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How to do Pre-orders on Shopify: Complete 2026 Guide

Prefer to watch a video? Click here to see Oli explain four different pre-order methods on Shopify.

Shopify pre-orders let you capture demand before inventory arrives. Whether you’re launching a new product, managing out-of-stock items, or building hype for an upcoming release, pre-orders help you take orders and revenue sooner while validating market interest.

This guide covers everything you need to know about Shopify pre-orders: choosing the right payment model, planning your strategy, setting up step by step, and running a campaign that converts. All backed by insights from over one million pre-orders processed through our platform.

What are pre-orders and why use them?

A Shopify pre-order allows customers to purchase products before they’re available for general sale or when inventory is temporarily out of stock. Unlike backorders and waitlists, pre-orders involve a customer commitment to purchase upfront. Instead of waiting until products hit your warehouse, you start taking orders immediately.

Business benefits of Shopify pre-orders

Validate demand before committing to inventory
Shopify pre-orders help you gauge genuine customer interest before investing in large production runs. By tracking pre-order volume, you can adjust inventory levels to match actual demand, reducing the risk of stockouts, overstocking, or having to discount unsold products.

Improve cash flow and take revenue sooner
Pre-orders powered through PreProduct have generated over $85.3 million in revenue. Taking payment upfront or capturing payment details earlier gives you working capital before products ship, particularly valuable for small businesses and startups managing tight cash flow.

Build hype and marketing momentum
Pre-orders create anticipation around product launches. You effectively launch twice: once when you announce the pre-order and again when the product becomes available. This dual-launch approach generates sustained buzz and gives you multiple marketing touchpoints.

Secure committed customers
Customers who pre-order demonstrate higher commitment than those who add items to wishlists. Pre-order customers have already made a purchase decision, reducing the risk they’ll buy from a competitor when your product finally launches.

Shopify pre-orders

Customer benefits

Guaranteed access to new or limited products
Pre-orders ensure customers secure their spot for highly anticipated releases or limited-edition items that might sell out quickly.

Early-bird incentives
Many brands offer exclusive discounts, bonus content, or limited-edition packaging to reward customers who commit early.

First access to innovation
For customers who value being first to try new products, pre-orders provide that exclusive early-adopter experience.

How Shopify pre-orders work

Understanding the pre-order flow helps you design a better customer experience. Here’s how a typical Shopify pre-order journey unfolds:

  1. Announcement: You announce the upcoming product with details about features, pricing, and expected delivery. This typically happens through email campaigns, social media, and on-site banners.
  2. Pre-order period opens: A designated window begins where customers can place orders. This period can range from a few weeks to several months depending on your product and lead time.
  3. Customer places order: Customers order through your Shopify store. The checkout experience includes clear messaging about estimated delivery dates and when payment will be processed.
  4. Payment processing: Depending on your pre-order model (covered below), customers either pay immediately, accept a future charge, pay a deposit, or receive a payment link when you’re ready to charge.
  5. Order confirmation and updates: Customers receive confirmation via email. Throughout the pre-order period, you keep them updated on production progress and shipping timelines, either passively via a customer portal or actively via email/SMS.
  6. Charges processed and product ships: When inventory arrives, any deferred charges are processed and products ship to pre-order customers.
Hands hold a cellphone showing the Shopify home page

Shopify pre-order payment models

Shopify supports multiple pre-order payment models. Your ideal approach depends on your product lead times, price point, and cash flow needs. For a deeper comparison of every model, see our pre-order payment models guide. You can also read our Shopify partial payments guide for more on deposits and installments specifically.

Most models use card vaulting (secure card storage) rather than traditional authorization holds, giving you flexibility for longer lead times.

Charge upfront pre-orders

Customers pay 100% at the time of pre-order placement. This model works best when you need immediate working capital or when lead times are relatively short (under 60 days).

Best for:

  • Products with short lead times (under 60 days)
  • Lower-priced items where customers are comfortable paying in full
  • Brands with established trust and reputation
  • Situations requiring immediate cash flow for production

Considerations:
According to our analysis of over one million pre-orders, charge-upfront accounts for a smaller percentage of listings compared to deferred payment models. Customers may hesitate to pay months in advance, especially for higher-priced items or brands they’re less familiar with.

Charge later pre-orders

Customers proceed through checkout and accept a future charge. Their card information is securely vaulted with your payment processor, and you trigger payment when inventory arrives and you’re ready to ship. No authorization hold is placed, so there’s no expiration window to worry about.

This is the most popular model: 43.8% of all pre-order listings on PreProduct use charge-later, making it the dominant payment method for pre-orders.

Best for:

  • Products with longer lead times (60+ days)
  • Mid-high priced items where customers prefer not to pay months in advance
  • First-time orders of a product or from a new supplier, where flexibility matters
  • Any timeline where authorization holds would expire before you’re ready to charge

Considerations:
When you’re ready to ship, you trigger the charge. If the card has expired or been cancelled, the charge will fail and you’ll need to collect updated payment information via a dunning flow. Learn more in our charge later guide.

