Create Campaigns
This knowledge base explains the Create Campaigns page in CartLift. It helps merchants understand how to choose the correct campaign type, review campaign benefits, and start creating offers that can increase cart value inside the Shopify cart drawer.
The content is written for a help center, user guide, or in-app documentation page. It avoids table formatting and uses clear headings with paragraph explanations so the copy can be reused directly in a Word document, documentation article, or app help page.
The content is written for a help center, user guide, or in-app documentation page. It avoids table formatting and uses clear headings with paragraph explanations so the copy can be reused directly in a Word document, documentation article, or app help page.
1. Page Overview
Use this section to introduce the purpose of the Create Campaigns page.
The Create Campaigns page is the starting point for building CartLift campaigns. Merchants can select a campaign category from the left side, review the selected campaign information on the right side, and then click Create this campaign to begin setup.
The page is designed to make campaign selection easier. Instead of forcing merchants to understand every setting immediately, it first explains what each campaign type does, how long it may take to set up, and which use cases the campaign supports.
2. Header and Back Navigation
Use this section to explain the top page controls.
HEADER
Select a campaign type
This heading tells the merchant that they are choosing the campaign format before entering the full setup screen. The back arrow beside the heading returns the user to the previous page, usually the dashboard or campaign list page.
USER GUIDANCE
When to use the back arrow
Use the back arrow when you do not want to create a new campaign yet or when you want to return to the dashboard to review existing campaigns. This helps merchants safely leave the campaign selection screen without making changes.
3. Campaign Category Tabs
Use this section to explain the filter tabs shown below the page title.
The tabs help merchants filter campaign types by purpose. The All tab shows every available campaign type. Discounts shows discount-based campaigns, Upsell shows product recommendation campaigns, Goals shows progress-based reward campaigns, and Customize shows cart drawer design and preview options.
These tabs are helpful when the merchant already knows the kind of campaign they want to create. For example, a merchant looking for a free gift progress bar can open Goals, while a merchant wanting discount-code messaging can open Discounts.
4. Campaign Selection Panel
Use this section to explain the campaign cards listed on the left side of the page.
The left panel contains grouped campaign cards. Each card includes an icon, campaign name, and short explanation. When a campaign card is selected, the right preview panel updates with the full description, setup estimate, potential benefit, and example use cases.
The selected campaign card is highlighted so the merchant can clearly see which campaign type is being previewed. In the reference screen, Cart Goal is selected and the right panel displays Cart Goal details.
5. Cart Goal Campaign
Use this section for the Goals category and the selected Cart Goal card.
CAMPAIGN TYPE
Cart Goal
Cart Goal motivates customers to spend more by showing a cart progress bar with tiered rewards. It is useful when a merchant wants customers to add more items to unlock free gifts, free shipping, or discount rewards.
This campaign is best for increasing average order value. The progress bar gives shoppers a clear reason to continue shopping because they can see how close they are to unlocking the next reward.
Example knowledge base copy: Use Cart Goal when you want to encourage customers to reach a purchase milestone. Set a cart value target, choose the reward, and display the progress message in the cart drawer so customers know what they need to add to unlock the offer.
6. Code Discount Campaign
Use this section for the Discounts category.
CAMPAIGN TYPE
Code Discount
Code Discount displays available discount codes inside the cart drawer. It helps shoppers notice active promotions before checkout and can reduce cart abandonment caused by missing or forgotten coupon codes.
This campaign is useful for stores that run coupon-based offers such as seasonal sales, first-order discounts, VIP codes, or limited-time promotions. Showing the discount code inside the cart drawer can make the offer easier to discover and apply.
Example knowledge base copy: Use Code Discount to show discount codes directly in the cart drawer. Add the code details, choose where it should appear, and test the cart drawer to confirm customers can see the offer before checkout.
7. Buy X Get Y Discount Campaign
Use this section for the Discounts category and free gift offers.
CAMPAIGN TYPE
Buy X Get Y Discount
Buy X Get Y Discount allows merchants to offer a free or discounted product when customers purchase specific products. It is useful for product bundles, promotional gifts, and category-based offers.
