Getting started

Your first reward, live in minutes.

Sam is built to be simple. Add the app, switch on the banner, create one offer, and Sam handles the rest — including applying the reward at checkout. Here's the whole thing, step by step.

⏱️ About 5 minutes
1

Add Sam to your store

Install Sam — Cart Offers & Rewards from the Shopify App Store. Shopify walks you through the permissions and drops Sam straight into your admin under Apps.

There's nothing to download or host — Sam runs inside your Shopify admin.

The Sam app icon — a shopping cart
2

Turn on the storefront banner

Sam's banner is a theme app embed — it lives in your theme so it can appear on your storefront. Go to Online Store → Themes → Customize, open App embeds, and switch on Sam Cart Monitor.

That's the one switch that lets shoppers see your offers. From here you can also choose which pages the banner shows on and how it behaves.

Tip: This is a Shopify theme setting, so remember to hit Save in the theme editor after switching it on.
App embeds — Sam Cart Monitor toggle in the theme editor
3

Create your first offer

Open Sam → Sam Settings in your admin. Set a spending threshold (say, $75), choose the reward it unlocks (a percentage off, a fixed amount, free shipping, or — on Sam Gold — a free gift), and write the messages shoppers will see.

Sam gives you a preview frame to view and tweak your wording, with three message states: an intro, a "you're getting close" teaser, and the reward message once they qualify. Add emoji, set your colours, and it's ready.

New to this? The Recipes page has ready-made offers you can copy word-for-word to get started fast.
Sam Settings — the offer creator
4

Save, then switch it on

Hit Save offer, then scroll down and enable the card. New cards are created disabled by default — so building one never accidentally takes over from an offer you may already have running. Flip it on when you're ready, and it goes live.

Once enabled, shoppers see the banner, watch their progress toward the reward, and when they reach the threshold, Sam applies the discount automatically at checkout. No discount codes to hand out, and no separate Shopify discount to set up — Sam does it for you.

Worth doing: add a product to a test cart and check the banner and discount behave the way you expect. Seeing it work once is the best confidence there is.
Live storefront banner in reward state, discount applied

Where to next

You've got the basics running. Here's where to go deeper.

Ready to add your first reward?