OVERVIEW

This article reviews optional setup steps for your Offset experience. These steps are applicable for merchants who set up with cart or checkout.

Shopify's 'closed-cart' system forces Offset to be added as an actual product in the merchant's store. However, merchants may not want Offset to show up under "All Products" on their storefront. This section reviews how to hide the Offset product from the storefront.

Note: Stores only need to hide the Offset product if they have a product collection that references all available store products. If there isn't an all-encompassing collection, and the store offers a variety of products with specific collections (for example, "Women's T-Shirts"), merchants don't need to hide the Offset product.

If the merchant currently has a navigable collection on its store that references all products in the store, please complete the following steps to hide Offset from the product listing:

1. Assign a product type to the Offset product:

   

2. In Shopify, create a new collection that excludes Offset.

   

3. Set the collection conditions to reference All Products (excluding Offset), then click Save.

   

4. Change the main menu navigation to reference the new collection.

   

5. Select the Shop All navigation link.

   

6. Remove the former collection reference.

   

7. Select new collection All Products (Excluding Offset).

   

8. Click Apply changes.

   

The steps below are to ensure that the Offset product isn't discounted. If the product isn't excluded from discounts, then the customer will not be charged the full fee.

Important: Due to a Shopify limitation, the only way to exclude the Offset product is through a "Amount Off Product" discount. There is no way to prevent "Amount Off Order" discount types from applying to the Offset product.

Therefore, if you are an Offset Free merchant, we highly recommend only using "Amount Off Product" discounts going forward and disabling active discounts that use the "Amount Off Order" and replacing them with discounts that use the "Amount Off Product" type.

1. In the Shopify admin, navigate to Products > Collections, then click Create collection.

   

2. Enter "All products" in the Title field, select Automated as the Collection type, and configure the conditions as follows:

   • For Products must match, select All conditions.

   • Add a condition:

     1. Select Product title in the first dropdown.

     2. Choose is equal to in the next dropdown.

     3. Enter "Offset" in the text field.

   

1. Navigate to Discounts, then click Create discount.

   

2. Select the Amount off products discount type.

   

3. Set Applies to to Specific collections, then add the All products collection created in step one.

   

   This ensures that the discount will not apply to all items in the customer's cart, and the return coverage item will not receive the discount.

Note: If you use a third-party to generate discounts, such as Yotpo or Klaviyo,

In some cases, products may be ineligible for return due to a sale or the type of item, like a gift card. If an order only includes ineligible items, Offset should be excluded from that order. Follow these steps to exclude Offset from applying to final sale products:

Note: This section is only visible if an Offset product was created for the store. Please contact your Merchant Success Manager for support if you do not see this section.

1. Within your loop admin portal, go to Policy settings > General tab and find the section Offset on the page.

2. Within the Excluded product tags input, type in a tag name you'd like to use for excluded products and hit enter. You can add multiple tags. Offset will look for any matching tag when considering if the item is excluded. Feel free to use existing tags if they are already classified as a product grouping that shouldn't be offered Offset.

Note: Feel free to type in any style e.g. "finalsale", "final sale", "Final Sale", "finalSale", "final-sale", "final_sale".

3. Save your changes.

1. Navigate to your Shopify store's admin panel and select the products tab.

   

   2. On the product's index page, select a product you'd like to exclude from offering Offset.

   

   3. Find the Tags section in the far-right column.

   

   4. Enter the excluded tag you created from your loop admin panel.

Note: Tags are character and case-sensitive. Be sure to match the style of your tag precisely as it's entered in your loop admin panel to avoid any issues.

5. Confirm your excluded tag is set and save your changes.

6. This is complete! Feel free to run a test order with the final sale product to confirm that Offset does not appear in checkout.

Free: Offset has to be on your US policy. It's optional to have Offset on any other markets you support.

Flex: Offset can be added to any market you support.

If you only want to offer Offset to certain territories, you can edit the markets on the Offset product in Shopify.

1. In Products in Shopify, identify the Offset product which is named "Pay now to unlock free returns"
   

   

2. In the product, go to the right hand side to the Publishing section and click the three dots.
   

   

3. Select the markets where you want Offset to be offered then push Done.