How to Set Up a Checkout Personalization or Test
Checkout Personalizations let you add product upsells or content directly to your Shopify checkout — either for all visitors or a targeted audience. If you want to test variations against each other, create a Checkout Test instead. The setup process is the same.
Step 1: Create a block
Go to Checkout in your Intelligems dashboard.
Select the block type you want to create: Upsell, Trust badges, Call out, Static image, or, Brand logo.
Depending on which block type you've chosen, you may need to choose a layout.
Step 2: Configure your block
Configuration options vary by block type. See below for Upsell Blocks and Content Blocks.
Upsell Blocks
General Settings
Block Name An internal label for your reference — not visible to customers.
Location ID A unique identifier that connects this block to your Shopify checkout. Each block needs its own ID, unless you want different blocks to show in the same location without adding each ID to Shopify.
Use lowercase letters, numbers, and hyphens only.
Examples:
trust-badge-1,warranty-callout,3-product-upsellYou'll need this exact ID when adding the block to Shopify.
Product Card
Products Select up to 3 products to display.
Conditional logic coming soon! Request access here.
Discount Define a percentage or fixed amount off.
Styling
Heading Appears above your upsells. Leave blank to hide it. Can edit copy, typography, color and appearance.
Product Card Control how each product displays — including image size and cropping, button text, typography for the product name and price, text spacing, and colors for text, background, and buttons.
Body Set the spacing between product cards and between the heading and the cards.
Block Style the container that holds the content of your block.
Background Color: Sets the background color for the entire block.
Border Style: The line style for the block border.
Border Thickness: Width of the border around the entire block.
Corner Radius: How rounded the block corners are
Outer Padding: Controls spacing between the block border and the content inside.
All colors and typography come from your Shopify checkout brand settings. They are not custom color pickers - you're selecting from preset colors defined in your checkout theme. You can't fully customize checkout block colors or typography because the checkout is a secure, locked environment for security and consistency, limiting changes to basic theme settings like accent colors. This is a Shopify limitation.
Content Blocks (Trust badge, Call out, Static image, Brand logo)
General Settings
Block Name An internal label for your reference — not visible to customers.
Location ID A unique identifier that connects this block to your Shopify checkout. Each block needs its own ID, unless you want different blocks to show in the same location without adding each ID to Shopify.
Use lowercase letters, numbers, and hyphens only.
Examples:
trust-badge-1,warranty-callout,3-product-upsellYou'll need this exact ID when adding the block to Shopify.
Content & Styling
Heading Appears above your other content. Leave blank to hide it. Can edit copy, typography, color and appearance.
Badges Configure the layout, typography, colors, appearance, and content for your badges — including image position, font size and style for the title and subtitle, text alignment, and border and spacing settings. Use the "+ Add badge" button at the bottom of the badges section to add more badges. Each badge is configured independently with its own icon or image, colors, title, and subtitle.
Body Set the grid layout (rows and columns) for how badges are arranged, the alignment of the badge group on the page, and spacing between badges and between the heading and badges.
Block Style the container that holds the content of your block.
Background Color: Sets the background color for the entire block.
Border Style: The line style for the block border.
Border Thickness: Width of the border around the entire block.
Corner Radius: How rounded the block corners are
Outer Padding: Controls spacing between the block border and the content inside.
All colors and typography come from your Shopify checkout brand settings. They are not custom color pickers - you're selecting from preset colors defined in your checkout theme. You can't fully customize checkout block colors or typography because the checkout is a secure, locked environment for security and consistency, limiting changes to basic theme settings like accent colors. This is a Shopify limitation.
Step 3: Preview your block
As you make changes, the preview pane on the right updates in real-time to show how your block will appear on checkout:
Review the overall layout and spacing
Check that colors match your brand
Verify text is readable and properly sized
Ensure icons are positioned correctly
The preview shows your block in the Intelligems interface. The final appearance on your Shopify checkout may have slight variations based on your checkout theme settings.
Step 4: Save and choose your setup type
Click Next when you're satisfied with your design. Choose one:
Complete checkout setup — show this block as a Personalization to all visitors or a targeted audience
Create a checkout test — run multiple variations against each other
Step 5: Add the block to Shopify checkout
This step is required. The block won't appear on your checkout until it's added in Shopify.
Copy the Location ID from Intelligems (shown in the configuration instructions)
In Shopify Admin, go to Settings → Checkout
Under Configurations, click Customize to open the Checkout editor
In the left panel, click Apps
Navigate to Intelligems, click (+), and choose Checkout
Toggle on Include block in Shop Pay (recommended).
Paste your block Location ID into the block settings
Drag the block into the position you want in checkout
Click Save in the top right corner
Important: Each Checkout Personalization needs to be added to your Shopify checkout separately using its unique Block ID. Without this step, the block won't appear on your checkout page.
Once this step is completed, you can preview your Checkout Personalization or Test on your live website by going to the Preview tab → selecting Open Full Screen Preview.
Step 6: Set up targeting if needed
Targeting is an optional step. By default, a visitor will be immediately assigned to your Checkout Personalization or one of the test groups, but you can control who sees your Checkout Expierences using targeting rules. There are a few different ways you can do this:
You can set up currency and country targeting that allows you to limit your Experience to a single currency and/or a list of specific countries.
You can use UTM parameters to customize your user experience under the Audience option.
You can filter traffic based on JavaScript Expressions under the Audience option.
You can filter traffic based on device type (i.e. mobile or desktop) under the Audience option.
You can filter traffic based off of whether a visitor is new or returning under the Audience option.
You can prevent users from being targeted by related experiments to reduce undesired interactions under the Mutually Exclusive Tests option.
When to use targeting for Checkout:
Test blocks with specific customer segments first
Show different messages to different regions
Display country-specific guarantees or policies
Limit to specific marketing campaigns
Show different upsells on different devices
You can learn more about targeting here!
What happens next?
Now that you've created your Checkout Personalization or Test, you can QA using this checklist!
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