Payments

Magic Checkout

Shopify

Configuration

Integrate Magic Checkout With Shopify Store

Configure COD and shipping charges, COD intelligence, coupons, international shipping and more on your Razorpay Magic Checkout and Shopify Dashboard.

After you successfully integrate your Shopify website with Magic Checkout, the following configurations are available on your Razorpay and Shopify Dashboard:

Cash on Delivery

You can choose to configure COD using the following methods:

Method 1: Razorpay Dashboard (Recommended)

You can use this setting to enable COD on your store and configure the rules for selectively showing COD to customers based on specific locations, products, order amounts and more.

Watch Out!

If you configure the COD setting on the Razorpay Dashboard, any COD setting configured on the Shopify store or Advanced Cash on Delivery app will not apply.

Follow the steps given below:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Click COD Settings.
  3. In the COD Engine section, select the Type of setting.

Type of Setting

Basic

Configure COD based on the cart value and zones applicable to all the products. Follow the steps given below:

  1. Configure the Cart order value by selecting an option based on your requirement:

    Charge a COD fee to customers who opt for the COD payment method. You can configure the order range and set a corresponding Fee accordingly.

    1. Click + Add slabs.
    2. Enter the minimum and maximum order value for which the fee should apply.
    3. Enter the Delivery price. For example, if the Min Order Value is ₹400, the Max Order Value is ₹1000, and the Fee is ₹50, a ₹50 COD fee is applied to any order value in this range.
    4. Click Save slabs.
      Create COD eligibility slabs with COD charges
    5. Click + Add rate slabs if you want to create more slabs.

    Watch Out!

    In the Basic type of setting, you cannot create overlapping slabs. For example, if you have already set a slab with a minimum order value of ₹200 and a maximum order value of ₹600, you cannot add another slab within that range, such as a minimum order value of ₹300 and a maximum order value of ₹500.

  2. In the COD zones section, click + Add zones to create shipping zones where COD is applicable.

  3. Enter the Zone name.

  4. Select the country, state, and city where the COD charges configured in the previous step should be applicable. Click Confirm.

    Create COD zones

  5. Click Save & apply.

  6. Navigate to Manual Zipcode upload and click Upload Zipcodes to offer COD only to specific zipcodes.

    Upload zipcodes to offer COD only to specific zipcodes

    Handy Tips

    • Download the sample CSV file.
    • Enter the zipcodes as individual rows in column 1.
    • Upload the file in .CSV format. Maximum file size supported is 50 MB.
    • Uploaded zipcodes are compatible only with Basic COD settings.

  7. Drag the file or click click to upload.

    Watch Out!

    • You can only upload one file at a time. Uploading another file will overwrite the older file.
    • You cannot edit an uploaded file; you can only delete it and upload a new file.

Advanced

Configure COD settings based on the cart value and zones applicable to specific product categories. Follow the steps given below:

  1. In the Cart order value section, click + Add slabs.

  2. Enter the minimum and maximum order value for which the fee should apply.

  3. Enter the Delivery price. For example, if the Min Order Value is ₹400, the Max Order Value is ₹1000, and the fee is ₹50, a ₹50 COD fee will apply to any order value in this range.

    Handy Tips

    If you do not want to charge a COD fee, you can create slabs and enter ₹0 as the delivery price.

  4. Click Save slab.

    Create advanced COD eligibility slabs

  5. Click + Create more slabs if you want to create more slabs.

  6. In the COD zones section, click + Add zones to create shipping zones where COD is applicable.

  7. Enter the Zone name.

  8. Select the country, state, and city where you want to apply COD charges configured in the previous step. Click Confirm.

  9. You can configure COD based on either the zone or product categories.

    Create advanced COD zones
    • Zone Configuration: Manage applicable COD slabs and rates for different zones.
      1. Click + Set zone configuration.
        Set zone configuration
      2. Select the slabs based on your requirement and click Save configuration. It is mandatory to configure all the zones you create. The COD charge applies to each zone based on the slabs you select.
        Select zone-wise COD slabs
      3. Click Save & apply.
    • Product categories: Create Product categories to establish custom rates or zone restrictions for different categories.
      1. Enable the Product categories setting. Once you enable this setting, the Zone configuration field will not appear.
      2. Click + Add categories.
        Add product categories
      3. Enter the Category name.
      4. Select the products of your choice that you want to add to the category and click Confirm. You cannot add the same product in different categories.
      5. Click + Create more categories if you want to add more product categories.
      6. Click + Set category configuration to configure the zones and slabs for each category.
        Set category configuration
      7. Select the serviceable zone for the selected category and choose the slabs based on your requirements. For example, if you want to set configurations for the product category, Topwear, select the order range for this category on which COD should apply for each zone.
      8. Click Save configuration. It is mandatory to configure slabs for all the zones you create.
        Config zone and slabs for each category
      9. Click Save & apply.

Feature

Blocklist

You can create a blocklist for high-risk customers who often return products on delivery, resulting in damaged products during transit, high returns, refund issues, and more.
The customers mentioned in the blocklist based on the order phone number, email ID, device IP and shipping zip code will not be eligible for COD.

Handy Tips

  • Only the Owner and Admin roles have access to this feature.
  • Blocklist will work only if you enable COD as a payment option.

Follow the steps given below:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Click COD Settings.
  3. Click + Add New Blocklist.
    Add Blocklist
  4. You can either upload a list or enter it manually.

    • To upload a list:

      1. Download the sample file.
      2. Add the required data to the file. A maximum of 1M rows are acceptable in the file.
      3. Upload the file in .CSV format. Maximum file size supported is 50 MB.

    • To manually enter the list:

      1. Select the Type from the drop-down list.
      2. Enter the values. You can enter up to 20 values by separating them with a comma based on the type.

      Handy Tips

      Enter the values in a valid format as given below:

      • Phone number: 10-digit phone number with the country code. For example, +919000090000.
      • Zip code: 6-digit zip code.
      • Device IP: For example, 123.123.123.123.
  5. Click Confirm.
    Confirm
  6. A pop-up page appears with the list of items added. Review the list and click Add To Blocklist.
    Add Blocklist

The orders that fall under this list will not be eligible for COD.

