Cart X Pro: features with Cart Restriction, Product Limiter, Shipping and Tier Discounts.
Cart Restriction:
There are two types of restriction in Cart X Pro, restriction on cart and checkout:
Cart Validation - restricts the customer on cart when restricted product is added.
Checkout Validation - restricts the customer on checkout page not allowing to checkout with restricted product.
*checkout validation is enabled by default
Restriction Rules:
Product Filters - Specific Variant, Product Tag / SKU / Type, and Line Attribute
Product Rules - Filtered Products Subtotal (discounted price included) / Total (original price), and Filtered Products Quantity.
Cart and Checkout Rules - Cart Subtotal, Cart Total, Specific Country, and Per-SKU Quantity Validation.
Customer Filter - Customer Tag.
Rule Combinations:
Rules can be combined with each other to restrict products with ease. These are some common combinations:
Product Filters x Product Rules:
*Product Rules are used in combination with Product Filters.
Product Filters - rules to restrict products using their variants, type, tag, SKU value and line item attribute as well.
Specific Variants - selecting one or more variants of the product
Product Tag - filtering products using a tag(e.g. accessory, premium, winter)
Product Type - filter by product type (accessory, gift card, home, health etc.)
Product SKU - match a product by it is SKU (stock keeping unit).
Line Attribute - match a product using Shopify's l
ine_itemobject properties: (discount_allocations,error_message,final_line_price,final_price,fulfilment,fulfillment_service,gift_card,grams,id,image,instructions,item_components,key,line_level_discount_allocations,line_level_total_discount,line_price,price,product_id).
Product Rules - rules that only takes filtered products into account using the Product Filter rules (specific variants, product tag / type / SKU, etc.)
Filtered Products Subtotal - discounted - calculation is based with discounted price of the filtered products.
Filtered Products Total - original price - calculation is based without discounted price of the filtered products.
Filtered Products Quantity - limits the filtered products by quantity.
Example Rule use case:
Free item offer quantity limit - set a limit for free items( e.g. quantity limit is 2). In order to limit specific product we choose "Specific Variants" rule from Product Filters and select the "Filtered Products Quantity" from Product Rules.
Specific Variant - Sample Parfum(e.g. Tom Ford Lost Cherry Sample).
Filtered Products Quantity - is greater than or equal to two.
*using this rule set, customer can't get more than one free sample.
Cart & Checkout rule:
Rules based on Cart values and Checkout parameters.
Cart Subtotal - amount calculation done after discounts
Cart Total - amount calculation done without considering discounts
Specific Country - filtering specific country.
Per-SKU Quantity Validation - limiting one or multiple products using their SKU value. Merchants can directly restrict products by their SKU without needing to combine SKU with other product filters.
Example Rule use case:
Country based restriction - restricting products based on the customer country. Set a product to restrict with "Specific Variants" or with product SKU and select a country from "Specific Country" rule.
Product selection - Specific Variants / Per-SKU Quantity Validation rule (e.g. - Sample Parfum product with sample SKU).
Country selection - Specific Country rule (e.g. - Australia).
*Every rule combination can be combined with AND / OR operator to customize the restriction without creating multiple restrictions.
Customer Filters:
Restrict user with a customer tag. Making sure unsubscribed users don't get special offers hence suggesting to subscribe to get the offer.
Example Rule use case:
Not subscribed user filtering using customer tag rule:
Select Customer Tag - "subscribed".
Set the rule option - "is not equal to".
Rule restricts the not subscribed customers from getting the offer.
Also, it is possible to tailor the rule combination with other rule sets making the restriction more precise.
Country based offer restriction for unsubscribed users with:
specific country + per-SKU quantity validation + customer tag.
Key Features:
Customizable Error Message with an option to create for different languages:
Cart and Checkout page restriction setup.
Rule combination with AND / OR logical operators for precise restriction creation.
Product Limiter:
Product Limiting using Product, Product Variant and SKU value.
