Step 2 of the campaign wizard — configure payment type, deposit amount, and order tags
How to set up
From the campaign wizard, navigate to Step 2: Payment. Choose how customers pay for their pre-order.
Step 2 — Payment Type
1
Choose payment type
Select one of two payment options:
Full payment: charge the entire product amount when the customer places the pre-order. This is the simplest option — no additional configuration needed.
Partial payment (Deposit): charge a deposit at checkout and collect the remaining balance later. When selected, additional fields appear (see next steps).
2
Choose deposit type (when Partial payment is selected)
Step 2 — Partial payment
Percentage: set a percentage of the product price as the deposit.
Fixed amount: set a fixed dollar amount as the deposit.
Toggle between the two options using the Percentage / Fixed amount buttons.
3
Set deposit value (when Partial payment is selected)
Deposit percentage (%): enter the percentage to charge upfront. Example: 20 means the customer pays 20% now.
Deposit amount ($): enter the fixed amount to charge upfront (shown when "Fixed amount" is selected). Example: 25 means the customer pays $25 regardless of product price.
Tip: A 20–30% deposit is a common practice. It secures the customer's commitment while keeping the entry barrier low.
4
Set remaining balance schedule (when Partial payment is selected)
Choose when to collect the remaining payment from the customer:
On a specific date: select a date using the Charge date picker. The remaining balance will be charged on that date. ◦ Example: May 01, 2026
Days after checkout: enter the number of days after the order is placed. The remaining balance is charged automatically. ◦ Example: 30 days after checkout
The preview panel updates to show the payment message (e.g., "Pay 20% now, 80% later") when partial payment is configured.
5
Add order tags (optional)
Type tag names in the Tags search field and press Enter to add them. Tags are automatically added to Shopify orders placed through this campaign.
Click the × on a tag to remove it.
Example tags: pre-order, summer-2026, deposit-paid
Tip: Use tags to filter and manage pre-orders in Shopify Admin. For example, create a smart collection or order view filtered by the pre-order tag.
