Creating Discount Code on Shopify

Creating Discount Code on Shopify

Purpose/Goal

To establish a clear, consistent, and efficient process for creating discount codes within the Shopify platform. This SOP aims to ensure that all discount codes are created accurately and effectively, thereby enhancing promotional efforts and maintaining operational integrity.

Resources Needed

• Shopify admin Account

• CSR tracker

Knowledge Base

Attach Loom Video of SOP Being Done

• https://www.loom.com/share/a6547fd22a704c51aa1626a9007a207d

Step 1 - Log into Shopify Admin:

• Access the Shopify Admin dashboard using your credentials.

• From the Shopify Admin dashboard, click on Discounts in the left-hand sidebar.

• Click the Create discount button in the top right corner of the Discounts page.

Step 2 - Choose Discount Type:

• Select the type of discount you want to create:

  • Amount Off order: Discount the total order amount and customers enter a code at checkout to receive a discount.

Step 3 - Set Up the Discount Code:

• Discount Code: Enter a unique name for the discount code (e.g., SAVE10, SUMMER2024).

  • You can also click Generate random code to auto-populate code

• Types of Discounts:

• Percentage: Enter the percentage discount (e.g., 10%).

• Fixed Amount: Enter the fixed amount discount (e.g., $10).

• Free Shipping: Choose this option if offering free shipping.

• Buy X Get Y: Set up a promotion where customers buy X items and get Y items for free or at a discount.

Note: We usually used Percentage for one-time code

Step 4 - Set Eligibility:

• Minimum Requirements: Set any minimum purchase requirements for the discount:

• Minimum purchase amount: Specify the minimum order value.

• Minimum quantity of items: Specify the minimum number of items.

Step 5 - Confirm the Cancellation:

• Ensure that the subscription status is updated to Cancelled.

• Verify that no further charges will be made to the customer’s account.

• Send a confirmation email to the customer acknowledging that their subscription has been cancelled.

• Include any relevant information about refunds (if applicable) and the effective date of the cancellation.

Step 6: Customer Eligibility:

• Choose whether the discount applies to:

  • Everyone: All customers can use the discount.

  • Specific groups of customers: Select customer groups, such as subscribers or VIPs.

  • Specific customers: Select individual customers.

Step 7: Usage Limits:

• Limit number of times this discount can be used in total: Set a maximum number of uses for the discount code.

• Limit to one use per customer: Ensure each customer can only use the discount code once.

Step 8: Set Active Dates:

• Start date: Specify when the discount will start.

• End date: Specify when the discount will expire (optional).

Step 9: Save Discount Code:

• Review all the details entered for the discount code.

• Click Save to create the discount code.

Document the Cancellation:

Record the details of the discount code in (2024 CSR TRACKING Template) spreadsheet and/or ASANA for reference.

Note the code, discount details, eligibility, and active dates.

This is how it looks when its completed and saved:

• Ensure all discount details, such as percentage, fixed amount, or eligibility, are entered accurately.

• Confirm that the discount code is unique and not already in use.

• Ensure all relevant teams are informed about the new discount code and any specific details they need to know.