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How to apply discounts on Shopify: Step-by-step guide

Step-by-step guide to easily create discounts on Shopify


In our previous article "ECommerce on Shopify: How to use automatic discounts" we talked about the possibility that Shopify platform offers to implement automatic discounts in the shopping cart window and discount coupons. This week, we show you step by step how to implement automatic and coupon discounts in Shopify.

1. Create un discount

The first step to create a discount is to access the "Discounts" section in the Shopify control center, where we will find a dashboard to manage our discounts.

In this dashboard, we can observe all the discounts, active, scheduled and expired, filtering and sorting them according to the most convenient criteria for us. On the other hand, the information we obtain for each discount is the title, status, method, type and the number of times it has been used.

To create the discount, we must click on the "create discount" button, located at the top right of the "Discounts" page in the Shopify dashboard.

Create discount in Shopify

2. Select the type of discount

Before creating the discount, you need to select if your discount will be amount off product (product discount), amount off order  (order discount), buy X get Y (product discount) or free shipping (shipping discount).

Discount Type Shopify

3. Configure the discount

Once the discount type is created and selected, Shopify takes us to a configuration screen, where we will adjust the discount to the needs of our eCommerce. The main parameters that Shopify allows us to configure, and that in some cases will depend on the type of discount, are the following:

Discount method

In this field, we must select whether our Shopify discount will be automatic or by a discount code. Here, the code for this discount or the title of the automatic discount will be generated.

The discount code must be added by customers on the checkout screen, while the automatic discount will be applied directly and will be visible to customers in the cart and on the Shopify store checkout page.

Discount code Shopify
Automatic discount Shopify

Discount value

This parameter appears in discounts of amount off product, amount off order and buy X get Y. It indicates the total amount of discount to be applied in percentage or fixed amount.

In addition, Shopify offers the possibility to select to which products or collections this discount will be applied through a search engine in the case of product discounts.

In the case of the free shipping discount value is the total of shipping price, so it is not configurable.

discount Value

Minimum purchase

This parameter indicates the minimum purchase amount that must be made for the product to be applied, the minimum purchase amount can be in quantity of articles or minimum purchase amount.

Minimum purchase amount

Country and shipping rates

In the case of free shipping, you can configure your discount to affect all countries or selected countries. Shopify also allows you to exclude shipping rates above the selected minimum amount from the discount.

Customer eligibility

In this section, we can select which customers will be affected by the discount, there are 3 possible options:

  • All customers
  • Specific customer segments
  • Specific customers
Customer segments are created in the "Customers" section of the Shopify control panel.

Customer Eligibillity Shopify

Uses of discount

The use of discount can be limited to a specific number of discounts or to one use per customer. If you do not select this limitation, the discount can be applied unlimitedly in your eCommerce.

Discount uses Shopify

Discount date

It consists on the duration of the discount, and it will be required that you select the start date and time, otherwise the date and time at which the discount was created will be added by default.

On the other hand, the end date is optional, so you can create a discount for an indefinite period of time and edit it at any time to delete or end it, or set a specific end date.

Discount time Shopify

Now, you already know how to add cart discounts in Shopify but, if you want that your customer can see from the beginning the discounted product, catching more their attention and getting orders with a higher average ticket, we recommend you to apply the discounts directly on your products.

With Planet you can do this process automatically, select products manually, with an advanced filter or the entire store. Just add the discount you want to apply, and schedule it for a specific date and time. Once the discount period is over, the products will return to their original price, so you don't have to worry about anything!

In the video below we show you the advantages of Planet, and remember, download our app on Shopify and get a 14-day free trial.

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