Corporate gifting on Shopify: point bulk buyers to your offer on-site

This guide shows how to tell shoppers already on your store that you offer corporate gifting, with a feed announcement, a cart quantity message and a segment for business customers.

A small red moon on a deep blue night

Every December, some of the shoppers on your store are not buying one gift. They are an office manager choosing thank-you gifts for a team of 30, or a founder sending something to every client. If you offer corporate gifting, with bulk pricing, custom notes or delivery to many addresses, those shoppers need to know before they put 30 units in a cart at full price or leave to ask a competitor.

This guide shows how to tell shoppers already on your Shopify store that you offer corporate gifting, and point the right ones to it at the right moment. You will set up a feed announcement for everyone, a cart message for shoppers ordering in quantity, and a message for past business customers.

It assumes you already have a page that explains your corporate offer and how to ask for a quote. Atomato does not build that page or handle the order. It helps shoppers find it.

Who is already on your store looking for this

Some bulk orders start with someone who is already browsing your store as a regular shopper. They found you through a gift guide, a friend or an earlier order, and they have no idea you do bulk orders.

You can usually spot them by what they do:

  • They browse your gift guide or gift sets collection.
  • They add a high quantity of one product to the cart.
  • They are a past customer you have already tagged as a business buyer.

Tell every shopper the program exists

Start with a NotiFeed announcement. NotiFeed adds a bell to your store that opens a feed of your messages, so shoppers read it when they choose to. It is on every plan, including Starter (Free).

The bell in a store's header, with the feed open.

Create a campaign from Promote a sale or launch. Write a short title and description, then switch on Call to action and set the Button link to your corporate gifting page. For example:

Gifts for your whole team

Ordering 25 or more? Ask about bulk pricing, custom notes and delivery to every address.

Button: Get a quote

If you want this message only on gift pages, add a targeting rule: Page URL Contains /collections/gifts, or whatever path your gift collections use. Contains also matches language folders such as /fr/collections/gifts.

On Starter (Free), only one NotiFeed campaign can be active at a time, with one message. If your Black Friday announcement is already live, you would pause it first. On Scale or Enterprise+, you can run campaigns side by side, or add this as one of up to six messages in an existing campaign. See Add an announcement to the NotiFeed for every setting.

Catch bulk intent in the cart

The clearest signal is quantity. Atomato's Cart items rule checks the total number of items in the cart, and a message with that rule shows as soon as the cart matches and goes away if it stops matching.

The seven rule types. Each rule has a type, a condition and a value.

Set up a NotiPop, a small message that appears over the page without blocking it. Under Target visitors based on, add Cart items Is greater than or equal to a number a little below your bulk minimum, such as 20 when the minimum is 25. Write the message for someone who is about to pay full price on a large order:

Buying for a team?

Orders of 25 or more qualify for corporate pricing. Get a quote before you check out.

Button: See corporate gifting

A NotiPop waiting on a cart rule appears as soon as the cart matches, without waiting for its Appear after setting. Once the shopper closes it, clicks it, hovers over it or lets it hide on its own, it does not show again on later pages in that browser, so set Hide after to ∞ if you want it to stay until they close it. On Starter (Free), one NotiPop campaign can be active at a time, with one message.

Cart items counts everything in the cart, not one product, so a shopper with 20 small items matches too. Adding a Cart products Includes any rule with all conditions narrows it to carts holding one of your bulk products, though the count still covers every item. The guide to targeting by products in the cart covers that rule in detail.

Reach past business customers

If you already sell to companies, you may have customers you could tag in Shopify, such as with a tag like corporate. Build a segment in Shopify under Customers > Segments for customers with that tag.

Customer Segments set to two Shopify segments. Only signed-in customers in them see the campaign.

In the campaign, switch on Customer Segments, choose Specific customer segments and pick that segment. The message then shows only to signed-in customers in it. That is a good place for a returning-client note, such as "Your team gifts for this year: order by 1 December to get custom notes in time."

A business buyer browsing without signing in counts as a visitor, so keep the general announcement running for everyone else. Running both needs Scale or Enterprise+, as a second message or a second campaign. On Starter (Free), one NotiFeed campaign with one message can be active. Customer segments and targeting rules are on every plan. Show a campaign to specific customers or segments walks through it.

A worked example: a candle brand in December

A candle brand offers corporate gifting on orders of 25 or more, with branded sleeves and shipping to a list of addresses. Its corporate page is /pages/corporate-gifts, with a quote form. The store is on Scale.

  1. NotiFeed message, on gift pages only: "Gifts for your whole team", with Page URL Contains /collections/gifts and a Get a quote button.
  2. NotiPop, on any page: "Buying for a team?", with Cart items Is greater than or equal to 20 and Hide after set to ∞.
  3. A second NotiFeed message in the same campaign for signed-in customers in the corporate segment, reminding them of the custom note deadline.
  4. On each campaign's Schedule tab, the brand sets a start date and an end date on its last corporate order date, so both offers come down on time. Scheduling is on Scale and Enterprise+.

Before Christmas, the brand checks the Performance by message table on each campaign's summary page to compare Clicks and Click rate for each message. If you are building the rest of your holiday plan, the holiday gift guide post shows how to put your gift guide in front of shoppers with the same tools.

What this does not do

  • Atomato does not take quotes, apply bulk pricing or ship to many addresses. Your corporate page, a form, a B2B setup or a gifting app handles that. For orders you create yourself after a quote, see the guide to Shopify draft orders.
  • Revenue is counted from products added to cart in the same browser after a click. Adds to cart within 3 hours of a click to a page like your corporate page are counted, if the checkout happens in that browser within 30 days. An order you build in the admin from an emailed quote is not tied to the click, because its products were never added to cart in that browser, so judge the campaign by clicks and enquiries too.
  • A NotiPop cannot apply a discount code.
  • Atomato cannot target shoppers by company, location or browsing history. Cart contents, pages, UTM links, device and signed-in segments are the signals you have.
  • Messages do not show on Shopify checkout or the thank-you page.

Next step

Write your corporate gifting page first, with your minimum, what you customize and your last order date. Then add the feed announcement, and test the cart message in a private window by adding items until the count crosses your number.

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Written by

Atomato

Published 6 min read

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