Setting up checkout goals & funnels in Shopify

I was playing around with setting up a checkout funnel for a Shopify Plus client earlier this week and decided to publish a really quick blog post to save people making the same mistakes I made – wasting time and over complicating things.

Essentially, I was looking to create a simple goal for the checkout journey that allowed for all payment methods and statuses (e.g. logged in vs guest checkout) – I initially started by creating different regular expressions for each stage of the checkout based on the parameters used in the URL throughout the checkout process. I then realised that, although my route worked, I had to simplify my REGEX to allow for logged in users, which is when I realised I could simply use the following:

This route doesn’t lose the user when they login and allows for the different scenarios. The steps to add in are:

Destination (regular expression match): .*thank_you.*

First step: /cart (I’ve not set this as a required step as if you’re using other channels within Shopify you could bypass the cart)

Contact Information: /checkout/contact_information

Shipping: /checkout/shipping

Payment: /checkout/payment

Confirmation page: /checkout/processing

I also later found this article which is a really good guide for Shopify users looking to improve their Google Analytics setup. If you have any questions – please feel free to add in the comments below!

Paul Rogers

Paul is an experienced eCommerce Consultant, specialising in all aspects of replatforming, requirements gathering and platform selection projects.

Paul has worked with most mainstream eCommerce platforms and has supported complex replatforming projects with retailers from all over the world. Paul also works on customer experience projects and solutions-focused work with various platforms - primarily Magento and Shopify Plus.

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