How to Set Up an Amount off Order Experience

An Amount off Order Experience takes a percentage or a flat dollar amount off the whole cart. The discount applies automatically, so shoppers get it without entering a code and there's nothing for a coupon site to pick up.

Run it as a Test and Intelligems holds back a control group and reports what the discount did to AOV and profit per visitor. Run it as a Personalization and the discount stays on for the audience you target.

This offer changes the totals in the cart and at checkout. It does not change the prices shown on your product or collection pages. If you need the discounted price to appear on the PDP, use a Price Change Experience instead.

Where to start

1. Create the experience

On the left navigation, click Merchandising, then New Merchandising Experience. Pick the Amount off Order card.

Merchandising is a module you subscribe to, and the Test and Personalization paths aren't always enabled together. Check your plan before you build.

2. Choose: Test or Personalization

• Running it as a Test?

  • Rename the Test and add a Description. This is optional and internal only, but tests can stay live for weeks, so the more detail here, the more your future self will thank you.

  • Click the + button to create a group for each variation (2–5 groups) and name them.

  • Use the slider to set the traffic split for each group.

  • Click Next Step when you're done.

  • Note: the more groups you add, the longer it'll take to reach statistical significance.

• Running it as a Personalization? Skip groups entirely. You're building one always-on version for your targeted audience.

3. Set up the offer

These fields are the same in both modes.

• Discount name: the name shoppers see in their cart and at checkout. It's the line that tells them why they're paying less, so name it after the offer rather than after your internal campaign.

• Discount value: choose Percentage off order or Fixed amount off per order, then enter the amount.

• Minimum purchase requirements: off by default, so the discount applies to any cart. Check the box to require a Quantity of items or a Subtotal of items first. A threshold gives shoppers a reason to add one more item, which lifts AOV.

• Applies to: all products by default. Narrow it if the sale is only meant to cover part of your catalog, and only carts containing those products get the discount. You can select by Product Type, Vendor, Status, or Collection, or search for individual products.

• Combinations: Shopify discounts and Intelligems discounts are both checked by default, so the offer stacks. Clear a box to stop it stacking with that kind of discount. Combining with a Shopify discount also depends on the Shopify side, so that discount has to be set to combine in your Shopify admin or it won't stack no matter what you check here.

• Maximum Discount Amount: check Limit total amount discounted to cap what one customer can take off. Worth setting on a percentage discount, where a large cart can give away more margin than you planned for.

• Purchase type: one-time purchases only by default. You can switch to subscription purchases only, or to both.

Selling in more than one currency? Use Percentage off order. A fixed amount is applied as a raw number and won't convert through Shopify Markets, so a $15 discount reaches a shopper browsing in another currency as 15 of their currency. A percentage scales correctly whatever the shopper is seeing.

If you choose a subscription option, the discount will only apply to the first order. It will not apply to any refills.

4. Add components

Components tell shoppers the offer exists. Amount off Order supports two:

• Progress Bar shows how close the cart is to your threshold, which nudges shoppers to add another item.

• Offer message carries the promotion on your homepage, so shoppers know about the discount before they reach the cart.

You add components here in the builder and style them in Global Styles.

5. Set targeting (optional)

For a Test, a visitor's group is assigned on their first visit and stored via a first-party cookie, so they'll see the same variant on repeat visits during the test.

For a Personalization, everyone who matches your targeting sees it every time.

Either way, you can narrow who's included in several ways, all under the Audience option unless noted:

• UTM parameters

• JavaScript expressions

• Device type (mobile or desktop)

• New vs. returning visitors

• Mutually Exclusive Tests prevent visitors from being targeted by related experiments at the same time, to avoid interaction effects

If you built your test groups by duplicating existing Personalizations, any targeting set on those Personalizations is ignored. The test's own audience, currency, and page targeting is used in its place.

6. Configure analytics

Choose whether analytics should default to only orders containing specific products (helpful if your offer targets a particular PDP), or orders containing any products in your shop. You can always change this later in your Analytics filters.

What you configure next depends on which path you chose in step 2:

• Personalization? Add any Custom Metrics you want to track, beyond the built-in ones.

• Test? Choose your Key Metrics and Primary Metric to measure against your control group, plus any Custom Metrics.

7. Preview and activate

Preview your changes on the live site, then activate. The Merchandising Experience QA Checklist covers what to check in the cart and at checkout before a shopper sees it.

Before you start

Your discount won't apply to real carts until you start the test or activate the Personalization. Intelligems creates the Shopify Discount Function when you build the offer, and it stays dormant until then, so an unstarted offer showing no discount in cart is expected.

Run the QA checklist, and check the FAQs if the discount doesn't behave the way you expect.