Create a Pre-Order Offer

This guide walks you through creating a pre-order offer from start to finish.

Step 1: Create a New Offer

In the app dashboard, go to Offers > Create Offer
Enter a name for your campaign (e.g., “Summer Collection Pre-Order”)
Optionally add a description for internal reference

Step 2: Configure General Settings

In the Info tab, configure:

Schedule

Set start and end dates for your campaign:

Start date: When the pre-order campaign becomes active
End date: When the campaign automatically completes
Leave both empty for a campaign with no time limit

The scheduler automatically activates and completes offers based on these dates.

Inventory Mode

Choose when to show the pre-order option:

Mode	When Pre-Order Appears
Allow when out of stock	Only when inventory is 0 or below
Allow when in stock	Only when inventory is above 0
Always	Regardless of inventory level

If you select Allow when out of stock, you can also enable Auto-disable when back in stock. This automatically pauses the pre-order when inventory is replenished.

Step 3: Configure Payment

In the Payment tab, choose a payment type:

Full Payment

Customer pays 100% at checkout. No remaining balance.

Partial Payment (Deposit)

Customer pays a deposit (percentage or fixed amount). Remaining balance is charged later based on your trigger setting.

Deposit: Set as percentage (e.g., 30%) or fixed amount (e.g., $10)
Remaining balance trigger: When to charge the rest
- On fulfillment
- X days after checkout
- At an exact date and time

Combined

Offer both full payment and deposit options in the same campaign. Customers choose at checkout.

Pay Nothing

Authorization only at checkout. No charge until you capture or the trigger fires. Requires Premium plan.

Discounts

You can apply a discount to any payment type:

Percentage discount: e.g., 10% off
Fixed amount discount: e.g., $5 off

See Payment & Schedule for detailed payment configuration.

Step 4: Set Quantity Limits

In the Limits tab, configure:

Limit	Description
Campaign total	Maximum total units sold across all customers
Per customer	Maximum units per individual customer
Per order	Maximum units per single order

Leave any field empty for unlimited. Limits help create urgency and manage inventory expectations.

Inventory Reserve Policy

Choose when Shopify reserves inventory:

On sale: Inventory is reserved when the pre-order is placed
On fulfillment: Inventory is reserved when the order is fulfilled

Step 5: Add Products

In the Products & Variants section:

Click Add Products
Search and select products from your Shopify catalog
Choose specific variants or all variants
Set per-product quantity limits if needed
Optionally set a custom delivery message per product

Note: A product or variant can only be in one active offer at a time. If a product is already in another active offer, you will see a conflict warning.

Step 6: Preview & Save

Review your offer in the live preview panel on the right:

PDP Preview: How the offer looks on a product details page
Card Preview: How the offer looks on collection pages

You can open Display Settings from the preview to customize badge and button appearance.

Save Options

Save Draft: Save as paused (not visible on storefront)
Activate: Save and make active (visible on storefront)

Managing Existing Offers

Pause or Resume

From the offer detail page, click Pause or Resume to toggle the offer status without deleting it.

Delete an Offer

Click Delete on the offer detail page. This removes the offer and disconnects products from the Selling Plan. Existing orders are not affected.

Duplicate an Offer

From the offer list, use the duplicate option to create a copy of an existing offer with the same settings.