Method 2: Shopify Store

This feature is an alternative to the Advanced Cash on Delivery App. It helps eliminate the dependency on the app to acquire details like COD rates and applicability. We recommend using this feature to configure COD on Shopify based on your requirement.

  1. Log in to the

    Shopify Store

    and navigate to Products.

  2. Select the required products to add a COD tag.

    Select the products to add a COD tag

    Handy Tips

    Considering this is a bulk operation, select products with similar COD rates rather than having to do this individually. For example, if you select 5 products, you can add a single tag that states the COD charge and applies to all 5 products.

  3. Click the options icon below and click Add tags.

    Add the required COD tags

  4. Enter the COD rate and click Add CODXXXX.

    Handy Tips

    • The format of the tag is CODXXXX (in capital), where XXXX denotes the COD charges of the product. For example, COD500.
    • If you want to offer COD with no COD charge, use COD0000.

    Watch Out!

    Currently, we do not support pincode-based blocking of COD and slab-based rates using this method.

  5. Click Save.

    Enter the COD charge and save the changes

  6. Select a product you added a tag to and view the COD tag under the Product organization field to verify the changes.

Customer Experience

Your customers can view the COD charge applied to the product at checkout.

Customers view the tag at the checkout

Method 3: Advanced Cash on Delivery App

To configure Cash on Delivery options using the app:

  1. Log in to the

    Shopify Store

    and navigate to Apps → Advanced Cash on Delivery.

    Installation

    If you do not have the Advanced Cash on Delivery app, you can install it from the

    Shopify App Store

    .

  2. You can configure the following options if required:

Orders Subtotal

You can add a minimum and maximum order price. Any order subtotal between this range will be eligible for cash on delivery. For example, you can set the minimum order price as ₹399 and the maximum price as ₹1299. If your customers' order subtotal lies within this range, the order is eligible for cash on delivery.

Add a minimum and maximum order price for COD

Postal Codes

You can limit the postal codes where cash on delivery is available if required.

  1. Enable the Limit where Cash on Delivery is available feature.
  2. You can either Upload a CSV file or make a Manual entry of the postal codes.
Postal code for COD

Cash on Delivery Shipping Rates

You can either select No extra fee associated with Cash on Delivery or add an amount of your choice if you wish to charge extra for cash on delivery. To add extra charges:

  1. Enable the Create new Cash on Delivery shipping rates feature in the Cash on Delivery shipping rates section.

  2. Click Add rate.

    Cash on Deliver shipping rates

  3. Enter the Name and Description. Customers can view these fields at Checkout.

    Watch Out!

    • The Name of the shipping rate should be the same as Rate Name entered while

      creating shipping zones

      . For example, Standard Shipping charges.
    • Use ACOD at the end of the Name. For example, Standard Shipping charges ACOD.

  4. Add conditions if required. Enter the Rate amount.

    Watch Out!

    The Rate amount is the shipping cost, including the COD fee. For example, if the shipping rate while

    creating shipping zones

    was ₹100, and you want to charge ₹100 extra for the COD fee, then enter ₹200 as the Rate amount.

    specific and meaningful image title

  5. Click Save.

Partial Cash on Delivery

Enable customers to pay a partial order amount online and use cash on delivery for the remaining balance to reduce order cancellation risk.

Watch Out!

This is an on-demand feature. Write to us at

magic-checkout-support@razorpay.com

to get this feature enabled for your account.

To enable partial COD:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout → Setup & Settings.

  2. Navigate to COD Setup → Partial COD.

  3. Turn on Enable Partial COD and click Enable to confirm.

    Enable partial COD

  4. Select the appropriate check boxes to enable Partial COD for specific categories:

    • All Buyers: Enables Partial COD for all buyers, regardless of risk level.
    • Low Risk Buyers: Limits Partial COD to low-risk buyers, helping maintain low RTO rates by focusing on safer transactions.
    • Medium Risk Buyers: Allows Partial COD for medium-risk buyers, providing flexibility while managing moderate RTO potential.
    • High Risk Buyers: Enables Partial COD for high-risk buyers, which may increase RTO rates but offers selective COD availability for specific cases.
    enable partial COD for specific categories

  5. You can select a default partial amount or set a custom amount for partial COD.

    Choose a default amount that will be charged as a partial payment when customers opt for COD.

    choose a default amount

    Watch Out!

    The partial amount cannot exceed 50% of the total order value. If it is higher than 50% of the order value, it will be set to 50%.

    For example, if the order value is ₹300 and the partial amount is set at ₹200, 50% of the order value (₹300) is ₹150. Since ₹200 exceeds 50% of ₹300, it will be capped at ₹150. Therefore, the customer will pay ₹150 (50% of ₹300) upfront instead of ₹200 and the remaining via COD.

  6. Click Save.

Handy Tips

Use

Advanced Partial COD Slabs

to create price slabs for partial COD within specific order ranges, adjusting amounts based on customer risk categories.

Set Advanced Partial COD Slabs

Set price slabs for partial COD within specific order ranges, allowing different amounts based on customer risk categories.

  1. In the Partial COD section, click Set advanced slabs.

    set advanced slabs

  2. Click + New Slab.

  3. Enter the Min and Max cart values for which the partial COD amount should apply.

  4. Choose a Customer Risk category from the drop-down list:

    • All Buyers: Enables Partial COD for all buyers, regardless of risk level.
    • Low Risk Buyers: Limits Partial COD to low-risk buyers, helping maintain low RTO rates by focusing on safer transactions.
    • Medium Risk Buyers: Allows Partial COD for medium-risk buyers, providing flexibility while managing moderate RTO potential.
    • High Risk Buyers: Enables Partial COD for high-risk buyers, which may increase RTO rates but offers selective COD availability for specific cases.

