Part 2: Step-by-Step Shopify Discount Code Configuration

I used to be big on unique coupon codes, but I’ve recently changed my mind because of the advancements of Shopify’s Discount Code builder.

The truth is, their builder allows you to work with segments which is not available via the API, which makes their builder pretty strong.

So navigate over to Shopify Discounts and let’s create one:

I tend to use Product Discounts rather than order discounts to prevent people from using Discounts on items that are already on sale.

From there we’re going to be prompted to name our discount, pick something generic that will stand the test of time.

I tend to suggest a percentage off for discount codes, but you’re welcome to make whichever you like.

Easy rule of thumb here, more than your bundle price, less than your Black Friday price.

We’re also going to want to apply this to a specific collection that doesn’t include sales items. Or a special collection that is your most popular.

I prefer to create a new collection that matches the name of the intro offer.

If you’d like to set conditions around minimum purchase requirements you can in the next section, for new customers I tend to leave this blank.

The next section is the most important one, Eligibility. We want to only make this available to customers who haven’t purchased yet.

Then we’re going to select a premade Shopify Segment named, “Customers who haven’t purchased”

Click “Add” then we’ll have our final Eligibility targeting.

Now we want to set this to Maximum Discount Uses to “Limit to one per customer”

For combinations, if you use things like Automatic Discounts and you’d like this offer to combine with them than you’ll want to click Combinations and include any other discounts you’re looking to run.

That’s it, your code is all set up for new customers only, limited to one per customer.

Advanced Coupon Code Setup

Currently, we’ve opted to go with a more advanced coupon code setup from a third party app called Regios Discounts. I make nothing from them, I just like their product, it’s the first I’ve found that is intuitive to use for my use case.

My use case was offering an amount off on a single product in a cart.

We’re going to open their app, then click Create Discount in the top right.

We’ll select “Amount of Product”

We’re going to name our Discount, same as we did before.

Then we’re going to configure some logic to match out previous Generic discount to work around the lack of ability to pick a segment and also set parameters around the discount.

This is our final logic build:

So the first step is to click “Then” then “Check if > Then”

Then we add the Criteria

For this example we’re going to use “Number of Orders”

Then click “Add criteria”

We’ll edit it to say if all conditions are met, and that it equals 0.

Remember that we created a Collection just for our eligible products for this offer, we want to check that the products in the cart that are eligible are in that collection.

So we’ll click “Then” again and repeat this time selecting “Include/exclude products”

We’ll set this to include our KTOAVIRGIN collection:

Last step is to configure your discount

We’ll go back to the main discount page, then enter some other configuration steps:

This one probably isn’t required based on the logic but we’ll check it anyway.

There are options for how to handle sale items, by default I go with don’t apply discount to items already on sale

There is a choice on which products to discount and how to apply the discount, I go highest as I’m picking a collection above of eligible products.

And as was the case with the last code we created, we’re going to allow these to be combined with existing automatic bundle discounts.

Once you save it it will be live.

New we’ll show you how to Tag Customers and Orders based on the coupon code use using Shopify Flow.