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A step-by-step guide to setting up Tiered Rewards in Upcart, from creating discounts in Shopify to configuring and enabling your reward tiers.

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Overview

Tiered Rewards display a visual progress bar in the cart drawer, encouraging customers to spend more to unlock rewards like free shipping, discounts, or free products. Setting up Tiered Rewards involves two parts: configuring your reward tiers in Upcart, then creating a matching discount in Shopify. Upcart tracks and displays progress toward the reward, but Shopify is what applies it at checkout.

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Step 1: Configure Your Reward Tiers in Upcart

  1. In the Upcart app, go to Cart Editor > Rewards.
  2. Select the reward type you want to offer (Shipping, Discount, or Product).
  3. Set the Minimum Amount that customers need to reach to unlock the reward.
  4. Add your customer-facing messaging. Use the {AMOUNT} variable to dynamically show how much more the customer needs to spend.
  5. Repeat for additional tiers if needed. You can configure up to four tiers.
  6. Save your changes.
For a full breakdown of every available setting at this stage, see Tiered Rewards Module - Rewards Settings.

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Step 2: Create the Matching Discount in Shopify

Upcart does not create or apply discounts directly. Once your tiers are configured, you need to create a matching discount in Shopify so the reward is actually applied at checkout. Free Shipping
  1. Go to Shopify Admin > Discounts and create a new automatic discount.
  2. Set it to apply free shipping when the cart reaches your target threshold (e.g. $70).
  3. Save the discount.
Discount (Percentage or Fixed Amount)
  1. Go to Shopify Admin > Discounts and create a new automatic discount.
  2. Set the discount value and the minimum cart value required to trigger it.
  3. Save the discount.
Free Product
  1. Duplicate the product in Shopify and set the duplicate’s price to $0.
  2. Add “Free” to the duplicate’s title to distinguish it.
  3. Alternatively, create an automatic 100% discount applied to that specific product.
For more detail on the free product setup, see Set Up a Free Product Reward Tier in Upcart. 📌 The threshold you set in Shopify must match the minimum amount configured in Upcart. If they are out of sync, the progress bar and the actual reward will not align.

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Step 3: Configure General Settings

With your tiers in place, review the General Settings to control how the rewards bar looks and behaves. Key things to configure:
  • Bar background and foreground colors to match your store’s branding.
  • Reward Calculation - choose whether progress tracks by cart total or item count.
  • Show rewards on empty cart if you want the bar visible before anything is added.
  • Product Filters to control which items count toward reward progress (e.g. excluding gift cards or sale items).
For a full breakdown of all options, see Tiered Rewards Module - General Settings.

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Step 4: Configure Advanced Settings (Optional)

If your store sells internationally, you have two options for handling reward thresholds across currencies:
  • Auto Currency Conversion - Upcart automatically converts your threshold using Shopify’s real-time exchange rates.
  • Geolocation Pricing Override - Define custom thresholds per country for precise control.
⚠️ Only enable one of these at a time. Using both simultaneously will apply exchange rates on top of your custom values, leading to unintended thresholds. For step-by-step instructions, see Tiered Rewards Module - Advanced Settings or the dedicated Geolocation Pricing for Tiered Rewards guide.

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Step 5: Enable Tiered Rewards

  1. Go to Cart Editor > Rewards.
  2. Toggle the Tiered Rewards module on.
  3. Save your changes.
The rewards progress bar will now be visible to customers in the cart drawer.