How To Easily SET Up Pre-Orders On Shopify

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By Ben Timlons

Setting up pre-orders on Shopify can be one of the most effective ways for businesses to boost sales. Just ask Rachel, a small business owner in Chicago who decided to offer her newest product line as pre-order only and was stunned by the success. Within the first week she had sold out of all of her pre-order stock and needed to order more to satisfy customer demand.

This article will provide an overview of how you can easily set up pre-orders on Shopify so that you can start offering customers the chance to purchase your products before they are released.

By understanding how to set up pre-orders on Shopify, you’ll be able to get new products off to an excellent start and have customers waiting in anticipation for their arrival.

Overview Of Pre-Ordering

Pre-ordering has become a popular way for businesses on Shopify to increase their sales. It allows customers to purchase items before they become generally available, meaning sellers can start earning profits even before the product is ready. Pre-ordering has several advantages over waiting until the product is released.

To set up pre-orders on Shopify, you’ll need to create a page for your store that will list the products that are available for pre-order. You’ll also need to manage inventory and fulfilment processes in order to ensure that customers receive their orders when they expect them. Additionally, you’ll need to set up notifications so customers know when their orders have shipped or been fulfilled.

Setting up pre-orders on Shopify requires some effort but it can be a great way to increase customer satisfaction and sales. With careful management, you can ensure that your customers get exactly what they ordered when they expected it. This can help build trust with your customers and encourage repeat purchases in the future. By utilizing pre-order options, businesses on Shopify can give themselves a head start in generating profits and increasing sales. Benefits of pre-ordering are worth exploring next.

Benefits Of Pre-Ordering

Pre-ordering offers a wide range of benefits for both customers and businesses alike. First, customers can reserve items they’re interested in before they go on sale, ensuring that they receive the products when they are available. This can be especially helpful if an item is likely to sell out quickly.

Smiling young ethnic lady in casual outfit standing in light room in house with packages and shopping bag while looking at camera after pre-orders on shopify online - Photo by Liza Summer

Second, pre-orders allow customers to plan their budget ahead of time, since they know the exact cost of the item in advance. Third, it gives businesses an opportunity to gauge the demand for their products before making large investments in inventory or production.

Finally, here are four key advantages of pre-ordering:

  1. Customers can guarantee that they get what they want;
  2. Purchases are less impulsive;
  3. Businesses can better manage their inventory; and
  4. Companies have a better understanding of customer demand for their products.

By taking advantage of these benefits, both customers and businesses can benefit from pre-ordering opportunities. With this knowledge in mind, let’s look at how to set up a pre-order system on Shopify.

Setting Up A Pre-Order System

Setting up a pre-order system on Shopify is a straightforward process. After creating an account, the first step is to enable pre-orders by installing one of the many pre-order apps that will allow this functionality. This will allow customers to add pre-order items to their carts and make a purchase. The next step is setting up an estimated delivery date for each item, so customers know when they can expect it to arrive. Finally, choosing a payment gateway is important as customers will need to pay for their pre-order before it ships.

Once the pre-order system has been set up, shop owners can begin adding products to it. This includes creating product pages with detailed descriptions and images of their items. They’ll also need to set up any discounts or promotions they wish to offer along with pricing and shipping options.

Adding Products To The Pre-Order System

Now that you have your pre-order system set up, it’s time to add products. This is an important step in setting up a successful pre-order system, as it enables customers to purchase the items they want before they become available. To add products to your pre-order system, you’ll need to create separate product listings for each item. You can do this by navigating to the “Products” section of your Shopify store and clicking “Add Product”. From there, you can add details about the product, including its name, description, images, and pricing. Once you’ve added all the necessary information about the product listing, you can click “Save” to make it available in your store.

Once all of your products have been created and saved, you’ll need to enable pre-orders for them. To do this, navigate back to the “Products” section and select the individual product listing that you want to enable pre-orders for. Then click on the “Pre-Order Settings” tab and check off the box next to “Enable Pre-Order”. Finally, click “Save” again and you’re done! With your products now enabled for pre-orders, customers will be able to place orders before they become available in-store or online.

