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# 🚀 How to Configure a Goal-Based Free Shipping Upsell Bar with Multiple Placements

Want to increase your Average Order Value (AOV) while giving customers more reasons to continue shopping? 🛍️

That’s exactly what the **Goal-Based Multiple Placement workflow** in Hoppy Free Shipping is designed for.

With this workflow, you can create reward milestones such as:

* 🚚 Free Shipping  
* 💸 Percentage Discounts  
* 🎁 Free Gifts  
* 💰 Fixed Discounts

—and display the same Free Shipping Bar across multiple placement areas throughout your Shopify store.

This setup helps create a more connected shopping experience because customers continue seeing their reward progress as they move across different sections of the storefront ✨

---

# **📍 Available Placement Areas**

With the **Multiple Placement (Based on Goals)** workflow, the Free Shipping Bar can appear in the following placement areas:

* **Product Page** → Below the Add to Cart button  
* **Cart Page** → Above cart products, below the store header  
* **Cart Drawer** → Above cart products, below the Cart header  
* **Banner** → At the top of the website

ℹ️ The Banner placement currently supports only the Free Shipping Bar and does not support the Upsell Widget.

---

# **🛠️ Example Setup Used in This Documentation**

In this documentation, we’ll configure the following reward structure:

* 🚚 Free Shipping at $100  
* 💸 10% OFF at $200  
* 🎁 Free Gift at $300

The setup will be enabled on:

* Product Page  
* Cart Page  
* Cart Drawer

This guide explains each setting in detail so you can properly understand how every option behaves ⚙️

---

# **✅ Initial Step — Enable the App Embed**

For the Free Shipping Bar to appear on your storefront, the app embed must be enabled inside your Shopify theme.

Go to:

**Shopify Admin → Sales Channels → Online Store → Themes → Edit Theme → App Embeds**

Then:

* Find **Free Shipping Upsell**  
* Toggle it ON  
* Click Save

---

# **⚙️ Step 1 — Create a New Shipping Upsell**

Open the **Hoppy Free Shipping** app

Then:

→ Click **Create New Shipping Upsell** to begin creating a new Free Shipping campaign.

→ Select **Based on Goals** to use the Multiple Placement workflow, which allows the same reward setup to appear across multiple placement areas simultaneously.

This workflow is useful when you want the same Free Shipping Bar configuration to appear across multiple placements while sharing the same goals and rewards.

Once selected, the setup page will open automatically.

---

# **🎯 Step 2 — Configure Goal Rules**

After opening the setup page, you’ll first land inside the **Goal Rules → Goal** section.

This section controls:

* 🎯 Reward goals  
* 💬 Progress messages  
* 🎁 Reward behavior  
* 📈 Progress tracking  
* 💰 Cart calculations

---

# **🏷️ Free Shipping Upsell Name**

This field is used for internal purposes only.

Customers will never see this name.

You can use any recognizable name such as:

* Summer Sale Campaign  
* Black Friday Upsell  
* Free Shipping Booster  
* Festive Offer Funnel

  

💡 Using proper internal naming makes it easier to identify setups later, especially if your store runs multiple campaigns.

---

# **📦 Goal Type**

This setting determines how progress should be tracked.

There are 2 available options.

---

## **💰 Cart Total Amount**

This option tracks the value of money being spent.

Whenever products are added or removed from the cart, the Free Shipping Bar updates automatically and checks whether the goal has been achieved.

### **Example**

* $100 → Free Shipping  
* $200 → 10% OFF  
* $300 → Free Gift

This is the most commonly used setup because it helps increase Average Order Value (AOV) 📈

---

## **🛒 Product Quantity**

This option tracks the number of products added to the cart.

### **Example**

* Add 5 products → Free Shipping  
* Add 10 products → Free Gift

By default, every quantity increase is counted — even if customers increase quantity for the same product.

---

## **🔄 Count Only Unique Products**

ℹ️ This option would only appear if you have selected “Product Quantity” in **Goal Type**.

Enable this option if you want only different products to count toward the goal.

### **Example**

* Product A × 5 → Counted as 1 Product  
* Product A \+ Product B → Counted as 2 Products

This is especially useful when you want customers exploring multiple products instead of simply increasing the quantity of one product 🛍️

---

# **🚫 Include / Exclude Products from Goals**

Sometimes you may want rewards to apply only to specific products or collections.

This setting allows you to:

* ✅ Include specific products  
* ✅ Include collections  
* ❌ Exclude products  
* ❌ Exclude collections  
  

### **Example Use Cases**

* Offer rewards only for premium collections  
* Exclude discounted products  
* Create collection-specific campaigns  
* Prevent low-margin products from contributing toward rewards

This gives merchants much finer control over how goals behave 🎯

---

# **💰 Step 3 — Configure Calculations & Currency Settings**

ℹ️ This section is not required when the **Goal Type** is selected as **Product Quantity**.

These settings determine how values and currencies are displayed throughout the Free Shipping Bar.

---

# **📈 Progress Bar Calculations**

This setting controls how the remaining value needed for rewards is calculated.

