TryNow integrates with Shopify's APIs, which have some limitations that impact eligibility requirements. In this article, we'll outline the two main requirements that you need to meet in order to use TryNow.
Eligibility requirements:
1) Merchants must process payments with Shopify Payments.
2) Merchants must have a Shopify 2.0 theme, or have product.json file in their Shopify 1.0 theme.
1. Payment Processor Must be Shopify Payments
Shopify requires all merchants utilizing purchase options (i.e. Try Before You Buy and pre-sale) also need to use Shopify Payments as their payment processor. Shopify Payments is the default payment processor for Shopify, so many merchants are already using it as their default payments platform.
To check your payment processor, follow these steps:
Log in to your Shopify Admin Portal
Click on "Settings"
Click on "Payments"
Look for the "Payment providers" section
Check that "Shopify Payments" is selected
If you're using a different payment processor, you'll need to switch to Shopify Payments in order to use TryNow.
2. Shopify 2.0 Theme or product.json file
TryNow requires a product.json file to function properly. Luckily, this file is included by default in all Shopify 2.0 themes. If you are on a Shopify 1.0 theme, you will need to complete one additional step to build this file and enable our app. To learn more about Online Store 2.0 vs. 1.0, please refer to Shopify's documentation on Theme Architecture versions and Online Store 2.0.
To determine if you have 1.0 or 2.0 theme:
Log in to your Shopify Admin Portal
In Online Store > Themes > click Actions > Edit code
In Templates folder of your theme, find product.json file, it exists which means your theme is a Shopify 2.0 OS theme
If no product.json file exists, you will need to begin the migration process and create a product.json file before continuing.
Other considerations:
TryNow is most compatible with (1) Shopify Plus and (2) Checkout extensibility. TryNow is still compatible with checkout.liquid, as long as you create a draft checkout in the new checkout experience.
Shopify Plus vs. Shopify
TryNow works for both Shopify and Shopify Plus.
Shopify Plus provides for extended authorizations for Visa, MasterCard, and American Express while Shopify does not.
This means that for non-Shopify Plus merchants, shoppers will be re-authorized every 7 days throughout their trial.
Note: This does not require any action from the shopper and TryNow sends email communication to the shopper clearly explaining what will happen in addition to shopper FAQs. TryNow handles all customer inquiries around this topic. It is just something to be aware of since it affects the shopper experience, and some shoppers will be sensitive to this aspect.
Checkout Extensibility
For compatibility with the Try Before You Buy APIs that TryNow uses, Shopify mandates the presence of a draft checkout in the Checkout Extensibility environment. Thankfully, setting this up is straightforward and doesn't require launching a new checkout. You simply need an unpublished draft.
Navigate to your Shopify admin.
Select Settings > Checkout.
In the Checkout customization section, click Create draft checkout. Remember not to publish it.