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Create a Smart Progress Bar manually from scratch

Learn how to create a progress bar and set it up for success

Updated yesterday

Create a Smart Progress Bar to customize tiers, audience targeting, and messages to perfectly match your store’s goals.


Step 1: Create a New Campaign

  1. Go to your Smart Progress Bar dashboard and click Create Progress Bar Campaign.

  2. In the General section, enter your Campaign Title — this will help you identify it later.

    • Example: “Holiday Free Shipping Goals” or “Unlock 20% Off”.

⚠️ Note: Campaign Title is required to save your campaign.


Step 2: Choose Your Audience

You can choose which audience segments will see the progress bar:

  • Show: Select specific segments to display the campaign to.

  • Hide: Exclude certain segments if you don’t want them to see this campaign.

This flexibility lets you tailor rewards to specific customer types—such as first-time buyers or returning customers.


Step 3: Add Reward Tiers

Each campaign can include one or more tiers, allowing you to offer increasing rewards as customers spend more.

  1. Click Create a new tier to add a tier.

  2. Enter your Offer message — use the placeholders to automatically show remaining amount and reward.

    • Example:

      You are {remaining_amount} away from {offer_descriptor}
    • Preview: “You are $25 away from 10% off”

  3. Set the Minimum cart amount to unlock (e.g., $50).

  4. Choose your Offering type from the dropdown:

    • Percentage discount (e.g., 10% off)

    • Fixed amount discount (e.g., $10 off)

    • Free shipping

    • Free gifts

Step 4: Configure Your Offer Details

Depending on the offering type, the available options change:

For Discounts

  • Percentage discount: Enter the discount percentage (e.g., 10).

  • Fixed amount discount: Enter the discount value (e.g., 20 for $20 off).

For Free Shipping

  • No extra configuration needed beyond the cart threshold.

For Free Gifts

  1. Set the Maximum number of gifts a customer can receive.

  2. Click Select Products to choose which items will be gifted.

  3. Make sure at least one gift item is selected before saving.

Preview updates dynamically to show what shoppers will see—like:

You are $25 away from a free gift!


Step 5: Add a Final Message (Optional)

Enable the Show final message checkbox to display a congratulatory message once the shopper unlocks the highest reward.

  • Example: “🎉 Congratulations! You’ve unlocked free shipping!”


Step 6: Save and Activate

Once all tiers and settings look good:

  1. Click Save.

  2. Your Smart Progress Bar campaign will be ready to go live and motivate your customers to spend more.


Next Stop:

Add the progress bar to any page on your store. Learn more here.

Pro Tips

  • Combine multiple tiers for a gamified experience.
    Example:

    • Tier 1: Spend $50 → Get 10% off

    • Tier 2: Spend $100 → Get 20% off + Free Shipping

  • Personalize the Offer Message to match your brand tone.

  • Use Audience Segments for targeted incentives (e.g., VIP-only offers).

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