Deposit pre-orders

Customers pay a partial amount upfront (typically 10-50% of the total price), with the remaining balance charged later when you’re ready to ship. Like charge-later orders, the customer’s card is vaulted for the future balance charge.

Best for:

  • Mid-high priced items ($50-200+)
  • Products with long lead times but requiring some upfront capital
  • Merchants who want assurance that buyers are committed
  • Balancing cash flow needs with customer comfort

Considerations:
Deposits signal stronger commitment than charge-later-only models while being less intimidating than full upfront payment. This middle-ground approach works well for premium products where you need some working capital but want to reduce purchase friction. See our Shopify deposits page for more details.

Capture-only pre-orders

This model captures customer information without taking any payment. You replace the standard purchase button with a pre-order button, and email a payment link later when ready to process orders.

Capture-only payment links account for 28.7% of PreProduct pre-order transactions, making it the second most popular model.

Best for:

  • Conservative markets where merchants are hesitant to exchange any payment details upfront
  • Products with highly uncertain timelines
  • Testing demand before committing to production
  • Situations where you want zero checkout friction upfront

Considerations:
This approach has the lowest commitment level, which can lead to lower conversion rates when payment time comes. However, it’s excellent for demand validation since customers can opt in without any payment friction. It’s also one step above waitlists, as the order is already captured and can be prepopulated at checkout.

Weighing up your pre-order options

Authorization period pre-orders

The most basic approach is placing a traditional authorization hold on the customer’s card. In Shopify, this is the “manual payment capture” method. You must capture payment within the authorization window (typically 7-30 days) before the hold expires.

Best for:

  • Very short lead times (under 7-30 days)
  • Products arriving imminently where you know exact ship dates

Considerations:
This model is limited by authorization hold expiration windows. For most products with longer lead times, charge-later with card vaulting is more practical. The extended 30-day authorization period is currently only available to Shopify Plus merchants and adds a 1.75% fee if charged after day 7.

Planning your Shopify pre-order strategy

Before launching pre-orders, strategic planning ensures better outcomes. For a deep dive, see our Shopify pre-order best practices guide.

Planning a strategy

When to use pre-orders

Pre-orders work well for:

  • New product launches: Build anticipation and validate demand before committing to large production runs
  • Seasonal or limited releases: Create urgency for products available only during specific periods
  • Out-of-stock bestsellers: Continue taking orders when inventory temporarily runs out
  • Custom or made-to-order products: Collect orders before beginning production
  • High-ticket items: Gauge serious buyer interest before investing in expensive inventory

Setting realistic timelines

According to our data, 121-150 days represents the most common fulfillment window at 28.1% of pre-orders, while 20.6% ship within 30 days. Your estimated timeline should account for:

  • Manufacturing or production time: Factor in supplier lead times plus buffers for delays
  • Shipping and freight: Expected shipping times from the supplier, whether sea or air freight
  • Quality control: Building in time for inspection, especially for first runs or new suppliers
  • Customs and import processing: For international products, adding 1-2 weeks can be sensible
  • Buffer for unexpected delays: Add 10-20% padding to your estimated timeline

Be conservative with your customer-facing shipping statement. It’s better to over-deliver than create frustration by missing promised dates. You can always update your shipping statement along the way and send out updates to your customers.

Pricing strategies

Products priced between $25-50 represent 42.7% of individual pre-orders, though the most common listing price range exceeds $250 (26.8% of listings).

Early-bird discounts: Consider limited-time discounts (typically 10-20% off) to reward customers who commit earliest. This creates urgency and helps you gauge initial demand quickly.

Pay early and save: Some pre-order solutions let you offer a discount to customers who want to pay off a deferred-charge pre-order early, improving cashflow while giving them the option to pay later.

Pay in installments: Optional multi-step payment plans let customers pay in installments, improving conversion for price-sensitive customers or high-ticket items. For more on this, see our Shopify payment plans guide.

Tiered pricing: Consider Kickstarter-style pricing tiers:

  • Super early bird: 20% off (first 50 customers)
  • Early bird: 15% off (next 100 customers)
  • Standard pre-order: 10% off (remaining slots)
  • Launch price: Full price at product release

Inventory planning

Use pre-order volume to inform production quantities. If you’re taking capture-only pre-orders (where no payment is collected upfront), build in an expected conversion rate (typically 70-85%) when planning inventory. Charge-later and deposit models typically have higher conversion since cards are vaulted.

For more detail on inventory workflows, see our pre-order inventory management guide and demand planning guide.

Setting up pre-orders on Shopify

Shopify native pre-orders vs. apps

As of 2024, Shopify introduced native “Purchase Options” functionality that allows apps to facilitate deferred-charge pre-orders through your native Shopify checkout. Purchase options require a supporting app to use, however the “continue selling when out of stock” checkbox allows merchants to sell without any third-party solutions.

