Cart Upsell - Progress Bar: Creating a Progress Bar Activity

With the Cart Upsell - Progress Bar app, you can display a promotional progress bar on the shopping cart page to show customers how much more they need to spend or how many more items they need to add to unlock rewards. This encourages customers to add more products to their carts and increases average order value.

You can set multiple spending or quantity thresholds and offer discounts, free shipping, or custom rewards at different milestones. When customers meet a specified threshold, the system automatically applies the eligible discount. You can also customize the progress bar's appearance and create multiple campaigns in advance, saving them as drafts so you can easily switch between promotions as needed.

This guide explains how to create and configure progress bar campaigns, manage multiple campaigns, and understand the rules and limitations that apply.

Setting Up a Progress Bar Activity

This section explains how to create and launch a progress bar campaign using the Cart Upsell - Progress Bar app. Follow the steps below to configure your discount settings and customize the progress bar to match your store's branding:

1. On the Cart Upsell - Progress Bar app homepage, click Create campaign to create a new campaign. To edit an existing campaign, click the corresponding row in the campaign list.

   

2. To ensure the progress bar works properly, configure the discount code settings:

   1. Click Go to settings to open the SHOPLINE Admin.

      

   2. Under Offer codes at checkout, select Offer code can only be used on payment page.

      

3. In the Campaign name section, enter a name for your campaign.
   • The campaign name is required and can contain up to 50 characters.
   • The campaign name is used only for identification and management in the Admin. It will not be displayed on your storefront.

4. Turn on the toggle in the upper-right corner to enable the campaign and display the progress bar on your store's shopping cart page.

   • If another campaign is already active, a confirmation dialog appears asking whether you want to enable the new cart upsell campaign. Click Confirm to activate the new campaign. The previously active campaign will automatically be saved as a draft.
   • If you leave the toggle off, the campaign will be saved as a draft and will not appear on your storefront.

   

   Note: You can create multiple progress bar campaigns, but only one campaign can be active at a time. The progress bar appears only on the shopping cart page, not on the checkout page.

5. In the Trigger product section, define the product scope for activating the upsell discount:

   

   • All products: The progress bar will be active for all products in your store.
   • Specific product category: The bar is triggered only when products from selected collections are added.
   • Specific product: Choose individual products that trigger the progress bar. 

   Note: If Specific product category or Specific product is selected, the progress bar is triggered only after a qualifying item is added to the cart. Once triggered, all products in the cart—excluding free gifts and add-on items—count toward the consumption goal.

6. In the Activity settings section, define the goals customers must meet to unlock their rewards: 

   

   • Conditions for unlocking discount: Choose how to calculate the consumption goal:
     • Product value in cart archives specific amount: Set the cart value required to unlock the reward.
     • Product quantity in cart achieves specific amount: Set the quantity of products required to unlock the reward.
   • Reward Settings: Set the Goal, Discount type, and Discount applied when customers reach each goal. There’re four Discount types available: 
     • Percentage discount: Apply a percentage-based discount when customers reach the consumption goal.
     • Fixed amount: Deduct a fixed monetary amount when customers reach the consumption goal.
     • Free shipping: Offer free shipping once customers reach the consumption goal.
     • Custom: Define a personalized reward for customers who reach the consumption goal. For this option, the app only displays the reward description and does not automatically apply the reward. You must ensure the reward is manually fulfilled or already available in your store, such as premium packaging, 12 interest-free installments, or 72-hour shipping.
   • Enable animation: If enabled, an animation will be displayed as customers reach the consumption goal.
   • Change the activity copy: Click the pencil icon in the Action section to edit the upsell copy, including the goal description, pre-goal text, and post-goal text.
   • Add tiered goals: You can set up to four goals. The app applies only the reward for the highest goal achieved by the customer each time.
   • Display notification copy when goal has been achieved: Enable this option to show a text notification when the customer reaches the discount goal.
   • Stacked discount: Select Allow to stack with automatic discounts to enable multiple discounts to be applied automatically to the same order.

7. Available channels: Click Manage channels to select which sales channels the progress bar applies to (for example, Online Store or Shopper App).

   

8. Custom: Customize the design for your progress bar: 

   

   • Show target icon: Enable this option to display a target icon on the progress bar, helping customers understand their goals more clearly.
   • Display target description: Enable this option to show the activity description on the progress bar.
   • Milestones: Choose how stage goals are displayed on the progress bar, including Show all stage goals or Show current stage goals.
   • Distribution settings: Select how progress stages are distributed across the progress bar, including Divide equally according to stage or Distribution according to stage threshold.
   • The style follows the store theme: Enable this option to automatically match the progress bar’s colors, fonts, and corner radius to your store’s theme.
   • Color settings: If Style follows the store theme is disabled, manually configure the colors for the progress bar background, goal progress bar, module background, and text.