---

## **Before Discount**

Uses the original product prices before any discounts are applied.

---

## **After Discount**

Calculates progress after Shopify discounts are already applied.

This means discounted cart values are considered when calculating remaining reward progress.

---

# **💱 Currency Symbol Type**

This setting controls how currency is displayed inside the Free Shipping Bar.

---

## **Use Currency Symbol**

Displays the currency symbol before the amount.

### **Example**

“You’re only $200 away from $20 OFF\!”

---

## **Use Currency Text**

Displays the currency code after the amount.

### **Example**

“You’re only 200 USD away from $20 OFF\!”

---

# **🔄 Currency Symbol Position**

This setting is available only when **Use Currency Symbol** is selected.

---

## **Before Price**

Example: `$100`

---

## **After Price**

Example: `100$`

---

# **🌍 Money Format**

This setting controls how currency formatting appears throughout the Free Shipping Bar.

Available formats include:

* Store Default  
* Amount  
* Amount Without Decimals  
* Amount With Comma Separator  
* Amount With Space Separator  
* Amount With Apostrophe Separator  
* And more

These options help stores match regional currency formatting styles 🌎

---

# **🎁 Step 4 — Configure Goals & Rewards**

Now lets get into configuring the actual goals and rewards.

ℹ️ Note:

* Setting up rewards for the goals in our app will generate a discount in your **Shopify Discounts**, which will be enabled to support the rewards you’ve chosen.  
* If you **DO NOT** wish for any discount to be created automatically, select **No Reward** in the rewards section.  
* Only the Free Shipping bar will be visible, without any discounts being applied from the app.

---

# **🧾 Cart Empty Message**

This is the first message that appears above the Free Shipping bar when the cart is empty (or if it contains an item that is already excluded in the setup).

You should utilize the dynamic variable:  
`{order-value}`

ℹ️ By using dynamic variables, you won't have to update the values in the goal and message each time you make adjustments.

### **Example**

“Add ${order-value} more to unlock rewards\!”

---

## **🎯 Spending Goal**

## 

## This is the actual goal that customers need to reach to **unlock the reward**. 

## You can set it **based on either cart total amount** or **product quantity**, depending on your **Goal Type selection**.

---

# **🎉 Reward Type**

This setting controls what customers receive after reaching the goal.

There are 5 available reward types.

| Reward Type | Description |
| ----- | ----- |
| No Discount | Visual progress only |
| Free Shipping | Applies Free Shipping 🚚 |
| Percent Discount | Applies percentage discount |
| Fixed Amount Discount | Applies fixed value discount |
| Free Gift | Automatically adds a gift product 🎁 |

⚠️ Important:

The gift product must be available inside an active sales channel.

---

# **🏷️ Discount Label**

This label appears on Cart and Checkout pages whenever discounts are automatically applied.

### **Example Labels**

* Free Shipping Applied  
* 10% OFF Activated  
* Gift Reward Applied

This helps customers understand which reward became active ✨

It would look like this on Checkout page 👀  
		

---

# **📈 Progress Message**

This message informs customers how much more they need to add to unlock the next reward.

Use the variable:

`{order-value-progress}`

This dynamically updates the remaining amount or quantity.

### **Example**

“Add ${order-value-progress} more to unlock Free Shipping”

---

# **🚫 Exclude Shipping Methods**

ℹ️ This option appears only when using the **Free Shipping** in Reward Type.

You can exclude shipping methods by typing the shipping method name of the Shipping Methods that you have created yourself in **Shopify Admin → Settings → Shipping & Delivery**.

If detected successfully, the method gets added to the exclusion list.

⚠️ **Please note**: 

Some advanced, sub-categorized shipping methods from providers like **UPS, USPS, FedEx, and DHL** may not be fully supported at this time. 

💡 Support for these structures is currently **under development**.

---

# **🚚 Step 5 — Configure Goal \#1 (Free Shipping at $100)**

For the first reward milestone:

* Set Goal Amount → $100  
* Select Reward Type → Free Shipping

  

Once customers cross $100 cart value, Free Shipping gets applied automatically 🚚

---

# **💸 Step 6 — Configure Goal \#2 (10% OFF at $200)**

Just below **Goal \#1**, click **Add New Goal** to create another reward milestone.

Then:

→ Select **Reward Type** → **Percent Discount**, since the second milestone should reward customers with a percentage-based discount.  
**→ Enter → 10** in the **percentage input field** to automatically apply a 10% discount once customers reach the configured cart value.

Once selected, an additional percentage input field appears automatically.

### **Example Progress Message**

“You’re only ${order-value-progress} away from 10% OFF”

---

# **🎁 Step 7 — Configure Goal \#3 (Free Gift at $300)**

Click **Add New Goal** again.

Then:

**→** Select **Reward Type → Free Gift**; so customers receive a product automatically after reaching the goal amount.  
→ Click **Select Gift(s)** to open your Shopify product list and choose which product(s) or variant(s) should be added as gifts.

This opens the list of products available in your store.

You can then choose which products should be added as gifts.

⚠️ **Important**:

If all variants of a product are selected, all variants will be added automatically.

