Shopify Guides

How to Effectively Make a Product Pre-Order on Shopify: A Comprehensive Guide

September 25, 2025
How to Effectively Make a Product Pre-Order on Shopify: A Comprehensive Guide

Table of Contents

  1. Introduction
  2. Understanding the Benefits of Pre-Orders
  3. Step-by-Step on How to Set Up Pre-Orders in Shopify
  4. Managing Your Pre-Order Strategy
  5. Conclusion
  6. Frequently Asked Questions (FAQ)

Introduction

When launching a highly anticipated product, the thrill of customer excitement often comes hand-in-hand with challenging logistical hurdles. Did you know that businesses that implement pre-order strategies can increase their sales by over 30% compared to those that don’t? This statistic lays bare the immense potential of pre-orders in the ever-competitive world of ecommerce.

For merchants navigating the Shopify landscape, understanding how to facilitate pre-orders could be the difference between capitalizing on customer enthusiasm and missing out on a revenue opportunity. In this post, we will explore the intricacies of setting up a pre-order system on Shopify, even without the use of third-party apps.

You will learn the step-by-step process of enabling pre-orders and the rationale behind embracing this strategy as a merchant. By the end of this guide, you'll be well-equipped to boost your product visibility and customer engagement through pre-orders. Additionally, we will discuss how implementing effective shipping protection can enhance customer trust and satisfaction — a key aspect we at ShipAid passionately advocate for.

Throughout the article, we will cover the following key areas:

  • Why pre-orders are beneficial
  • Step-by-step instructions on setting up pre-orders on Shopify
  • Tips for effectively managing pre-orders
  • How ShipAid's shipping protection can provide a seamless experience

So, let’s dive into this guide and transform how you engage with your customers and enhance your sales funnel through effective pre-order strategies!

Understanding the Benefits of Pre-Orders

Building Anticipation and Engagement

Pre-orders allow merchants to capitalize on both customer excitement and market demand before a product launches. By enabling customers to order items before they become available, you create anticipation and allow your customers an exclusive first chance to snag sought-after products.

For example, consider a brand ready to launch a limited-edition sneaker. By offering a pre-order option, the brand can gauge interest levels and build a targeted marketing strategy based on early demand responses. This method transforms customer eagerness into a revenue stream well before the actual product hits the shelves.

Cash Flow Management

From a business standpoint, pre-orders provide a unique opportunity for improved cash flow. By collecting funds upfront, you can finance production costs, marketing campaigns, or even inventory for future items. This strategic advantage can alleviate financial pressure and boost your operational capacity.

Inventory Insights

Pre-orders also yield invaluable insights into consumer preferences. When you offer products for pre-order, merchants receive real-time data on which items capture the most interest, allowing informed decision-making about production quantities and marketing tactics.

For example, if your upcoming product showcases varying colors, pre-orders can inform you which hues are likely to sell out the fastest. This knowledge not only aids inventory planning but also strengthens future releases.

Competitive Edge

In an evolving ecommerce marketplace, standing out is crucial. Offering pre-orders not only differentiates you from competitors who may not offer this option but also reinforces your commitment to customer satisfaction. This customer-centric approach positions you as a market leader willing to adapt and innovate.

By integrating pre-orders into your Shopify store, you could experience this competitive edge while simultaneously enhancing customer trust through clear communication and robust delivery timelines.

Step-by-Step on How to Set Up Pre-Orders in Shopify

Creating a pre-order system in Shopify involves some precise steps. Even though Shopify doesn't include a direct pre-order functionality by default, you can implement this feature with the right configuration. Here’s how to do it:

Step 1: Capture Payments Manually

The first step to enabling pre-orders is adjusting your payment capture settings. By setting your payment capture method to 'manual', you retain control over your transactions:

  1. Log into your Shopify admin and navigate to Settings.
  2. In the left menu, click on Payments.
  3. Under the Payment capture method section, click Manage.
  4. Select Manually and save changes.

Setting this up is crucial since it allows you to capture payments allowing for a longer timeframe between authorization and when you fulfill the order. This flexibility is essential for any pre-order strategy.

Step 2: Allow Customers to Order Out-of-Stock Products

For pre-orders to function, enabling customers to order items out of stock is critical:

  1. From your Shopify admin page, navigate to Products.
  2. Select the product you want to offer as a pre-order.
  3. In the product details page, scroll down to locate the Continue selling when out of stock option.
  4. Check this box and click Save.

By allowing orders even when low on stock, you empower customers to engage with your store actively regardless of inventory levels.

