Create Your First Campaign

From the app dashboard, go to Campaigns and click Create campaign.

Choose one of the following categories:

Free Gift

• Cart Value Gift — Offer a free gift when the cart total reaches a specified value.

• Cart Quantity Gift — Offer a free gift when customers add a specified number of items to their cart.

• Buy X Get Y — Reward customers with a selected gift when they purchase specific products or quantities.

• BOGO — Create Buy One Get One or similar offers, such as Buy 2 Get 1 Free.

• Reward Bar — Display progress toward one or more rewards based on the customer’s cart value or quantity.

Upsell

Recommend additional products at different stages of the shopping journey.

Each upsell campaign targets one placement:

1. Product page — below the product details.

2. Cart page — last chance before checkout.

3. Pop-up — triggered at key moments, with configurable trigger and frequency.

4. Checkout page — inside Shopify checkout.

5. Post-purchase — a one-click offer between payment and the thank-you page; the customer accepts without re-entering payment. Supports a funnel of up to three sequenced offers (first, second, downsell) with a countdown.

6. Thank-you page — after the order completes.

To show the widget in the Checkout page, you have to be in Shopify Plus.Click Set up next to the campaign type you want to create

Complete the required settings based on the selected campaign type.

For Free Gift campaigns

Configure:

• Campaign name and schedule

• Qualifying products, collections, cart value, or quantity

• Gift products and reward conditions

• Display method and storefront widgets

For Upsell campaigns

Configure:

• Offer placement and schedule

• Trigger products or collections

• Offered products

• Discount settings

• Customer-facing content

• Display behavior and campaign priority

Review your settings, then click Activate campaign on the campaign setup screen.

The campaign will work when:

• Its status is Active

• The scheduled start time has been reached

• Customers meet the configured conditions

• The selected products are available

Saving a campaign does not automatically activate it. Click the button next to the campaign name and Draft status after saving to activate the campaign.

Make sure to click Save after the settings is done.

Then run a test on your storefront:

1. Add products that meet your offer conditions to the cart.

2. Check that your offer shows up and applies the correct discount or gift.

3. Check if all offer exposure shows up correctly (announcement bar, product page widget, promotion badge).

4. Remove items to get below the threshold — if you enabled Works in reverse, the gift disappears.