Cart Tiered Progress Bar Early Adopter Program

The Cart Tiered Progress Bar helps you encourage larger purchases and subscription adoption by showing customers their progress toward rewards directly in the Recharge Cart. As customers add products to their cart, the progress bar updates and unlocks rewards when configured thresholds are met.

This guide explains key features, set-up instructions, and considerations related to the Tiered Progress Bar.

Before you start

• The Cart Tiered Progress Bar is in Early Adopter status. See the Early Adopter Program for more information on this program. Fill out the interest form to request access to this feature.
• You must use the Recharge Cart to access the Cart Tiered Progress Bar.

Key features

Multi-tier reward progress

Create a single progress bar with up to three reward tiers. This helps customers see how close they are to unlocking each reward as they shop.

Flexible unlock conditions

Set reward tiers based on cart spend, subscription products, or subscription spend. This lets you align rewards with your growth goals, such as increasing average order value or encouraging subscriptions.

Shipping rewards

Unlock Shopify shipping rates when customers meet a tier threshold. Use this to offer incentives such as discounted shipping or free shipping.

Free gift rewards

Automatically add a gift product to the cart when a customer qualifies. This gives customers a clear reason to keep shopping until they reach the reward threshold.

Custom messaging and styling

Customize tier messaging, icons, images, and progress bar styles. This helps the progress bar match your cart experience and clearly communicate each reward.

How it works

The Cart Tiered Progress Bar displays a customer’s progress toward rewards while they shop. You configure reward tiers in a Cart Flow and define what customers must do to unlock each reward.

Each tier uses one of the following reward types:

• Shipping: Unlocks a shipping rate configured in Shopify.
• Free gift: Automatically adds a product to the cart when the threshold is met.

Each tier can be unlocked when the customer meets one of the following conditions:

• Spends a specific cart amount.
• Has a subscription product in the cart.
• Spends a specific cart amount or has a subscription product in the cart.
• Spends a specific amount on subscription purchases.

When a customer reaches a tier threshold, the configured reward is automatically available.

Set up instructions

Step 1 - Create the flow

1. Click Cart in the Cross-Sell & Upsell section to create your cart strategies.
2. Click Create a cart if this is your first time, or click Create new if you already have other strategies.
3. Click Manage settings to rename the flow and add a description.

Recharge offers a prebuilt template for your cart flow. Review each node in the flow to understand how it works, and make adjustments where possible.

Step 2 - Review the Trigger node

The flow starts with a Trigger node, which activates when a customer meets specific conditions. Recharge sets the Cart trigger condition as Cart is displayed. You cannot edit this condition.

Step 3 - Review the Cart node

Use the Cart node to configure the tiered progress bar and define the rewards customers can unlock as they shop. You can use the tiered progress bar alongside other Cart widgets.

Add the tiered progress bar widget

You can add one Tiered Progress Bar widget per Cart flow.

1. Click the Cart node.
2. Under Cart widgets click Add widget.
3. Select Tiered progress bar.

Configure cart value calculations

Choose whether customers should qualify for rewards based on their cart total before or after discounts are applied.

• Select Use the discounted cart total to calculate progress using the cart value after discounts are applied.
• Select Use the pre-discounted cart total to calculate progress using the cart value before discounts are applied.

Add a reward tier

Each tier represents a reward customers can unlock. You can add up to three tiers to a progress bar.

1. Click Add tier.
2. Select the reward type:
   • Shipping: Unlocks a Shopify shipping rate.
   • Free gift: Automatically adds a product to the cart.
3. Select how customers can unlock the tier:
   • Spending a certain amount: Unlocks the reward when the cart subtotal reaches the specified amount.
   • Having a subscription in their cart: Unlocks the reward when any subscription product is added to the cart.
   • Spending a certain amount or having a subscription in their cart: Unlocks the reward when either condition is met.
   • Spending a certain amount on subscription purchases: Unlocks the reward when subscription products in the cart reach the specified amount.
4. Complete the reward-specific settings.

Configure a shipping reward

Use a shipping reward to encourage customers to unlock a Shopify shipping rate once they meet the tier requirements.

1. If you selected a spend-based condition, enter the amount customers must spend to unlock the reward.
2. Click Apply.

Configure a free gift reward

Use a free gift reward to automatically add a product to the cart when customers unlock the tier.

1. If you selected a spend-based condition, enter the amount customers must spend to unlock the reward.
2. Under Gift the customer the following product for free, click Select product.
3. Select the product you want to offer.
4. Click Apply.

Repeat these steps to add additional tiers. You can add up to three tiers to a progress bar. Only one tier can be configured as a free gift tier.

Save the widget

1. Click Apply to save the tiered progress bar configuration.

Customize the experience

1. Click the Customize cart button to access the cart builder, where you can customize your cart’s header, body, and footer. Set different content depending on whether the customer’s cart is empty or contains products.
2. Customize the Tiered progress bar in any section. You can customize the text shown before and after the reward is unlocked, including the {{goal}} token to show the remaining amount needed to reach the next reward. 
3. Optional - Upload a placeholder icon to display across the progress bar.
4. Click Apply to save your conditions.

Step 3 - Save and activate the flow

Once you have finalized configuring the Cart strategy, save and activate the flow:

1. Click Save in the top right corner to save the flow.
2. Click Activate when you are ready to go live with the flow.

Use cases

Considerations

Consider the following when using this feature: