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This walks through one preset end to end: three products, a discount and a link you can paste into a newsletter. It all works on the free version.

1. Create the preset

Go to Cart Presets → Add New Preset, or click New preset on the listing. The Health checks card on the right starts with two things to do: Name the preset and Add at least one item. Save preset stays unavailable until both are done. Type a Name in the Preset details card. The Slug fills in as you type: it’s the part that appears in the link, so “Starter Kit” becomes starter-kit. Type your own if you want something shorter. The button beside it regenerates the slug from the name. If a slug is already taken a number is added, so a save is never refused over it. The Internal description is for your team. Customers never see it.

2. Add items

In the Items card, click Add store product. The chooser lists some of your products straight away; type to search by name or SKU. Choose one and click Use product. Repeat for each one you want in the set. The new item opens so you can set it up. The chevron at the end of an item’s row opens and closes it. Inside:
  • Quantity: how many of this item the link adds.
  • Discount type: None, Percentage, Fixed amount off or Custom price, with the amount beside it.
  • In the cart: whether coupons can discount this line, whether the customer can change the quantity (and within what Minimum and Maximum), and whether they can remove the item.
For a variable product, choose each option in the item, such as Choose a color. Every option needs an answer. A preset has nobody to ask at cart time, so “Any” isn’t possible here, and the preset can’t be saved until every option is set. The up and down arrows at the start of each row set the order items land in the cart.

3. Set the price

Each item carries its own discount, and the preset’s total is the sum of its lines. There’s no second discount on top. Custom price is the one to use for a kit you’ve advertised at a set price: give each item the price you want it to carry. The Pricing summary on the right recalculates as you type, and shows the same numbers the customer’s cart will. Both are checked against the same test data, so if they ever differ, that’s a bug.

4. Check the health panel

Health checks, on the right, runs through a list of questions about the preset. Once the two starting to-dos are done, it shows anything that still needs a look, and a count of the checks that passed. A warning is something that will work but may not be what you meant, like a discount type chosen with no amount. A check marked Blocks saving has to be fixed first: a variable product with an option not chosen, say, or no items at all. Click any check to jump to the field it’s about.

5. Save and share

Click Save preset in the bar at the bottom. The Preset link card fills in with the live URL:
Click Copy to copy it. Anyone who follows the link lands on your cart page holding the three items at the price you set.
A new preset goes live the moment you save it. There’s no separate publish step. After the first save, a Link enabled switch appears at the top of the editor; turn it off to take the link down. It acts straight away, without Save preset. To build a preset now and sell it later, give it a Starts on date. See Scheduling.

6. Try it yourself

Open the link in a private window, so you arrive as a customer would. You should land on the cart with the three items in it, each carrying a Part of preset label, and a total that matches what the editor quoted.

Where customers land

Send them to the cart, to checkout, or to a page of your own

Cart behaviour

What the link does to a cart that already has things in it

Cart notices and wording

Rewrite every sentence a customer reads

Purchase limits

Cap how many times a preset can be claimed
Last modified on September 28, 2026