To see Shopify’s full guidelines and recommendations on Pre-Orders check out this help doc.

Now that your products are ready for pre-ordering, it’s time to start promoting them so customers know they’re available!

Promoting Your Pre-Orders

Once you’ve set up your pre-order on Shopify, it’s time to start promoting it. Many retailers have succeeded in pre-selling their products by leveraging the power of word-of-mouth marketing. By engaging with customers who are excited about the product and spreading the word about your upcoming launch, you can create a buzz around your product and get people talking about it.

It’s also important to use digital advertising to reach potential customers. Digital ads can be used to target people who have already shown an interest in similar products, as well as those who have not yet heard about yours. You can also use email campaigns to inform customers about your pre-order and share any special offers associated with it.

Creating social media content that draws attention to your upcoming launch is another great way to increase awareness of your product. You can use photos, videos, and other forms of content to engage with potential customers and entice them to pre-order before the launch date.

Don’t forget about email – if you have a list of subscribers and purchasers now is the time to let them know the pre-order is avialable (or coming soon!) and to grab it before you’re sold out.

With the right promotion strategy, you can ensure that your pre-order gets off to a great start! With effective promotion in place, now is the time to think about how you’ll manage inventory for pre-orders so that you’re ready when they begin shipping out.

Managing Inventory For Pre-Orders

Now that you have promoted your pre-orders, it’s time to manage your inventory accordingly. To set up the best system for managing pre-order inventory, you’ll want to consider a few key points.

First and foremost, shopify has built-in inventory control tools that allow you to track and monitor stock levels with real-time updates. This will help you keep track of sales and ensure that customers who place a pre-order can receive their item when it is released. Additionally, Shopify also provides automated email notifications which will alert customers when their order has been shipped or when an out-of-stock item has been restocked.

Second, if you are offering multiple items in a pre-order bundle, make sure to create separate product pages for each one. This way, customers can easily add the items they want to their cart without having to navigate between pages to select individual items. Additionally, this will also help you manage your inventory more efficiently as each item can be tracked separately from the others.

Finally, review all of your processes regularly to ensure that everything is running smoothly. Make sure that any changes or updates are applied quickly so that all customers have a positive experience with your store. This will go a long way towards keeping them coming back for future purchases and helping build loyalty with your brand. With these tips in mind, you’re ready to customize your checkout process for pre-orders and ensure customer satisfaction!

Customizing Your Checkout Process

According to recent research, pre-order sales account for 10% of the total ecommerce revenue worldwide. This makes pre-orders an important part of any digital store’s success. With Shopify, you can easily create a custom checkout process for your pre-order items so that customers can purchase them from your store.

The first step to customize your checkout process is to set up a separate payment gateway for pre-order items. Shopify allows you to connect multiple payment gateways such as Stripe and PayPal, so you can choose the one that best fits your needs. You will also need to make sure that you configure the payment gateway correctly in order to accept payments for pre-orders.

Once the payment gateway is set up, you can then add a separate page on your website where customers can select and purchase their pre-order items. This page should clearly list all relevant information about each item, including its expected delivery date and other important details such as any applicable discounts or taxes. You should also include a check box where customers must confirm that they are aware that the item is a pre-order before completing their purchase.

By customizing your checkout process for pre-order items, you can ensure that customers have all of the information they need before making their purchase decision and provide them with an enjoyable shopping experience. With this task complete, we’ll now move onto automating notifications and updates for those who have placed a pre-order.

Automating Notifications And Updates

Now that you have customized your checkout process for pre-orders, it’s time to automate notifications and updates to keep customers informed. The first step is to set up automated emails that confirm when a customer places a pre-order and when their item ships. This will help build trust with customers and ensure they are aware of the status of their orders. Additionally, you should also consider setting up an automated text message system. This way, customers can receive an update if something changes with their pre-order.

