# Templates

> Ready-made promotions and checkout rules you can start from, with what each one does and where to set it up.

Source: https://backtrackhq.com/docs/resources/templates/

Every template here is built into the app. Pick one and the form opens
already filled in. Change the names and amounts to fit your store, then
save.

## Promotion templates

These are the cards in the **Create promotion** gallery on
**Promotions**. Amounts are in your store currency. See
[How promotions work](https://backtrackhq.com/docs/promotions/overview/).

**Upsell promotions** (with an upsell offer)

| Template | What it does |
| --- | --- |
| [Volume discount](https://backtrackhq.com/docs/promotions/volume-discount/) | A bigger discount as shoppers buy more, with a picker that sets the quantity. |
| [Bundle](https://backtrackhq.com/docs/promotions/bundle/) | Money off when shoppers buy items from two groups together. |
| [Buy X get Y](https://backtrackhq.com/docs/promotions/buy-x-get-y/) | Buy one, get the next one at a discount. |
| [Free gift](https://backtrackhq.com/docs/promotions/free-gift/) | A free product when the cart reaches an amount. |
| [Order goal](https://backtrackhq.com/docs/promotions/order-goal/) | Money off when the cart reaches a total, with a progress bar. |
| [Free shipping goal](https://backtrackhq.com/docs/promotions/free-shipping-goal/) | Free shipping when the cart reaches a total, with a progress bar. |
| [Tiered rewards](https://backtrackhq.com/docs/promotions/tiered-rewards/) | Free shipping, gifts and money off at different amounts, on one bar. |

**Widget promotions** (no upsell offer)

| Template | What it does |
| --- | --- |
| [Sale price](https://backtrackhq.com/docs/promotions/sale-price/) | A sale price on a collection. |
| [Savings badge](https://backtrackhq.com/docs/promotions/savings-badge/) | A badge with the saving on a collection. |
| [Countdown sale](https://backtrackhq.com/docs/promotions/countdown-sale/) | A sale with an end date and a timer under the price. |
| [Collection banner](https://backtrackhq.com/docs/promotions/collection-banner/) | A banner for a sale on a collection page. |
| [Order goal bar](https://backtrackhq.com/docs/promotions/order-goal-bar/) | Order goal tiers on a progress bar, with no upsell offer. |
| [Volume price table](https://backtrackhq.com/docs/promotions/volume-price-table/) | Quantity tiers in a table, with no upsell offer. |

## Checkout rule templates

These are the use cases on the **Create rule** page under **Use
Cases**. See [Start from a use case](https://backtrackhq.com/docs/building-rules/use-cases/).
Popular ones:

| Template | Rule type | What it does |
| --- | --- | --- |
| Hide COD for high-value orders | [Hide payment methods](https://backtrackhq.com/docs/rules/hide-payment-methods/) | Hides Cash on Delivery over an order total. See the [example](https://backtrackhq.com/docs/rules/example-hide-cash-on-delivery/). |
| Move COD to last position | [Reorder payment methods](https://backtrackhq.com/docs/rules/reorder-payment-methods/) | Puts Cash on Delivery at the bottom of the list. |
| Add surcharge notice to credit card | [Rename payment methods](https://backtrackhq.com/docs/rules/rename-payment-methods/) | Adds a note to a payment method's name. |
| Hide express for subscription products | [Hide express checkout options](https://backtrackhq.com/docs/rules/hide-express-checkout/) | Hides express checkout buttons when the cart has subscription products. |
| Hide local pickup for international | [Hide shipping methods](https://backtrackhq.com/docs/rules/hide-shipping-methods/) | Hides local pickup for orders going abroad. |
| Add estimated delivery date | [Rename shipping methods](https://backtrackhq.com/docs/rules/rename-shipping-methods/) | Adds a delivery estimate to a shipping method's name. |
| Sort shipping by price (cheapest first) | [Reorder shipping methods](https://backtrackhq.com/docs/rules/reorder-shipping-methods/) | Lists the cheapest shipping first. |
| Block PO Box addresses | [Checkout validation](https://backtrackhq.com/docs/rules/checkout-validation/) | Stops checkout for PO Box addresses. See the [example](https://backtrackhq.com/docs/rules/example-block-po-boxes/). |
| Require minimum order amount | [Checkout validation](https://backtrackhq.com/docs/rules/checkout-validation/) | Stops checkout below an order total. |
| Block a specific discount on a shipping method | [Checkout validation](https://backtrackhq.com/docs/rules/checkout-validation/) | Stops checkout when a discount is used with a shipping method. See the [example](https://backtrackhq.com/docs/rules/example-block-discount-codes/). |
| VIP customer percentage discount | [Order discount](https://backtrackhq.com/docs/rules/order-discount/) | A percent off the order for your VIP customers. |
| Buy One Get One Free (BOGO) | [Product discount](https://backtrackhq.com/docs/rules/product-discount/) | The second item free. |
| Free shipping for minimum cart total | [Shipping discount](https://backtrackhq.com/docs/rules/shipping-discount/) | Free shipping over a cart total. |
| Product discount + Free shipping | [Combined discount](https://backtrackhq.com/docs/rules/combined-discount/) | A product discount and free shipping in one rule. |
| Tiered rewards | [Tiered rewards rule](https://backtrackhq.com/docs/rules/tiered-rewards/) | Different rewards at different cart amounts. |

For every use case by rule type, see
[Use cases by rule type](https://backtrackhq.com/docs/building-rules/use-cases/#use-cases-by-rule-type).

## Guides

Step-by-step guides built on these templates:

- [Raise order value with volume tiers](https://backtrackhq.com/docs/guides/raise-aov-with-volume-tiers/)
- [Run a holiday free gift](https://backtrackhq.com/docs/guides/holiday-free-gift/)
- [Stop PO box orders](https://backtrackhq.com/docs/guides/stop-po-box-orders/)