That said, most merchants running serious pre-order campaigns still use a dedicated app for enhanced features like communication and payment flexibility.

FeatureNative Shopify Pre-ordersApp-Based Pre-orders
CostFree and built-inMonthly subscription cost
App RequiredNo additional app requiredRequires third-party app
Payment FlexibilityLimited (charge upfront only)Multiple models (upfront, later, deposit, capture-only)
Customer CommunicationNo automated communicationAutomated messaging and customer portals
Fulfillment ManagementBasic fulfillment managementAdvanced controls (holds, automation)
Analytics and Pre-order InsightsNonePre-order analytics and performance tracking
Variant-Specific ControlsNot supportedVariant-specific pre-order limits

For smaller merchants running occasional, simple pre-orders that can be charged upfront, Shopify’s native option (using selling plans) may suffice. For brands building Shopify pre-orders into their core strategy, dedicated apps provide significantly more control and better customer experience. Check out our Shopify pre-order app buying guide for a full comparison, or visit the PreProduct Shopify pre-order app page.

Payment processor requirements

Not all payment methods support pre-orders, particularly deferred charging models. Currently supported options include:

  • Shopify Payments (full support for all pre-order models)
  • PayPal (supports most pre-order types)
  • Cybersource – as of early 2026, merchants have reported Cybersource support for deferred charges as well

Third-party gateways often don’t support deferred charging. Shop Pay, Apple Pay, and Google Pay also have limitations with charge-later pre-orders. Shopify automatically hides incompatible payment providers at checkout for pre-order products.

Installing a pre-order app

We’ll use PreProduct as an example, though the general process can apply to other pre-order apps.

Do more with Shopify apps

Step 1: Install from Shopify App Store
Search “pre-order” in the Shopify App Store and install your chosen app. PreProduct offers a free trial and/or a commission-only plan to test functionality.

Step 2: Integration based on theme version

For Shopify 2.0 themes (recommended):
If your app doesn’t support auto-install, you’ll need to add its app block from the Shopify Customize editor:

  1. Navigate to your theme customizer
  2. Select the product template
  3. Drag and drop the pre-order app block where you want it to appear (typically above the add-to-cart button)
  4. Save changes

For Shopify 1.0 themes:
If your app doesn’t support auto-install, you’ll need to add its snippet code to your theme:

  1. Access Theme Code Editor from the “Online store” section of your Shopify admin
  2. Locate your product template file (usually in the snippets directory, within a file like: product-template.liquid, add-to-cart-button.liquid or product-form.liquid)
  3. Add the app’s snippet code above the buy button’s <button> tag
  4. Save changes

Most modern themes use Shopify 2.0, making integration significantly simpler. (PreProduct supports auto-install for most themes, but not all.)

Listing your first pre-order product

After integration, configure your first pre-order listing. This can be done via an automation/rule-based setup, or manually product by product.

  1. Select product or variant: Choose which products or specific variants to list as pre-order. Advanced apps allow variant-specific pre-ordering, so you can pre-order only out-of-stock sizes or colors while keeping others available for immediate purchase.
  2. Choose payment model: Select your preferred payment approach: charge upfront, charge later, deposit, or capture-only.
  3. Set estimated delivery date: Provide a realistic delivery timeframe. This date appears to customers and can be updated as circumstances change.
  4. Configure pre-order limits (optional): Decide whether to limit quantity to create scarcity or leave unlimited.
  5. Add early-bird discount (optional): Set discount pricing to incentivize early commitment.
  6. Customize messaging: Check the front-end wording on your product, cart, and checkout screen. If it doesn’t match your brand voice or clearly communicate the pre-order, change it via the app’s “customize wording” screen.
Listing a product for pre-order

Fulfillment holds and order management

Pre-order apps typically place fulfillment holds on pre-order items, preventing them from flowing prematurely to your 3PL, ERP, or fulfillment system. This ensures pre-orders stay isolated until you’re ready to ship.

When inventory arrives and you’re ready to fulfill:

  1. For charge-later, capture-only, or deposit pre-orders, trigger payment from your app
  2. For charge-upfront pre-orders, trigger fulfillment from your app
  3. Either approach releases the fulfillment hold on the Shopify order, changing its status from “On hold” to “Unfulfilled”
  4. Orders then flow to your fulfillment system like regular orders

Auto-charge automation can trigger charges based on inventory levels in Shopify, streamlining this process further.

For more on fulfillment workflows, see our guides on managing pre-orders with ERPs and 3PLs.

Running a successful Shopify pre-order campaign

Getting your Shopify pre-order set up is only half the picture. Running a successful pre-order campaign requires thoughtful marketing, clear communication, and awareness of your obligations.

Planning marketing

Marketing your pre-orders

Strong pre-order marketing turns a product announcement into a successful campaign. Start by building anticipation before the pre-order period opens: tease the product, build an email waitlist, and create countdown content.

When pre-orders open, maximize visibility through email announcements, social media, influencer outreach, and paid advertising. Create urgency with early-bird pricing, limited quantities, and exclusive bonuses.

