Accept best offers on your Shopify store to boost sales

In this article I will walk you through how to install and set up the Magical Make an Offer app developed by the Magical Apps team on your Shopify Store.

Our team builds Shopify apps that solve real problems and helps businesses of all sizes thrive online. To date, we have developed over 130 Shopify stores and developed apps such as the 4.8-star rated Magical Make an Offer.

To put these instructions together, I worked with our team of developers and support agents to outline not only the basic install and setup instructions, but some key troubleshooting issues you may run into and how to solve them.

If you find anything is missing, please feel free to get in touch with me.

Table of contents

Installed the app before September 27, 2023?

If you installed the app before September 27, 2023 and have not contacted the Magical Apps team to upgrade to Magical Make an Offer v2, your store is using Magical Make an Offer v1, the previous version of the app.

For setup support with the v1 version of the app, please refer to these pages or contact our team:

Read Magical Make an Offer v1 Setup Instructions

To upgrade to Magical Make an Offer for free, please contact the Magical Apps team.

App Install Instructions

Installing the app in Shopify is easy.

Click “Install” on the Magical Make an Offer app listing.

Add App

App Setup Instructions

After completing the app installation, read the setup instructions to learn how to activate or deactivate the app embed block, add additional app blocks and create, edit, or delete an offer.

Initial App Setup

Setup Instructions

For assistance with setup, contact the Magical Apps team once the app is installed.

The guided setup process within the app will help you add and activate Make an Offer functionality on your online store in minutes. Open the app within your Shopify store to complete each of the following steps:

App Setup Instruction Library

Create a rule

  1. From the app home screen, click the Create rule button.
  2. Enter a title for your offer, and configure offer settings.
  3. Click the Save button to save the offer.

Activate the app embed block

  1. From your Shopify admin, go to Online Store > Themes.
  2. Find the theme that you want to edit, and then click Customize.
  3. Click the App embeds tab.
  4. Beside Magical Make an Offer, click the toggle to activate it.

Activate Make an Offer Button app block

If the Enable button setting is enabled on an offer, the Make an Offer app will try to automatically place the button near the add to cart button on the product page. You can control the placement of the button yourself by adding an app block to your theme.

  1. From your Shopify admin, go to Online Store > Themes.
  2. Find the theme that you want to edit, and then click Customize.
  3. Open the drop-down menu at the top of the page.
  4. Select Products, and then select the product template that you want to edit from the dropdown menu.
  5. Under the panel click the + Add block or + Add section button depending on where you want the make an offer button to appear.
  6. From the APPS section, click Make an Offer Button to add the block.
  7. Click Save to activate it.

Activate Make an Offer Inline Form app block

If the Enable inline setting is enabled on an offer, the Make an Offer app will try to automatically place the inline form near the add to cart button on the product page. You can control the placement of the inline form yourself by adding an app block to your theme.

  1. From your Shopify admin, go to Online Store > Themes.
  2. Find the theme that you want to edit, and then click Customize.
  3. Open the drop-down menu at the top of the page.
  4. Select Products, and then select the product template that you want to edit from the dropdown menu.
  5. Under the panel click the + Add block or + Add section button depending on where you want the make an offer button to appear.
  6. From the APPS section, click Make an Offer Inline Form to add the block.
  7. Click Save to activate it.

Adding Custom Fields to Offers

  1. Click the Offer rules link in the app navigation menu to go to the Offers page.
  2. Click the offer you want to edit. If you do not have an offer setup, follow the instructions on this page under “Add an offer”.
  3. Scroll down to the Fields section.
  4. Click Add field.
  5. Select the Type of field.
  6. Configure the settings for the field.
  7. Click Add.
  8. Repeat steps #4 to #7 for each field you’d like to add.
  9. Click the Save button to save the offer and publish the fields.

Activate Pay what you want

  1. Click the Offer rules link in the app navigation menu to go to the Offers page.
  2. Click the offer you want to edit. If you do not have an offer setup, follow the instructions on this page under “Add an offer”.
  3. Under the settings section select enable offers above product price.
  4. Optionally select disable offers below product price.
  5. Click Save.

Managing offer requests

The offers that your customers make on your Online Store are saved as offer requests which you can accept, decline, or counter.

Accept an offer request

  1. Click the Requests link in the app navigation menu to go to the Offer requests page.
  2. Click the Review filter at the top of the page to view all offer requests that have the review status and require your attention to proceed.
  3. Click an offer request in the list to go to the offer request page.
  4. Click the Accept button.
  5. Edit the email subject or email body to send a personalized message to the customer
  6. Click Send button to accept the offer.

Decline an offer request

  1. Click the Requests link in the app navigation menu to go to the Offer requests page.
  2. Click the Review filter at the top of the page to view all offer requests that have the review status and require your attention to proceed.
  3. Click an offer request in the list to go to the offer request page.
  4. Click the Decline button.
  5. Edit the email subject or email body to send a personalized message to the customer
  6. Click Send button to decline the offer.

Counter an offer request

  1. Click the Requests link in the app navigation menu to go to the Offer requests page.
  2. Click the Review filter at the top of the page to view all offer requests that have the review status and require your attention to proceed.
  3. Click an offer request in the list to go to the offer request page.
  4. Click the Counter button.
  5. Enter a counter offer price.
  6. Select Mark as final offer or Keep offer open
  7. Edit the email subject or email body to send a personalized message to the customer
  8. Click the Send button to counter the offer.

