSL certificates are crucial for building customer trust. These can significantly boost conversion rates​​.
  5. Unclear Refund and Return Policies: Ensure your policies are clear and easily accessible​​
  6. Hidden Shipping Costs and Taxes: Be upfront about any extra costs. Displaying all charges clearly can prevent checkout abandonment.

Shopify's Checkout Extensibility introduces a new dimension to e-commerce by enabling merchants to seamlessly integrate validation rules directly into their checkout process. From basic address and contact information validation to advanced custom scripting, these rules significantly enhance the accuracy, efficiency, and security of the checkout experience. By reducing errors, minimizing cart abandonment, and ensuring data integrity, validation rules play a pivotal role in the success of an online store.

Looking to customise checkout validations? Try Checkout Wizard which helps Shopify stores to incorporate validations into each field and action, and even craft your own custom fields.

Frequently Asked Questions

1. What are the best practices for checkout validation on Shopify?

The best practices for checkout validation on Shopify are:

  1. Simplify and streamline the checkout process by minimizing steps and focusing on essential information.
  2. Utilize address, contact information, and payment method validation to reduce errors and fraud.
  3. Implement customized error messages and field format validations to guide users effectively.

2. How can effective checkout validation improve a Shopify store's performance?

Effective checkout validation on Shopify offers several benefits for improving store's performance:

  1. Reduced Cart Abandonment: By streamlining the checkout process and minimizing errors, it encourages customers to complete their purchases.
  2. Enhanced Customer Experience: Clear and accurate validation prompts guide customers smoothly through checkout.
  3. Improved Data Accuracy: Make sure to collect the correct customer information, crucial for order fulfillment and communication.
  4. Fraud Prevention: Helps in detecting and preventing fraudulent transactions by validating payment information.
  5. Increased Efficiency: Streamlines the transaction process, reducing the likelihood of errors and delays in order fulfillment.
  6. Higher Conversion Rates: By minimizing obstacles in the checkout process, it helps in converting more visitors into paying customers.
  7. Enhanced Trust and Security: Building customer confidence by ensuring data accuracy and security during transactions.
  8. Cost Savings: Reduces costs associated with incorrect orders, returns, and customer service inquiries.

What are the key rules for payment validation in Shopify?

The rules for payment validation on Shopify are:

  1. Verify credit card details and match billing addresses to prevent fraud.
  2. Look for compatibility with various payment gateways and regional availability.
  3. Implement fraud detection measures to identify suspicious transactions.

3. How do custom checkout scripts enhance the Shopify user experience?

Custom checkout scripts allow for validations based on specific business needs, offering a more personalized and efficient shopping experience to customers.

4. Why is error handling important in Shopify checkout validation?

Proper error handling provides clear, helpful feedback to customers, helping them correct mistakes easily and enhancing their overall shopping experience and not lose that sale.

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