Create a minimum first purchase limit for customer accounts

Setting Up an Initial Purchase Minimum with MinCart and Shopify Flow

There may be situations where you want customers to make a minimum initial order before allowing them to purchase without restrictions in the future. This setup is useful for ensuring that the first order meets a specific requirement while giving customers the flexibility to make smaller purchases afterward.

This support guide will walk you through how to use MinCart and Shopify Flow to:

Set a minimum order requirement for a customer’s first purchase.
Automatically add a tag to customers after their initial purchase.
Remove the minimum purchase requirement for subsequent orders.

Let’s get started!

Step 1: Create a Limitation in MinCart

Follow these steps to set up the initial purchase limitation in MinCart:

Limit Type:
Select Whole Cart to apply the restriction to the entire order.
Limit Name:
Assign a unique name to your limit so you can easily identify its purpose later (e.g., "Initial Purchase Minimum").
Activation Dates:
Leave this field as is to activate the limit starting today.
Active Checkbox:
Ensure this box is checked to keep the limitation active.

Audience Type:
Select Everyone to apply the limit to all customers.
Tags Exclusion:
Add a tag to indicate that a customer has made their initial purchase. This tag will also be configured in Shopify Flow to be automatically applied after the customer's first purchase. Using this tag ensures accurate tracking and simplifies automation. In this example we will add "Initial Purchase Completed"

Set Limits:
Choose By Total Price to base the limit on the order value.
Enter the Minimum Cart Price to specify the initial minimum purchase amount (e.g., $499.99).
Text for Minimum Not Respected:
Customize the message displayed to customers if they do not meet the price limit. For example:
"Your order must be at least $499.99 for your first order. Please add more items to your cart."

Click SAVE

Once you’ve configured these settings, the initial purchase limitation is ready to be enforced.

Step 2: Automate Tagging with Shopify Flow

With the minimum limit set for all customers who do not have a specific tag, the next step is to use Shopify Flow to automatically add a tag to logged-in customers who make a purchase above the set limit. This tag will exempt them from future purchase limitations.

Creating the Shopify Flow:

Open Shopify Flow:
Navigate to the Shopify Flow app in your store’s admin panel.
Create a New Workflow:
Click Create Workflow.
Click Select a trigger.
Name your workflow (e.g., "Add Tag for Initial Purchase").
Search for the Trigger:
In Shopify Flow, go to the search bar and type "Order Created".
Select the trigger: "This workflow starts when a new order is created."*
4. Add a Condition:
Click on Then and select Condition to define your criteria.

In the side navigation, click Add a variable.
5. Specify the Condition:
In the search bar, type "order.currentSubtotalPriceSet.shopMoney.amount" and select this variable.

Set the Condition Logic:
In the side navigation, locate where it says Equal to. Change this to Greater than or equal to.
Enter the minimum amount required for the initial purchase (e.g., $499.99) in the Amount field.
Click outside the box to save your changes.
Add an Action:
Click Then and select Action.

In the search bar, type "Add customer tags" and select this action.
8. Set the Tag:
In the Tags field, enter a tag that indicates the customer has completed the initial purchase minimum. For example: "Initial Purchase Completed"*.
Press Enter to finalize the tag.

Turn on workflow:
Shopify Flow will now automatically apply the tag to eligible customers.

Workflow Summary:

Trigger: Order Created
Condition: Order subtotal is greater than or equal to the specified minimum amount.
Action: Add a tag to the customer (e.g., "Initial Purchase Completed").

This workflow ensures that customers who meet the initial purchase requirement are tagged and no longer subject to the purchase limitation for future orders.

Updated on: 12/12/2024