Cart Marshal Docs

Use these docs to install Cart Marshal, understand how rules work, choose the right template, confirm your configuration, and find support.

Get started

• Getting startedInstall Cart Marshal, create a rule from a template, save it as a draft, and publish when it is ready.
• Dashboard and checkout scanReview rules that need attention, schedules, activity, and checkout logic outside Cart Marshal.
• Settings and resyncMaintain payment method names, PO Box keywords, defaults, and cached Shopify picker data.
• Rule lifecycleUnderstand drafts, published rules, unpublished edits, archived rules, and out-of-sync repairs.
• How rules work togetherUnderstand rule families, discount combinations, native Shopify logic, and other checkout apps.

Rule templates

Pick the template that matches the checkout behavior you need. Each guide explains the important fields, eligibility controls, plan requirement, and configuration examples.

Discount templates

• Shipping DiscountBuild free, percentage-off, and fixed-amount shipping offers. Available on Free.
• Product / Order DiscountDiscount a whole order or selected products. Available on Free.
• Buy X Get YConfigure BOGO, bundle, and buy-more-get-one offers. Available on Free.
• Tiered DiscountSet spend-more-save-more or quantity tiers. Requires Core or higher.
• Gift with PurchaseAuto-add and discount a gift item. Requires Growth or higher.

Payment, delivery, and restriction templates

• Payment rulesHide, rename, or reorder payment methods. Requires Core or higher.
• Delivery rulesHide, rename, or reorder shipping options. Requires Core or higher.
• Restriction rulesControl addresses, orders, quantities, and product combinations. Requirements vary by template.

Common examples

• What you want to do, mapped to templatesFind the right template for discount campaigns, checkout controls, restrictions, and wholesale requirements.

Plans & limits

• Pricing and plan featuresCompare Free, Core, Growth, and Pro templates, limits, scheduling, and audit tools.
• Billing and plan changesUnderstand Shopify-managed billing, trials, upgrades, downgrades, and cancellation behavior.
• Cart Marshal and Shopify limitsSeparate published-rule plan limits from Shopify platform constraints.
• Scripts analyzerReview legacy Shopify Scripts manually and map supported logic to Cart Marshal templates.

Support & updates

• Checkout scan guideInterpret scan results and investigate overlapping checkout behavior.
• TroubleshootingResolve common setup, publishing, checkout behavior, and billing issues.
• FAQAnswers to common plan, rule, checkout, and support questions.
• ChangelogSee new features, behavior updates, and fixes.
• SupportContact information, support hours, and what to include in a request.
• Policies and securityPrivacy, terms, security, refunds, data processing, permissions, and customer data requests.