Create discount codes in shopify store – Part 1

You can offer your customers a fixed value, percentage, or shipping discount on products, collections, or variants in your store. If you sell online, then you can offer buy X get Y discounts to encourage customers to buy items.

You can specify the following:

• the dates for which the code is valid
• the number of times that a code can be used
• a minimum order amount before the code can be used
• which products, collections, or variants the discount can be applied to

Your customers can redeem discount codes in your online store. Except for buy X get Y discounts, your customers can also redeem discount codes in person if you’re using Shopify POS.

All Shopify plans include discount codes.

After your discount codes are set up, you can use the Sales by discount report to find out how often your discount codes are being used.

Considerations for creating discount codes

Before you create a discount code, review the following considerations:

• A discount code can apply to up to 100 specific products and variants.
• There’s a limit of 20,000,000 unique discount codes for each store.
• Discount codes can’t be used at the same time as automatic discounts.
• To ensure that discount code names are added correctly to your store’s checkout URL, avoid using special characters in the name of the discount code.
• Collections can’t contain individual variants. If you add a product variant to a discounted collection, then the discount applies to every version of the product.
• If you create a discount with a start and end time, then the time is based on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount starts at 12:00 a.m. EST on November 26.

Create a fixed value or percentage discount

When you create a new discount, it appears on the Discount codes tab on the Discounts page in your Shopify admin. To distribute this discount, you can send the code to your customers by email, or display it on your online store. Your customers need to enter the code during checkout to receive the discount.

Fixed value and percentage discounts apply to the products in an order, but don’t apply to shipping costs.

Steps for desktop

1. From your Shopify admin, go to Discounts.
2. Click Create discount, and then click Discount code.
3. In the Discount code section, do either of the following:

• Enter a name for the new discount code, for example, 15offnecklaces.
• Click Generate code.

4. In the Types section, do either of the following:

• Select Percentage, and then enter a percent value in the Value section.
• Select Fixed amount, and then enter a monetary value in the Value section.

5. If you want the discount to apply to specific collections or products, then in the Applies to section, do either of the following:

• Select Specific collections, check the appropriate collections, and then click Add.
• Select Specific products, check the appropriate products and/or variants, and then click Add.

6. Optional: To create a fixed value discount code that can be applied to specific products or collections, check Only apply discount once per order to limit the customer to using the code only once per order. Otherwise, the discount applies to all eligible products in the order.
7. Optional: If you want to set a minimum purchase requirement for the discount, then in the Minimum requirements section, do either of the following:

• Select Minimum purchase amount to require that customers spend a minimum purchase amount to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase amount.
• Select Minimum quantity of items to require that customers order a minimum number of products to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum quantity amount.

8. In the Customer eligibility section, select whether this discount applies to everyone, specific groups of customers, or specific customers.

• The customer list displays the email address that the customer used to register for your store. If no email address was provided, then the list displays the customer’s phone number.

9. To limit discount usage, in the Usage limits section, do either of the following:

• Check the Limit number of times this discount can be used in total to set a total number of times that a discount can be used. For example, setting a limit of 200 allows the discount code to be used 200 times across your customer base. If you choose this setting, then customers can use the discount multiple times.
• Check Limit to one per customer to limit the discount to one use per customer by tracking a customer’s email address or phone number. This option is only available for fixed value discounts.

10. In the Active dates section, set the start date for the discount, and then do any of the following:

• If you want to set an end date for the discount, then click Set end date and set the date when the discount ends.
• If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.
• If you don’t want the discount code to expire, then don’t set an end date for your discount.

11. Click Save discount code.

Steps for iPhone

1. From the Shopify app, go to Store > Discounts.
2. From the Discounts page, tap the ‘+’ button.
3. In the Discount code section, enter a name for the new discount code, for example, 15offnecklaces. To generate a random discount code, tap Generate code.
4. Tap Discount type and select the type of discount that you want to create.
5. In the Discount value field, enter the percentage or dollar value of the discount.
6. Tap Applies to and select what this discount applies to: all products, specific collections, or specific products.

• If you want the discount to apply to specific collections or products, then choose Specific collections or Specific products. Tap Add and select the products or collections that you want to apply the discount to. Tap Done to save your changes.
• To remove a collection or product from the discount, tap Edit and deselect the product or collection.