It’s important to stay transparent throughout the pre-order process so that customers feel comfortable purchasing from your store. By automating notifications and updates, you can quickly provide customers with timely information about their orders. You should also make sure to include any relevant shipping information in your automated messages, such as estimated delivery dates or tracking numbers. Finally, be sure to provide a way for customers to contact you directly if they have questions or concerns about their pre-order.

Processing Payments For Pre-Orders

When it comes to setting up pre-orders on Shopify, one of the biggest concerns is processing payments. However, with the right approach, this can be done quickly and easily.

To help make things simpler, let’s break the process down into three easy steps:

1Set a payment method in Shopify.
2Choose when customers will be charged for their orders.
3Make sure customers understand what they’re paying for.

Firstly, you’ll need to choose a payment method in Shopify that will accept pre-orders. This can be a bank account transfer or PayPal account, among other options. Then, decide when customers will be charged for their orders – it could be at checkout or once the item has been shipped out. Lastly, make sure your customers understand what they’re paying for by providing clear product descriptions and images on your store.

Now that we have an understanding of how to process payments for pre-orders through Shopify, we can move onto tracking shipping and delivery progress.

Tracking Shipping And Delivery Progress

Once the payment for a pre-order has been successfully processed it’s time to start tracking the shipping and delivery progress. To do this, Shopify offers several different options.

The first is to use a third-party shipping service like UPS or FedEx. This will allow you to easily track the progress of your shipment from the moment it leaves your store until it reaches its destination. It also allows you to provide customers with accurate estimates of when their order will arrive.

The second option is to use Shopify’s built-in tracking tools. You can set up automatic emails that update customers on their order status, as well as create custom tracking pages where customers can check on the status of their order at any time. This makes it easy for customers to stay informed about their orders without having to constantly keep in touch with customer service reps.

Finally, keeping detailed records of all shipments is crucial for ensuring that customers receive their orders promptly and in good condition. By keeping track of shipments, you’ll be able to quickly identify any potential issues before they become major problems and be able to quickly resolve them if they do arise. With careful recordkeeping, you can ensure that each customer receives exactly what they ordered in a timely manner.

With efficient shipping and delivery processes in place, handling returns and refunds will be much smoother going forward.

Handling Returns And Refunds

When it comes to handling returns and refunds, Shopify has your back. Setting up a return policy is an absolute must for any online store, and Shopify makes it easy. All you need to do is create a simple-yet-clear policy outlining who pays for return shipping, what items are eligible for return, and what the time frame looks like.

Shopify also makes it easy to process refunds. If a customer contacts you with an issue or problem they encountered with their order, you can quickly and easily refund them through the Shopify admin. No need to worry about tracking down payment details or manually transferring funds back into their account; Shopify does all of this for you.

Plus, the entire process is secure and encrypted so that both you and your customers can rest assured that their personal information is safe from scammers or malicious actors. This helps build trust between you and your customers, creating an atmosphere of transparency and reliability that will keep them coming back for more in the future. Now it’s time to analyze performance metrics to make sure everything is running smoothly.

Analyzing Performance Metrics

Once pre-orders have been set up on Shopify, it is important to analyze the performance metrics of any pre-order campaigns. This can help store owners determine how successful their pre-order campaign has been and what changes they need to make for future campaigns. Performance metrics can include things like conversion rate, average order value, and total revenue generated from the pre-order campaign. Store owners should also monitor customer feedback and reviews to ensure that customers are satisfied with their experience with the pre-order process.

Analyzing performance metrics will help store owners understand which aspects of their pre-order process are working and which aspects need improvement. It can also provide store owners with insights into what customers want from a pre-order experience so they can tailor future campaigns accordingly. Additionally, analyzing performance metrics allows store owners to identify areas where additional resources may be needed to improve the overall success of their pre-order campaigns.

