Templates
On this page
Every template here is built into the app. Pick one and the form opens already filled in. Change the names and amounts to fit your store, then save.
Promotion templates
These are the cards in the Create promotion gallery on Promotions. Amounts are in your store currency. See How promotions work.
Upsell promotions (with an upsell offer)
| Template | What it does |
|---|---|
| Volume discount | A bigger discount as shoppers buy more, with a picker that sets the quantity. |
| Bundle | Money off when shoppers buy items from two groups together. |
| Buy X get Y | Buy one, get the next one at a discount. |
| Free gift | A free product when the cart reaches an amount. |
| Order goal | Money off when the cart reaches a total, with a progress bar. |
| Free shipping goal | Free shipping when the cart reaches a total, with a progress bar. |
| Tiered rewards | Free shipping, gifts and money off at different amounts, on one bar. |
Widget promotions (no upsell offer)
| Template | What it does |
|---|---|
| Sale price | A sale price on a collection. |
| Savings badge | A badge with the saving on a collection. |
| Countdown sale | A sale with an end date and a timer under the price. |
| Collection banner | A banner for a sale on a collection page. |
| Order goal bar | Order goal tiers on a progress bar, with no upsell offer. |
| Volume price table | Quantity tiers in a table, with no upsell offer. |
Checkout rule templates
These are the use cases on the Create rule page under Use Cases. See Start from a use case. Popular ones:
| Template | Rule type | What it does |
|---|---|---|
| Hide COD for high-value orders | Hide payment methods | Hides Cash on Delivery over an order total. See the example. |
| Move COD to last position | Reorder payment methods | Puts Cash on Delivery at the bottom of the list. |
| Add surcharge notice to credit card | Rename payment methods | Adds a note to a payment method’s name. |
| Hide express for subscription products | Hide express checkout options | Hides express checkout buttons when the cart has subscription products. |
| Hide local pickup for international | Hide shipping methods | Hides local pickup for orders going abroad. |
| Add estimated delivery date | Rename shipping methods | Adds a delivery estimate to a shipping method’s name. |
| Sort shipping by price (cheapest first) | Reorder shipping methods | Lists the cheapest shipping first. |
| Block PO Box addresses | Checkout validation | Stops checkout for PO Box addresses. See the example. |
| Require minimum order amount | Checkout validation | Stops checkout below an order total. |
| Block a specific discount on a shipping method | Checkout validation | Stops checkout when a discount is used with a shipping method. See the example. |
| VIP customer percentage discount | Order discount | A percent off the order for your VIP customers. |
| Buy One Get One Free (BOGO) | Product discount | The second item free. |
| Free shipping for minimum cart total | Shipping discount | Free shipping over a cart total. |
| Product discount + Free shipping | Combined discount | A product discount and free shipping in one rule. |
| Tiered rewards | Tiered rewards rule | Different rewards at different cart amounts. |
For every use case by rule type, see Use cases by rule type.
Guides
Step-by-step guides built on these templates:
See it in action