Rule Types

Offer To Customer Rules

Updated 4 days ago

Offer to customer rules are triggered the same as normal rules; the difference is that these rules present customers with a selection of related products they can choose to add to their cart, instead of automatically adding one. This works particularly well if you want to offer customers a gift like a T-shirt where they need to choose a size, or give them the ability to choose between a red and a blue T-shirt.

See this rule in action on our demo store here: https://easygiftdemo.myshopify.com/products/chronograph-i

Password for demo store: 506

Are you interested in setting up a rule like this? Follow these steps to create your own:

Step 1: Create a new EG rule

Open the EG app from the Shopify admin page.

Create a new rule and name it appropriately.

Set the rule trigger you want to use.

Step 2: Configure the products you want to upsell in the rule action

In the rule action section, select 'Give customers a choice of products to add'.

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Select the products (up to three) you want to offer to the customer when the rule is triggered.

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Configure the contents of the pop-up shown to the customer. Write an engaging headline and sub-headline to tempt your customer to buy more.

You can show or hide the prices of the offered products.

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Step 3: Apply additional settings for the rule

Apply other settings for the rule, such as tie schedules, magic links, etc.

Remember to save your rule.

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