For detailed strategies, see our pre-order marketing strategy guide and pre-order email sequence walkthrough.

Customer communication best practices

Clear communication builds trust and reduces cancellations. Our data shows that approximately 5.4% of pre-orders get cancelled on average, with proper communication helping minimize this rate.

Front-end messaging: Clearly indicate pre-order status on product pages, cart, and checkout. Display estimated delivery dates prominently. If you allow mixed carts (combining pre-order and ready-to-ship items), note that orders may ship in multiple shipments. From our data, 37.9% of stores permit mixed carts, with most merchants preferring isolated pre-order workflows to avoid complicated fulfillment logistics.

Email communication: Send immediate order confirmations, periodic progress updates (every 2-4 weeks for long lead times), and shipping notifications. For charge-later or deposit-balance orders, set up an upcoming charge email to give customers advance notice before their card is charged.

Customer portals: Quality pre-order apps offer customer portals where buyers can view order status, see estimated shipping dates, access payment schedules, and request cancellations, reducing support inquiries while giving customers transparency.

Customer shopping

Legal requirements

Understanding pre-order legal obligations protects your business and builds customer trust. We’ve created a pre-order policy guide with free templates to help you draft compliant policies.

In the United States, the FTC’s 30-Day Rule requires you to ship within the timeframe you advertise, or within 30 days if no timeframe is specified. If delays occur, notify customers and offer full refund options.

Be transparent about pre-order status, delivery timelines, payment terms, and cancellation policies. If selling internationally, research requirements for the UK, EU, and Australia. For templates and more detail, use our pre-order policy guide and generator.

Shopify pre-order shipping en route

Common issues and how to fix them

Payment charge failures: Customer’s vaulted card can fail when you attempt a deferred charge (card expired, cancelled, or insufficient funds). Set up automated emails requesting updated payment information, and provide a customer portal where buyers can u600pdate their cards.

Theme compatibility: If the pre-order button doesn’t display correctly, check that your theme supports Shopify 2.0 app blocks. Contact app support for theme-specific assistance, especially for custom themes.

Fulfillment hold confusion: If pre-order items accidentally ship early, double-check fulfillment hold settings in your app. Set up tag-based workflows if your 3PL does not support fulfillment holds. Some ERPs and 3PLs use “virtual warehouses” for pre-order stock allocation.

Managing delays: Communicate proactively as soon as delays are known. Explain the reason honestly, offer options (wait with bonus incentive, partial refund, or full cancellation), and update estimated delivery dates across all touchpoints.

Measuring pre-order success

Measuring pre-order success

Track these metrics to optimize your pre-order strategy over time:

  • Conversion rate: Percentage of product page visitors who complete pre-orders
  • Pre-order volume: Total orders taken, which validates demand and informs inventory planning
  • Average order value (AOV): Revenue per transaction, often higher for pre-orders due to early-bird bundles
  • Cancellation rate: Rates above 8-10% may indicate overly long lead times or poor communication
  • Email engagement: Open and click rates for pre-order update emails

Integrate with Google Analytics using UTM parameters to track which marketing channels drive the highest pre-order conversions.

Pre-order cash flow

Frequently asked questions about Shopify pre-orders

Does Shopify have built-in pre-orders?

Yes, Shopify has a “continue selling when out of stock” checkbox that allows zero-stock products to pass through checkout. However, it only supports charge-upfront models and lacks advanced features like automated customer communication, multiple payment models, and analytics. Most serious pre-order campaigns benefit from dedicated apps.

What payment methods work with Shopify pre-orders?

Shopify Payments and PayPal support all pre-order payment models. Third-party payment gateways often don’t support deferred charging (charge-later models). Shop Pay, Apple Pay, and Google Pay have limitations with certain pre-order types. Shopify automatically hides incompatible payment options at checkout.

Can I offer partial payment or deposits?

Yes, with pre-order apps that support deposit models. Customers pay a percentage upfront (typically 10-50%), with the remaining balance charged when you’re ready to ship. This balances cash flow needs with customer comfort, especially for higher-priced items. See our Shopify deposits page for setup details.

How do I handle pre-order cancellations?

Pre-orders can be cancelled through standard Shopify order cancellation procedures or via your pre-order app. Quality pre-order apps offer customer portals where buyers can request cancellations directly. Your refund policy is at your discretion.

What apps are best for Shopify pre-orders?

Popular options include PreProduct (comprehensive features with all pre-order types listed in this guide), Purple Dot, Amai PreOrder Manager, and PreOrder Globo. Choose based on required payment models, automation needs, and budget. See our buying guide for a full comparison.

Are there legal requirements for pre-orders?

Yes. In the US, the FTC 30-day rule requires shipping within stated timeframes or within 30 days if no timeframe is specified. You must notify customers of delays and offer cancellation options. Other countries have similar consumer protection requirements. See our pre-order legal guide for details by country.

How long should a pre-order period be?

