Everything you need to know about CartClimb. For full reference, see the Documentation; for first-time setup, see the Installation guide.

A. Getting started

Does CartClimb work with my theme?

Yes. CartClimb is a Shopify 2.0 theme app extension that works with all modern Shopify themes. You add it as a block in your theme customizer — no theme-code editing required. If your theme uses a particularly custom cart drawer, run the theme-compatibility report in Admin → Help before going live.

Do I need to know how to code?

No. Install the app, add the block to your theme via drag-and-drop in the theme customizer, and configure everything from the admin panel.

How does the free trial work?

CartClimb's Lite and Pro plans include a 7-day free trial. You won't be charged during the trial and you can uninstall any time. If you uninstall before the trial ends, you'll never see a charge. The Free plan ($0) has no trial — it's just free, with the smaller feature set listed below.

What's in each plan?

See the Plan tiers section in the Documentation for the full feature matrix. Short version: Free = static banner only; Lite ($4.99/mo) = single-tier progress bar + all banner modes + scheduling; Pro ($7.99/mo) = multi-tier bar + free-gift auto-add + geo-targeting + cart upsell + Plus checkout extensions.

B. Progress Bar

How many reward tiers can I have?

Lite supports one tier. Pro supports up to three tiers cascading on the same bar (e.g. $50 free shipping → $100 10% off → $150 free gift).

Can I show different thresholds for different countries?

Yes, on Pro. Geo-targeting supports eight pre-configured countries (US / GB / CA / AU / DE / FR / JP / IN) with matching currencies. For each country you can set its own threshold, currency, and even custom messages. The default currency (set on the same page) handles everywhere else.

What if my currency isn't USD?

CartClimb uses your store's currency from Shopify's window.Shopify.currency.active — so it matches whatever the shopper sees elsewhere on the storefront. If you're on Shopify Markets, the bar follows the visitor's market currency automatically. Per-country overrides are available on Pro.

Will gift cards or digital downloads count toward free shipping?

No, by default. CartClimb counts only items that physically ship toward a free-shipping tier threshold — gift cards, digital downloads, and gift wrap configured as non-shipping items are excluded so the bar doesn't promise a reward checkout won't deliver. Other reward types (percentage off, free gift) continue to use the full cart total. You can flip the behavior off in Progress Bar → Advanced → Only count shippable items toward free-shipping reward if you ship gift cards physically.

Does it work on mobile?

Yes — fully responsive. You can show or hide the bar per device under the Targeting tab.

Can I customize the colors?

Yes. Progress fill, text, container background, and (optionally) a gradient end-color are all customizable. The Live Preview pane shows your changes in real time.

What happens when a customer reaches the goal?

The bar shows your tier's unlocked message ("You've unlocked free shipping!" etc.) and animates a small celebration. For free shipping, Shopify applies the rate automatically at checkout — provided you've configured a real shipping rate with the matching minimum (see the Documentation → Reward setup). For free gift (Pro), CartClimb auto-adds the gift line to the cart and the bundled discount function makes it $0.

Does CartClimb auto-apply discount codes?

For free shipping — Shopify applies your shipping rate automatically at checkout. No code needed.

For percentage off — your choice. You can create the discount as a Shopify automatic discount (applies at checkout without a code) or as a code that you show to shoppers on the bar's success message. Automatic is the smoother experience.

For free gift (Pro) — yes, the bundled CartClimb Free Gift Discount Function discounts the auto-added gift line to $0 automatically. Activate it once in Discounts.

C. Promotional Banner

What's the difference between static, marquee, and rotating?

  • Static — a single fixed message. Available on all plans.
  • Marquee — text that scrolls horizontally. Available on Lite + Pro.
  • Rotating — cycles through multiple messages on a timer. Available on Lite + Pro.

Can I schedule the banner for a sale?

Yes, on Lite + Pro. Set a start and end time in Promotional Banner → Scheduling. The banner auto-shows at the start and auto-hides at the end.

Can I show different banners on different pages or to different countries?

Yes. The Targeting tab handles device (mobile / desktop / tablet) and page (home / product / collection / cart / drawer / custom URL patterns) visibility. Per-country messages follow the same geo system as the progress bar (Pro).

D. Cart Upsell

What plan do I need?

Pro. Cart Upsell uses Upsell Groups, which only appear in the admin on Pro.

Can I pick the upsell products manually, or does CartClimb pick?

Both. When you create an Upsell Group you choose a source mode: Manual (you pick specific products / variants in the order you want them shown) or Automatic (CartClimb picks based on the current cart contents). You can run multiple groups for different placements.

Where does the upsell appear?

In whichever section you place the CartClimb Upsell theme block. Most stores put it in the cart drawer and/or on the cart page. The same block also works on a product template if you want a PDP upsell.

E. Checkout (Plus only)

What do I need to use the checkout extensions?

Shopify Plus on your store (so you can customize checkout) and CartClimb Pro. Non-Plus stores can't open Shopify's checkout editor, so the extensions can't activate even if you install them.

