Create preorder campaign

This guide covers setup, all current features, Shopify limitations, and best practices used for preorders.

What Preorder Does

Preorder lets you sell products before they’re in stock. You can:

  • Create preorder campaigns at product or variant level

  • Offer full or partial payments

  • Apply and display preorder discounts

  • Control order status at creation

  • Auto-tag orders and customers per campaign


Create a Preorder Campaign

1️⃣ Create name and button text

  • Fill in campaign name (this is only showing in-app), not show to customers

  • Fill in button text and message, it will show to customers

2️⃣ Choose when to show preorder button

Choose one condition:

  • When product is out of stock

  • Always show Preorder

  • When product is in stock (useful for capping preorder quantity via inventory)

Inventory rules (handled automatically on publish):

  • Track quantity → enabled

  • Continue selling when out of stock → enabled (if required)

  • When unpublished, original settings are restored

To know what works best for you, please check this detail guideline

3️⃣ Setup preorder discount (optional)

  • Offer preorder discounts with strike-through pricing

  • Fixed amount or percentage

  • Shopify Payments required

4️⃣ Choose payment options

Pay in Full

  • Customer pays 100% at checkout

  • No Shopify Payments required

Partial Payment (Deposit)

  • Customer pays a deposit now

  • Remaining balance is collected manually in Shopify Admin

  • Deposit can be:

    • Percentage

    • Fixed amount

  • Set a due date for the remaining balance

  • Shopify Payments required

Checkout experience

  • Clearly shows:

    • Amount due today

    • Remaining balance

    • Due date

⚠️ Theme note Most themes don’t show deposit pricing in cart by default. Use cart messaging fields to explain deposit details clearly.

5️⃣ Customize preorder note

Preorder note is shown on the product page and cart page for customers, and also appears in the order details for merchants, ensuring preorder information is clearly visible throughout the purchase and fulfillment process.

  • Preorder note: Editable text label (e.g. “Preorder”) that appears next to the product to indicate it’s a preorder item.

  • Discount note: Optional message with a dynamic placeholder (e.g. {amount}) to highlight any preorder discount.

  • Full payment note: Custom text explaining this is full payment

  • Partial payment note: Custom text explaining deposit or split payment terms when partial payment is enabled.


6️⃣ Campaign Tags

  • Order tags → applied to all campaign orders

  • Customer tags → applied to customers who preorder

Use tags for:

  • Filtering

  • Shopify Flow automations

  • Segments

  • Loyalty or remarketing flows

7️⃣ Design

  • Preorder button matches your theme’s Add to Cart style

  • Typography controls apply to:

    • Preorder messages

    • Price details

  • Adjust font size and alignment for theme consistency

8️⃣ Choose products

Go to the Products tab and select Add products.

To enable preorder, we’ll automatically turn on:

  • Track quantity

  • Continue selling when out of stock for the selected products.

This may take a moment. Please wait until the process finishes before checking your store.

Note: You can remove these settings at any time by disabling or deleting the campaign.


📦 Managing Preorders

In the App

  • View all preorder orders in one list

  • Open Shopify order page from each row

In Shopify Orders

  • Status: Unfulfilled / Scheduled / On hold

  • Payment status: Partially paid (for deposits)

  • Actions:

    • Collect remaining payment

    • Send invoice

  • Tags:

    • Campaign tag

    • Essential Preorder tag


🧩 Troubleshooting & Common Blockers

Inventory

  • Track quantity must be ON

  • Continue selling when out of stock must be ON (if applicable)

Locations

  • At least one active location with Shipping & Fulfillment enabled

Cart Deposit Display

  • Many themes hide deposit pricing

  • Use cart messages to clarify payment terms

Shopify Payments

  • Required for partial payments and preorder discounts

Subscriptions & Bundles

  • Cannot combine preorders with subscriptions

  • Shopify Bundles API products not supported

  • Bundle apps using discount codes usually work

Large Campaigns

  • Publishing/unpublishing may take a few minutes to fully apply

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