> For the complete documentation index, see [llms.txt](https://rez-notify-me.gitbook.io/rez-notify-me/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://rez-notify-me.gitbook.io/rez-notify-me/preorder/create-preorder-campaign.md).

# Create preorder campaign

#### 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

<figure><img src="/files/JS58ks5WS09VojdbDCgP" alt=""><figcaption></figcaption></figure>

#### 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* When unpublished, original settings are restored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](/rez-notify-me/preorder/how-preorder-campaigns-work.md)

<figure><img src="/files/0zQzYhRjcknMWOrOBwCx" alt=""><figcaption></figcaption></figure>

#### 3️⃣ Setup preorder discount (optional)

* Offer preorder discounts with strike-through pricing
* Fixed amount or percentage
* Shopify Payments required

<figure><img src="/files/6EmmBjccVB04uXC1S5Jh" alt=""><figcaption></figcaption></figure>

#### 4️⃣ Choose payment options

**Pay in Full**

* Customer pays 100% at checkout
* No Shopify Payments required

<figure><img src="/files/Cbo3WIS66VTCg7bRT9nB" alt=""><figcaption></figcaption></figure>

**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**

<figure><img src="/files/ttak1lFTMP8yxX6eBeXp" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/X9VC1x89j2NdrjmH8Ab3" alt=""><figcaption></figcaption></figure>

***

#### 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

<figure><img src="/files/padUFLbad6XKrwxLOgaC" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="/files/SgHWWFzIvvWRN9dZV9hF" alt=""><figcaption></figcaption></figure>

#### 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**.

<figure><img src="/files/jFPNdsxaXWUhIq4cn0xB" alt=""><figcaption></figcaption></figure>

***

### 📦 Managing Preorders

**In the App**

* View all preorder orders in one list
* Open Shopify order page from each row

<figure><img src="/files/WT9VUYUTIC20Wieo1kbE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3A9ry4mZmrGjcP1Dd7Kd" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="/files/XR9w94KVM0uDMMHyvyBZ" alt=""><figcaption></figcaption></figure>

***

### 🧩 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