The complete guide

Everything you need to run CartRules yourself.

Every screen, every setting, every message a customer sees — explained so you can set up, adjust, and troubleshoot CartRules without opening a support ticket. Our own definition of done: a merchant creates their first working rule in under 3 minutes, no documentation needed. This page is here for the other 3%.

~8 min read 9 sections Covers install through troubleshooting
01

Quick start

The fastest path from install to your first live rule.

  • Install CartRules from the Shopify App Store and open it from your admin's Apps menu.
  • Click New rule — the 3-step wizard opens (rule type → products → message).
  • Pick a rule type, choose the products it applies to, and write one line explaining it to customers.
  • Click Save & activate. It's enforced at checkout immediately — no theme edits, no code.

That's the whole loop. Sections 2–5 below walk through each part in detail with the exact screens you'll see.

02

The two rule types

CartRules version 1 has exactly two rule types. Knowing which one to reach for is most of the job.

A"No discount codes"

Excludes the products, collection, or tag you choose from every discount code at checkout. Use it for new releases, items already discounted, or licensed goods with fixed prices — anything that shouldn't stack a second markdown on top.

  • Blocks native Shopify discount codes on matching products
  • Shows your custom message instead of applying the code
  • Doesn't touch discounts on the rest of the cart
SUMMER15 does not apply to "Album Special Ed." — this item is excluded from promotions.

B"Max quantity per order"

Caps how many units of a product a customer can buy in one order. Use it for bulky or heavy items where a large quantity pushes shipping into a losing margin, or to protect a limited launch from being emptied by resellers.

  • Auto-adjusts the cart quantity down to the limit
  • Shows your message explaining why
  • Holds at cart, checkout, and after a quantity edit
Maximum 2 per order for this item (oversized parcel). Quantity was adjusted.
03

Creating a rule, step by step

Every rule — either type — is created with the same 3-step wizard. Here's exactly what each step asks for.

1What kind of rule?

Choose Block discount codes or Limit quantity per order. This choice determines what step 2 and 3 ask for next — you can't mix both behaviors in a single rule, so a store needing both creates two rules.

1Rule type
2Products
3Message
Step 1 — What kind of rule?
Block discount codes
Limit quantity per order

2Which products?

Select by tag, collection, or individual products. Tag is the most hands-off option: tag a product no-promo once, and it's covered by the rule automatically — including products you add to that tag after the rule was created.

1Rule type
2Products
3Message
Step 2 — Which products?
Select by tag, collection, or individual products.
Tag = no-promo · 12 products found

3Message shown to the customer

Free text, in your own language. This is what turns a limit from "looks like a bug" into "looks professional." Keep it short and specific — mention the reason if it helps (oversized parcel, best price already applied, limited launch).

1Rule type
2Products
3Message
Step 3 — Message shown to the customer
"This item is already at its best price — discount codes do not apply."
Save & activate
04

Reading your rules dashboard

One screen to see and control everything you've set up.

Rule · Applies to · Status

Every row shows the rule type, exactly which products/collection/tag it targets, and whether it's Active or Paused. Click a row to edit any of the 3 steps without recreating the rule.

  • Pausing stops enforcement immediately but keeps the rule's settings — reactivate any time.
  • Editing lets you change targeting or the message without losing rule history.
  • Free plan shows a slot counter (e.g. "2 of 3 rules used") so you know when you'll need to upgrade.
RuleApplies toStatus
No discount codes12 products (tag: no-promo)Active
Max 2 per orderCollection: Plush XXLActive
Max 1 per orderProduct: Album Special Ed.Active
Max 3 per orderTag: heavy-itemPaused
05

What customers actually see

Both rule types are designed to correct politely, not block with a mystery error.

Quantity limit in the cart

If a customer adds more than the allowed quantity, CartRules adjusts it down automatically and shows your message right on the cart line — they understand why before they ever reach checkout.

Your cart
BT21 Plush XXL — Shooky
2+
78.00 EUR
Maximum 2 per order for this item (oversized parcel). Quantity was adjusted.

Blocked discount code at checkout

If a customer applies a code that touches an excluded product, checkout rejects it and shows your message in place of a generic "code invalid" error — clear, and on-brand.

Checkout — discount code
SUMMER15 does not apply to "Album Special Ed." — this item is excluded from promotions.
06

Common recipes

Three real setups, straight from the problems CartRules was built to solve. Copy the pattern for your own catalog.

No discount codes

Stop codes on new releases

Tag every new release no-promo the moment it's published, and it's excluded from all discount codes from day one — no manual per-launch setup.

Rule: Block discount codes
Target: Tag = no-promo
Message: "Already at launch price — codes don't apply."
Max quantity

Cap XXL plushies at 2

Bulky items push a parcel into volumetric pricing past a certain quantity. Cap the whole collection so no single order silently loses shipping margin.

Rule: Max quantity per order
Target: Collection = Plush XXL
Message: "Max 2 per order (oversized parcel)."
Max quantity

Limit a launch to 1 per order

Limited editions get emptied by resellers in a single checkout without a cap. One rule on the product keeps stock available for real customers.

Rule: Max quantity per order
Target: Product = Album Special Ed.
Message: "Limited edition — 1 per order."
07

Troubleshooting

Before contacting support, check these — they resolve the vast majority of "it's not working" reports.

The rule doesn't seem to trigger

Open the rule on the dashboard and confirm its status is Active, not Paused. A paused rule keeps its settings but enforces nothing.

A tag-based rule is missing some products

Double-check the exact tag spelling on the product (tags are case-sensitive) and that the product is published to the same sales channel where the order is placed.

The customer message isn't showing

An empty message field falls back to a default system message. Re-open the rule's step 3 and confirm your custom text was saved before activating.

A discount code still applies to an excluded product

Confirm the product is actually inside the rule's target (product, collection, or tag) and that the rule is Active. Codes added to the cart before the rule was activated may need to be re-applied.

I hit "3 active rules" on the Free plan

That's the Free plan limit. Pause a rule you're not using, or upgrade to Growth for unlimited rules — see plans below.

08

Plans & limits recap

Full pricing detail lives on the overview page — here's what actually changes as you upgrade.

  • Free — 3 active rules, both rule types, default messages, product/collection targeting.
  • Growth ($4.99/mo) — unlimited rules, custom messages in any language, tag targeting, email support.
  • Pro ($9.99/mo) — everything in Growth, plus product-page notices and priority support.
  • Billing lives under Plans & billing in the app sidebar — upgrade, downgrade, or cancel any time.
09

Still stuck?

If the sections above didn't answer it, reach out directly.

Talk to support

Email team@mpctrades.com with your store URL and a short description — most replies land within 24 hours. CartRules is owned end-to-end by one developer, so it goes straight to them, not a ticket queue.

Email support →

See all the ways to reach us on the support page.