According to our data analyzing over one million pre-orders, 121-150 days represents the most common fulfillment window (28.1%), while 20.6% ship within 30 days. Your timeline should match production realities plus buffer for delays. Shorter is generally better for maintaining customer excitement and reducing cancellations.

Can I mix pre-order and regular products in the same cart?

Yes, although only 37.9% of stores in our dataset permit mixed carts. Many merchants prefer isolated pre-order workflows to avoid complications with their fulfillment processes. However, mixed carts can increase average order value. If you allow mixed carts, place some test pre-orders first to verify your 3PL and ERP handle fulfillment holds correctly.

How do pre-orders affect my Shopify inventory management?

Pre-order apps place fulfillment holds on pre-order items, preventing them from flowing to your 3PL or fulfillment system prematurely. When ready to fulfill, you release holds and orders process normally. Advanced apps integrate with Shopify inventory systems to trigger automatic charging when stock arrives. For more, read our pre-order inventory management guide.

What’s the typical pre-order cancellation rate?

Across our platform, approximately 5.4% of pre-orders get cancelled on average, with 2023 seeing the highest rate at 7.1%. Cancellation rates increase with longer lead times and poor communication. Keep customers engaged with regular updates and realistic delivery estimates.

Should I offer early-bird discounts for pre-orders?

Early-bird discounts (typically 10-20% off) create urgency and reward early commitment. They help gauge initial demand quickly and can accelerate word-of-mouth marketing. Test different discount levels to find the sweet spot between incentivizing purchases and maintaining margins.

How do I prevent pre-order items from shipping early?

Pre-order apps automatically apply fulfillment holds to prevent premature shipping. These holds integrate with Shopify’s fulfillment system, blocking orders from flowing to 3PLs or ERPs until you’re ready. When inventory arrives, you release holds manually or through automated triggers based on inventory levels.

Shopify pre-order shipping

Conclusion

Shopify pre-orders represent a powerful strategy for stores looking to validate demand, improve cash flow, and build marketing momentum around product launches. With over $85.3 million in pre-order revenue processed through PreProduct alone, merchants across industries are leveraging Shopify pre-orders successfully.

The key to running successful Shopify pre-order campaigns comes down to:

  • Choosing the right payment model for your product and lead time
  • Setting realistic delivery timelines with buffer for delays
  • Communicating clearly and frequently with customers
  • Marketing strategically to build urgency and maintain momentum
  • Measuring performance to optimize future campaigns

Whether you’re launching your first product, managing out-of-stock bestsellers, or building hype for seasonal releases, Shopify pre-orders let you take orders and revenue sooner while keeping customers informed and engaged.

Pre-sell With PreProduct

7 day free trial with all plans

Unbounce Pre-orders

1. Unbounce pre-orders with Shopify & PreProduct

Unbounce offers a super powerful and intuitive way to create and manage landing pages for new product launches.
However, what if you wanted to start taking pre-orders from one of your landing pages?

For selling physical products, Shopify has been establishing itself as a market leader for quite some time now.
PreProduct is a pre-order app that plugs into Shopify and enables you to launch new products via different kinds of pre-sale.
In the below guide, I’ll show you a quick and easy way to set up Unbounce pre-orders.

Although ordinarily confined to the Shopify store itself, in this guide I’ll show you how to run PreProduct in a ‘headless’ way from your Unbounce page. Enabling easy communication and capture of Shopify / Unbounce pre-orders.
Essentially you’ll be adding a ‘custom HTML block’ to your Unbounce landing page and populating it with a couple of lines of code that PreProduct will automatically generate for you.

Each of the below steps is fairly straightforward, but feel free to get in touch if you run into any issues.
I’ve also recorded a quick video here in case that’s your preferred tutorial format.

Requirements:


*Each of the above apps have fully functional free trials that you can take advantage of.


2. Step-by-step guide

2.1

  • For this tutorial we’ll be using Unbounce’s classic builder. If you don’t have an existing page set up, click the ‘create new’ button in the top right corner of Unbounce.
stage 1

2.2

  • Now click on the triple-dot symbol to the far right of your page’s card area. Then click ‘Edit champion variant’.
stage 2

2.3

  • You’ll now be taken to your page’s editor. Click and drag the ‘custom HTML’ block from the left-side menu onto the page.
    You should be greeted by a text input modal.
stage 3

2.4

  • Now we just need to generate a snippet in PreProduct to paste into the modal. Start by opening up PreProduct.
dashboard

2.5

  • If you haven’t already created a pre-order listing in PreProduct, create one now by clicking the ‘New listing’ menu item.
    Then select it from the main dashboard.

2.6

  • Now click the ‘Generate headless code’ button on the left-hand side of the dashboard. A modal should pop up with your snippet in a grey text area. Highlight and copy the snippet.

