Using rule templates

Templates are pre-configured rules for common merchandising scenarios. They give you a working starting point that you can tweak instead of building from scratch.

Where to find them

Click Browse templates from the Home page or the empty state on the Rules page. You'll see a gallery organized by goal.

Common templates

Template	What it does	Common use case
Move slow colors	Discounts variants by specific color options	End-of-season clearance on unpopular colors
Clear odd sizes	Discounts size variants like XS or 2XL	Reducing leftover inventory
Inventory clearance	Discounts variants below a stock threshold	Move slow inventory before reorder
Sale stack discount	Discounts variants already on sale by an extra %	Black Friday / Boxing Day stacked promotions
Collection-wide promo	Discounts a specific collection	Seasonal collection launches
Tag-based VIP	Discounts variants tagged for a customer group	Wholesale or member-only pricing
Free shipping over $X	Waives shipping on qualifying carts	Average order value bump
Buy 2 get 1 free	BXGY rule with quantity-based discount	Bundle promotions

Some templates require the Growth plan (e.g. Product Option targeting).

How a template works

Picking a template pre-fills the rule with:

• A suggested title (you can rename it)
• The right rule type (Amount Off / BXGY / Free Shipping)
• A sensible default discount value
• Pre-built conditions you can adjust

Nothing is locked. Edit any field, add or remove conditions, and the rule behaves like one you built from scratch.

When to start from scratch instead

Use a template when one matches your scenario closely. Use Start from scratch when:

• Your conditions are highly specific (multiple metafield matches, custom AND/OR logic)
• You want to learn the condition builder by building it yourself
• None of the templates fit your goal

Related

• Creating your first rule
• Anatomy of a rule