  5. In the Amount to pay section, select the value type and enter the value:

    • Percentage: Define a percentage of the order value the customer must pay upfront as a partial COD amount. For example, if you set the range as ₹300 to ₹600 and the percentage to 20%, customers will pay ₹120 (20% of ₹600) upfront and the remaining ₹480 via COD for any order within this range.
    • Amount: Enter a fixed amount that the customer must pay upfront. For example, if you set the range as ₹300 to ₹600, and the fixed partial COD amount is ₹150, customers will pay ₹150 online and the remaining amount via COD for any order within this range.

    Watch Out!

    • Ensure the partial amount set is within the specified order range and does not exceed the maximum order value. For example, if the range is ₹300 to ₹600, the partial amount should not exceed ₹600.

    • Avoid overlapping order ranges for each customer risk category. For instance, if you set a range of ₹300 to ₹600 for Low Risk Buyers, do not set another overlapping range, such as ₹500 to ₹700, for the same risk category. Each range should be distinct to prevent conflicts.

  6. Click Confirm to save the settings.

Partial COD advanced slab settings

RTO

You can either opt for the automated option by enabling COD intelligence or manually review COD orders.

COD Intelligence

Enable COD Intelligence to detect incorrect/non-serviceable addresses. This allows Magic Checkout to decide whether to show a particular customer the cash-on-delivery option based on their buying history, thus increasing the delivery percentage and reducing RTO rates. To enable COD intelligence:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.

  2. In the RTO Settings section, enable COD Intelligence. You can disable COD Intelligence if required. This will enable the COD option for all the customers, including those considered risky by Magic Checkout. Once you enable COD intelligence, the RTO Analytics tab will appear. Know more about

    RTO Analytics

    .

    Handy Tips

    • Magic Checkout automatically disables the cash on delivery option in case of high-risk customers who often return products on delivery resulting in damaged products during transit, high returns, refund issues, and so on.
    • You must enable COD Intelligence if you opt for RTO protection.
COD Intelligence

Manually Review COD Orders

You can manually review COD orders to filter out potential RTO orders and decide whether to provide customers with the COD option based on the insights we provide regarding COD orders. To enable manual review:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to RTO Settings and enable Manually review COD orders.
    Manual Review
  3. Click Enable manual review.

Once you enable manual review, you can review the COD orders and take necessary actions. Refer to the

COD Orders

section for the next steps.

COD Review Workflow

You can automate the actions; approve, hold or cancel the COD orders based on the RTO risk level. This will reduce the time needed to review each COD order and take appropriate actions. You can switch to the COD Review Workflow feature only if you opt for

manual review of COD orders

. To automate the COD order review process:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout → Settings.

  2. Click Automate now in the COD Orders section. You will be redirected to the COD Review Workflow field in the Settings section.

    Automate COD order review

  3. Select the Type of RTO risk and its corresponding action from the drop-down list.

    Watch Out!

    • You can only assign one action to each specific Type of RTO risk. For example, if you identify a risk as High and choose the action to Cancel the order to handle that risk, you cannot add any additional actions for that specific type of risk.
    • However, you can use the same action, such as Cancel the order for multiple types of RTO risks, such as Medium risk.
    Automate conditions on shopify

  4. Click + Add more conditions to add more types of RTO risk and its corresponding action if required.

  5. Click Save Settings.

    Save automation settings

Know how to

edit the review workflow conditions

.

Convert COD Orders to Prepaid

With Magic Checkout, you can urge customers who chose cash on delivery while placing an order to convert COD orders to prepaid by offering discounts or incentives post-order placement.

Converting orders to prepaid can help you increase order commitment, reduce RTO, streamline operations and enhance customer trust. Know how to

convert COD orders to prepaid

.

Shipping Options

You can choose to configure the shipping options using the following methods:

Method 1: Razorpay Dashboard (Recommended)

You can use this setting to configure the shipping rates at a product, zone and method level for your customers.

Watch Out!

If you configure the shipping setting on the Razorpay Dashboard, any shipping setting configured on any plugins or your ecommerce platform will not apply.

To configure the shipping options based on your requirement:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.

  2. Click Shipping Settings.

    Navigate to Shipping settings on the Razorpay Dashboard

  3. Click Add Profile in the Custom Shipping Profile section.

  4. Click + Add category in the Product categories section.

    Add product categories to configure shipping

  5. Enter the Category name and select the products of your choice. You cannot add the same product in other categories. Click Confirm.

  6. Click + Add zones in the Shipping zone section to create zones where shipping is applicable.

    Add shipping zones to determine the shipping charges for each zone

  7. Enter the Zone name and select the country, state, and city of your choice.

    Add shipping zones to determine the shipping charges for each zone

  8. Click + Upload zipcodes to offer shipping only to specific zipcodes. You can either upload the zipcodes in this profile or in the default shipping profile.

    Handy Tips

    • Download the sample CSV file.
    • Enter the zipcodes as individual rows in column 1.
    • Upload the file in .CSV format. Maximum file size supported is 50 MB.
    • Uploaded zipcodes are compatible only with Basic COD settings.

  9. Drag the file or click click to upload.

    Watch Out!

    • You can only upload one file at a time. Uploading another file will overwrite the older file.
    • You cannot edit an uploaded file; you can only delete it and upload a new file.

  10. Click + Add shipping method and configure the Shipping method & rate for all the shipping zones added in the previous step.

    Configure the shipping rates for each zone

  11. Enter the Delivery Name and Description of your choice which will appear to your customers on Magic Checkout.

  12. Enter the Rate for the delivery and enable the COD availability if you want to show the cash on delivery payment option on checkout at the shipping method level.

  13. Configure the Shipping slab based on the Amount and Weight of the product and enter the minimum and maximum values respectively. For example, enter the minimum-maximum value as ₹500-₹900. If the amount of the product falls in that range, a shipping rate is applicable on the product.

    Configure the shipping method

  14. Enter the delivery estimated timeline for the customers which appears on checkout.

  15. Click Confirm.

    Configure the shipping method

  16. Once you configure all the shipping zones, click Go Back.

  17. Click + Set Default Profile in the Default Shipping profile section. Follow all the steps from 7 to 15 to configure the profile.

    Watch Out!

    • It is mandatory to configure the default shipping profile.
    • By default, the shipping settings configured is applicable for products which do not belong to any other shipping profile.

  18. Enable Magic Shipping. To confirm the action, click Yes, enable.

    Watch Out!

    Once you enable Magic Shipping, it surpasses all shipping configurations from any plugins or your E-commerce platform and prioritises our configurations.

    Enable Shipping settings on the Dashboard

Method 2: Shopify Store

Follow the steps given below:

  1. Log in to the

    Shopify Store

    and navigate to Settings → Shipping and delivery.

    Shopify shipping

  2. Create a profile under general or custom shipping rates and add the required details.

    • General Shipping Rates: Create a profile for all products. With this, you charge a standard shipping rate on certain products.
    • Custom Shipping Rates: Create an individual shipping rate for a certain product.

    Watch Out!

    You cannot list the same products under general and custom shipping rates. You can list a product under only one shipping rate.

    Profile for general or custom shipping rates

  3. After creating a profile, click Manage to navigate to the shipping settings under that profile.

    Edit shipping settings

  4. Click Create shipping zone and add zones of your choice. Click Done.

    Shipping zones

  5. Click Add rate to add the shipping rates. You can create multiple shipping rates/options you want to show to your customers on Magic Checkout.

    Add shipping rates

  6. Select Set up your own rates. Follow the steps given below:

    1. Enter your Rate name, for example, Standard Shipping Charges. Customers will view this at Checkout.
    2. Enter the Price.
    3. Add conditions if required. You can add conditions based on item weight or order price. Enter the required details.
    4. Click Done.
      Set up your own rates

    Handy Tips

    You can create multiple shipping options by charging extra for cash on delivery. Know how to

    create multiple shipping rates

    .

International Shipping

You can allow customers to enter an international PIN code for delivery.

To enable international shipping:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Checkout Settings.
    Click edit to enable/disable fields
  4. Enable International shipping and click Save settings.
    International shipping

Coupons

You can choose to offer discounts to your customers by adding coupons using the following methods:

Method 1: Razorpay Dashboard

Watch Out!

  • Coupons created on both the Razorpay Dashboard and Shopify can be auto-applied.
    • Coupons created on Shopify using its Discount creation dashboard flow can be auto-applied.
  • Coupons created on the Razorpay Dashboard cannot be synced on Shopify.

To create coupons:

  1. Once the feature is enabled, log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Setup & Settings → Checkout Setup.

  2. Click Edit, enable Auto fetch coupon and click Save settings. This step is mandatory and allows you to display coupons to your customers at checkout. Even if you enable Display this coupon at checkout in the next steps, you must still enable Auto fetch coupon.

    enable auto fetch coupon to display coupons to customers

  3. Navigate to Coupons → Setup.

  4. Enable the following toggles:

    1. Enable Coupons: Allows customers to make the coupons accessible on checkout for your customers. Once you enable this all the coupons created on Shopify will stop working immediately if not synced.
    2. Auto-apply best coupon: Automatically applies the coupon with the best value from those available.
    3. Let users combine coupons: Lets customers apply multiple coupons at checkout. You can configure specific rules for each coupon.
    Enable toggles to configure coupons

    Watch Out!

    When you create coupons on the Razorpay Dashboard, all the coupons created on Shopify will not apply unless they are synced. To sync all coupons, navigate to Setup on the Razorpay Dashboard and click Sync now next to the Coupons from Shopify section. Set the sync duration and click Start sync.

    • By default, all the coupons synced from Shopify are in the created state. You must manually configure and publish the coupons. To configure a coupon, identify the one you want to publish, click the options icon, and click View and Edit (if required), or click Publish.

      Watch the GIF below:

      publish the coupons synced from Shopify
    • All newly created coupons will be automatically synced after the initial sync. You must manually configure and publish the coupons.
    • Only the following coupons will be synced from Shopify: (currently, multiple collections are not synced)
      • Amount discounted on orders
      • Amount discounted on products
      • Buy X Get Y (if minimum quantity configured)

  5. Navigate to All Coupons, click + Create Coupon and Select a Coupon Type based on your requirement. Alternatively, you can click + Create Coupon next to Coupons on Magic in the Setup section and Select a Coupon Type.

    Create a coupon

    Handy Tips

    The steps from 6 to 10 given below are common for all types of coupons.

  6. Enter the Coupon Code. Your customers can view the coupon code at checkout.

  7. Enter the Coupon description. Your customers can view the coupon description at checkout.

  8. Select the Display this coupon at checkout check box to display the coupon at checkout for your customers.

    1. After selecting the above check box, the Enable coupon as an unavailable coupon check box appears.
    2. Select this check box if you want to display the coupon as unavailable (in a disabled state) when users do not meet the cart or eligibility conditions. Once the conditions are met, the coupon is automatically enabled.

  9. Select the Enable this coupon code only for Prepaid Payment methods check box to disable the COD payment option for customers and nudge them to pay via prepaid methods. (optional)

  10. Select the Automatically apply this coupon for eligible users check box to automatically apply the coupon with the best value from those available.

    Enter the coupon code and description

    Handy Tips

    To completely hide the COD payment option in a disabled state throughout the modal, navigate to Settings → Store Settings and click Edit. Enable the Hide COD payment method when disabled option and click Save settings.

    To hide COD payment method when disabled

Coupon Type

Select a coupon type from the following:

Amount discounted on orders

To discount the total order amount:

Handy Tips

Before you begin, follow steps 6 to 10 given above, which are common for all coupon types.

  1. Discount Details: Select the Discount type.

    In this type, a fixed amount is deducted from the original amount.
    Discount amount: Enter an amount by which the original price should be reduced. For example, if ₹150 is the flat discount applied, ₹150 is deducted from the original price.

    Configure the fixed discount details

  2. Select the Purchase requirements based on your preference to set eligibility criteria for the customers to use the coupon.

    By default, the coupon is visible to all the customers irrespective of the quantity or amount.

    Configure purchase requirements

  3. Coupon validity: Set the duration for the coupon.

    1. Active dates: Set the Start date and Start time.

    2. Select the Set an end date check box and set the End date and End time. (optional)

    3. Total maximum budget (Optional): Set an amount to expire the coupon when the total discount to be offered to all your customers is reached. For example, if you set ₹10,000 as the total maximum budget, once the budget limit is reached, the coupon code gets expired and is not visible at checkout.