This campaign encourages customers to add qualifying products to the cart so they can unlock a reward item. It works well for promotional events, product launches, sample gifts, or cross-selling related items.
Example knowledge base copy: Use Buy X Get Y Discount when you want customers to buy a selected product or product group and receive another item as a reward. Configure the qualifying product, choose the reward item, and review the cart drawer behavior before publishing.
8. Upsell Product Rules
Use this section for the Upsell category.
CAMPAIGN TYPE
Upsell Product Rules
Upsell Product Rules recommend related products in the cart drawer to help increase order value. This campaign is useful when merchants want to promote accessories, add-ons, complementary products, or best sellers.
Upsell recommendations work best when the suggested product is closely related to what the customer already added to the cart. For example, a skincare store can recommend a moisturizer with a cleanser, or a clothing store can recommend matching accessories.
Example knowledge base copy: Use Upsell Product Rules to show relevant product suggestions in the cart drawer. Select products or rules that match customer intent, then preview the drawer to make sure the recommendation feels useful and not distracting.
9. Customize and Preview
Use this section for the Customize category.
CAMPAIGN TYPE
Customize & Preview
Customize & Preview allows merchants to personalize the cart drawer colors, fonts, layout, and visual styling. This is useful after the core campaign logic is ready and the merchant wants the cart drawer to match the store brand.
Merchants should use this area to review how campaigns appear to customers. A consistent cart drawer design builds trust and makes the offer feel like a natural part of the Shopify storefront.
Example knowledge base copy: Use Customize & Preview to adjust cart drawer styling and confirm the campaign layout before publishing. Review colors, spacing, fonts, and campaign visibility so the final experience looks polished on desktop and mobile.
10. Campaign Preview Panel
Use this section to explain the right-side campaign information card.
The right-side panel shows a visual preview of the selected campaign type. It includes an illustration, campaign title, short campaign description, call-to-action button, expected benefit, setup time estimate, and use cases.
This preview helps merchants understand the value of the campaign before they start setup. For the selected Cart Goal campaign, the preview explains that merchants can encourage higher order values by showing a progress bar that tells customers how close they are to unlocking a special reward.
PREVIEW MESSAGE
Cart Goal Description
Encourage higher order values by setting a cart goal. Show customers a progress bar indicating how close they are to unlocking special rewards.
11. Create This Campaign Button
Use this section to explain the primary action.
The Create this campaign button starts the setup process for the selected campaign type. Merchants should click this button only after they have selected the correct campaign from the left panel and reviewed the details shown in the preview panel.
After clicking the button, the merchant should be taken to the campaign configuration screen where they can define rules, rewards, display settings, and design options based on the selected campaign type.
12. Potential AOV Boost and Setup Time
Use this section to explain the two benefit cards shown below the preview button.
POTENTIAL AOV BOOST
Up to 15%
This benefit card communicates that the selected campaign may help increase average order value by encouraging customers to add more items or reach a cart reward milestone.
SETUP TIME
2-4 mins
This estimate tells merchants that the selected campaign can be configured quickly. It reduces hesitation by showing that the setup process is simple and does not require a long onboarding process.
13. Use Cases Section
Use this section to explain the three use case rows displayed on the right side.
The Usecases section gives practical examples of how the selected campaign can be used. These examples help merchants connect the campaign type to real store goals and decide whether the selected campaign is right for their promotion strategy.
USE CASE 1
Offer a tiered discount
Use Cart Goal to show tiered discounts such as 10% off after spending $100 and 20% off after spending $200. This gives customers a clear reason to increase their cart value.
USE CASE 2
Show a progress bar for a special gift
Use Cart Goal to display a progress bar that tells customers how close they are to unlocking a free gift or reward product. This is helpful for gift-based promotions and loyalty-style offers.
USE CASE 3
Motivate customers to add one more item
Use Cart Goal to encourage customers to add another item when they are close to the reward threshold. This small nudge can help improve order value without interrupting the shopping experience.
