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How to Create and Configure an Offer

How to Create and Configure an Offer

1. What is an Offer?

An Offer is a selling plan in the new multi-offer Pre‑Order system. Unlike the previous single-plan structure, you can now create multiple Offers, each with unique settings and applied only to selected products.


2. When Should You Create a New Offer?

You should create separate Offers when:

  • Different products need different discounts, billing, or fulfillment rules.

  • You want to segment pre-order campaigns (e.g., Holiday Collection Pre‑Orders vs Regular Restock Pre‑Orders).


3. Step-by-Step: Creating an Offer

Step 1 – Go to Offers Table

  • Navigate to the Home page in the app.

  • Press the Add Offer button on the top right of the page.
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    Note: Before creating an offer make sure the products you want to add to the offer are not in an active offer. If they are, deactivate the offer or exclude the products and then proceed to create the offer.
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Step 3 – Name the Offer

  • Enter a unique name (required).

  • Offer names cannot duplicate existing Offer names.

  • This name is only for internal use and is not visible to customers.

Step 3b – Name shown to customers

Right under the Offer name card you will find Name shown to customers. This is the wording shoppers see next to the product in the cart, at checkout and on the order – for example “Pre-order” or “Précommande”. It starts as preorder.

  • Type the name you want shoppers to see, then click Save. The name is required and can be up to 255 characters.

  • Shopify updates your storefront within a couple of minutes. A product that is already in a shopper’s cart picks up the new name the next time the cart loads.

  • Orders placed before the change keep the wording they were placed with.

  • Each Offer has one name, shown the same in every language your store sells in.

  • If your theme lists Shopify’s own purchase options on the product page, that list shows this name too. The Notify Me! selling plan selector card keeps its payment-based titles (Full payment, Reserve now, pay later).

This is what shoppers see in the cart and at checkout:

Plan requirement: Name shown to customers is available on the Standard plan and above. On other plans the card is locked (hover the lock icon to see Upgrade to Standard plan to use this feature) and the name stays preorder. If you later move to a lower plan, every Offer goes back to preorder automatically.


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Step 4 – Select Products (“Include For”)

  • By default, new Offers apply to no products (0 included).

  • Click Edit to open the product picker.

  • Choose the products or variants you want this Offer to apply to.

  • Save your selection; included products will appear in the Offer’s product list.

Step 5 – Configure Logic & Settings

  • Set the following per Offer:

    • Billing Policy (e.g., full payment upfront, partial payment).

    • Discount Policy (e.g., fixed discount, percentage discount, no discount).

    • Delivery & Fulfillment Rules (expected fulfillment date, behavior after stock is replenished).

    • Inventory reserve preferences(Reserve on sale or Reserve on fulfillment)

Step 6 – Save and Activate

  • Click Save.

  • The new Offer is automatically Active and applies its logic to the selected products.


4. Configuring Offer Settings

  • To edit an Offer:

    1. Open the Offers Table (Home page → See All).

    2. Click on the Offer name.

    3. Adjust settings (logic, product inclusion) as needed.

    4. Save changes.

  • Offers can be set Active, Inactive, or may enter Action Required status (if rules are unmet—e.g., pre-order limit reached or widget disabled).


5. Managing Included Products

  • Use Include For selection to choose products specific to each Offer.

  • Products cannot belong to multiple Offers simultaneously.

  • Use the Search bar to find products by Product ID or Variant ID.


6. Offer Status & Actions

  • Active – Offer is live; pre-order button appears on included products.

  • Inactive – Offer paused; pre-order button is removed.

  • Action Required – Offer requires action (limit reached, service misconfigured).

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