The guide for Setting Up a Goal Order Campaign

Goal Order helps encourage customers to increase their order size by unlocking rewards when they reach predefined purchase milestones.

Unlike standard discount campaigns, Goal Order displays progress directly in the storefront and can reward customers across multiple tiers.

Example:

Spend $10 → Get 10% OFF on your order

Spend $30 → Get 30% OFF on shipping

Spend $50 → Get 50% OFF on a specific gift

Customers can see their progress and continue shopping to unlock better rewards.

Before you start

Before creating your campaign, make sure:

You know which products or collections should qualify
You decide whether qualification should be based on cart value or item quantity
You prepare the reward structure for each tier
You decide whether customers receive rewards automatically or choose gifts manually

Step 1: Create the campaign

Go to: Campaigns → Create campaign → Goal order

Step 2: Configure Campaign Info

Campaign status

Enable or disable the campaign.

Active → Campaign runs immediately
Inactive → Campaign remains saved

Campaign name

Internal campaign name used for management. Customers will not see this.

Example: Summer Goal Discount

Discount label

This label appears in the cart and checkout.

Example: Tier Reward

Active dates (Optional)

Schedule when the campaign starts and ends.

You can configure:

Time zone
Start date
Start time
End date (optional)

Step 3: Select eligible purchases

Under Campaign rule → Customer purchases, choose which products count toward qualification.

All Products

Every product contributes to the reward goal.

Example: Spend $100 across the entire store.

**Exclude products/collections (Optional): **Exclude selected products or collections.

Example: Apply to all products except Gift Cards.

Tip: If targeting specific products, create a dedicated collection.

Specific collections

Only selected collections contribute.

Example: Only Testing product counts.

Step 4: Configure purchase requirements

Choose how qualification is measured. You can select only one trigger condition per campaign.

Total cart value

Rewards unlock based on total order value.

Example:

Tier 1 → $10

Tier 2 → $30

Tier 3 → $50

Total item quantity

Rewards unlock based on the number of items.

Example:

Tier 1 → Buy 2 items

Tier 2 → Buy 4 items

Tier 3 → Buy 6 items

Step 5: Configure Discount Tiers

This is the main configuration area of Goal Order.

Under Discount tiers, define the rewards customers unlock after reaching purchase milestones.

You can configure up to 3 tiers in a single campaign.

Each tier includes:

Qualification threshold
Reward type
Reward value

Example:

Tier 1 → Spend $10

Tier 2 → Spend $30

Tier 3 → Spend $50

Configure each tier

Min cart value

Set the minimum requirement needed to unlock the reward.

Example:

Tier 1 → $10

Tier 2 → $30

Tier 3 → $50

Customers receive rewards only after reaching that tier.

Reward type

Choose what customers receive after qualifying.

Shipping discount

Apply discounts to shipping fees.

Supported reward values:

Percentage (%)
Fixed amount
Free

Examples:

Spend $50 → Reduce shipping for $5

Spend $100 → Free shipping (100%)

Spend $150 → $10 OFF shipping

Order discount

Apply discounts to the customer's order subtotal.

Supported reward values:

Percentage (%)
Fixed amount

Examples:

Spend $100 → 10% OFF order

Spend $200 → $20 OFF order

Gift

Reward customers with gift products.

Configure:

Gift products
Reward value
Quantity per gift
Gift limit (Optional)

Supported reward values:

Percentage discount
Fixed amount discount
Free

Examples:

Spend $80 → Free Tote Bag

Spend $150 → 50% OFF selected gift

Spend $200 → Receive gift at no cost

Quantity per gift

Define how many units customers receive for each gift.

Example:

Gift: Sample Pack

Quantity: 2

Result: Customer receives 2 units.

Gift limit (Optional)

Control how many gifts customers can receive.

Enabled: Limit the number of gifts.

Disabled: Customers can choose unlimited gifts.

When customers reach multiple tiers

Choose how rewards are applied when customers qualify for more than one tier.

Only give the highest tier (Recommended)

Customers receive only the best reward they qualify for.

Example:

Cart total:

Tier 1 → 10% OFF

Tier 2 → 20% OFF

Tier 3 → Free Gift

Result:

Customer receives only Tier 3 reward.

Give rewards from all tiers

Customers receive rewards from every tier reached.

Example:

Cart total:

Tier 1 → 10% OFF order

Tier 2 → Free shipping

Tier 3 → Free gift

Result:

Customer receives all unlocked rewards.

Note: Use carefully when stacking promotions.

Step 6: Configure how customers receive the reward

Choose how customers receive rewards.

Auto add gift to cart

Rewards are automatically added after qualification. No customer action required.

Note: Only free/100% gift can be used for auto-add to cart.

Let customers choose their gift

Customers manually select rewards.

Display methods:

Reward selection appears after qualification.

Configure: Popup heading

Example: Congratulations! You've got a gift

Popup description

Example: Claim your gift below

Gift slide

Displays gift selection below the progress bar.

Step 7: Configure storefront display

Choose whether to display campaign progress.

Progress bar in Cart Drawer / Cart Page

Display customer progress visually in the cart drawer/cart page.

Examples:

Add $20 more to get 30% OFF

Congratulations! You've unlocked 10% discount

Use the **Customize style **button to adjust appearance.

Step 8: Configure Advanced Settings

Customer eligibility

Choose who can access the campaign.

Examples:

All customers
Specific customer tags

Step 9: Save and test

Before publishing:

☐ Add qualifying products

☐ Verify progress updates correctly

☐ Reach multiple tiers

☐ Confirm rewards apply correctly

☐ Test auto-add and manual selection

☐ Test cart drawer display

Example Campaign Setups

Example 1 — Tiered Order Discount

Goal: Increase AOV

Qualification: All Products

Tier 1: Spend $50 → 10% OFF order

Tier 2: Spend $100 → 20% OFF order

Tier 3: Spend $150 → 30% OFF order

Reward behavior: Highest tier only

Result: Customers increase spending to unlock better discounts.

Example 2 — Shipping Reward Campaign

Goal: Increase cart size

Qualification: All Products

Tier 1: Spend $50 → $5 OFF shipping

Tier 2: Spend $100 → Free shipping

Reward behavior: Highest tier only

Result: Customers are encouraged to place larger orders.

Example 3 — Multi-tier Gift Campaign

Goal: Increase conversion

Qualification: Summer Collection

Tier 1: Spend $100 → Free Tote Bag

Tier 2: Spend $200 → Free Water Bottle

Tier 3: Spend $300 → Choose 1 Premium Gift

Reward behavior: Give rewards from all tiers

Result: Customers unlock increasingly valuable rewards.

Troubleshooting

Progress bar does not appear

Check that:

Campaign is Active
Campaign display is enabled
Progress bar is turned on
Campaign dates are valid

Customer reaches threshold but reward is not applied

Check that:

Eligible products are included
Correct purchase requirement is selected
Reward type and value are configured
Tier thresholds are set correctly

Wrong reward tier is applied

Check that:

Tier values are configured correctly
Reward behavior is selected correctly
Highest tier vs all tiers matches intended setup

Customers cannot select gifts

Check that:

Reward delivery is set to manual selection
Popup or Gift slide display is enabled

Progress calculation looks incorrect

Check that:

Excluded collections/products are configured correctly
Cart contains qualifying products only
Cart value or quantity requirement matches campaign setup

Need more help?

If you encounter any issues or have questions, feel free to reach out to our support team via [email protected] or via our live chat - we're happy to help!