Help

Everything you need to set up a rule, check it works, and fix it when it doesn’t.

Getting started

  1. Install the app from the Shopify App Store. It opens on its Dashboard, on the Free plan. To try Pro, open Plan and start the 14-day free trial.
  2. Choose Create rule, or Browse templates and pick a starting point.
  3. Give the rule a name, set its conditions, and write the message shoppers will see.
  4. Test it against a sample cart (see below), then save. A saved rule that is turned on applies to checkout straight away.

A rule blocks checkout when its conditions are true. For example “Cart subtotal is less than 50” blocks every cart under $50, and the shopper sees your message until they add more.

Templates

Templates cover the common cases: order minimum and maximum, quantity per item, total quantity, allowed or blocked countries, blocked ZIP or postal codes, required customer tag, account required, required cart attribute, PO number format and product metafield gates. Each opens in the builder with defaults you can change. The full list, with the message each one shows, is on the templates page.

The builder and expression mode

Builder

Pick a field (cart subtotal, line quantity, customer tags, delivery country and more), an operator and a value. Group conditions with all of or any of. Line-item fields can check whether any, every or no line matches.

Expression mode (Pro)

For logic the builder can’t express, write the condition as an expression, for example not attr("po_number") matches "^PO-\d+$". The editor checks the expression as you type and shows where it stops making sense.

Where the rule runs

Choose whether a rule checks cart changes, checkout, or both. A cap that checks cart changes refuses the add to cart that breaks it. A minimum, or a rule on details only entered at checkout such as the delivery address, should run at checkout only, so shoppers can still build their cart.

Where the message appears

Choose where Shopify shows the message: at the top of checkout (the whole cart), or next to the email, phone, delivery country, province or ZIP field.

Testing a rule

In the rule builder, Test this rule runs the rule against a sample cart, at a cart change or at checkout: a guest buying one item, a wholesale customer’s bulk order, an international address or a large multi-line cart. Edit cart changes its items, shopper, tags, delivery address and cart attributes. It shows whether the rule would block and the exact message, using the same rule engine that runs in checkout.

Generate test carts builds carts around the rule’s own values: just under, exactly on and just over each limit, and empty or missing values. Each one is sorted into blocks or passes, with edge cases marked.

To try it for real, turn the rule on and go through checkout on your store with a cart that should be blocked.

Plans and what happens when you change plan

  • Free: 1 rule, built with the visual builder.
  • Pro: up to 25 rules (Shopify’s limit per store), expression mode and product metafield conditions, with a 14-day free trial.

Change plan from the app’s Plan page. If your store moves from Pro to Free, because you downgraded, cancelled or the trial ended, the app keeps every rule but turns some off:

  1. every rule that uses expression mode or a product metafield condition;
  2. then, if too many rules are still on, every rule beyond the oldest 1 rule.

The Dashboard and the Rules page list what was turned off. Nothing is deleted; upgrade again and turn the rules back on. See Pricing.

Troubleshooting

A rule doesn’t block a cart it should

  • Check the rule is turned on, on the Rules page.
  • Check it in your Shopify admin under Settings › Checkout › Checkout rules: it should be listed and active there too.
  • Run Test this rule with a sample cart that matches your case.
  • Rules on email or delivery address need Shopify’s approval for protected customer data; until that is in place those fields read as empty.

A rule blocks carts it shouldn’t

Remember the rule blocks when its conditions are true. “Cart subtotal is less than 50” blocks small carts; to block large ones use “greater than”. Turn the rule off from the Rules page to stop it immediately.

I can’t add another rule

Free stores can run 1 rule, and Shopify allows at most 25 checkout rules per store, including rules from other apps. Delete rules you no longer need, or upgrade to Pro.

Still stuck?

Write to support with your store address and the rule’s name.