General Limit Settings

The General Settings is where you configure the fundamental options for your limit. This section allows you to define whether the limit reaches your customers at all, when it is enforced, who it applies to, and other essential criteria that control how and when the limit is enforced.

Table of Contents

1. Status (Live / Draft)
2. Limit Name
3. Enforce on the storefront
4. Activation Dates
5. Limit Target
6. Target Type
7. Tag Exclusion
8. Target Tags

Status (Live / Draft)

Purpose:
The Status dropdown decides whether the limit applies to your customers or is only there for you to test.

• Live — the limit is delivered to your storefront and checkout. Whether it then blocks carts depends on Enforce on the storefront and the activation dates below.
• Draft — the limit is never enforced on your customers' carts or checkouts, whatever its other settings say, but you can preview it on your own cart to confirm it works as intended before switching it to Live (see the Preview Mode article). Drafts appear in your list with a Draft badge and can be edited, filtered and deleted like any other limit.

Usage Tips:

• Save a new limit as Draft, press Preview on my store to test it on your own cart, then switch it to Live when it behaves as expected.
• To test limits that depend on each other, keep them all as drafts and preview them together.
• To take a Live limit out of service without deleting it, switch it to Draft. You can keep previewing it.
• If a Live limit's activation rules point at a draft, the editor asks you to confirm before saving: until the draft is Live, those rules are ignored, and without other activation rules the limit is always active.

Limit Name

Purpose:
The Limit Name serves as a unique identifier for each limit rule created by the merchant. It allows merchants to quickly recognize and manage different limits applied across their store. A clear and descriptive Limit Name helps differentiate between multiple rules, making it easier to update or troubleshoot specific limits as needed.

Tips for Naming:

• Use descriptive names that reflect the purpose of the limit (e.g., "Winter Sale Max Limit" or "Bulk Purchase Min Qty").
• If you're applying limits to specific collections, products, or vendors, include that in the name to provide additional clarity.
• Keep names short but meaningful for quick reference within the app's dashboard.

Enforce on the storefront

Purpose:
The Enforce on the storefront switch controls what a Live limit does to your customers. When it is on, the limit blocks carts and checkouts that don't respect it. When it is off, the limit blocks nothing, but it still exists on your storefront and can be used as an Activation Rule by your other limits — "when limit X is respected / is not respected".

The limits list shows this as Enforced, Not enforced, Scheduled (Enforce is on but the start date is in the future) or Expired (the end date has passed). A Draft badge takes precedence over all four: a draft is never enforced.

Best Practices:

• Turn the switch off on a limit whose only job is to serve as a condition for another limit, so it never blocks a cart on its own.
• Use the Status dropdown, not this switch, to keep a limit away from your customers entirely while you work on it.
• Combine with Activation Rules to automate when a limit is enforced, streamlining store operations.

Start Date

Purpose:
The Start Date determines when the limit will begin to apply. The limit will not be enforced before the selected date. This feature allows merchants to schedule limits to automatically start on a specific day, such as the start of a sale or promotion.

Usage Tips:

• Set the Start Date to prepare limits in advance for upcoming events like product launches or seasonal sales.
• Make sure the limit is Live and Enforce on the storefront is on so the limit takes effect as scheduled.

End Date

Purpose:
The End Date sets the final day when the limit will be enforced. After this date, the limit stops applying automatically. This feature is useful for managing time-sensitive limits, such as those used during flash sales or holiday promotions.

If no End Date is selected, the limit will remain enforced indefinitely.

Usage Tips:

• Use a defined date range to apply limits only for special events, such as Black Friday or Cyber Monday.
• For long-term or permanent limits, leave the End Date blank to keep the rule enforced until you turn it off.

Limit Target

Purpose:
The Limit Target defines which group of users the limit will apply to. Merchants can select from the following options:

• Everyone: The limit applies to all visitors and customers, regardless of their login status.
• Non-Customer: The limit applies only to users who are not logged in or do not have an account.
• Customer: The limit applies only to users who are logged in to their account on the website.

Usage Tips:

• Use the Customer target to create exclusive limits or offers for your logged-in users, such as VIP customers or loyalty members.
• Apply limits to Non-Customers to encourage account creation or to restrict bulk purchases from guest visitors.
• Choose Everyone when the limit should be enforced across the board, ensuring consistency for all users.

Target Type

Purpose:
The Target Tag option allows merchants to apply limits specifically to customers who have been assigned certain tags. This provides more granular control over which customers are subject to the limit, enabling targeted promotions or restrictions.

For example, you can use customer tags like "VIP," "Wholesale," or "Loyalty Program" to create exclusive limits for those groups.

Usage Tips:

• Assign tags to customers based on their behavior or membership in special programs, and use these tags to apply personalized limits.
• Combine this feature with the Customer Limit Target option to create highly specific rules (e.g., a limit for "VIP" customers who are logged in).
• Ensure customer tagging is set up correctly in your store to make the most of this feature.

Tag Exclusion

Purpose:
The Tag Exclusion feature allows merchants to exclude certain customers from a limit based on their assigned tags. This option can either narrow down the limit's target or exclude specific groups depending on the chosen Limit Target.

• If the Limit Target is set to Everyone, the Tag Exclusion will prevent the limit from applying to customers who have the specified tags.
• If the Limit Target is set to Customer, the tags entered will define which customers the limit will apply to, excluding all others. Leaving this field blank will apply the limit to all customers.

Usage Tips:

• Use Tag Exclusion to create exceptions for specific customer groups, such as allowing "VIP" customers to bypass purchase limits.
• For Customer targets, add tags to limit the rule to only those with certain characteristics (e.g., "Wholesale" or "Gold Member").
• Leave this field blank if you want the limit to apply broadly without any tag-specific exclusions.

Target Tags

Purpose:
The Target Tags option determines which customer tags the limit will apply to or exclude, depending on the Limit Target setting.

• If the Limit Target is set to Everyone, the tags entered will exclude customers with those tags from the limit.
• If the Limit Target is set to Customer, the tags entered will define the specific customer group that the limit applies to, excluding all other customers. If left blank, the limit will apply to all customers.

Usage Tips:

• For Everyone: Use this field to exclude certain customer groups from the limit (e.g., exclude "VIP" customers from a general restriction).
• For Customer: Enter tags that define the group to which the limit applies (e.g., restrict purchase limits to "Wholesale" customers only).
• If you want the limit to apply broadly, leave the field blank to target all relevant customers or non-customers without any exclusions.

Updated on: 19/10/2026