Hide Payment Methods with Custom Rules Using Shopify Polaris

Shopify store owners typically require more control over what payment types are shown to consumers based on certain business logic. Whether you would like to provide certain payments to wholesale customers or conceal cash-on-delivery during flash sales, having a configurable means to conceal payment methods with custom rules can simplify operations and enhance user experience.

This blog delves into how this can be done using Shopify Polaris UI, GraphQL API, and React with Remix to facilitate smooth management of discount and visibility rules. The solution is demonstrated through a component-based strategy with Polaris and incorporates confirmation modals, bulk actions, banners, and more.

Understanding the Concept of Hiding Payment Methods

Shopify conceals payment methods through delivery customizations/function extensions, regulated by backend API rules and controlled by metafields, functions, or app logic.

Key Concepts:

Discount Activating & Disabling

Use-case rules regulate payment method display for targeted customers, facilitating dynamic showing based on customer attributes or order information.

Discount Removal

Merchants delete payment method concealment rules permanently through app interfaces, offering authority over payment gateway visibility.

Shopify Polaris UI

Shopify’s Polaris UI provides a simple front-end layer for managing payment method hiding operations, enhancing the merchant experience.

GraphQL API

Shopify’s GraphQL API is utilized to fetch and update data associated with payment method hiding, enabling rule management.

Purpose of Custom Rules in Payment Method Visibility

Custom rules to hide payment methods are crucial for:

• Segmented Customer Experience: Customize payment options, Display special ways only to VIPs or B2B customers, building a unique checkout.
• Fraud Control: Reduce risk, Conceal risky payment options for high-risk locations or high-value carts, improving transaction security.
• Campaign-Based Offers: Promote sales, Shorten or hide payment options during promotions, synchronizing checkout with marketing campaigns.
• Simplified Checkout: Enhance conversion, Hide unnecessary payment options, simplifying the checkout and offering a better user experience.

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Implementation Walkthrough

Step 1: Interface Setup with Shopify Polaris Components

We use key Polaris components like Banner, DataTable, Button, and Checkbox to build the UI.

This interface supports:

• Creating new rules: The interface lets users create and apply their own custom rules for payment method hiding, giving merchants control in adapting the checkout process.
• Displaying current rules: Users can readily view all rules set up, allowing instant reviews, updating, and payment method visibility setting management.
• Enabling/disabling/deleting rules: The interface includes controls to switch rules on/off and delete them, providing the merchant with complete control of payment choices.

Step 2: Loader Function with GraphQL

This function fetches shipping/payment discount rules using GraphQL and prepares them for front-end rendering.

Step 3: Handling Actions (Activate, Deactivate, Delete)

This allows bulk operations with a single API call and real-time feedback to the admin.

Step 4: Action UI Logic

Other handlers like handleDeactivate and handleDeleteOffer follow similar logic, updating state and submitting form data.

Step 5: Confirmation Modal for Deletion

This modal ensures secure deletion by asking for confirmation before proceeding.

Step 6: UI Composition

This results in a fully functional admin panel with batch actions, rule management, and feedback.

Pros and Cons

Pros

• Bulk Management: Effectively manage several rules at once, conserving time and effort for merchants with intricate payment strategies.
• Refined UI: Offers a consistent, easy-to-use interface with Shopify’s Polaris, delivering a seamless and intuitive experience.
• GraphQL Integration: Supports quick, effective data processing, optimizing performance for complicated rule management operations.
• Secure Operations: Prevents accidental deletions through confirmation modals, safeguarding vital payment configurations.

Cons

• GraphQL Complexity: Could have a more challenging learning curve for developers not already familiar with GraphQL, with the potential to add to development time.
• Restricted to Shopify Plus: Typically only available on Shopify Plus, it is restricted to some merchants in terms of access.
• Environment Specific: Demands precise function ID and customization configuration across various environments, making deployment more complex.

Conclusion 

Shopify’s dynamic payment method hiding with Polaris and GraphQL technology enables merchants to develop customized, secure, and streamlined checkout experiences. This system, with its powerful API integration and systematic components, facilitates scalable, business-oriented rule management, which leads to optimized conversions and customer satisfaction.

To facilitate tailored, secure, and streamlined checkout procedures, Shopify utilizes Polaris components such as DataTable, Badge, and Checkbox for Discount Rule Visibility management. GraphQL loaders are used to dynamically load rules, and action handlers are created for enabling, disabling, and deleting them. In addition, a confirmation modal is included to make deletions secure, providing store admins with the necessary tools for scalable and business-centric discount rule management.

Our tailored solutions using Shopify Polaris and GraphQL API offer seamless control and superior user experience.

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