14. Recommended Step-by-Step Instructions
Use this section as the customer-facing setup guide.
Step 1 - Open Create Campaigns
From the CartLift dashboard, click Create Campaigns to open the campaign type selection screen. This is where you choose the campaign format before entering the campaign settings.
Step 2 - Choose a category
Use the tabs at the top to filter campaign types by All, Discounts, Upsell, Goals, or Customize. This helps you quickly find the campaign type that matches your store goal.
Step 3 - Select a campaign type
Click a campaign card from the left panel. The selected card will be highlighted, and the right preview panel will update with information about that campaign.
Step 4 - Review benefits and use cases
Read the campaign description, potential AOV boost, setup time estimate, and use cases. This confirms whether the campaign is suitable for your promotion strategy.
Step 5 - Create the campaign
Click Create this campaign to open the configuration screen. Add the required rules, reward products, discount details, or design settings, then save and test the campaign in your cart drawer.
15. Best Practices for Merchants
Use this section to guide merchants toward better campaign results.
Choose a campaign based on the customer behavior you want to improve. Use Cart Goal when the objective is higher cart value, Code Discount when you want shoppers to notice coupon offers, Buy X Get Y when you want to promote free gifts, and Upsell Product Rules when you want to recommend related products.
Keep campaign messages simple and action-oriented. Customers should immediately understand what they need to do, what reward they will receive, and how close they are to receiving it.
Always preview the cart drawer on desktop and mobile before publishing. The offer should be easy to read, visually consistent with the store, and positioned in a way that does not block checkout actions.
16. Troubleshooting Notes
Use this section for common questions and quick guidance.
ISSUE
I cannot decide which campaign type to use
Start with the store goal. To increase cart value, use Cart Goal. To promote discount codes, use Code Discount. To reward qualifying purchases, use Buy X Get Y Discount. To recommend add-on products, use Upsell Product Rules.
ISSUE
The campaign does not appear in the cart drawer
Confirm that the CartLift app embed is enabled in the Shopify theme, the campaign is saved and active, and the campaign rules match the products or cart value being tested.
ISSUE
The design does not match my store
Open Customize & Preview and adjust colors, fonts, spacing, and layout settings. Then test the drawer again on the storefront to confirm the campaign looks consistent with the brand.
17. Suggested Knowledge Base Copy Blocks
Use these blocks directly inside an app documentation page or help center article.
INTRO COPY
Select the right campaign type
Use the Create Campaigns page to choose the campaign that matches your store goal. Each campaign includes a short explanation, setup estimate, and use cases so you can understand the purpose before configuring it.
CART GOAL COPY
Increase cart value with milestone rewards
Cart Goal campaigns show customers how close they are to unlocking rewards such as free gifts, free shipping, or discounts. Use this campaign when you want to motivate shoppers to add more items to the cart.
DISCOUNT COPY
Display offers directly in the cart drawer
Discount campaigns make promotional offers easier to notice before checkout. Use Code Discount or Buy X Get Y Discount when your campaign is based on coupon codes, free products, or qualifying purchases.
UPSELL COPY
Recommend useful add-on products
Upsell Product Rules help show related products inside the cart drawer. Use this campaign to suggest accessories, complementary items, or best sellers that match the customer’s cart.
CUSTOMIZE COPY
Preview and match your brand style
Customize & Preview helps you adjust the cart drawer appearance before publishing. Use it to make sure campaign colors, fonts, and layout match your Shopify store.
18. FAQ Content
What is the Create Campaigns page used for?
The Create Campaigns page is used to select the type of CartLift campaign you want to build. It shows campaign categories, descriptions, use cases, and the primary action to start setup.
Which campaign should I choose to increase average order value?
Cart Goal and Upsell Product Rules are the best starting points for average order value. Cart Goal encourages customers to reach a reward milestone, while Upsell Product Rules recommend additional products.
Which campaign should I choose for free gifts?
Use Buy X Get Y Discount when the gift depends on buying specific products. Use Cart Goal when the gift depends on reaching a cart value milestone.
