Creating a rule is how you define which products are available for preorder and how they behave throughout the preorder timeline.
Steps to Create a Rule
- Click the View Rules button from your dashboard to go to the Rules page.
- Click the Create Rule button.
- In the Essentials section:
- Enter a Title for your rule. This title will appear in your list of rules and may be included in customer-facing emails. Use something clear and specific like: “Blue Snowboard – July 10 Launch.”
- Select the product(s) this rule applies to.
- Configure the three-stage preorder settings:
- Preview Stage – Show product details without allowing purchases.
- Active Stage – Allow customers to place preorders.
- Closed Stage – End the preorder and prevent further purchases.
Each stage can be turned on or off using the toggle in the top-right corner of its section.
For example, if you’re only planning to run a preorder campaign without a preview, you can disable the Preview stage.
Prefer to see it in action? Watch this short video to see how to set up a rule step by step:
Originally from our Help Center