      Watch Out!

      The coupon will never expire if you do not set an end date or a total maximum budget.

    Configure the coupon validity

  4. Coupon eligibility: Create the coupon for All customers or Specific customers. If you want to create coupons for specific customers:

    1. Click + Add Customers.

      Configure the coupon eligibility

    2. You can upload a list of Mobile Number or Email ID based on your requirement.

      Watch Out!

      If you want to create specific coupons based on the Email ID, ensure the Email field on checkout is not set as optional and is not hidden from checkout.

    3. Click Download Sample File and add the required data to the sample file. Ensure the data is formatted correctly and save the file.

      To Upload File:

      • Enter the values in a valid format as given below:
      • CSV file should not have any header/column title.
      • Maximum acceptable rows in the file is 1 million.
      • Upload the file in .CSV format. Maximum file size supported is 50 MB.

    4. Select click to upload and choose the file you want to import. Click Confirm.

  5. Usage restriction: Set the maximum limit to which a coupon is redeemed in total and per customer.

    1. Select the Number of times discount can be used in total check box and set the number. For example, 100.
    2. Select the Number of times the coupon can be used per customer check box and set the number. For example, 2. Select By mobile no. or By email id via which the customer can use the coupon.
    configure coupon restriction

  6. Coupon combinations (optional): You can combine this coupon with various other coupons as follows:

    • Amount off product coupons: Combine this coupon with a coupon created in the Amount discounted on products category to offer a discount on the total order amount and specific products or collections of products.
    • Other Amount off order coupons: Combine this coupon with other coupons created in the same category to offer multiple discounts on the total order amount.
    • Free shipping coupons: Combine this coupon with Free shipping coupons to provide free shipping along with the discount. If you select Free shipping coupons in this category then you must select the Amount off order coupons check box in the Free Shipping category to combine the coupon.
    Combine coupons created with other categories

    Watch Out!

    • This is an on-demand feature. Write to us at

      magic-checkout-support@razorpay.com

      to get this feature enabled for your account.

    • You can combine two coupons only if you select the same check box in both coupons. For example:

      If you want to combine two coupons created in the Amount discounted on orders category, you must select the Other Amount off order coupons check box in both coupons.

    • You cannot combine specific coupons selectively within a category or across categories. For example:

      If you have coupons C1, C2, and C3 created in the Amount discounted on orders category and you select the Other Amount off order coupons check box for all three, all three coupons will be combined. You cannot choose to combine only C1 and C2 without including C3.

    • In summary, selecting the check box allows all coupons within the same or different category to be combined, rather than combining specific coupons selectively.

  7. Click Create and Publish.

Amount discounted on products

To discount specific products or collection of products:

Handy Tips

Before you begin, follow steps 6 to 10 given above, which are common for all coupon types.

  1. Discount Details: Select the Discount type.

    In this type, a fixed amount is deducted from the original amount.
    Discount amount: Enter an amount by which the original price should be reduced. For example, if ₹150 is the flat discount applied, ₹150 is deducted from the original price.

    Configure the fixed discount details

  2. Select Products or Collections to limit the discount to specific products or collections. Click + Add Products or + Add Collections respectively. Select the products or collections based on your requirement and click Confirm. You can add multiple products or collections.

    configure the discount details

  3. Select the Purchase requirements based on your preference to set eligibility criteria for the customers to use the coupon.

    By default, the coupon is visible to all the customers irrespective of the quantity or amount.

    Configure purchase requirements

  4. Coupon validity: Set the duration for the coupon.

    1. Active dates: Set the Start date and Start time.

    2. Select the Set an end date check box and set the End date and End time. (optional)

    3. Total maximum budget (Optional): Set an amount to expire the coupon when the total discount to be offered to all your customers is reached. For example, if you set ₹10,000 as the total maximum budget, once the budget limit is reached, the coupon code gets expired and is not visible at checkout.

      Watch Out!

      The coupon will never expire if you do not set an end date or a total maximum budget.

    Configure the coupon validity

  5. Coupon eligibility: Create the coupon for All customers or Specific customers. If you want to create coupons for specific customers:

    1. Click + Add Customers.

      Configure the coupon eligibility

    2. You can upload a list of Mobile Number or Email ID based on your requirement.

      Watch Out!

      If you want to create specific coupons based on the Email ID, ensure the Email field on checkout is not set as optional and is not hidden from checkout.

    3. Click Download Sample File and add the required data to the sample file. Ensure the data is formatted correctly and save the file.

      To Upload File:

      • Enter the values in a valid format as given below:
      • CSV file should not have any header/column title.
      • Maximum acceptable rows in the file is 1 million.
      • Upload the file in .CSV format. Maximum file size supported is 50 MB.

    4. Select click to upload and choose the file you want to import. Click Confirm.

  6. Usage restriction: Set the maximum limit to which a coupon is redeemed in total and per customer.

    1. Select the Number of times discount can be used in total check box and set the number. For example, 100.
    2. Select the Number of times the coupon can be used per customer check box and set the number. For example, 2. Select By mobile no. or By email id via which the customer can use the coupon.
    configure coupon restriction

  7. Coupon combinations (optional): You can combine this coupon with various other coupons as follows:

    • Amount off order coupons: Combine this coupon with a coupon created in the Amount discounted on order category to offer a discount on the total order amount and specific products or collections of products.
    • Other Amount off product coupons: Combine this coupon with other coupons created in the same category to offer multiple discounts on specific products or collections of products.
    • Free shipping coupons: Combine this coupon with Free shipping coupons to provide free shipping along with the discount. If you select Free shipping coupons in this category then you must select the Amount off product coupons check box in the Free Shipping category to combine the coupon.
    Combine coupons created with other categories

    Watch Out!

    • This is an on-demand feature. Write to us at

      magic-checkout-support@razorpay.com

      to get this feature enabled for your account.

