Creating a Spend Goal

Looking for a smart way to increase your Average Order Value (AOV) while keeping your brand perception strong? The Spending Goal Upsell Offer, available in the Upsell Builder app, introduces gamification to your Shopify store—without devaluing your products.

This powerful tool turns shopping into a fun challenge, giving customers a reason to spend more and return often. Here's how it works and how to set it up.

🎯 What Is a Spending Goal Campaign?

A Spending Goal Campaign uses gamification to encourage customers to increase their cart value in exchange for discounts. It’s fully customizable and designed to:

  • Increase average order value
  • Improve customer engagement and loyalty
  • Automate upselling without manual intervention
  • Fit seamlessly into your brand style

You can offer up to three discount tiers, motivating customers to hit higher targets for better rewards.

💡 Why Use Gamification for E-Commerce?

When implemented well, gamification taps into emotions like curiosity, excitement, and satisfaction, which are proven to:

  • Drive purchase behavior
  • Improve retention
  • Strengthen brand recall

Gamified experiences turn casual shoppers into committed buyers. And the best part? It’s automated, engaging, and completely aligned with your store’s tone and visuals.

📊 Know Your AOV Before You Begin

To create an effective Spend Goal campaign, first identify your store’s current AOV. Here’s how:

  1. Log in to your Shopify admin.
  2. Go to Analytics > Dashboards.
  3. Find your Average Order Value under the performance metrics.

👉 Pro Tip: Set your spending goal slightly higher than your current AOV to encourage larger orders without discouraging shoppers.

We also have a list of frequently asked questions about our Upsell Offers that you can check here: Upsell Builder FAQs

🧭 Step-by-Step Guide to Creating a Spending Goal Offer

Access the Spending Goal Feature

  1. From your Shopify Admin, open the Vitals app.

  2. Click on Apps in the Vitals sidebar. Under the Upsells category, click Spending Goal.

  3. Click Create Goal to begin.

Step 1: Product Eligibility

Choose which products the Spending Goal offer will apply to:

  • Any Product: Use this if you want to apply the offer storewide.
  • Specific Products/Collections: Use this to apply the discount only when selected items are in the cart.

✅ Once selected, click Continue to Discount to proceed to Discount Details.

Step 2: Discount Details

Here you define how rewards will be applied. Start with one discount tier and optionally add more (up to 3 tiers).

For each tier, configure:

  • Spending Goal: The cart total needed to qualify for the discount.

    Discount Type:

    • Percentage (%)
    • Fixed Amount ($)

🎯 Example:

  • Tier 1: Spend $50 – Get 10% off
  • Tier 2: Spend $75 – Get 15% off
  • Tier 3: Spend $100 – Get 20% off

Click Continue to Appearance to customize the appearance.

Step 3: Appearance

This step lets you brand the widget and messages.

A. Display Settings

  • Choose which pages the widget will appear on (e.g., product, cart).
  • Select the slide-out direction (left or right).
  • Adjust distance from the top for widget placement.

B. Progress Bar Appearance

  • Choose between Linear or Circular progress bars.
    • Note: If you use multiple tiers, the layout defaults to Linear.
  • Customize colors, icons, and textures to match your brand.

C. Text Formatting

  • Personalize the widget text:
    • When cart value = 0%
    • When cart value = 1–99%
    • When cart value = 100% (goal reached)
  • Defaults are provided, but you can rewrite texts to fit your tone and branding.

Click Continue to Review once you’re satisfied.

Step 4: Review & Publish

In the final step:

  • Review all selections from Steps 1–3.
  • Assign an Internal Name for easier tracking inside the app.
  • Set a Cart Label (e.g., “You saved 15%!”).
  • Set the Offer Status to Active.
  • Click Publish to make it live on your store.

✅ Your Spending Goal Upsell Offer is now active!

🏁 Final Thoughts

The Spending Goal feature combines strategy and psychology to motivate larger purchases, with minimal setup required. By offering meaningful incentives and a visually engaging experience, you’re not just offering discounts—you’re creating a goal your customers want to reach.

Start building your Spending Goal offer today and increase your AOV the smart way. 🎉

Frequently Asked Questions

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