Cart Rocket Documentation

Pre-loaded cart links for Shopify. Add products, discounts, and tracking in one link.

Overview

Cart Rocket allows Shopify merchants to create pre-loaded cart links that automatically:

  • Add products and variants to cart
  • Apply discounts
  • Bundle items
  • Enforce purchase limits
  • Control eligibility
  • Track revenue by campaign

Instead of sending traffic to product pages, you can send customers directly to a checkout-ready cart.

1. Getting Started

What Is a Cart Preset?

A Cart Preset is a reusable configuration that includes:

  • Selected products
  • Quantities
  • Discounts
  • Shipping incentives
  • Discount codes
  • Eligibility rules
  • Purchase limits
  • Tracking parameters

Each preset generates a unique shareable link.

Creating Your First Cart Preset

  1. Go to Cart Rocket dashboard
  2. Click “Create cart” (or duplicate an existing one)
  3. Set a Title
  4. Configure products and rules
  5. Copy the generated link
  6. Use in campaigns

2. Managing Products

Adding Products

Inside a preset:

  • Click “Add product”
  • Select product(s)
  • Choose specific variants
  • Set quantities

Products will be automatically added to cart when the link is opened.

Editing Quantities

Each product allows quantity adjustment. Use cases:

  • Bundle packs (3x item)
  • Wholesale bulk orders
  • Gift sets

Removing Products

Click the trash icon next to a product to remove it from the preset.

3. Discounts

Cart Rocket supports multiple discount types.

3.1 Line Item Discounts

Apply discounts directly to specific products.

Supported types:

  • Percentage discount
  • Fixed amount discount

Example: 25% off Snowboard, full price wax.

Benefits: Strategic margin control, bundle optimization, selective discounting.

3.2 Cart-Wide Discounts

Apply a discount to the entire cart. Use cases: Storewide sales, flash offers, paid ad campaigns. Types: Percentage or fixed amount.

3.3 Shipping Discounts

Apply shipping incentives automatically. Use cases: Free shipping campaigns, reduced shipping promos, ad-specific offers. Shipping discounts are applied automatically when the preset link is used.

3.4 Automatic Discount Codes

Add one or more Shopify discount codes to be auto-applied (e.g. SAVE10, WELCOME20). Multiple codes supported; applied automatically; no manual code entry required.

Important: Codes must already exist in Shopify.

4. Bundles

Cart Rocket allows you to create bundle-like cart experiences without modifying your theme.

How it works: Add multiple products → Apply bundle pricing → Share single link.

Perfect for: Holiday kits, influencer drops, product sets, upsell packs.

5. Customer Rules

Control who can access a preset.

5.1 All Customers

Anyone with the link can use it. Best for: Public campaigns, ads, email marketing.

5.2 Specific Customer Segments

Restrict to Shopify customer segments. Use cases: VIP customers, loyalty tiers, wholesale buyers.

5.3 Specific Customers

Manually select individual customers. Use cases: Private drops, early access, exclusive offers.

6. Purchase Limits

Limit how many times a preset can be used.

6.1 Max Purchases (Overall)

Limit total number of purchases across all customers (e.g. 100 total redemptions). Perfect for: Limited drops, scarcity campaigns, controlled inventory.

6.2 Max Purchases (Per Customer)

Limit purchases per customer. Requires: Customer must be logged in. Use cases: 1 per customer limit, fairness enforcement, prevent abuse.

6.3 Reset Usage

Reset purchase counters manually if needed.

7. Active Dates

Schedule when presets are valid.

Start Date & Time — Set when preset becomes active.

End Date — Optional. After end date, preset automatically becomes inactive.

Perfect for: Midnight launches, flash sales, campaign coordination. Time is shown in UTC.

8. Checkout Options

Choose where users land after clicking the preset link.

  • Redirect to Cart — Customer sees cart page first. Best for: Bundle visualization, reviewing discounts.
  • Redirect to Checkout — Customer goes straight to checkout. Best for: Paid traffic, high-intent campaigns.
  • Shop Pay Checkout — Optimized for mobile conversion.

9. Advanced Tracking & Attribution

Cart Rocket includes built-in UTM tracking.

UTM Parameters Supported: utm_source, utm_medium, utm_campaign, utm_term, utm_content. You can also add custom query parameters.

Why It Matters: Track revenue by Facebook Ads, Google Ads, email campaigns, influencers, SMS. Revenue attribution is stored and visible inside Analytics.

10. Analytics

Analytics provide preset-level performance data.

Metrics Available: Total Orders, Preset Orders, Revenue, Preset Revenue, AOV (Average Order Value), date range filtering, daily aggregation.

Data is aggregated daily from order attributes (UTMs + custom params) and preset usage markers.

Tabs: Overview, Presets, Campaigns, Custom. Each tab allows performance breakdown.

11. Sharing Presets

Each preset generates a unique link. Use in: Facebook ads, Google ads, email campaigns, SMS campaigns, influencer links, QR codes, B2B quick reorder.

12. Best Practices

For Paid Ads: Send directly to checkout; pre-apply discounts; track UTMs; create separate preset per campaign.

For Influencers: Create unique preset per influencer; track via UTM campaign; apply unique discount codes.

For Flash Sales: Set active date; add purchase limits; use scarcity messaging.

For Bundles: Pre-configure quantities; apply line discounts; avoid separate landing pages.

13. Troubleshooting

Discount Not Applying — Check: Discount exists in Shopify; discount is active; discount conditions are met.

Preset Not Working — Check: Status is Enabled; active date is valid; purchase limit not exceeded.

Customer Limit Not Enforced — Ensure: Customer is logged in; per-customer limit is set.

14. Security & Compatibility

Works with Shopify native checkout. Compatible with Shop Pay. Does not modify theme. Uses Shopify discount engine.

15. Strategic Positioning

Cart Rocket is designed to: Increase conversion rate; increase AOV; reduce friction; improve ROAS; enable smarter campaign control.

It fills the gap between ad click and checkout.