# Start from a use case

> Start a checkout rule from a ready-made use case instead of a blank form, then adjust it to your store.

Source: https://backtrackhq.com/docs/building-rules/use-cases/

A use case is a ready-made rule for a common job, like "Hide COD for
high-value orders". Pick one and the rule form opens already filled in. You
change the names and amounts to fit your store, then save.

## Pick a use case on the Create rule page

1. **Open Rules and click Create rule.**

   (Screenshot: The Rules page with the Create rule button)

2. **Click Use Cases in the left list, then search or filter.**

   The section is described as "Start from common use cases". Type in
   **Search use cases...**, or click a filter: **All**, **Featured**,
   **Payment**, **Shipping**, **Validation** or **Discount**. Many cards
   show a **Before** and **After** preview of checkout.

   (Screenshot: The Use Cases section on the Choose rule type page, with search, filters and use case cards)

3. **Click a card.**

   The rule form opens with the use case filled in.

   (Screenshot: A rule form filled in from a use case)

4. **Check every value, then save.**

   Replace the sample method names, amounts and tags with your own. Save as
   **Draft** first and test it. See
   [Schedule and status](https://backtrackhq.com/docs/building-rules/schedule-and-status/).

   (Screenshot: The Status card set to Draft with the test email hint)

Each rule type on the Create rule page also shows a short list titled "Use
cases for ..." with a **View all use cases** link.

## Pick a use case inside the rule form

On a new rule, click **Start from a use case** next to the rule name.

- The **Choose a use case** window lists the use cases for this rule type.
- Use **Search use cases...** to filter the list.
- Use cases marked **Popular** are listed first.

Picking one reloads the form with that use case. The button is not shown
when you edit a saved rule.

(Screenshot: The Choose a use case window with a Popular badge)

## Missing a rule?

If your search finds nothing, the page says "Ask for it and we'll point you
to the closest rule or log the request." Click **Ask for it** and describe
what you need. The **Missing a rule?** card also lets you reach us by chat
or email.

## Use cases by rule type

These are the use case names in the app.

### Hide payment methods

Hide COD for high-value orders. Hide COD for international orders. Hide
PayPal for low-value orders. Hide payment method by city. Hide payment for
guest customers. Hide payment for tagged customers. Hide COD: international
OR high-value. Hide COD: new high-spend OR VIP. Hide COD international,
hide PayPal low-value.

### Rename payment methods

Rename COD based on cart total. Rename payment for international customers.
Add surcharge notice to credit card.

### Reorder payment methods

Move COD to last position. Prioritize Shopify Payments. Prioritize COD for
domestic orders. Move PayPal to top for international.

### Hide express checkout options

Hide express for subscription products. Hide express for high-value carts.
Hide all express payments at checkout.

### Hide shipping methods

Hide express shipping for heavy orders. Hide local pickup for
international. Hide carrier for certain regions. Hide shipping by product
tag. Hide economy for high-value orders. Hide express for heavy oversized
items. Hide a shipping method for listed street or area names.

### Rename shipping methods

Rename for international customers. Add estimated delivery date. Rename free
shipping to branded name. Add handling time for made-to-order.

### Reorder shipping methods

Move pickup to top. Sort shipping by price (cheapest first). Sort shipping
by price (most expensive first). Move free shipping to last position.
Prioritize express for high-value orders.

### Checkout validation

Block PO Box addresses. Block military addresses (APO/DPO/FPO). Require
minimum order amount. Minimum cart quantity before checkout. Limit product
quantity per item. Block checkout for specific delivery option. Block
specific email domains. Block international high-risk orders. Set a maximum
order amount. Limit maximum cart quantity. Restrict checkout to domestic
orders. Block shipping to selected states. Block any discount on a shipping
method. Block big discounts on a shipping method. Block wildcard discount
codes on a shipping method (Plus required). Block a specific discount on a
shipping method. Block a specific discount on large orders. Block discounts
on tagged products.

### Order discount

VIP customer percentage discount. Minimum cart total percentage discount.
First-time customer discount. Returning customer discount. Collection-based
order discount. Tiered discount by order subtotal. Product tag discount.
Discount with product exclusions. Loyalty tiers (Gold/Silver/Bronze).
Discount code with max uses. Subscription discount. Fixed amount off for
collection. Discount for specific products. Discount excluding collections.
Discount with order minimum (advanced). Order discount that skips tagged
products.

### Product discount

Buy One Get One Free (BOGO). Free gift with purchase. Volume / quantity
discount. Bundle discount. Mixed bundle discount. Fixed bundle price. Sale %
on tagged products. Mixed product discount. Mix & match, any N for % off.
Buy 3 for $60. Buy 2, get 1 free. Second item 50% off. Buy X, get Y for a
fixed price. Code discount that skips tagged products.

### Shipping discount

Free shipping for minimum cart total. Free shipping for VIP customers. Free
shipping for domestic orders. Discounted shipping for subscribers. Free
shipping for specific product tag. Free shipping for first-time buyers.
Fixed amount off shipping. Free shipping by region. Percentage off specific
shipping method. Free shipping except Cash on Delivery. Free shipping over a
cart subtotal.

### Combined discount

Product discount + Free shipping. Order discount + Free shipping. BOGO +
Free shipping. Product + Order + Free shipping. Bulk order reward + Free
shipping. VIP customer reward + Free shipping. Tiered rewards.