Overall, analyzing performance metrics is an essential step in setting up successful pre-order campaigns on Shopify. By monitoring customer feedback and analyzing data about conversions and revenue generated from each campaign, store owners can identify areas for improvement and develop strategies for optimizing future campaigns. With this knowledge in hand, store owners are better equipped to maximize the success of their next pre-order campaign. With this information in hand, it’s time now to look into integrating third party tools and applications into Shopify stores.

Integrating Third Party Tools And Applications

It is essential to consider the use of third-party tools and applications when setting up pre-orders on Shopify. Integrating these tools can help streamline the process, making it easier to manage orders and ensure customer satisfaction. For example, a third-party order management system can save time by automating order fulfillment and tracking. Additionally, integrating a third-party payment processor can reduce checkout time for customers and increase security for transactions.

Finally, having the necessary tools in place can help create a seamless experience for customers. Having all the necessary components integrated into one platform will make it easier for customers to find what they are looking for without having to navigate through multiple sites or accounts. This can also make it easier for store owners to track orders and manage customer data across multiple platforms.

These integrations are an important part of setting up pre-orders on Shopify and should be taken into consideration when developing a strategy for selling products online. With the right combination of tools and applications, store owners can create a successful pre-order experience that helps increase sales while providing customers with an enjoyable shopping experience. Now that we have discussed how to set up pre-orders on Shopify, let’s look at some best practices for selling on Shopify.

Best Practices For Selling On Shopify

Now that you have integrated all your third-party tools and applications, it’s time to look at best practices for selling on Shopify. To ensure success, start by taking advantage of the many features available on the platform. For example, setting up pre-orders can be a great way to get customers excited about new products they may not know about yet. This helps build anticipation and encourages customers to purchase earlier rather than wait until the product is released.

In addition, take advantage of cross-sells and upsells within your store. Cross-selling involves recommending related items while upselling involves offering an upgraded version of what they already intended to buy. Both are great ways to increase customer satisfaction and boost sales. It’s also important to keep track of customer feedback so you can make improvements as needed.

Lastly, create promotions such as discounts or giveaways to encourage customers to come back and shop more often. Promotions can help drive traffic and increase sales, but it’s important to ensure that any promotions don’t devalue your brand or products in the long run. Taking these steps will help ensure that your store is successful on Shopify! With this knowledge in hand, let’s move onto frequently asked questions about selling on Shopify.

Frequently Asked Questions

  1. Pre-orders are an effective way to generate interest for a product prior to its release. Shopify makes it easy to set up pre-order sales for your store. Here are some of the most commonly asked questions about setting up pre-orders on Shopify:
  2. How do I enable pre-orders on my Shopify store?
    • Can customers pay in advance for pre-order items?
    • How can I manage inventory for my pre-order items?
    • What is the best way to communicate with customers about their pre-order items?
  3. Enabling pre-orders on your Shopify store is a simple process and can be done in a few clicks. Customers can pay in advance for pre-order items using any of the payment methods available on your store, including credit cards, PayPal, or Apple Pay. Inventory management for pre-order items is also straightforward and can be handled with a few clicks from the order management page. Finally, communicating with customers about their pre-order item status is also easy – you can use automated emails or text messages sent via Shopify’s built in messaging system.


The pre-order system on Shopify is a powerful tool that can help businesses sell products before they’re released. It’s an effective way to increase revenue and build hype around upcoming products or services. With a few simple steps, you can set up your pre-order system and start taking orders.

Ultimately, setting up a pre-order system on Shopify is an excellent way to drive more sales and interest in your business. By integrating third-party tools and applications, I can make the process even easier for customers while gaining valuable insights from performance metrics. With the right strategy and execution, my shop will be able to benefit from the increased sales that come with pre-ordering.

Pre-orders are like a key that unlocks potential profits for any business. It’s important to remember that success doesn’t happen overnight – it takes time and effort to get it right. But with careful planning, utilizing best practices, and engaging customers through promotions, I’m sure my pre-order system will be a profitable one!

Find even more great Shopify tips, news, and updates by visiting the Shopify Guide here.