Pre-Order Setup Guides

Sell Personalized or Custom Products with Pre-Orders

Enhance your customers’ shopping journey by offering pre-orders for unique and customizable products. Implementing this Pre-Order strategy helps you efficiently manage bespoke orders, ensuring a transparent and smooth buying experience.

Start by Enabling “Order Notes”

To start offering custom or personalized products, you’ll want to enable order notes at checkout. This feature allows customers to add specific notes or details to their bespoke product orders. Order notes can be enabled in the Cart theme settings. Follow the steps below, or refer to your theme’s documentation for more information about how to find this setting in your theme.

1) Edit the Cart Page Template in the Theme Editor:

  • From your Shopify admin, navigate to Online Store and click Themes.
  • Find your current theme and click Customize.
  • Then, in the top menu, navigate to the Cart Page template.

2) Enable Cart Notes:

  • In the left sidebar, under Templates, access click to edit the Subtotal section and check the Enable Cart Notes box.

3) Save to apply Changes:

  1. With Cart Notes enabled, customers will see a textbox where they can add specific product details.
  2. Make sure to update your product and cart messaging to guide users on what information to include with their order.

Ideal Settings for
Managing Pre-Orders

Communicate Clear Pre-Order Terms
& Avoid Over Selling

Effective stock and order management is essential when dealing with bespoke products to avoid over committing to sales. In the Pre-Order Manager you can automate and better manage sales with these settings.

A well-structured pre-order process can turn excited customers into loyal advocates for your brand.


Pre-Order Terms & Conditions
Display the pre-order terms and conditions when customers add a pre-order item to their cart. Additionally, consider requiring customers to opt-in to these terms before completing their purchase
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Schedule Pre-Order Start/End Dates
Automate the timing of your pre-orders to align with your marketing strategy.
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Pre-Order Quantity Limits
Set limits on the number of items available for pre-order to enhance exclusivity.
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Estimated Shipping Date
Provide an estimated shipping date to manage customer expectations.
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Excite & Engage with Customers

Creating excitement around new products is essential for a successful launch. Pre-orders can make customers feel part of an exclusive group, giving them the chance to access a new product before anyone else.

To effectively market pre-orders, try utilize social media campaigns, influencer partnerships, and email marketing to spread the word. Share sneak peeks and behind-the-scenes content to build anticipation.


Notify Me Email Alerts
Utilize email alerts to notify customers when pre-orders are available, capturing their interest early.
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Pre-Order Discounts: Offer discounts for pre-orders to incentivize early purchases and boost initial sales.
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Build Hype with Coming Soon
Use “Coming Soon” features to create anticipation and excitement for upcoming pre-orders.
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Pre-Order Calendars: If you’re releasing a few new products, try using a release calendar to help customers keep track of upcoming product launches for pre-order. Learn More

Need help getting Setup?

Contact our Live Chat Support team in-app 24/7 for tailored solutions and app support.

How to Contact Live Support
Follow these steps in-app to be connected with a member support team.
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Top Stores,
Selling More
with Pre-Orders

Discover how stores like yours are thriving with Pre-Orders. Read our insights and case studies below.

Eastwood Guitars, a renowned guitar manufacturer, was able to significantly boost their revenue by implementing pre-order processes. With pre-orders, they were able to secure an additional 20% of store revenue and successfully test and launch new products. Pre-orders also streamlined their deposit collection processes, providing a more efficient and automated system. This case study highlights…

MissionMercantile, a high-end leather goods retailer, found success in implementing a pre-order system to manage their inventory and customer demand. Pre-orders have resulted in an additional 20% of store revenue for MissionMercantile and improved communication with customers by providing back-in-stock dates for popular products. Pre-orders also allow them to keep selling both popular and specialty…

AUTOID, a leading provider of aftermarket automotive parts, faced a significant challenge when COVID-19 caused freight delays and stock shortages, making it difficult to keep up with customer demand. However, the company found a solution in pre-orders, which allowed them to continue selling products while managing inventory more effectively. Pre-orders also shaped AUTOID’s business model,…

Enhance your Pre-Order Strategy.
Maximize your Sales Potential

Checkout our other Pre-Order Strategy Guides and maximize your potential with our app.