The Rewards Module is a key Upcart feature that displays a visual progress bar in the cart drawer, encouraging customers to spend more by tracking their progress toward rewards like free shipping, discounts, or gift items.
This is the first of three guides covering Rewards settings:
General Settings (this document)
⚠️ This module is purely visual and does not apply discounts or shipping logic. To make rewards functional, refer to the Rewards Settings document.
General Settings
Show rewards on empty cart
Enable this option to display the rewards bar even when the cart is empty.
Bar Background and Foreground Colors
Customize the visual appearance of the bar:
Bar background Color: Represents what remains to be earned
Bar foreground Color: Indicates progress toward a reward
Text after completing full rewards bar
Add a custom message that appears once all reward tiers have been met. Use formatting tools (bold, italic, underline, color) to style the message as needed.
Reward Calculation
Choose how progress is calculated:
Cart Total
Tracks based on the total cart value (e.g., reward at $100).Item Count
Tracks based on the number of items (e.g., reward at 5 items).The selected basis applies to the entire rewards bar and cannot vary by tier.
Enable Use of Pre-Discounted Cart Total
When enabled, rewards are calculated using the original cart total, ignoring any discounts. This prevents customers from being disqualified for a reward due to a promotion or coupon.
Filter Which Products Count Toward Rewards
With Product Filters, you can control which items in the cart are eligible to contribute toward reward progress. This allows for greater precision and use-case flexibility, such as excluding gift cards or targeting only specific product groups.
You can apply filters by product, collection, or item property. Each filter can be set to either include (only selected items contribute) or exclude (everything contributes except selected items). Multiple filters can be combined for layered logic.
Product Filter
This filter lets you include or exclude individual products from the rewards bar.
Include: Only selected products will count toward the reward.
Exclude: All products count except the ones you’ve excluded.
Use this to isolate high-margin SKUs, exclude promotional items, or remove low-value products like gift cards from reward calculations.
Collection Filter
This filter applies the same logic as the product filter, but at the collection level.
You can include a full Shopify collection (e.g. “Holiday Collection”) to count toward rewards.
Or exclude a collection like “Sale Items” if you don’t want discounted products contributing.
Great for batch control without needing to select products individually.
Item Property Filter
Use this filter to include or exclude items based on line item properties — metadata that is often added by other apps, custom product options, or internal tagging.
Add filters using key-value pairs (e.g.
upsell: true,__upcartRecommendation: [ID])You can leave the value field blank to filter by key alone (e.g. exclude all items with the key
upsell, regardless of value)
This is ideal for excluding upsell items, subscriptions, personalized orders, or anything dynamically tagged through your storefront or automation setup.
Advanced Settings
Opens the Advanced Rewards Settings menu. For features like currency-specific rewards and advanced conditions, refer to the Advanced Settings guide.