2.7

  • Now, back in Unbounce; paste the snippet into the ‘custom HTML code’ modal and click ‘save code’. You can now position the block where you’d like on the page. We generally recommend making the block no smaller than 40% of the desktop page width. Then on mobile, it should be used at around 100% width.
stage 7
stage 7.5

2.8

  • The pre-order front-end won’t show properly until you click ‘preview’. Let’s do that now. You should see the pre-order button appear, along with an on-page pre-order cart when clicked. Listing details and styling are controlled from within PreProduct’s dashboard.
stage 8

3. Summary

Congratulations, you’ve just enabled Unbounce pre-orders  from your landing page. Through PreProduct, you’ll now be able to take advantage of Unbounce’s optimisation and design, alongside Shopify’s powerful e-commerce engine.

Pre-orders will flow from your Unbounce page into PreProduct and then at some point, Shopify. Depending on the kind of pre-order listing: ‘pay later’, ‘deposit-based’, or ‘pay now’.
For example; pay later’ pre-orders will just be in PreProduct until you send out payment link emails. Where as ‘pay now’ pre-orders will redirect to your Shopify checkout straight away and flow directly into the Shopify order system. 

What kind of pre-order listing to choose is a whole other article in itself. However, ‘time until ship’ is a good point to benchmark against. Is your new product going to be in customer’s hands next month? Well ‘pay now’ pre-orders is probably a good fit.
Or is it more like 6 months with potential delays? Then pay later or deposit-based pre-orders will give you more flexibility and customer goodwill.

Feel free to reach out with any questions or to let us know how your pre-order campaign is going.
We’re always happy to talk ‘pre-orders’ and ‘new product launches’.

Pre-sell With PreProduct

7 day free trial with all plans

Offering Shopify deposit payments

Prefer a video? checkout the Youtube version of this article here.

1. Why should you offer partial payments/deposits?

1.1 What are Shopify deposit payments?

Offering Shopify deposit payments as an option allows the store to charge a portion of the sale up-front, basically the customer pays a required partial payment of the cost of the goods/services they purchase to secure the pre-order.

1.2 Benefits of deposit based pre-orders

  • Increases the window of time that you can acquire orders.
  • Accepting deposits means you can pre-sell and start receiving cash-flow before the product is available.
  • Customers have a stronger commitment to the pre-order as they have paid a deposit.
  • Split payments can make the financial outlay easier for customers.

1.3 Deposits in the real world

An example of Shopify deposit payments from the real world is the Holochain Foundation. They harnessed the power of deposits and split payments in their rollout of a new decentralised Web 3 platform. Charging an upfront amount to pay for the HoloPort hardware from their audience ahead of the final shipping date. This meant they were in complete control of when to charge the remaining payment and ship out the HoloPorts. Flexibility like this can come in extra handy with more ambitious product launches like this one.


holoport

2. Adding Shopify deposit payments manually

2.1 Intro

It is possible to start collecting deposit pre-orders manually without installing any apps or paying a developer to modify your theme, through a very bare-bones approach.

This would not be our recommended approach for a few reasons; both pros and cons are highlighted below. If you do want to go ahead with adding Shopify deposit payments manually the steps are also outlined below.

2.2 Pros and Cons of manual deposits (split payments via multiple products)

Pros

  • Free of charge.
  • Stays within Shopify’s admin.

Cons

  • Bad customer experience due to lack of communication touch points.
  • Bad customer experience due to email instructions at payment step as opposed to one click link.
  • A lot of time consuming manual work in Shopify, meaning staff expense and possible room for error.
  • Can only safely support purchases of 1 with a deposit (due to discount code).
  • No dedicated analytics on who’s paid a deposit and who’s paid in full.
  • No tagging or deposit specific segmenting in Shopify.

2.3 Steps for setting up manual Shopify deposits

  • Create a new Shopify product that will be your ‘deposit’. For example, call it ‘A test product – deposit’ (in the description explain your deposit process and terms).
  • Make sure the product isn’t marked as a ‘physical product’ in Shopify’s product admin. This is so shipping isn’t charged by default.
  • Collect payments and orders of this deposit product.
  • Now list your main product in Shopify with its full price.
  • When you’re ready to charge customers the outstanding amount. Create a Shopify deposit code for the price of your deposit product, it’s important to make it only applicable to the main product that you’ll be charging for. Also, look at limiting the usage to 1 use per product per customer, so it’s not abused.
  • Now go into the ‘orders’ section of Shopify and filter by the deposit product. You can now click on each of these orders, copy the customer’s name and email into a third-party email provider, along with the discount code from step 5 and a link to your main product.

3. Adding Shopify deposit payments via Shopify deposit apps

3.1 Intro

There are a few different Shopify apps available that will allow your store to take deposits. Both a deposit management app or a pre-order app like PreProduct will allow you to take deposits, with each app offering a variety of features and options.

It’s essential to carefully assess which one aligns best with your business needs.

We believe one of the best Shopify deposit apps is our app PreProduct (surprised?), which has a holistic deposit system that works through your existing Shopify checkout via Shopify payments or PayPal. It allows you to accept partial payments (based on the amount or percentage you setup when creating the listing), and gives you full control as to when you trigger the remaining payment amount. It also allows you to charge the remaining payment automatically, via our auto charge automation.