    • You can combine two coupons only if you select the same check box in both coupons. For example:

      If you want to combine two coupons created in the Amount discounted on products category, you must select the Other Amount off product coupons check box in both coupons.

    • You cannot combine specific coupons selectively within a category or across categories. For example:

      If you have coupons B1, B2, and B3 created in the Amount discounted on products category and you select the Other Amount off product coupons check box for all three, all three coupons will be combined. You cannot choose to combine only B1 and B2 without including B3.

    • In summary, selecting the check box allows all coupons within the same or different category to be combined, rather than combining specific coupons selectively.

  8. Click Create and Publish.

Buy X Get Y

In the Buy X Get Y scenario, you must convey to your customers that to use this coupon, both the X and Y products should be present in their cart. For example, if the coupon offers a discount on a cap or provides it for free when you buy a tshirt, both items must be in your cart for the discount to apply. To discount products based on customer's purchase:

Handy Tips

Before you begin, follow steps 6 to 10 given above, which are common for all coupon types.

  1. Configure the Purchase requirements for X products based on your preference to set eligibility criteria for the customers to avail of the coupon offer.

    You can set a minimum quantity for customers. For example, if you set the minimum quantity as 3, the customers can use the coupon only if there are 3 or more items in their cart.

    Configure minimum quantity requirements

  2. Select Products or Collections to limit the discount to specific products or collections. Click + Add Products or + Add Collections respectively. Select the products or collections based on your requirement and click Confirm. You can add multiple products or collections.

    Configure coupon products purchased

  3. Configure the Additional products offered for Y products based on your preference. For example, if you set the purchase requirement as 3 and additional products offered quantity as 2, the customers can buy 3 products and get a discount on 2 additional products.

  4. Select Products or Collections for Y products as well. Refer to step 2.

    Configure coupon discount

  5. Discount type: Select the Discount type applicable on Y products.

    • Fixed Discount: In this type, a fixed amount is deducted from the original amount of the Y product.
      • Discount amount: Enter an amount by which the original price should be reduced. For example, if ₹150 is the flat discount applied, ₹150 is deducted from the original price.
      configure fixed discount
    • Percentage discount: In this type, a set percentage of the amount is deducted from the original amount of the Y product.
      • Discount percentage: The percentage by which the original price should be reduced. For example, if 10% discount is applied, on an order amount of ₹900, ₹90 will be deducted.
      configure percentage discount

  6. Usage Limit: Specify the maximum number of Y products that qualify for a discount. For instance, if the customer adds 2 Y products to the cart and you set the usage limit at 1, the discount applies to only 1 of the Y products.

  7. Coupon validity: Set the duration for the coupon.

    1. Active dates: Set the Start date and Start time.

    2. Select the Set an end date check box and set the End date and End time. (optional)

    3. Total maximum budget (Optional): Set an amount to expire the coupon when the total discount to be offered to all your customers is reached. For example, if you set ₹10,000 as the total maximum budget, once the budget limit is reached, the coupon code gets expired and is not visible at checkout.

      Watch Out!

      The coupon will never expire if you do not set an end date or a total maximum budget.

    Configure the coupon validity

  8. Coupon eligibility: Create the coupon for All customers or Specific customers. If you want to create coupons for specific customers:

    1. Click + Add Customers.

      Configure the coupon eligibility

    2. You can upload a list of Mobile Number or Email ID based on your requirement.

      Watch Out!

      If you want to create specific coupons based on the Email ID, ensure the Email field on checkout is not set as optional and is not hidden from checkout.

    3. Click Download Sample File and add the required data to the sample file. Ensure the data is formatted correctly and save the file.

      To Upload File:

      • Enter the values in a valid format as given below:
      • CSV file should not have any header/column title.
      • Maximum acceptable rows in the file is 1 million.
      • Upload the file in .CSV format. Maximum file size supported is 50 MB.

    4. Select click to upload and choose the file you want to import. Click Confirm.

  9. Coupon combinations (optional): Combine this coupon with Free shipping coupons to provide free shipping along with the discount. If you select Free shipping coupons in this category then you must select the BxGy discount coupons check box in the Free Shipping category to combine the coupon.

    Combine this coupon with free shipping

    Watch Out!

    This is an on-demand feature. Write to us at

    magic-checkout-support@razorpay.com

    to get this feature enabled for your account.

  10. Click Create and Publish.

Bulk discount

To offer a discount on a bulk order:

Handy Tips

Before you begin, follow steps 6 to 10 given above, which are common for all coupon types.

  1. Configure the Purchase requirements for products based on your preference to set eligibility criteria for the customers to avail of the coupon offer. You can set a minimum quantity for customers. For example, if you set the minimum quantity as 20, the customers can use the coupon only if there are 20 or more items in their cart.

  2. Select Products or Collections to limit the discount to specific products or collections. Click + Add Products or + Add Collections respectively. Select the products or collections based on your requirement and click Confirm. You can add multiple products or collections.

    Configure coupon products purchased

  3. Select the Discount type.

    • Fixed Discount: In this type, a fixed amount is deducted from the original amount of the Y product.
      • Discount amount: Enter an amount by which the original price should be reduced. For example, if ₹150 is the flat discount applied, ₹150 is deducted from the original price.
      configure fixed discount
    • Percentage discount: In this type, a set percentage of the amount is deducted from the original amount of the Y product.
      • Discount percentage: The percentage by which the original price should be reduced. For example, if 10% discount is applied, on an order amount of ₹900, ₹90 will be deducted.
      configure percentage discount

  4. Usage Limit: Specify the maximum number of products that qualify for a discount. For instance, if the customer adds 20 products to the cart and you set the usage limit at 8, the discount applies to only 8 of the products.

  5. Coupon validity: Set the duration for the coupon.

    1. Active dates: Set the Start date and Start time.

    2. Select the Set an end date check box and set the End date and End time. (optional)

    3. Total maximum budget (Optional): Set an amount to expire the coupon when the total discount to be offered to all your customers is reached. For example, if you set ₹10,000 as the total maximum budget, once the budget limit is reached, the coupon code gets expired and is not visible at checkout.

      Watch Out!

