In a cumulative price rule you set the maximum amount per customer, along with the eligible items whose purchases are tracked, which amount is added up, what the total is counted per, and the active dates. You can also set the message shown on the product page and the messages shown when the limit is exceeded.
To create a cumulative price rule, you need a Full plan subscription and cumulative purchase limits enabled.
Set the following items, in the order they appear on the screen.
Item | What you set |
|---|---|
Rule name | A name for managing the rule |
Limit details | The maximum amount, and how customers who are not logged in are treated |
Eligible items | What the totals are added up over, which amount is added up, and what each total covers |
Active dates | The period this rule limits and tracks purchases in, and when the totals reset |
Product message | The message that explains the purchase conditions on the product page |
Alert message | The messages shown when the limit is exceeded |
The rule name is required and is only used for management. Enter a name that is easy to identify in the list of cumulative price rules. It is not shown to customers.
Set the cumulative maximum amount and how customers who are not logged in are treated.
Item | Description |
|---|---|
Maximum amount | The most a single customer can purchase in total. Greater than 0. Required |
Require customers to log in | Whether a customer who is not logged in is asked to log in at checkout |
Reaching exactly the limit is allowed. Enter the amount in the store currency, down to the decimal places that currency uses. The currency of the maximum amount is fixed to the store currency as of when the rule was created and cannot be changed later.
When enabled, checkout asks the customer to log in. When disabled, the purchase is counted toward the total only when the email address matches the customer record.
Value | Behavior for customers who are not logged in |
|---|---|
Enabled | A customer with an eligible product in the cart is stopped at checkout and asked to log in. |
Disabled | Purchases are counted toward the total when the email entered at checkout matches the customer record. |
When disabled, an order placed with a different email address is not counted toward the total. To reliably prevent purchases over the limit, enable this setting.
Note: If your store shows no login links on the storefront or at checkout, enabling this setting makes the eligible products unbuyable for everyone.
Select the scope of products whose purchases are tracked.
Value | Eligible items |
|---|---|
All products | Every product in the store |
Specific collections | The collections you specify. Up to 50 |
Specific products | The products or variants you specify. Up to 50 each |
Products with specific tags | Products that have any of the tags you specify. OR condition |
Choose which amount of each order line is added up.
Value | What is added up |
|---|---|
Item total (before product discounts) | The list price of each order line |
Item total (after product discounts) | The list price of each order line minus product discounts |
Product discounts are the automatic discounts and discount codes applied to the items themselves. Order discounts, shipping, and tax are never included, whichever you choose. The default is "Item total (after product discounts)".
How these map to the amount types used by price rules and price limits by product is explained in Price Type. Cart subtotal and grand total cannot be selected for cumulative price rules.
Choose whether each eligible item keeps its own separate total.
Value | How the total is kept |
|---|---|
Whole rule | One total for all eligible items combined. |
Product | A separate total for each eligible product. |
Variant | A separate total for each eligible variant. |
If you select "All products" as the eligible items, the total can only be counted per "Whole rule".
Note: The eligible items, the amount type, what the total is counted per, and the active dates cannot be changed once tracking has started. To change them, stop the rule and create a new one.
Set the period this rule limits and tracks purchases in, and when the totals reset. You can use both checkboxes together. If you select neither, every purchase since the rule was created is tracked without resetting (all time).
"Set a date range": Limits and tracks purchases only from the start date and time through the end date and time. The end date is optional. If you do not set one, limiting and tracking continue until you stop the rule.
"Reset totals on a schedule": Resets the totals to zero on "Daily", "Monthly on the 1st", "Yearly on January 1", or "Custom". After a reset, customers can buy up to the limit again in the next period.
Dates and times follow the store's time zone. Even if the start date and time are in the past, purchases made before you create the rule are not counted. Active dates cannot be changed once tracking has started. The steps and the schedule rules are explained in “Set a Reset Schedule and Active Dates for Cumulative Totals”.
You can show a message above or below the cart button on the product page to explain the purchase conditions. Leave it empty to show nothing.
Field | Shown to |
|---|---|
Message (logged-in customers) | Logged-in customers |
Message (customers who are not logged in) | Customers who are not logged in |
The field for customers who are not logged in changes depending on the "Require customers to log in" setting.
To show the product message, enable the app embed in your main theme. No maximum quantity is reflected in the quantity picker, because an amount limit does not determine how many items can be purchased.
These are the messages shown when the limit is exceeded. Every field is required.
Field | When it is shown |
|---|---|
Checkout message (logged-in customers) | When the total, including past purchases, exceeds the limit |
Checkout message (customers who are not logged in) | When a customer who is not logged in proceeds to checkout |
Cart message | When the cart alone holds more than the rule allows |
Only checkout counts what the customer has purchased before. The field for customers who are not logged in changes depending on the "Require customers to log in" setting.
You can use the following variables in the messages.
Variable | Replaced with |
|---|---|
{{limit}} | Maximum amount |
{{purchased}} | Purchased amount |
{{remaining}} | Remaining allowance |
{{productTitle}} | Product title |
The variables available in each field are as follows.
Field | Available variables |
|---|---|
Message (logged-in customers) | {{limit}} / {{purchased}} / {{remaining}} / {{productTitle}} |
Message (customers who are not logged in) | {{limit}} / {{productTitle}} |
Checkout message (logged-in customers) | {{limit}} / {{purchased}} / {{remaining}} |
Checkout message (customers who are not logged in) | {{limit}} |
Cart message | {{limit}} |
Customers who are not logged in cannot be identified, so the purchased amount and the remaining allowance cannot be shown to them.
The amount variables are replaced with numbers only and carry no currency unit. Write the unit in the message itself.
The product page message shows the store currency amount as it is. The checkout messages show the amount converted to the currency the customer pays in.
A cumulative price rule you create is not applied to your store until you enable it. The status is shown as a badge in the list and on the rule details screen.
Status | Behavior |
|---|---|
Setting up | Setup is not complete, so neither tracking nor limiting has started. |
Enabled | The cumulative price rule is applied. |
Disabled | The limit is not applied, but purchases are still tracked. |
Stopped | The limit is lifted and tracking has ended. |
A rule with "Set a date range" does not limit or track purchases before the start date and time or after the end date and time, even when the status is "Enabled".