3.2 Pros and Cons of running deposits through PreProduct

Pros

  • Ensure customers are committed to their pre-orders.
  • Receive some money paid upfront, to assist with cash flow.
  • Email campaigns to keep customers in the loop and engaged throughout the pre-order process.
  • Great customer experience with email communication and deferred charges or one click payment links.
  • More automated process so less manual work and room for error.
  • Products on pre-order will automatically gain the Shopify tag ‘pre-order’ and deposit products will gain the tag ‘deposit’ to help with filtering in your Shopify admin.
  • A user interface to choose which of your products/variants will be on pre-order and when.
  • A designated dashboard for your pre-orders, without regular orders being mixed in and analytics to show number of orders received, and number who have paid.
  • Third-party customer support, both technical and strategic.

Cons

  • PreProduct is a paid app.
  • Has to work within the e-commerce platforms constraints.

3.3 Functionality of PreProduct

PreProduct utilises a secure system for your Shopify store so that customers card information is vaulted with your payment processor. Basically when the customer places their pre-order Shopify will vault customers card details. This allows you to initiate payment collection manually on a specified date or automate it as inventory is added to your platform. This feature is a game-changer, particularly for an ecommerce business extensive product catalogs.

3.4 Steps for setting up a PreProduct deposit listing

We have a dedicated doc for how to create deposit listings here.

Dashboard (PreProduct app interface)

Navigate to the ‘New Listing’ screen in PreProduct and select/search-for the Shopify product you would like to list.

Under ‘What kind of listing are you creating?’, select ‘Deposit upfront’.

Now enter the deposit amount or percentage, which customers will have to pay upfront per item and click ‘create listing’. The amount entered defaults to your store’s primary currency.


choosing deposit pre-order

You can also offer a discount with deposit based pre-order sales. You can utilize both general discount codes and discounts tailored for pre-orders. However, it’s important to note that as of September 5th, 2023, ‘buy X, get Y’ Shopify discounts are not currently supported.

Front-end

The PreProduct pre-order front-end will explain that a deposit is required, how much it is and then an incentive phrase afterwards.


A product set to use shopify deposit payments

The wording can all be edited via the ‘customise wording’ screen in PreProduct. Just make sure to select ‘deposit based pre-order’ before editing.


customising deposit pre-order wording

Campaign

Pre-orders will populate in the PreProduct dashboards, allowing you to view and interact with them.

A solution like PreProduct allows you to ensure customers stay informed throughout the entire process, starting from the product page to shipping, using customized front-end messages, dedicated customer portals, and email campaigns. By entrusting PreProduct to handle communication for deposit pre-orders as soon as orders are made, you not only relieve your customer support team but also maintain a high level of customer satisfaction.

The PreProduct dashboard is also where you trigger the deferred charges. You can either select and charge separate product for specific customers, or you can choose to charge all customers at once.


pre-order campaign to take shopify deposit payments

4. Summary

Offering Shopify deposit payments gives many benefits to Shopify businesses when selling upcoming or out of stock products.

Whether it’s increasing cash flow and gross sales or improving forecasting ability, using PreProduct to offer deposit based pre-orders can help super-charge the above and improve the customer experience, all whilst saving you time in the process.

Pre-sell With PreProduct

7 day free trial with all plans

Adding pre-orders to Shopify Dawn

The Dawn Shopify Theme

Dawn is Shopify’s exciting new theme. As of the end of August 2021, new stores will be set-up with Dawn as default and have access to a bundle of new features which Shopify are calling ‘Store 2.0’. Among these new features is the long rumoured ‘sections anywhere’ ability, speed increases, support for 3d models out of the box and much more. However, the topic of this article is how to add pre-orders to Shopify Dawn. There are many compelling reasons to offer pre-orders, including their positive effects on cash flow, the flexibility they afford your product launches, and the risks they can offset. If you would like to read more about the benefits and strategies of pre-orders, we have an article on why you should take pre-orders on Shopify here.

Dawn theme

ref: Shopify

Adding Pre-orders Manually

I do not recommend this method at all, but realise that some people would prefer to see a free of charge version of offering pre-orders.

Word of warning

It’s possible to start collecting pre-orders without installing any apps or paying a developer to modify Dawn through a very bare-bones approach, although I don’t recommend doing this for several reasons that will be soon become apparent. Here are the steps:

  • Backup your theme. (you should always backup theme files before you change code, so you have a safe version to revert to if something goes wrong).
  • Shopify has a checkbox in the Shopify product admin under ‘inventory’ called ‘continue selling when out of stock’. When checked, your store will accept orders for that product, even when the stock level is 0.
  • You can then made a code change like the below to what text is outputted in your add-to-cart button. You’ll be looking for something similar to the first block of code below; which you’ll want to change to the block below.