      The coupon will never expire if you do not set an end date or a total maximum budget.

    Configure the coupon validity

  6. Coupon eligibility: Create the coupon for All customers or Specific customers. If you want to create coupons for specific customers:

    1. Click + Add Customers.

      Configure the coupon eligibility

    2. You can upload a list of Mobile Number or Email ID based on your requirement.

      Watch Out!

      If you want to create specific coupons based on the Email ID, ensure the Email field on checkout is not set as optional and is not hidden from checkout.

    3. Click Download Sample File and add the required data to the sample file. Ensure the data is formatted correctly and save the file.

      To Upload File:

      • Enter the values in a valid format as given below:
      • CSV file should not have any header/column title.
      • Maximum acceptable rows in the file is 1 million.
      • Upload the file in .CSV format. Maximum file size supported is 50 MB.

    4. Select click to upload and choose the file you want to import. Click Confirm.

  7. Usage restriction: Set the maximum limit to which a coupon can be redeemed in total and per customer.

    1. Select the Number of times discount can be used in total check box and set the number. For example, 100.
    2. Select the Number of times the coupon can be used per customer check box and set the number. For example, 2. Select By mobile no. or By email id via which the customer can use the coupon.
    configure coupon restriction

  8. Coupon combinations (optional): Combine this coupon with Free shipping coupons to provide free shipping along with the discount. If you select Free shipping coupons in this category then you must select the Bulk discount coupons check box in the Free Shipping category to combine the coupon.

    Combine this coupon with free shipping

    Watch Out!

    This is an on-demand feature. Write to us at

    magic-checkout-support@razorpay.com

    to get this feature enabled for your account.

  9. Click Create and Publish.

Free shipping

To offer free shipping on an order:

Handy Tips

Before you begin, follow steps 6 to 10 given above, which are common for all coupon types.

Watch Out!

We do not support country-based shipping if this coupon is created on the Razorpay Dashboard. If you provide international shipping, it will apply to all countries.

  1. Select the Purchase requirements based on your preference to set eligibility criteria for the customers to use the coupon.

    By default, the coupon is visible to all the customers irrespective of the quantity or amount.

    Configure purchase requirements

  2. Coupon validity: Set the duration for the coupon.

    1. Active dates: Set the Start date and Start time.
    2. Select the Set an end date check box and set the End date and End time. (optional)
    3. Total maximum budget (Optional): Set an amount to expire the coupon when the total discount to be offered to all your customers is reached. For example, if you set ₹10,000 as the total maximum budget, once the budget limit is reached, the coupon code gets expired and is not visible at checkout.

  3. Coupon eligibility: Create the coupon for All customers or Specific customers. If you want to create coupons for specific customers:

    1. Click + Add Customers.

    2. You can upload a list of Mobile Number or Email ID based on your requirement.

      Watch Out!

      If you want to create specific coupons based on the Email ID, ensure the Email field on checkout is not set as optional and is not hidden from checkout.

    3. Click Download Sample File and add the required data to the sample file. Ensure the data is formatted correctly and save the file.

      To Upload File:

      • Enter the values in a valid format as given below:
      • CSV file should not have any header/column title.
      • Maximum acceptable rows in the file is 1 million.
      • Upload the file in .CSV format. Maximum file size supported is 50 MB.

    4. Select click to upload and choose the file you want to import. Click Confirm.

    Configure details for free shipping coupon

  4. Usage restriction: Set the maximum limit to which a coupon can be redeemed in total and per customer.

    1. Select the Number of times discount can be used in total check box and set the number. For example, 100.
    2. Select the Number of times the coupon can be used per customer check box and set the number. For example, 2. Select By mobile no. or By email id via which the customer can use the coupon.
    configure coupon restriction

  5. Coupon combinations (optional): You can combine this coupon with various other coupons as follows:

    • Amount off product coupons: Combine this coupon with a coupon created in the Amount discounted on product category to offer a discount on the specific products or collect of products and free shipping.
    • Amount off order coupons: Combine this coupon with a coupon created in the Amount discounted on order category to offer a discount on the total order amount and free shipping.
    • Bulk discount coupons: Combine this coupon with a coupon created in the Amount discounted on product category to offer a discount on a bulk order and free shipping.
    • BxGy discount coupons: Combine this coupon with a coupon created in the Amount discounted on product category to offer a discount on products based on customer's purchase and free shipping.
    Combine this coupon created with other categories

    Watch Out!

    • This is an on-demand feature. Write to us at

      magic-checkout-support@razorpay.com

      to get this feature enabled for your account.
    • If you select Amount off product coupons, Amount off order coupons, Bulk discount coupons or/and BxGy discount coupons in this category then you must select the Free shipping coupons check box in the respective category to combine the coupon.

  6. Click Create and Publish.

Coupon Statuses

The table below lists the various coupon states and their descriptions:

States and Descriptions

Manage Coupons

You can perform the following actions based on your requirement on the Razorpay Dashboard. Navigate to Magic Checkout → Coupons → All Coupons.

  • You can activate an inactive coupon if it has not expired. Identify the coupon you want to activate, navigate to the options icon and click Activate.
  • You can only delete coupons in created and inactive states. Identify the coupon you want to delete, navigate to the options icon and click Delete.
  • You can only deactivate coupons in active and published states and not delete them. Identify the coupon you want to deactivate, navigate to the options icon and click Deactivate.
  • If a coupon has expired and you want to offer the coupon again, you can duplicate the coupon. Identify the expired coupon, navigate to the options icon and click Duplicate.
  • You cannot create multiple coupons with the same coupon code. However, you can reuse a coupon code once a coupon with a similar code expires.
  • Once a coupon is active, you cannot edit the Coupon Code, Coupon eligibility file, Coupon start date and Total Maximum budget.
  • You can edit the Display this coupon at checkout configuration in all states except expired. After editing, the coupons will not appear to the customer.