Always double-check selected variants before saving.

---

# **⚙️ Additional Goal Settings**

Below the goals section, there are several important global settings.

---

# **🎉 Show Goal Reached Message**

Enable this if you want customers to see a success message once they unlock the reward. 🎉

ℹ️ This message would only be shown once **all the goals** are achieved.

Example: “Congratulations\! You unlocked 50% OFF\!”

---

# **🔄 Combine With Other Discounts**

Turn this on if you'd like Hoppy rewards to stack with other offers. When this is activated, discounts from different apps will contribute to the goals:

* Shopify Discounts  
* Automatic Discounts  
* Third-Party Discount Apps

---

# **⚙️ Choose How Rewards Should Be Applied**

  
This option lets you decide how your goals will be handled: either all goals will be applied based on their thresholds, or only the last goal will be applied.

* **All Rewards Should Be Applied**  
  All unlocked rewards will become active at the same time.  
* **Only Last Reward Should Be Applied**  
  Only the highest/latest reward becomes active.

---

## **✅ All Rewards Should Be Applied**

All unlocked rewards become active together.

### **Example at $300 Cart Value**

* 🚚 Free Shipping  
* 💸 10% OFF  
* 🎁 Free Gift

All rewards apply simultaneously.

---

## **🎯 Only Last Reward Should Be Applied**

Only the highest/latest reward becomes active.

### **Example at $300 Cart Value**

* 🎁 Free Gift Only

Previous rewards are ignored.

This is useful when you want milestone-based progression without reward stacking.

---

**🛒 Step 8 — Configure Upsell Products**

Now move to the Upsell tab.

This section controls the product recommendations shown below the Free Shipping bar.

---

# **📦 Upsell Types Explained**

## **1\. No Upsell**

There would be no upsell recommendation below the Free Shipping bar.

---

## **2\. AI Upsell (Frequently Bought Together)**

Automatically show products that are **commonly bought together**, based on the **recommendation type selected** in the setup and the **products added to the cart**.

Available options:

* **Related Products:** Recommends products similar to the product the customer is interacting with. These recommendations are generated automatically or can be customized using Shopify’s Search & Discovery app.  
* **Complementary Products:** Recommends products that pair well with the product the customer is interacting with.

You can manage and customize these recommendations using Shopify’s Search & Discovery app. To learn more about Search & Discovery, click here \[Link\].

---

## **3\. Upsell Specific Products**

Manually choose the exact products you want to recommend to customers. This option gives you full control over which products are **displayed as upsell recommendations**, regardless of the product currently in the cart or being viewed.

---

## **4\. Upsell Specific Collections**

Display upsell recommendations from selected collections. Products will be shown from the collections you choose, making it easier to promote **related categories**, **seasonal items**, or **curated product groups**.

---

## **5\. Upsell Same Product**

Display the same product the customer is currently viewing. This can be useful for highlighting the product again in different contexts, such as **encouraging quantity-based purchases**.

---

## **⬅️ Auto Slide Upsell by Interval**

Enable this to automatically rotate through upsell recommendations at a set time interval. This keeps the product suggestions fresh and can increase engagement by showing different options.

The interval can be set in seconds in the **Interval Duration** field, allowing you to control how frequently the upsell products change.

---

## **🖋️ Title & Max No. of Products**

You can set a **custom title** for the upsell section in the **textarea field** with **basic text formatting options**. This title will appear above the **recommended products**.

In the **Max No. of Products** field, you can specify **how many upsell products to display** at once. This allows you to control the **number of recommendations** shown to customers, ensuring a clean and focused presentation.

---

## **🔘 Call-To-Action Button Settings**

You can configure:

* Button Text to show in the Upsell button before the upsell item is added to the cart.  
* Button Text to show in the Upsell button after the upsell item is added to the cart.

### **Example**

| State | Text |
| ----- | ----- |
| Before Add | Add to Cart 🛒 |
| After Add | Add Another 🔀 |

---

# **👀 Step 8 — Enable Placement Visibility**

Once all goals are configured, the next step is enabling placement visibility.

Open each placement tab individually:

* Product Page  
* Cart Page  
* Cart Drawer  
* Banner

Then enable: Enable **Free Shipping Bar Enabled**

---

# **🛍️ Enable / Disable Upsell Widget Separately**

Each placement offers separate toggles for:

* Free Shipping Bar  
* Upsell Widget

This means you can:

✅ Show the progress bar  
❌ Hide the upsell widget

ℹ️ Note: Banner placement currently does not support the Upsell Widget.

---

# **✅ Final Step — Save & Publish**

Once setup is complete:

1. Save the configuration  
   	  
2. Publish the setup  
   	

Your Free Shipping Bar is now live 🚀

---

# **🎉 Final Result**

Once configured successfully:

✅ Customers see real-time reward progress  
✅ Rewards apply automatically  
✅ Customers stay engaged across multiple placements  
✅ Average Order Value improves  
✅ The storefront experience feels more interactive and rewarding ✨

Using Goal-Based Multiple Placement campaigns correctly can significantly improve both customer engagement and conversion opportunities throughout the shopping journey 🚀