Can I customize the cart drawer design?
Yes. Use Customize & Preview to adjust the cart drawer appearance and review the customer-facing layout before publishing campaigns.
Should I test campaigns before publishing?
Yes. Always test the cart drawer on the storefront after saving a campaign. Confirm that the rules, reward message, and design appear correctly for customers.
Use this section to introduce the purpose of the Create Campaigns page.
The Create Campaigns page is the starting point for building CartLift campaigns. Merchants can select a campaign category from the left side, review the selected campaign information on the right side, and then click Create this campaign to begin setup.
The page is designed to make campaign selection easier. Instead of forcing merchants to understand every setting immediately, it first explains what each campaign type does, how long it may take to set up, and which use cases the campaign supports.
2. Header and Back Navigation
Use this section to explain the top page controls.
HEADER
Select a campaign type
This heading tells the merchant that they are choosing the campaign format before entering the full setup screen. The back arrow beside the heading returns the user to the previous page, usually the dashboard or campaign list page.
USER GUIDANCE
When to use the back arrow
Use the back arrow when you do not want to create a new campaign yet or when you want to return to the dashboard to review existing campaigns. This helps merchants safely leave the campaign selection screen without making changes.
3. Campaign Category Tabs
Use this section to explain the filter tabs shown below the page title.
The tabs help merchants filter campaign types by purpose. The All tab shows every available campaign type. Discounts shows discount-based campaigns, Upsell shows product recommendation campaigns, Goals shows progress-based reward campaigns, and Customize shows cart drawer design and preview options.
These tabs are helpful when the merchant already knows the kind of campaign they want to create. For example, a merchant looking for a free gift progress bar can open Goals, while a merchant wanting discount-code messaging can open Discounts.
4. Campaign Selection Panel
Use this section to explain the campaign cards listed on the left side of the page.
The left panel contains grouped campaign cards. Each card includes an icon, campaign name, and short explanation. When a campaign card is selected, the right preview panel updates with the full description, setup estimate, potential benefit, and example use cases.
The selected campaign card is highlighted so the merchant can clearly see which campaign type is being previewed. In the reference screen, Cart Goal is selected and the right panel displays Cart Goal details.
5. Cart Goal Campaign
Use this section for the Goals category and the selected Cart Goal card.
CAMPAIGN TYPE
Cart Goal
Cart Goal motivates customers to spend more by showing a cart progress bar with tiered rewards. It is useful when a merchant wants customers to add more items to unlock free gifts, free shipping, or discount rewards.
This campaign is best for increasing average order value. The progress bar gives shoppers a clear reason to continue shopping because they can see how close they are to unlocking the next reward.
Example knowledge base copy: Use Cart Goal when you want to encourage customers to reach a purchase milestone. Set a cart value target, choose the reward, and display the progress message in the cart drawer so customers know what they need to add to unlock the offer.
6. Code Discount Campaign
Use this section for the Discounts category.
CAMPAIGN TYPE
Code Discount
Code Discount displays available discount codes inside the cart drawer. It helps shoppers notice active promotions before checkout and can reduce cart abandonment caused by missing or forgotten coupon codes.
This campaign is useful for stores that run coupon-based offers such as seasonal sales, first-order discounts, VIP codes, or limited-time promotions. Showing the discount code inside the cart drawer can make the offer easier to discover and apply.
Example knowledge base copy: Use Code Discount to show discount codes directly in the cart drawer. Add the code details, choose where it should appear, and test the cart drawer to confirm customers can see the offer before checkout.
7. Buy X Get Y Discount Campaign
Use this section for the Discounts category and free gift offers.
CAMPAIGN TYPE
Buy X Get Y Discount
Buy X Get Y Discount allows merchants to offer a free or discounted product when customers purchase specific products. It is useful for product bundles, promotional gifts, and category-based offers.
This campaign encourages customers to add qualifying products to the cart so they can unlock a reward item. It works well for promotional events, product launches, sample gifts, or cross-selling related items.
