Articles on: Using Downpay

Try before you buy

Learn how to launch a try before you buy campaign on products using deposits and payment authorization with Downpay on your Shopify online store.



On this page:


Offer try before you buy on products
Overview
Create the deferred payment purchase option in Downpay
Create Shopify Flow authorization workflow
Adjust language on your store for your trial program
Launch your campaign by enabling the Downpay block on your theme
Capture payment when items are kept

FAQs



Offer try before you buy on products



Overview



Try before you buy is a selling strategy that allows customers to try products for a limited time before being charged for them. This selling strategy is valuable when customers need to determine the right size for clothing or shoes, choosing colour for makeup, or testing a product out like a mattress to determine if it's the right fit. Try before you buy is a great way to increase conversion on products that usually are more difficult to sell online.

Try before you buy can be set up easily by offering a 0$ deposit on the trial products and only authorizing payment on the payment method at checkout. This ensures a hold is placed on the card that merchants can capture should products not be returned by the end of the trial period.

Authorization periods vary based on payment provider and Shopify plan and deposits are limited to certain payment gateways at this time.

Create the deferred payment purchase option in Downpay



Begin by creating a purchase option that suits your trial campaign in Downpay. Make sure to assign all products you wish to offer on trial and set a payment due date that matches the trial period along with any shipping timelines to added accuracy.



It is possible to have longer trial periods beyond authorization periods, however this will require reauthorizing an order manually with Downpay.

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Create Shopify Flow authorization workflow



To ensure orders are authorized once they are created, we will be using Shopify Flow which is available on all Shopify plans. This workflow will only trigger on orders that have a Downpay purchase option in them.

Create this workflow or simply download the workflow file and make sure to set it to active.

Download the workflow file



Trigger: [Shopify] Order created
Condition: [Flow] Wait 10 seconds
Action: [Downpay] Authorize remaining payment

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Adjust language on your store for your trial program



Some default language on checkout and email notifications that Downpay installs with may not fit your try before you buy campaign and these guides can be used to tweak content to suit your brand.

- Checkout due later language
- Email notifications

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Launch your campaign by enabling the Downpay block on your theme



Follow the Downpay theme install guide to install Downpay blocks on your product and cart page and make any necessary content changes to suit your campaign.

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Capture payment when items are kept



Once products that are not kept have been returned, use the capture payment button on an order to charge for the correct balance of the items kept. Shipping charges are always deferred to the remaining balance on an order, so ensure you capture the shipping charges if you had charged any.

Authorization holds cannot be released early and must expire based on the payment provider's timeline.

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FAQs



How can I limit how many products are allow in the cart for a trial?



We recommend looking for an order limiting app on Shopify for this functionality. An example is AOD ‑ Order Limits (Min‑Max).

Can customers use a portal to tell me which items are kept?



We do not have this feature at this time. Customers would have to reach out for support to begin the returns process.

Can I limit try before you buy to certain customers or regions?



Yes, it is possible to conditionally display Downpay deposits to only select customers or regions.

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Updated on: 11/06/2024

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