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August 15, 2024

How to Create a Shopify Preorder Policy to Set Clear Customer Expectations

If you offer preorders on your Shopify store, setting clear customer expectations upfront is key.

A well-defined Shopify preorder policy not only helps customers understand what to anticipate but also helps avoid confusion and frustration. By reducing the number of complaints, you are freeing up time for your customer support team. You will also reduce the number of refunds and returns, indirectly increasing your revenue. The more transparent shopping experience will help you build customer trust and drive repeated purchases.

Enough talking about preorder benefits, you likely already know all this.

Here are the key elements when drafting your Shopify preorder policy:

Payment Terms

Specify how pre-order payments will be handled. Will your customers be charged the full amount upfront, or is a partial deposit required to reserve their item? If it's the latter, will they get priority shipping too? Make it clear how and when will the deferred payment will be processed.

Delivery/Shipment Timelines

Explain that the estimated date shown on the product page is the most recent date which your manufacturer has given you. While you'll try your best to notify your customers of any changes to these ETA dates ASAP, you're not liable for the delays as these changes are unfortunately beyond your control. This helps customers understand what to expect.

Handling Potential Delays

Address what will happens in case of delays. Let your customers know if unforeseen circumstances beyond your control affect the ETA dates, how and when will they be notified. Or how they can keep track of their shipment status themselves. Proactively keep your customers informed throughout the process to reassure them and gain trust.

Cancellation and Refund Policy

Clearly state the conditions under which your customers can cancel their preorders and the refund process. Include information on whether deposits are refundable, in full or partial, and if there are any time limits for pre-order cancellations.

Tailoring Your Shopify Preorder Policy Based on Your Business

Consider the following Preorder terms and conditions based on your specific business needs:

  • How long does it take for your preorder items to be shipped from the order date?
  • If you offer preorders for your made-to-order items, mention the lead time as well.
  • Will you offer expedited shipping options when the preorder fulfilments are ready?
  • How do you handle mixed carts (in-stock + preorder items in the same order)? (See Shopify's new Split Shipping in Checkout feature.)
  • Are your preorder items eligible for returns or exchanges? Or only partial refunds?
  • Who is responsible for the cost of returns?
  • Do reserved preorders items with partial deposits paid get priority shipping?
  • Where can customers stay informed about shipping updates?

Where to Include Your Shopify Preorder Policy

You can find your Shopify store policies under Shopify Admin > Settings > Policies

  1. Shipping Policy
  2. Return & Refund Policy

Final thoughts

A clear and comprehensive Shopify preorder policy ensures your business is protected while keeping your customers happy.

Please note that this pre-order policy guide is intended for informational purposes only and does not constitute official legal advice. We recommend consulting with a legal professional to ensure compliance with applicable laws and regulations.

Shopify Preorder Policy templates coming soon.

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