Example knowledge base copy: Use Buy X Get Y Discount when you want customers to buy a selected product or product group and receive another item as a reward. Configure the qualifying product, choose the reward item, and review the cart drawer behavior before publishing.
8. Upsell Product Rules
Use this section for the Upsell category.
CAMPAIGN TYPE
Upsell Product Rules
Upsell Product Rules recommend related products in the cart drawer to help increase order value. This campaign is useful when merchants want to promote accessories, add-ons, complementary products, or best sellers.
Upsell recommendations work best when the suggested product is closely related to what the customer already added to the cart. For example, a skincare store can recommend a moisturizer with a cleanser, or a clothing store can recommend matching accessories.
Example knowledge base copy: Use Upsell Product Rules to show relevant product suggestions in the cart drawer. Select products or rules that match customer intent, then preview the drawer to make sure the recommendation feels useful and not distracting.
9. Customize and Preview
Use this section for the Customize category.
CAMPAIGN TYPE
Customize & Preview
Customize & Preview allows merchants to personalize the cart drawer colors, fonts, layout, and visual styling. This is useful after the core campaign logic is ready and the merchant wants the cart drawer to match the store brand.
Merchants should use this area to review how campaigns appear to customers. A consistent cart drawer design builds trust and makes the offer feel like a natural part of the Shopify storefront.
Example knowledge base copy: Use Customize & Preview to adjust cart drawer styling and confirm the campaign layout before publishing. Review colors, spacing, fonts, and campaign visibility so the final experience looks polished on desktop and mobile.
10. Campaign Preview Panel
Use this section to explain the right-side campaign information card.
The right-side panel shows a visual preview of the selected campaign type. It includes an illustration, campaign title, short campaign description, call-to-action button, expected benefit, setup time estimate, and use cases.
This preview helps merchants understand the value of the campaign before they start setup. For the selected Cart Goal campaign, the preview explains that merchants can encourage higher order values by showing a progress bar that tells customers how close they are to unlocking a special reward.
PREVIEW MESSAGE
Cart Goal Description
Encourage higher order values by setting a cart goal. Show customers a progress bar indicating how close they are to unlocking special rewards.
11. Create This Campaign Button
Use this section to explain the primary action.
The Create this campaign button starts the setup process for the selected campaign type. Merchants should click this button only after they have selected the correct campaign from the left panel and reviewed the details shown in the preview panel.
After clicking the button, the merchant should be taken to the campaign configuration screen where they can define rules, rewards, display settings, and design options based on the selected campaign type.
12. Potential AOV Boost and Setup Time
Use this section to explain the two benefit cards shown below the preview button.
POTENTIAL AOV BOOST
Up to 15%
This benefit card communicates that the selected campaign may help increase average order value by encouraging customers to add more items or reach a cart reward milestone.
SETUP TIME
2-4 mins
This estimate tells merchants that the selected campaign can be configured quickly. It reduces hesitation by showing that the setup process is simple and does not require a long onboarding process.
13. Use Cases Section
Use this section to explain the three use case rows displayed on the right side.
The Usecases section gives practical examples of how the selected campaign can be used. These examples help merchants connect the campaign type to real store goals and decide whether the selected campaign is right for their promotion strategy.
USE CASE 1
Offer a tiered discount
Use Cart Goal to show tiered discounts such as 10% off after spending $100 and 20% off after spending $200. This gives customers a clear reason to increase their cart value.
USE CASE 2
Show a progress bar for a special gift
Use Cart Goal to display a progress bar that tells customers how close they are to unlocking a free gift or reward product. This is helpful for gift-based promotions and loyalty-style offers.
USE CASE 3
Motivate customers to add one more item
Use Cart Goal to encourage customers to add another item when they are close to the reward threshold. This small nudge can help improve order value without interrupting the shopping experience.
14. Recommended Step-by-Step Instructions
Use this section as the customer-facing setup guide.
Step 1 - Open Create Campaigns
From the CartLift dashboard, click Create Campaigns to open the campaign type selection screen. This is where you choose the campaign format before entering the campaign settings.
