Choose an automatic sale type
- Use a product or variant Sale Price for a temporary catalog price.
- Use product or variant bulk tiers for quantity pricing on that product family.
- Use Products → Sales for form-wide merchandise tiers, free shipping, and targeted automatic offers.
- Use a Coupon Code block when the buyer must enter a code.
Automatic sales apply without a buyer-entered code.
Start at Dashboard → Selling → My Forms → Edit form → BUILD, then select Products on the canvas and open Sales. Both form-wide settings and advanced automatic offers require Products, options, prices, and stock permission. The separate Coupons permission controls buyer-entered coupon definitions, not this automatic-sale surface.
Run a form-wide sale
- Select the Products block and open Sales using the path above.
- Turn on Form-wide sale active, enter Sale name, and set optional Starts / Ends.
- Click + Add beside Subtotal tiers or Quantity tiers, then enter each threshold and discount.
- Optionally turn on Free shipping threshold, enter Product subtotal at or above, and choose Default free method. Add and save a standard shipping method first if there is no eligible method or it shows (save first).
- Under When product/variant promos also match, choose Keep only the better discount, Stack with product and variant promos, or Replace product and variant promos.
- Set Allow paid shipping upgrades and Allow coupons and advanced offers while this sale applies as appropriate.
- Click the builder's top-level Save changes, wait for success, and preview carts below, at, and above every threshold. Autosave protects a recovery draft; it does not make the sale settings live.
The one matching tier with the greatest exact savings wins. An equal-savings tie uses the higher threshold. Merchandise thresholds do not include shipping, add-ons, quote-after-order shipping, coupons, or payment surcharges.
In Stack mode, the tier qualifies and calculates from the discounted catalog subtotal. Keep the better and Replace calculate from regular catalog prices. Free-shipping-only sales keep catalog promotions and qualify from the discounted subtotal.
Free shipping applies only to the configured standard method. Its threshold is checked before the form-wide merchandise discount, not necessarily against the final amount paid for merchandise; see the qualifying-subtotal rules. Add-ons stay paid, and quote-after-order methods are not made free automatically. Existing orders preserve the exact waived method price so later item edits can restore it if eligibility is lost; if that historical amount cannot be proved, the edit stops for review.
Build an advanced automatic offer
- In Products → Sales → Advanced automatic offers, click Manage Automatic Sale Offers to open the offer list and setup controls.
- Choose Simple setup or Advanced setup, then define the offer. Save newly created product or variant targets with the builder's Save changes first; disabled (save product first) or (save option first) rows cannot yet be selected. Reopen the offer manager after saving.
- Read Review before saving, then click Add Sale Offer (or the editor's Save Changes when editing an existing offer).
- Click the builder's top-level Save changes and wait for success before testing. Added, edited, paused, or deleted offers remain draft changes until that save.
Automatic offers use the same qualifying, reward, exclusion, schedule, limit, budget, and exact-cent rules as coupons, but the internal activation code is hidden from buyers. They can operate independently of the Form-wide sale active switch; that switch controls the separate form-wide tiers and free-shipping rules.
Available designs include:
- Whole-order, category, product, or variant discounts.
- Separate qualifying and reward pools with independent exclusions.
- Minimum eligible quantity and spend, which are cumulative when both are set.
- Fixed amount once, fixed amount per eligible unit, lowest-priced N, highest-priced N, and repeating Buy X Get Y.
- Best-value quantity tiers.
- Gift with purchase and multi-requirement bundles.
- Shipping discounts and payment-surcharge waivers.
Gift and separate bundle rewards must already be in the cart. Gift and bundle offers are always exclusive. See Create and control coupon codes for the complete reward and lifecycle definitions shared by both surfaces.
Use priority and stacking deliberately
Automatic offers default to Can combine. Eligible stackable offers can combine with each other and with stackable buyer-entered coupons.
An eligible exclusive automatic offer replaces stackable automatic offers when no buyer-entered code controls the set. If several exclusive automatic offers qualify, the highest numeric Sale priority wins; a stable identifier breaks a priority tie. An exclusive buyer code runs alone. Gift and bundle offers are always exclusive, regardless of the visible stacking selector.
The form-wide sale's Allow coupons and advanced offers setting is an additional gate. It blocks buyer coupons, seller manual discounts, and currently eligible advanced automatic offers only while that form-wide sale benefit applies.
Set limits, campaigns, and schedules
Total redemptions, per-customer redemptions, merchandise cap, and total promotion budget default to unlimited. Total-use limits count active orders. The budget includes merchandise, shipping, and waived surcharges. First-order-only eligibility uses the buyer's prior non-cancelled orders on that form.
Blank start means immediately and blank end means never. Times use the timezone shown by the editor. Campaign names group and search offers; they do not alter eligibility. Pausing an offer prevents new buyer activation but does not rewrite old orders.
Understand checkout and order edits
Checkout selects automatic offers from current definitions, recomputes the exact cart, and atomically reserves their use and budget with order, inventory, and payment state. If an old browser tab has stale prices or availability, the buyer must review the refreshed total.
The accepted order stores the selected offer and its exact rewarded items, amounts, rules, and eligibility evidence. Later catalog or offer changes apply to future orders, not the saved order. During a seller item edit, frozen automatic offers are recomputed from their saved rules and cannot be removed through the coupon picker. If the edited cart no longer qualifies, all merchandise, shipping, and surcharge benefits from that offer become inactive together.
Cancellation releases an active automatic-offer use and budget. Un-cancelling must re-reserve the exact offer and can fail when the definition is gone or current schedule, customer, use, or budget conditions no longer allow it.
Test the final result
Preview at least:
- One eligible and one ineligible cart.
- Every quantity or subtotal boundary.
- A qualifier exclusion and a reward exclusion.
- A tied or competing automatic offer.
- A buyer-entered coupon when combination is allowed.
- Shipping below and above a free-shipping threshold.
- An edit that crosses back below a threshold.
For the complete pricing hierarchy, see Set pricing, discounts, and coupons.