Will the checkout extensions work with express checkout (Shop Pay, Apple Pay)?

Partially. The Checkout Progress Bar renders inside the express checkout's order summary, so shoppers still see it. The Checkout Upsell only renders on the standard checkout view — express checkout bypasses the cart-side upsell entirely. This is a Shopify-platform constraint we're tracking on the roadmap.

F. Analytics

Where do I see performance?

Apps → CartClimb → Performance. Three sections: Order-attributed metrics (from paid orders), Storefront funnel counters (from the widget), and a 12-month AOV trend from Shopify's own analytics.

Why don't the order-attributed and storefront funnel numbers agree?

By design. The storefront funnel counts everyone who saw or interacted with the bar (impressions, tier crossings, upsell adds, gift adds). Order-attributed counts only shoppers who actually purchased. The gap between the two is your in-cart-to-purchase conversion — useful for spotting where intent drops off.

When does data start appearing?

The storefront funnel section populates immediately — as soon as shoppers visit a page with the bar. The Order-attributed section needs paid orders flowing through our orders/paid webhook subscription, which requires Shopify's Protected Customer Data approval. Until that's granted, the Order-attributed section shows an empty state. (See the Data & Privacy section of Documentation for context.)

Is this causal lift?

No. All numbers shown are CartClimb-attributed (last-click). A genuine "AOV increased by X% because of CartClimb" claim still requires an A/B holdout — that's on the roadmap and intentionally not pre-baked.

G. Troubleshooting

My progress bar isn't showing.

Check in this order: (1) the Enable toggle at the top of the Progress Bar admin page is on; (2) you're on Lite or Pro (Free has banner only); (3) the Shipping Progress Bar block is added to your live theme (not an unpublished draft); (4) the Targeting tab allows the device and page you're testing on. If you've added the block but it still doesn't show, run the theme-compatibility report in Admin → Help.

Why isn't progress updating when I add items?

The most common cause is testing inside the Shopify theme customizer, where cart monitoring is disabled. Always test on your live store URL (your-store.myshopify.com or your custom domain). If the live store also fails to update, open the browser console (F12 → Console) and filter for [SPB] — that's CartClimb's log prefix.

My color changes aren't taking effect.

Three usual culprits: (1) you forgot to click Save in the admin panel; (2) browser cache — try a hard refresh (⌘/Ctrl + Shift + R); or (3) the theme's CSS is overriding CartClimb's styles. The first two fix it the vast majority of the time.

The bar shows "free shipping unlocked" but checkout still charges shipping.

This is exactly the case the shippable-only filter prevents. Confirm Progress Bar → Advanced → Only count shippable items toward free-shipping reward is on (default). If you have a gift card or digital product in the cart, those won't count toward the free-shipping threshold — and they shouldn't, because your Shopify shipping rate doesn't count them either. If you want gift cards to count, flip the toggle off.

The free gift isn't auto-adding.

You need Pro (free-gift auto-add is a Pro feature), and the CartClimb Free Gift discount needs to be activated in Discounts. The discount function ships with the app and appears in the discount list automatically — click into it and toggle it on. If the gift variant is out of stock and your product has "Don't sell when out of stock" set, the auto-add will skip until it's back in stock.

Express checkout (Shop Pay / Apple Pay) skipped the cart entirely.

That's a Shopify-platform behavior: express checkout buttons bypass the cart and go straight to checkout, so cart-side automations (gift auto-add, cart upsell) don't run. The Checkout Progress Bar still renders inside the express order summary. There isn't a setting that changes this; reconciling express checkout properly is on the roadmap.

H. Plans & Billing

Can I upgrade or downgrade?

Yes, any time, from Apps → CartClimb → Billing. Upgrades take effect immediately. Downgrades take effect at the end of your current billing cycle so you don't lose paid time.

Do you offer refunds?

CartClimb is a third-party Shopify app, so Shopify doesn't issue refunds for it — we handle them directly. Email us at hello@verdash.io within 30 days of any charge and we'll review your situation. You also get a 7-day free trial when you install Lite or Pro — you won't be charged at all if you uninstall during the trial.

How do I cancel?

Uninstall CartClimb from your Shopify admin. Once you uninstall, no further charges occur. Your settings and analytics records are deleted within 30 days per our retention policy (see the Privacy policy).

I. Data & Privacy

What data does CartClimb store?

Configuration (your tier thresholds, colors, messages, theme settings), session data for the embedded admin, and analytics counters. From paid orders we store the order id, totals, currency, and our own line-item tags — no customer name, email, phone, address, or IP. Full breakdown in the Privacy policy → Order data and analytics.

Is CartClimb GDPR compliant?

Yes. CartClimb honors all three Shopify GDPR webhooks (shop/redact, customers/redact, customers/data_request) and deletes the relevant records within Shopify's 30-day window.

What happens to my data when I uninstall?

All settings, sessions, analytics records, order facts, daily metrics, and funnel counters are deleted within 30 days of uninstall. Session data is revoked immediately.

J. Still need help?