9. As you adjust the settings, preview the changes in real time in the Cart Example module on the right.

   

10. Click Create or Update to apply the settings.

Once a customer enters the cart page and meets the activity conditions, the app automatically generates a unique discount code based on your settings. Each code can be used only once to prevent misuse, and you can track the number of generated codes in the Discount Campaigns section of your SHOPLINE admin panel.

Managing Multiple Cart Upsell Activities

You can create multiple progress bar campaigns in advance and save them as drafts, allowing you to switch between promotions as needed. Only one campaign can be active at a time. If no campaign is active, the progress bar will not appear on your shopping cart page.

Viewing Your Cart Upsell Campaigns

On the Cart Upsell - Progress Bar app homepage, you can view the currently enabled campaign and all campaigns you have created.

• Campaign status card: If a campaign is enabled, the card displays its name and an Enabled label. Click Edit campaign to modify its settings. If no campaign is enabled, the card displays a Not enabled label.
• Campaign list: Displays the Campaign name, Goal, Status, and Action for each campaign. Campaign statuses include Active and Draft. Click a campaign's row to open its settings page.

Enabling a Draft Campaign

To enable a campaign saved as a draft, follow these steps:

1. In the campaign list, locate the campaign you want to enable and click Enable in the Action column.

   

2. If another campaign is already active, a confirmation dialog appears asking whether you want to enable the new cart upsell campaign. Click Confirm to proceed.

Once enabled, the system automatically updates the campaign statuses:

• The newly enabled campaign changes to Active, and its progress bar appears on the shopping cart page.
• The previously active campaign automatically changes to Draft, with all its settings preserved. You can re-enable it at any time.
• If the new campaign fails to activate, an error message appears, and the previously active campaign remains active.

Disabling an Active Campaign

To pause the currently active campaign, locate it in the campaign list and click Disable in the Action column.

Once disabled:

• The campaign status changes to Draft, and the campaign status card on the homepage displays Not enabled.
• The progress bar no longer appears on the shopping cart page, and the system stops generating new discount codes.

Deleting a Cart Upsell Campaign

To delete a campaign you no longer need, follow these steps:

1. In the campaign list, locate the campaign you want to delete and click the trash icon in the Action column.

   

2. Confirm the deletion in the confirmation dialog.

Considerations When Using the UGC App with Multiple Campaigns

Currently, the storefront retrieves only one set of UGC app configurations at a time. When you switch between active cart upsell campaigns, the UGC text does not automatically update to match the newly activated campaign.

If your store uses multiple progress bar campaigns, we recommend avoiding the UGC app for now. If you need to use it, keep the following in mind:

• Whenever you switch the active campaign, immediately update the text in the UGC app to match the currently active campaign. This helps prevent discrepancies between the text displayed on your storefront and the campaign rules.
• A future update will support configuring multiple sets of UGC text for different campaigns. Stay tuned for further announcements regarding availability.

Important Notes on Activity Logic and Management

Campaign Logic and Restrictions

• If a customer has manually applied a discount code before entering the cart page (e.g., by clicking Apply on a product detail page), the app will not automatically apply the progress bar discount to avoid conflicts.
• If a customer clicks the Buy now button to go directly to the checkout page, the app will not automatically apply any rewards.
• To ensure customers can enjoy the app’s discounts without issues, it is recommended to disable the discount code input box on the cart page. If enabled, customers may find it difficult to remove the progress bar discount from the cart, though it can still be removed on the checkout page.
• When you enable another campaign or disable the current campaign, discount codes generated by the previous campaign become invalid. If a customer has already applied a discount code from the previous campaign to their cart, the system checks whether the cart meets the conditions of the currently active campaign:
  • If the cart meets the new campaign's conditions, the system automatically applies a discount code from the new campaign.
  • If the cart does not meet the conditions, a message appears indicating that the previous discount code is no longer valid. For customers who have already proceeded to checkout, the system revalidates the discount code during checkout.

Campaign Management and Updates

• To prevent the accumulation of excessive unused codes, the quantity of discount codes changes dynamically based on customer behavior. Any codes not used within 24 hours of generation will be automatically cleared.
• Campaigns created by this app can be found in the Discounts section of your admin panel. While the rules follow the app's settings, you can manually adjust them in the Discounts section to fit your specific business needs.
• Old campaigns created by the app are set to expire after seven days. During this period, codes already applied by customers remain valid. After seven days, old campaigns become ineffective, and customers will begin using coupon codes from the new campaigns.