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Checkout & Accounts Editor

Checkout & Accounts Editor

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Checkout & Accounts Editor

Unlocking Platform Power: Designing a scale editor for Checkout and Accounts

Unlocking Platform Power: Designing a scale editor for Checkout and Accounts

Unlocking Platform Power: Designing a scale editor for Checkout and Accounts

Checkout & Accounts Editor

Checkout & Accounts Editor

Checkout & Accounts Editor

Shopify
Shopify
Shopify
Product Designer
Product Designer
Product Designer
Customer Accounts - Merchant Experience
Customer Accounts - Merchant XP
Customer Accounts - Merchant Experience
  1. TL;DR

The launch of the new customer accounts and the extensibility program created an urgent need; allow merchants to preview and customize their buyer's platform.

The only way to do that was via the Checkout editor, which had a rigid and poor user experience, and ultimately, was not built for scale.

The launch of the new customer accounts and the extensibility program created an urgent need; allow merchants to preview and customize their buyer's platform.

The only way to do that was via the Checkout editor, which had a rigid and poor user experience, and ultimately, was not built for scale.

PROBLEM

Improve the existing limited editor experience for merchants when customizing their checkout

Improve the existing limited editor experience for merchants when customizing their checkout

Allow merchants to preview Customer Account pages in the editor

Allow merchants to preview Customer Account pages in the editor

Empower merchants and developers by creating an environment that allow experts to design beautiful and fully integrated apps for merchant's customer accounts

Empower merchants and developers by creating an environment that allow experts to design beautiful and fully integrated apps for merchant's customer accounts

SOLUTION

Revamped the editor UI by creating the apps tabs, direct extension placement and a self-guided experience

Revamped the editor UI by creating the apps tabs, direct extension placement and a self-guided experience

Enabled Customer Accounts pages to be 'previewable' in the Checkout editor. Later we renamed it to "Checkout & Accounts editor"

Enabled Customer Accounts pages to be 'previewable' in the Checkout editor. Later we renamed it to "Checkout & Accounts editor"

Designed the extensibility framework with best practices and native integration

Designed the extensibility framework with best practices and native integration

  1. PROJECT OVERVIEW

Early 2023 we launched the New Customer Accounts, and this alone was the biggest milestone of our mission. However, merchants didn't have a way to preview and edit their customer account pages in the editor.

Later that year we launched the extensibility program, so app developers would be able to design fully functional apps to extend customer accounts capabilities…

…and the Dev Community went crazy with the announcement of the extensibility program

Early 2023 we launched the New Customer Accounts, and this alone was the biggest milestone of our mission. However, merchants didn't have a way to preview and edit their customer account pages in the editor.

Later that year we launched the extensibility program, so app developers would be able to design fully functional apps to extend customer accounts capabilities…

…and the Dev Community went crazy with the announcement of the extensibility program

  1. MY ROLE

I led the ideation and execution of the unified apps tab, centralizing the discovery and management of app blocks. Additionally, we integrated the active inspector from the theme editor, allowing direct manipulation of app blocks in the preview.

Finally, I worked to establish extensibility guidelines and UI components that ensure a native, branded experience for all future app integrations with customer accounts directly from the editor.

I led the ideation and execution of the unified apps tab, centralizing the discovery and management of app blocks. Additionally, we integrated the active inspector from the theme editor, allowing direct manipulation of app blocks in the preview.

Finally, I worked to establish extensibility guidelines and UI components that ensure a native, branded experience for all future app integrations with customer accounts directly from the editor.

Design Strategy & Vision


Defined the core UX principles and workflows for managing app extensions

Design Strategy & Vision


Defined the core UX principles and workflows for managing app extensions

End-to-End Design Leadership


Led the creation of the editor's UI, from initial flows and patterns to the final shipped product

End-to-End Design Leadership


Led the creation of the editor's UI, from initial flows and patterns to the final shipped product

Cross-team Collaboration


Partnered closely with the Checkout team, to ensure a scalable, consistent foundation for both surfaces

Cross-team Collaboration


Partnered closely with the Checkout team, to ensure a scalable, consistent foundation for both surfaces

  1. SOLUTION

I designed a user experience focused on simplicity, and a powerful tool that is future-proof and scalable.

I designed a user experience focused on simplicity, and a powerful tool that is future-proof and scalable.

Streamlined & Intuitive

Unified Apps Hub: I've designed a new Apps tab with "All" and "Added" views, allowing merchants to easily discover, search, and manage all their app blocks from a single, central location.

Direct Placement

Visual Drag-&-Drop

Streamlined & Intuitive

Unified Apps Hub: I've designed a new Apps tab with "All" and "Added" views, allowing merchants to easily discover, search, and manage all their app blocks from a single, central location.

Direct Placement

Visual Drag-&-Drop

Streamlined & Intuitive

Unified Apps Hub: I've designed a new Apps tab with "All" and "Added" views, allowing merchants to easily discover, search, and manage all their app blocks from a single, central location.

Direct Placement

Visual Drag-&-Drop

Developer Friendly

Provided developers with clear extensibility guidelines and a preview framework, enabling them to design, test, and build higher-quality, more reliable apps before launch.

Native UI Component Library

Default Placement Framework

Developer Friendly

Provided developers with clear extensibility guidelines and a preview framework, enabling them to design, test, and build higher-quality, more reliable apps before launch.

Native UI Component Library

Default Placement Framework

Developer Friendly

Provided developers with clear extensibility guidelines and a preview framework, enabling them to design, test, and build higher-quality, more reliable apps before launch.

Native UI Component Library

Default Placement Framework

  1. RESULT & IMPACT

The new editor became the catalyst for a thriving ecosystem, directly contributing to platform growth and merchant success.

The new editor became the catalyst for a thriving ecosystem, directly contributing to platform growth and merchant success.

40

Carefully curated and available at GA launch

40

Carefully curated and available at GA launch

40

Carefully curated and available at GA launch

+50

UI Components

+50

UI Components

+50

UI Components

300 Apps


Available by Dec 2024.

More successful than Checkout extensibility program at launch

300 Apps


Available by Dec 2024.

More successful than Checkout extensibility program at launch

300 Apps


Available by Dec 2024.

More successful than Checkout extensibility program at launch

Future-proof
Branding Customizations, Nav link management
New pages coming up

Future-proof
Branding Customizations, Nav link management
New pages coming up

Future-proof
Branding Customizations, Nav link management
New pages coming up

52%

Customer Accounts Adoption at Launch

52%

Customer Accounts Adoption at Launch

52%

Customer Accounts Adoption at Launch

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