Product limit - product limit with its all variants included
Variant limit - specific variant of the product with an option to limit one or more variant.
SKU limit - limiting a product using its SKU value.
Limit setup:
From Product Limiter page select "Add Product" to create a limit for product with all variants.
Add Product - choose a whole product from the list.
Set the Max and Min limit for the product. *Max Limit is set to 1 by default.
Once the limit is created, it is possible to verify the product status using a status label next to it. And make sure the product status is Active.
Adjust the warning message from the Warning Message section according to your needs:
Minimum limit message
Maximum limit message
Warning message has variables to dynamically show the min/max and product name:- shows the min limit value.
- shows the max limit value.
- shows a title of a product.
Shipping Discount:
Want to create a discount for Shipping discount with customizable discount value. Follow the steps to create it.
Discount setup:
From Cart X Pro go to Shipping Discount section.
Click "Add Shipping Discount" button to start the setup.
Choose shipping methods which discount will be applied or leave it as default.
Default value - All shipping methods.
Configure a rule to offer the discount from the list:
Cart Subtotal - cart amount value with discounts included.
Cart Total - cart amount value without discounts included.
Specific Country - option to filter specific country.
Cart Attribute - cart property values.
Line Attribute - match a product using Shopify's l
ine_itemobject properties.Customer tag - filter customers with their tags ( e.g. "subscribed").
Create a discount percentage or fixed amount:
Percentage - 10%, 25%.
Fixed Amount - $10, $25.
Add Combinations option:
Product discounts - to combine discounts with specific items or collections discounts.
Order discounts - to combine it with other cart value based discounts.
Save the discount and give title as well.
Example Use case:
Shipping discount using percentage discount:
Spend $75 to get 10% discount off for shipping:
Create a Shipping discount
Set a rule to "Cart Subtotal" and its value to "greater or equal to $75"
Create a discount with percentage value equal to 10%.
Enable Product and Order discount combinations
Save the changes
Key features:
Scheduling the discount with start and end date.
Market targeting.
Performance tracking with usage count.
Tier Discount:
Subtotal based discount with more customizable options.
Overview of features and functionalities:
Price Levels - section which all discount logic is customized from.
Discount Message - discount label
Minimum Subtotal value - cart amount
Maximum Subtotal value (*turned off by default) - max range of a cart value
Discount option configurations
Fixed & Percentage - discount options
Option to create multiple levels with different rule base.
Products eligibility - discount eligibility configuration section
Apply discount to all Items (*enabled by default) - discount applied to all products regardless of their price.
Apply discount to the highest Item - discount applied only to the highest priced product.
Apply discount to the lowest Item - discount applied only to the lowest priced product.
Exclude product tags from discount - exclude product by its tag value from discount.
Products that match the tag specified won't get a discount.
Exclude product tags from subtotal - exclude product by its tag value from cart subtotal price calculation.
Products that match the tag specified will be excluded from discount subtotal value calculation (minimum subtotal value).
Customer Filtering - offering customer using their tag.
All customers (*enabled by default) - discount will be applied to all customers.
Specific customer tags - discount will be applied to only customers with matching tags.
Discount Combinations - setting an option to choose discount combinations
Product discounts - option to combine discount with product and collection discounts
Orders discount - option to combine discount with other cart subtotal discount
Shipping discounts - option to combine discount with shipping discounts
*all discount combinations are selected by default.
Advanced settings
Market targeting - offering the discount to specific market.
Scheduling - scheduling the discount with start and end date.
Tier discount creation steps:
Inside the Cart X Pro go to Tier Discount section and add a discount to start the setup:
Using "Add Tier Discount" button create the discount
Input a Discount label to discount message field
Set a Minimum subtotal value (e.g. 75)
*also, set a maximum subtotal value to specify the discount offered range.
Choose discount option and configure its value
Discount option - percentage
Discount value - 10
Adjust the product eligibility for discount based on your circumstances
Give a Title to the discount and Save changes.
