Dashboard Page
This document explains all sections, features, and actions available on the CartLift Dashboard page. The dashboard provides a central control panel to configure rewards, discounts, upsells, and cart customization.
Note: The screenshots above show the main dashboard interface including Quick Setup Guide, Feature Configuration Cards, and Quick Shortcuts.
1. Quick Setup Guide
Cart Drawer Compatibility Check
Ensures no other cart drawer app conflicts with CartLift.
If multiple cart apps are active, it may cause UI or checkout issues.
If multiple cart apps are active, it may cause UI or checkout issues.
Button: 'Open theme settings' redirects to Shopify theme editor.
Enable CartLift in Theme Editor
Activates CartLift inside Shopify Theme Customize section.
Click 'Activate' to enable app embed and save changes.
Activates CartLift inside Shopify Theme Customize section.
Click 'Activate' to enable app embed and save changes.
Edit Cart Drawer Design
Redirects to cart customization section to match store branding.
Button: 'Go to cart editor'.
Redirects to cart customization section to match store branding.
Button: 'Go to cart editor'.
2. What You Can Orchestrate
This section provides quick access to all major promotional modules.
Shipping Rules
Create Free Shipping or Reduced Shipping rules based on cart subtotal.
Create Free Shipping or Reduced Shipping rules based on cart subtotal.
Discount Automations
Create automatic percentage or fixed discounts triggered by cart value.
Create automatic percentage or fixed discounts triggered by cart value.
Free Product Gifting
Automatically add free gifts to cart when customer reaches threshold.
Automatically add free gifts to cart when customer reaches threshold.
Buy X Get Y Bundles
Create quantity-based promotions such as Buy 2 Get 1 Free.
Create quantity-based promotions such as Buy 2 Get 1 Free.
Code Discount
Manage discount codes with include/exclude rules and targeting.
Manage discount codes with include/exclude rules and targeting.
Upsell Product
Show recommended products inside cart drawer to increase AOV.
Each module includes a 'Configure' button to access settings.
Show recommended products inside cart drawer to increase AOV.
Each module includes a 'Configure' button to access settings.
3. Add Rule Workflow
When configuring any feature (Shipping, Discount, Free Product, BXGY), the first step is clicking 'Add Rule'.
Add Rule allows merchants to:
- Create new campaign
- Define trigger conditions
- Set reward type
- Customize display messaging
4. Content Settings
Content Settings control promotional messages shown inside the cart drawer.
These typically include:
- Before goal message (progress state)
- After goal message (reward unlocked)
- Dynamic variables ({{goal}}, {{discount_value}}, etc.)
- Campaign name for internal tracking
Proper content messaging increases conversions and encourages customers to reach reward thresholds.
5. Preview Section
The dashboard integrates with preview panels inside individual modules.
- Preview allows merchants to:
- Simulate cart subtotal changes
- View progress bar updates
- See upsell display
- Test discount unlocking
- Review checkout button styling
All changes can be reviewed before saving or publishing.
6. Quick Shortcuts
Configure Rewards
Direct link to reward configuration modules.
Direct link to reward configuration modules.
Customize Style & Preview
Access design customization settings.
Access design customization settings.
View FAQs & Support
Access help documentation and support resources.
Access help documentation and support resources.
7. Best Practices
- Complete Quick Setup before configuring rewards.
- Activate only one cart drawer app at a time.
- Use preview to test all reward flows.
- Combine shipping + discounts + upsell for maximum AOV boost.