How to Set Up an Early Access Sale
Steps to launch an Early Access sale using an Offer Experience
Early Access Sale
You can use Offers to power your Early Access Sales. If you'd like to create a rich experience for VIP customers that you offer Early Access to, use build an Offer that updates the content, powers the discount automatically, and makes the customer feel special.
Goal: Create VIP early access moment; replicate the public sale experience
Who: VIP customers
What: 25% off your order
When: 2-5 days before the public sale launches
Offer Type: Percentage off your order; most common use case
Amount: 25%
This amount might be set based on the goal of the sale, competitive landscape, or MAP policy with retailers
Offer Experience:
Timing: Time-limited, typically 2-5 days
Where:
Website
Homepage
PDP banners
Cart
Checkout
Email & SMS to VIP customers
VIP Facebook or WhatsApp group
Activation: Automatic, no code, with a scheduled start time and scheduled end time
Why it works: Customers love feeling like VIPs and getting early access to sales, plus it's a natural urgency moment since it's time-bound.
How to Set Up This Offer in Intelligems
Go to Experiences > Offers
Select Amount off Order
Add an Offer name (internal name) like Early Access 25% off
Add a Discount name that matches the sale. This will be shown to shoppers in their cart and at checkout.
e.g. Exclusive Early Access 25% off
Select discount value
Choose percentage off order to offer a discount amount on their order
Choose dollar off per order to offer a flat dollar amount discount on their order
Choose if you want minimum purchase requirements
Select quantity of items if you want a customer to purchase a minimum X units to qualify for the discount
Select subtotal of items if you want a customer to purchase a minimum $ amount to qualify for the discount
Leave the box unchecked if there are no minimum requirements for the discount to be applied
Select which products you want this discount to be applied to. It will apply to all products by default if no products are selected.
You can select products based on Product Type, Vendor, Status, Collections, and also search for individual products
Choose if you want this discount to combine with other Shopify discounts
Examples: a Welcome Offer, loyalty, affiliate, influencer, or any other discount you have live in your Shopify backend that is set up to be combined with other discounts
Add components like Progress Bar or Offer message to support the discount messaging
Configure your components
Make sure you've previously installed these components in your theme via Global Styles tab
Click Complete offer setup
At this point, you can make additional modifications by clicking + Add modification
You can update the content, launch a different Theme or Template, and update styles or javascript
We recommend launching your public Sale theme to this audience with some additional content edits using the words Early Access across the site to make it feel special
Add Targeting to choose which shoppers you want to see this 25% off discount Offer. In this case, select Link and choose homepage or drive to the sale collection page
Copy that link
Save your Offer
Preview your Offer on desktop and mobile
When everything looks good, Schedule Your Experience or Activate to go live
You can select a Start time and Stop time when scheduling
Share the link with your VIP Early Access customers via SMS, email etc.
Double-check everything else on your list to make sure you're supporting this Early Access sale as intended.
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