Create campaign

This section explains how to create and configure a preorder campaign in Dotsy PreOrder & Presale. By following these steps, you can fully customize the preorder flow, button style, product selection, and campaign settings.

---

Step 1 – Create a New Campaign

1. From the Dotsy PreOrder & Presale dashboard, click the Create new campaign

1. A modal will appear, guiding you through three main setup steps:

• Config (configure preorder settings)

• Design (customize button and messages)

• Product (select items to include in the campaign)

---

Step 2 – Config Campaign Settings

In this section, you configure how your preorder campaign behaves.

Main Options:

• Preorder settings

  • Show Preorder when product is out of stock – The preorder button appears only if inventory is 0.

  • Always show Preorder button – Preorder option is visible regardless of stock status.

  • Show Preorder only when product in stock – Preorder available only when items are available.

    • Limit inventory for Preorder – Optional limit for how many preorder units you accept

Preorder settings

• Preorder button

  • Text displayed in preorder button and message displayed under the preorder button

  • Example:

    • Button text: "PREORDER NOW"

    • Message: "Ship as soon as possible"

• Preorder note

  • Text displayed in cart, checkout, and transactional emails.

  • Example: "Pay 10% upfront and the rest when your order ships."

• Payment config

  • Full payment – Customers pay the full amount upfront.

    • Discount config: Works only with Shopify Payments. You can set a discount percentage or fixed amount for preorders. If discount is not visible, a support link is provided.

  • Partial payment – Customers pay a deposit now and the balance later.

    • Discount config: similar to discount config in full payment

  • Payment text – Message displayed with the payment option on the storefront.

Payment config - Full payment

Payment config - Partial payment

• Active dates

  • Set a start date and end date for the campaign.

  • Useful for limited-time promotions.

Set release date and end date of your campaign

• Preorder badge: Enable badge – Show a visual label (e.g., “Pre-Order”) on preorder products to highlight their status.

• Fulfillment settings: Control how preorder items are marked in Shopify after checkout.

  • Unfulfilled: For preorders that will be ready soon, signaling the order should be prepared for shipment shortly.

  • On Hold: For orders that must wait until all items are available before fulfillment.

  • Scheduled: For long-lead preorders with a specific future fulfillment date, allowing teams to prioritize in-stock orders first.

• Order tags:

  • Automatically add tags to orders that include preorder items.

  • Helps with filtering, automation, and internal management in Shopify.

• Customer tags

  • Automatically add tags to customers who purchase preorder items.

  • Useful for segmentation, remarketing, or follow-up campaigns.

• Translate

  • Customize preorder texts for different store languages.

  • Select translations – Choose available store languages and edit preorder-related content for each market.

---

Step 3 – Design Campaign Appearance

Here you customize how the preorder elements appear on your storefront.

Main Options:

• Preorder button

  • Button text – Customize label, e.g., “Preorder Now”.

  • Color text – Text color in hex format.

  • Font size / weight – Adjust typography for better visibility.

  • Background – Button background color.

  • Border color / radius / padding – Customize shape and spacing.

Preorder button position

• Preorder message

  • Supports HTML for styling.

  • Commonly includes:

    • Payment details

    • Shipping estimates

    • Stock availability

  • Example:

    <p><b>Note:</b> This is a preorder.</p>
    <ul>
      <li>Pay 10% upfront to secure your item.</li>
      <li>Remaining balance is charged when order ships.</li>
      <li>81 units available for preorder.</li>
      <li>Estimated shipping date: Sept 30, 2025.</li>
    </ul>

• Preview Panel

  • Shows a live preview of the preorder button and message as they will appear on your store.

  • You can preview how the preorder widget work on

    • specific device (PC / Mobile)

    • specific product

Preview panel of your campaign

---

Step 4 – Choose Products

• Add specific products – Select individual products to include in the preorder campaign.

• Add all products – Apply preorder settings to your entire catalog.

• Once products are added, they will be automatically prepared for preorder after the campaign is published.

Add product to your preorder campaign

---

Step 5 – Additional Campaign Controls

• Edit campaign name – Click on the campaign title to rename it.

• Activate / Deactivate – Switch campaign status anytime without deleting it.

• Preview on storefront – See how the preorder settings look before making them live.

---

Step 6 – Save and Publish

• Click Save at the top-right corner to apply all settings.

• If needed, preview products on your storefront to confirm that:

  • The preorder button appears correctly.

  • Payment and message details match your configuration.

Save your campaign configure

---

Quick Tips

• Use Partial Payment for high-value items to encourage early orders.

• Always check Active Dates to ensure your campaign starts and ends on time.

• HTML in Preorder Message allows advanced formatting for better communication.

---