Automatically accept, decline, or counter offer requests

You can automate offers so that incoming offer requests can be automatically accepted, declined, or countered based on the offered amount.

  1. Click the Offer rules link in the app navigation menu to go to the Offers page.
  2. Click the offer that you want to set automations on.
  3. In the Automations section, set the values for automatically accepting and/or declining offer requests. If you set values for both Automatically accept and Automatically decline, you can then optionally choose to Automatically counter offers that would otherwise be automatically declined. The counter offer amount will be the set to the lowest offer amount that you would automatically accept.
  4. Click Save.

Change the style settings of Make an Offer

You can customize the style settings of the Make an Offer to match your theme in the App embed settings.

  1. From your Shopify admin, go to Online Store > Themes.
  2. Find the theme that you want to edit, and then click Customize.
  3. Click the App embeds tab.
  4. Beside Magical Make an Offer, click the expand icon.
  5. Make your changes to the style settings. From the theme editor page selector, search for a product that contains the Make an Offer button or inline form so you can preview the updated styles before making them live.
  6. Click Save.

Change the text on blocks and components

  1. Click the Settings link in the app navigation menu to go to the Settings page.
  2. In the Display section, modify the text values.
  3. Click Save.

Activating offers on orders

Customers can make an offer on products if you have an order rule active on your store.

  1. Click Offer rules link in the app navigation menu to go to the Offers page.
  2. Click on an Offer or Create offer.
  3. Click Order in the conditions section.

Update monthly rate plan to receive discounted transaction fees

There are plans available that have a monthly fee and offer discounted transaction fees.

  1. Click the Settings link in the app navigation menu to go to the Settings page.
  2. Click Change plan to view your current plan and the other available plans.
  3. Click either Choose Pro or Choose Power to upgrade your plan.
  4. Review the new subscription details and click Approve.

Remove the terms of service checkbox

  1. Click the Settings link in the app navigation menu to go to the Settings page.
  2. In the Privacy section, deselect Show TOS checkbox.
  3. Click Save.

Customize email sent to customers

You can customize the emails that are automatically sent to customers when they make an offer request on your Online Store.

  1. Click the Notifications link in the app navigation menu to go to the Noticiations page.
  2. Modify the email templates. The dynamic content variables such as REQUEST ID, SHOP NAME, and CHECKOUT URL will be replaced with the actual values when the email is sent.
  3. Make sure that Email body of both the Accepted and Countered templates include a CHECKOUT URL dynamic content variable so that the customer will be able to navigate to the checkout to complete their order.
  4. Click Save.

Customize email sent to customers when offer is accepted, declined or countered

  1. Click the Offer Request link in the app navigation menu to go to the Offer Request page.
  2. Click on a Request.
  3. Click Accept, Decline or Counter.
  4. Modify the email subject and email body. The dynamic content variables such as REQUEST ID, SHOP NAME, and CHECKOUT URL will be replaced with the actual values when the email is sent.
  5. Make sure that Email body contains the CHECKOUT URL dynamic content variable so that the customer will be able to navigate to the checkout to complete their order.
  6. Click Send.

Set up a custom sender email

Change the sender email for emails sent to customers

You can change the sender email by leveraging SendGrid.

  1. Click the Settings link in the Make an Offer app navigation menu to go to the settings page.
  2. In the Notifications section change “Delivery service” to SendGrid.
  3. Modify the rest of the text sections.
  4. Click Save.

How to set up an account with SendGrid

You can set up a free account with SendGrid by following these steps.

  • Click Start for free button on SendGrids homepage https://sendgrid.com
  • Enter a user name and password.
  • Verify your email.
  • Verify phone number.
  • Save recovery code.
  • Find the Finish account setup and click on Authenticate domain.
  • Follow the setup instructions to fit your specific requirements.
  • Add the required records to your selected DNS section.
  • Verify DNS records.

Where do I find my SendGrid API key?

If you have an account with SendGrid then follow these steps, if not follow How to set up an account with SendGrid steps above.

  • Click API keys in the lefthand sub-menu in the Settings section in SendGrid.
  • Click Create api key.
  • Choose a name and select Permissions.
  • Click Create & view.
  • Important: copy the Api key token somewhere safe and secure.

Enable suggested offer amounts

  1. Click the Offer rules link in the app navigation menu to go to the Offers page.
  2. Click on an Offer or Create an offer.
  3. Under the Suggested amounts section, enable suggested amounts.
  4. Edit or add any automations that fit your specific needs. The presets will be automatically filled with the following information:
    • If the automation type is fixed, the default presets will be 10%, 15%, and 20%.
    • If the automation type is percentage, the suggested amounts will use the accept threshold for preset 1. For presets 2 and 3, the ranges will be 25% and 50% of the distance between the accept threshold and decline threshold.
  5. Click Save.

Display the expiration date for your offers to customers

  1. Click the Offer rules link in the app navigation menu to go to the Offers page.
  2. Click on an Offer or Create an offer.
  3. Under the Expires when accepted section, select an expiration date.
  4. Click Save.

Frequently Asked Questions

Discover answers to common questions about the Magical Make an Offer app for Shopify.

Read FAQs

Magical Make an Offer

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