Method 2: Shopify Dashboard

  1. Log in to the

    Shopify Store

    .
  2. Navigate to Discounts and click Create discount.
    Create discounts
  3. You can create four types of discounts:
    1. Amount off products: Discount specific products or collection of products.
    2. Amount off order: Discount the total order amount.
    3. Buy X Get Y: Discount products based on customer's purchase.
    4. Free shipping: Offer free shipping on an order.
    Select discount
  4. Select discount type of your choice and enter the following details:
    1. Method: Choose Discount code or Automatic discount.
      1. Discount code: Create a code-specific discount and click Generate. The customer must enter this code at checkout to avail of discounts.
      2. Automatic discount: Once a customer adds a product to the cart, the discount will be applied automatically.
    2. Select the Value of the discount based on your requirement. You can also choose to add a discount to Specific collections or Specific products.
      Select the value of the discount
    3. In the Minimum purchase requirements section, you can decide whether the offer should be provided in case of minimum purchase in terms of rupees or quantity.
    4. In the Customer eligibility section, you can decide which customer or customer segments can avail discounts.
    5. Add Maximum discount uses to Limit number of times this discount can be used in total or Limit to one use per customer.
    6. Select the Start date and Start time for the coupons. You can also Set end date if required.
    7. Click Save discount.
      Save Configs

Disable Coupon Listing

If you provide coupons to a select set of customers, we recommend disabling coupon listing from the Razorpay Dashboard so that these personalised coupons are not visible to everyone. To disable coupon listing:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Checkout Settings.
    Click edit to enable/disable fields
  4. Disable Auto fetch coupon and click Save settings.
    Disable coupons

Offers

You can offer discounts or cashback on Magic Checkout to attract customers and improve sales. Using Razorpay Offers, you can completely control the discounts offered to your customers. You create offers on prepaid methods, which will reflect on the Magic Checkout payment page.

Know how to

create offers

.

Separate Billing Address

You can collect the customer's Billing Address separately from the Shipping address. Customers can enter a separate billing address apart from the delivery address.

To collect the billing address separately:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Checkout Settings.
    Click edit to enable/disable fields
  4. Enable Capture billing address and click Save settings.
    Capture separate billing address

Capture GSTIN

You can capture your customer's GST details from the Razorpay Dashboard.

To capture GSTIN details:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Checkout Settings.
    Click edit to enable/disable fields
  4. Enable Capture GSTIN and click Save settings.
    Capture customer's GSTIN
  5. After the customers place an order, you can view the GST details on the Shopify and Razorpay Dashboard.

    • Shopify Dashboard: On the Shopify Admin Dashboard, navigate to Orders and select the required order number to view the details.

      Order and GSTIN detials on the WooCommerce Dashboard

    • Razorpay Dashboard: On the Razorpay Dashboard, navigate to Transactions → Orders and select the required Order Id to view the details.

      View GSTIN and order instruction details in the transaction section

Capture Order Instructions

You can enable your customers to enter order instructions if any at the checkout. For example, customer may want a particular order to be expedited.

To capture order instructions:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Checkout Settings.
    Click edit to enable/disable fields
  4. Enable Capture order instructions and click Save settings.
    Capture customers order instructions
  5. After the customers place an order, you can view the GST details on the Shopify and Razorpay Dashboard.

    • Shopify Dashboard: On the Shopify Admin Dashboard, navigate to Orders and select the required order number to view the details.

      Order and GSTIN detials on the Shopify Dashboard

    • Razorpay Dashboard: On the Razorpay Dashboard, navigate to Transactions → Orders and select the required Order Id to view the details.

      View GSTIN and order instruction details in the transaction section

Google Analytics

You can use Google Analytics to track orders based on your requirement.

To activate Google analytics:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Analytics settings tab and select Google Analytics.
    Navigate to Google Analytics in the Analytics settings section
  3. Select the integration type from the drop-down list.
    Select the integration type to configure GA

Integrate with frontend. Enable the events of your choice and click Save events.

Configure and save the events

Watch Out!

You cannot add multiple GA accounts for this integration type.

List of Events

Integrate Google Ads on your Shopify store based on your requirement.

To integrate Google Ads:

  1. Log in to the

    Google Ads Dashboard.

  2. Navigate to Goals if you are using the newer version of the Google Ads Dashboard. If you are using an older version, navigate to Tools & Settings.
  3. Select the primary conversion action (purchase) you want to track.
  4. Click Tag setup and click Install the tag yourself.
  5. The second snippet code (Event snippet) is the Gtag code. Copy the code and share it with us at

    magic-checkout-support@razorpay.com

    to get this feature enabled on your Shopify store.

Facebook Ads

Integrate Facebook Ads on your Shopify store based on your requirement.

To integrate Facebook ads:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Analytics settings tab and select Facebook Ads.
    Navigate to Facebook Ads in the Analytics settings section
  3. Select the integration type from the drop-down list.
    Select the integration type to configure Facebook Ads

Integrate with frontend. Enable the events of your choice and click Save events.

Configure and save the events

Watch Out!

You cannot add multiple Facebook accounts for this integration type.

List of Events

Gift Card Settings

You can enable various gift card options for your customers from the Razorpay Dashboard.

Feature Request

This is an on-demand feature. Write to us at

magic-checkout-support@razorpay.com

to get this feature enabled for your account.

Watch Out!

This feature is not available for Shopify Basic and Advanced users.

To enable gift card settings:

  1. Log in to the

    Razorpay Dashboard

    and navigate to Magic Checkout (under PAYMENT PRODUCTS) → Settings.
  2. Navigate to the Store Settings tab.
  3. Click Edit next to Gift Card.
    Click edit to enable/disable gift card fields
  4. Enable Pay with gift card.
  5. Once you enable the gift card settings, you can also enable the following options if required:
    • Pay with multiple gift cards: Allow your customers to pay with multiple gift cards at once.
    • Restrict paying with coupon and gift card together: Restrict your customers from using both coupon and gift card together while making a payment.
    • Restrict buying gift cards with existing gift cards: Restrict your customers from purchasing gift cards using existing gift cards.
    • Restrict customers from clubbing gift cards with COD: Restrict the usage of gift cards if your customers avail of the cash on delivery option.
    Configure the gift card options if required
  6. Click Save Settings.

Related Information

Troubleshooting and FAQs

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