Step 2 - Choose a category
Use the tabs at the top to filter campaign types by All, Discounts, Upsell, Goals, or Customize. This helps you quickly find the campaign type that matches your store goal.
Step 3 - Select a campaign type
Click a campaign card from the left panel. The selected card will be highlighted, and the right preview panel will update with information about that campaign.
Step 4 - Review benefits and use cases
Read the campaign description, potential AOV boost, setup time estimate, and use cases. This confirms whether the campaign is suitable for your promotion strategy.
Step 5 - Create the campaign
Click Create this campaign to open the configuration screen. Add the required rules, reward products, discount details, or design settings, then save and test the campaign in your cart drawer.
15. Best Practices for Merchants
Use this section to guide merchants toward better campaign results.
Choose a campaign based on the customer behavior you want to improve. Use Cart Goal when the objective is higher cart value, Code Discount when you want shoppers to notice coupon offers, Buy X Get Y when you want to promote free gifts, and Upsell Product Rules when you want to recommend related products.
Keep campaign messages simple and action-oriented. Customers should immediately understand what they need to do, what reward they will receive, and how close they are to receiving it.
Always preview the cart drawer on desktop and mobile before publishing. The offer should be easy to read, visually consistent with the store, and positioned in a way that does not block checkout actions.
16. Troubleshooting Notes
Use this section for common questions and quick guidance.
ISSUE
I cannot decide which campaign type to use
Start with the store goal. To increase cart value, use Cart Goal. To promote discount codes, use Code Discount. To reward qualifying purchases, use Buy X Get Y Discount. To recommend add-on products, use Upsell Product Rules.
ISSUE
The campaign does not appear in the cart drawer
Confirm that the CartLift app embed is enabled in the Shopify theme, the campaign is saved and active, and the campaign rules match the products or cart value being tested.
ISSUE
The design does not match my store
Open Customize & Preview and adjust colors, fonts, spacing, and layout settings. Then test the drawer again on the storefront to confirm the campaign looks consistent with the brand.
17. Suggested Knowledge Base Copy Blocks
Use these blocks directly inside an app documentation page or help center article.
INTRO COPY
Select the right campaign type
Use the Create Campaigns page to choose the campaign that matches your store goal. Each campaign includes a short explanation, setup estimate, and use cases so you can understand the purpose before configuring it.
CART GOAL COPY
Increase cart value with milestone rewards
Cart Goal campaigns show customers how close they are to unlocking rewards such as free gifts, free shipping, or discounts. Use this campaign when you want to motivate shoppers to add more items to the cart.
DISCOUNT COPY
Display offers directly in the cart drawer
Discount campaigns make promotional offers easier to notice before checkout. Use Code Discount or Buy X Get Y Discount when your campaign is based on coupon codes, free products, or qualifying purchases.
UPSELL COPY
Recommend useful add-on products
Upsell Product Rules help show related products inside the cart drawer. Use this campaign to suggest accessories, complementary items, or best sellers that match the customer’s cart.
CUSTOMIZE COPY
Preview and match your brand style
Customize & Preview helps you adjust the cart drawer appearance before publishing. Use it to make sure campaign colors, fonts, and layout match your Shopify store.
18. FAQ Content
What is the Create Campaigns page used for?
The Create Campaigns page is used to select the type of CartLift campaign you want to build. It shows campaign categories, descriptions, use cases, and the primary action to start setup.
Which campaign should I choose to increase average order value?
Cart Goal and Upsell Product Rules are the best starting points for average order value. Cart Goal encourages customers to reach a reward milestone, while Upsell Product Rules recommend additional products.
Which campaign should I choose for free gifts?
Use Buy X Get Y Discount when the gift depends on buying specific products. Use Cart Goal when the gift depends on reaching a cart value milestone.
Can I customize the cart drawer design?
Yes. Use Customize & Preview to adjust the cart drawer appearance and review the customer-facing layout before publishing campaigns.
Should I test campaigns before publishing?
Yes. Always test the cart drawer on the storefront after saving a campaign. Confirm that the rules, reward message, and design appear correctly for customers.