Before:

{%- if product.selected_or_first_available_variant.available -%}
  {{ 'products.product.add_to_cart' | t }}
{%- else -%}
  {{ 'products.product.sold_out' | t }}
{%- endif -%}

After:

{%- if product.variants.first.inventory_policy == "continue" and product.variants.first.inventory_quantity == 0 -%}
  pre-order
{%- elsif product.selected_or_first_available_variant.available -%}
  {{ 'products.product.add_to_cart' | t }}
{%- else -%}
  {{ 'products.product.sold_out' | t }}
{%- endif -%}

  • Finally, navigate back to the ‘online store’ screen in Shopify and click ‘Customize’, click through the store preview until you’re looking at your product page. Then click ‘Buy buttons’ from the list of ‘product information’ blocks and uncheck the ‘Show dynamic checkout buttons’ option so that only your main buy button shows up.
Problems with the manual approach

On top of the fact that this option hardcodes a change into your store’s theme and doesn’t localize to the user’s language, it also will mean:

  • Muddled up ‘pre-orders’ and ‘buy-now’ orders in your Shopify order section, leading to mistakes and laborious admin.
  • No efficient control of what’s a pre-order and what’s a ‘buy now’ listing in your store.
  • Your storefront won’t tell customers when they should hope to receive their pre-order.
  • You have no way of communicating with customers during the pre-order process. e.g. ‘Your Red Sneakers are two weeks away from shipping’.
  • Pre-order payment has to be upfront.
  • No way to place limits or any advanced pre-order features on your listing.

All of these drawbacks can very quickly add up to a bad customer experience with a lot of work on your end to stay afloat and in control. Luckily Shopify’s app ecosystem has apps listed by companies who spend their whole time solving these issues and figuring out the best way to increase your pre-orders. The best bit is… thanks to ‘Store 2.0’s new features, you won’t need to write a line of code to integrate one.

Adding a pre-order app

Like I mentioned above, Shopify’s Appstore is home to many pre-order apps that will help you find success with your pre-sales.
PreProduct offers the below benefits, as well as a customisable pre-order cart. However, there are many other good options on the Shopify AppStore. After selecting a pre-order app from the App Store, simply click ‘install app’ from the top of the page and Shopify will take you through a quick install process.

Pre-order app features can include:

  • A user interface to choose which of your product/variants will be on pre-order and when.
  • A designated dashboard for your pre-orders, without regular orders being mixed in.
  • Customisation of the visual design/messaging of the pre-order button and front-end, including real-time variables like shipping time.
  • Email campaigns to keep customers in the loop and engaged throughout the pre-order process.
  • Different pre-order payment options like; ‘pay later’, ‘deposit’ and ‘pay now’ meaning you can list pre-orders earlier and with more flexibility (and in some countries, conform to necessary legal requirements).
  • Analytics and dashboard for reporting/interacting with the individual pre-orders.

Pre ‘Store 2.0’, permanent code had to be added to your store theme to add a pre-order app, resulting in increased setup time while a developer made the integration, as well as the potential for your theme to acquire more and more third-party code as you installed/uninstalled various kinds of apps.
Now Shopify gives store owners the ability to add something called an ‘app block’. Instead of having a developer add permanent code to your theme, you can simply drag and drop a block into your product page. Meaning you’re in complete control of where the pre-order section goes in your storefront, as well as when to take it out.

How to add a pre-order app block to your product page with Dawn

Once you have a pre-order app installed from the Shopify app store, as long as it supports ‘Store 2.0’, you’ll be able to drag it’s block into your product page exactly where you want it. Here’s how:

  • Navigate to the ‘Online store’ section of your Shopify dashboard.
  • Click ‘Customize’
  • You will now be greeted with Shopify’s drag-and-drop editor. It will currently be set to your home page. Click ‘catalogue’ to go to a collection page and then click on any product to select your product page.
  • Notice the different areas of your product page in the left-hand side bar, signified by the tag icon and name in bold. We want to add to your ‘Product Information’ section, so click the blue ‘Add block’ link at the bottom of that list.
  • A pop-up should appear with a list of blocks under the ‘APPS’ heading. Click the pre-order app’s block.
  • The app’s block has now been added to the ‘Product information’ section. To choose it’s position, click the little back arrow to the left of the apps name so you can see all of the product page blocks again. Then hover over the app’s name in the ‘Product information’ section and drag it up or down until you’re happy with its position.
  • That’s it, you should be all good to go. Don’t forget to save! (Top right corner of the page).

Now that you have pre-orders set up on your store, you can start listing new products straight away and promoting them. Whilst there are specific pre-order marketing tactics, we generally find the usual suspects work well. For example, conversion and abandonment optimisation through an app like Tada, organic/paid social media, influencer partnerships, email marketing etc.

Summary

Once you have finished adding pre-order functionality to Shopify Dawn, you can start taking pre-sales straight away for your future and out of stock products. Now that Shopify’s clever ‘sections everywhere’ app blocks have been released, integrating exciting new features into your store has never been easier.

Pre-sell With PreProduct

7 day free trial with all plans