Step 3: Create a Pre-Order Product Page Template

Understanding the need for a custom product page designated for pre-orders is vital. Here’s how to create this template:

  1. Head to Online Store and click on Themes.
  2. Click on the three dots beside the Customize button and select Edit Code.
  3. In the left menu, click on Add a new template, select Product, set the type to JSON, and give it a title like "pre-order".
  4. Here’s a basic code structure to include in your pre-order template:
{
  "sections": {
    "main": {
      "type": "main-product",
      "blocks": {
        "vendor": {
          "type": "text",
          "settings": {
            "text": "{{ product.vendor }}",
            "text_style": "uppercase"
          }
        },
        "title": {
          "type": "title",
          "settings": {
          }
        },
        "pre_order_note": {
          "type": "text",
          "settings": {
            "text": "This item is available for pre-order. Please check the description for the expected availability date.",
            "text_style": "italic"
          }
        },
        "price": {
          "type": "price",
          "settings": {
          }
        },
        "variant_picker": {
          "type": "variant_picker",
          "settings": {
            "picker_type": "button"
          }
        },
        "quantity_selector": {
          "type": "quantity_selector",
          "settings": {
          }
        },
        "buy_buttons": {
          "type": "buy_buttons",
          "settings": {
            "show_dynamic_checkout": true,
            "show_gift_card_recipient": true
          }
        },
        "description": {
          "type": "description",
          "settings": {
          }
        },
        "share": {
          "type": "share",
          "settings": {
            "share_label": "Share"
          }
        }
      },
      "block_order": [
        "vendor",
        "title",
        "pre_order_note",
        "price",
        "variant_picker",
        "quantity_selector",
        "buy_buttons",
        "description",
        "share"
      ]
    }
  }
}
  1. Save your newly created template.

This template will clearly communicate to customers that the product is available for pre-order, creating an appealing shopping experience.

Step 4: Assign Products to the Pre-Order Template

Once the pre-order template is ready, the next step is to assign it to your selected products:

  1. In your Shopify admin panel, navigate to Products.
  2. Edit the desired product for pre-order.
  3. In the Theme template section, select the pre-order template you created.
  4. Click Save to apply the changes.

Your product is now set up for pre-order!

Managing Your Pre-Order Strategy

While pre-orders can significantly enhance sales, effective management of this strategy is equally crucial. Here are some tips to ensure your pre-order setup works seamlessly:

Communicate Clearly with Customers

Transparency is fundamental in any merchant-customer relationship. Always provide an estimated shipping date and clear information regarding product availability. This helps manage customer expectations and build a positive rapport.

Use Engaging Marketing Tactics

Promoting your pre-order effectively can increase customer interest and drive conversions. Consider leveraging social media campaigns or email newsletters to inform your audience about the upcoming products and their availability.

Monitor Inventory and Fulfillment

As pre-orders begin to come in, it’s essential to monitor your sales and adjust your inventory accordingly. Good inventory management practices prevent overselling while allowing you to meet customer demands properly.

Invest in Shipping Protection Solutions

Here at ShipAid, we understand that reliable delivery is the foundation upon which customer trust is built. Seamless shipping protection ensures every package is safeguarded against loss, damage, or theft. Implementing our Shipping Protection solutions not only assists in mitigating risks associated with pre-orders but also converts lost packages into profitable opportunities through our Delivery Guarantee model.

By providing exemplary customer service, along with shipping protection, you can foster a trustworthy relationship with your customers, ultimately leading to higher satisfaction and repeat business.

Conclusion

Navigating the world of pre-orders on Shopify can unlock significant revenue potential for your business. By understanding the benefits of pre-orders, executing the setup process effectively, and employing strategies to manage and promote them, you're positioned for success.

At ShipAid, we stand by our commitment to empowering ecommerce merchants through robust solutions, ensuring that shipping remains a seamless part of the customer experience. Remember, every package matters, and with our shipping protection tools, we help turn every order into a potential revenue opportunity.

If you’re ready to set up your pre-order strategy, we encourage you to explore our interactive demo and see how our services can elevate your ecommerce operations.

Ready to level up your ecommerce game? Experience our shipping protection in real-time through our interactive demo or install our free-to-use Shopify app today.

Frequently Asked Questions (FAQ)

What are pre-orders, and why should I consider using them?

Pre-orders allow customers to order items before they’re launched or back in stock. This strategy generates early interest, provides insights into demand, and can significantly improve cash flow.

Can I handle pre-orders without external apps?

Yes! Shopify allows you to set up pre-orders manually by adjusting settings, creating custom product page templates, and modifying product options to accommodate orders even when out of stock.

How do I ensure my customers know they are placing a pre-order?

Make sure to communicate effectively—use clear messaging on product pages, send email confirmations, and include estimated delivery dates both before and after a customer checks out.

What happens to customer payments for pre-orders?

With manual payment capture, you’ll authorize payments when customers place pre-orders but only capture the funds when you’re ready to fulfill those orders.

How can shipping protection benefit my pre-orders?

Implementing shipping protection helps safeguard your packages against loss or damage, ensuring a reliable delivery experience that increases customer trust and satisfaction.

By following the steps outlined in this guide and leveraging the right tools, you’ll provide your customers with an outstanding shopping experience that keeps them coming back for more. Let's work together to make your Shopify store thrive!


Participation is optional and ShipAid is not insurance. It does not provide indemnification for loss, damage, or liability. Instead, it allows brands to offer a free replacement if an item is not delivered or arrives in unsatisfactory condition. ShipAid does not sell or ship products, but provides tools for brands to manage replacements. All resolution decisions are made by the brand and may require proof of damage or non-delivery or other information

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