7. Optional: If you’re creating a fixed value discount code that can be applied to specific products or collections, then you can check Only apply discount once per order to limit the customer to using the code only once per order. Otherwise, the discount applies to all eligible products in the order.
8. Optional: If you want to set a minimum requirement for the discount, then select one in the Minimum requirements section:

• Minimum purchase amount requires customers to spend a minimum amount to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase amount.
• Minimum quantity of items requires customers to order a minimum number of products to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum quantity amount.

9. Tap Customer eligibility and select who this discount applies to: everyone, specific groups of customers, or specific customers. Learn more about creating customer groups.

• Tap Add and select the customers or groups of customers that you want to apply the discount to, and then tap Save.
• Customer listings show the email used to register for your store. If no email was provided, then the listing shows the customer’s phone number.
• To remove an individual customer or group of customers from eligibility for a discount, tap Edit and deselect the customer or group of customers.

10. Discount usage is unlimited by default. If you want to limit discount usage, then tap Usage limits and enable the usage limit options that you want to apply to your discount:

• Limit number of times this discount can be used in total lets you set a total number of times that a discount can be used. For example, setting a limit of 200 allows the discount code to be used 200 times across your customer base. If you choose this setting, then customers can use the discount multiple times.
• Limit to one per customer tracks a customer’s email address or phone number to limit the discount to one use per customer. This only applies to fixed value discounts.

11. Tap Active dates to set the start date for the discount.

• If you want to set an end date for the discount, then enable Set end date and use the end date calendar to choose when the discount will end.
• If you don’t choose an end date for your discount, then it doesn’t expire.
• If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

12. Tap Save.

Steps for Android

1. From the Shopify app, go to Store > Discounts.
2. From the Discounts page, tap the ‘+’ button.
3. In the Discount code section, enter a name for the new discount code, for example, 15offnecklaces. To generate a random discount code, tap Generate code.
4. Tap Discount type and select the discount type that you want to create.
5. In the Discount value field, enter the percentage or dollar value of the discount.
6. Tap Applies to and select what this discount applies to: all products, specific collections, or specific products.
7. Optional: If you want the discount to apply to specific collections or products, then choose Specific collections or Specific products. Tap ‘+’ and select the products or collections that you want to apply the discount to. Tap ‘✔’ to save your changes.

• To remove a collection or product from the discount, tap the pencil icon and deselect the product or collection.

8. Optional: If you’re creating a fixed value discount code that can be applied to specific products or collections, then you can check Only apply discount once per order to limit the customer to using the code only once per order. Otherwise, the discount applies to all eligible products in the order.
9. Optional: If you want to set a minimum requirement for the discount, then select one in the Minimum requirements section:

• Minimum purchase amount requires customers to spend a minimum amount to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase amount.
• Minimum quantity of items requires customers to order a minimum number of products to qualify for the discount. If the discount applies to a specific product or collection, then only these items contribute to the minimum quantity amount.

10. Tap Customer eligibility and select who this discount applies to: everyone, specific groups of customers, or specific customers. Learn more about creating customer groups.

• Tap ‘+’ and select the customers or groups of customers that you want to apply the discount to, and then tap ‘✔’ to save your changes.
• Customer listings show the email used to register for your store. If no email was provided, then the listing shows the customer’s phone number.
• To remove an individual customer or group of customers from eligibility for a discount, tap the pencil icon and deselect the customer or group of customers.

11. Discount usage is unlimited by default. If you want to limit discount usage, then tap Usage limits and enable the usage limit options that you want to apply to your discount:

• Limit number of times this discount can be used in total lets you set a total number of times that a discount can be used. For example, setting a limit of 200 allows the discount code to be used 200 times across your customer base. If you choose this setting, then customers can use the discount multiple times.
• Limit to one per customer tracks a customer’s email address or phone number to limit the discount to one use per customer. This only applies to fixed value discounts.

12. Tap Active dates to set the start date for the discount.

• If you want to set an end date for the discount, then enable Set end date and use the end date calendar to choose when the discount will end.
• If you don’t choose an end date for your discount, then it doesn’t expire. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

13. Tap ‘✔’.

To be continued…