Creating a coupon on Shopify

Creating a coupon on Shopify

Purpose/Goal

To establish a clear, consistent, and efficient process for processing coupons on Shopify. This aims to ensure that all coupons and discounts are processed accurately, promptly, and in compliance with company policies, thereby enhancing customer satisfaction and maintaining operational integrity.

Resources Needed

• Shopify admin Account

• CSR tracker

Knowledge Base

Attach Loom Video of SOP Being Done

• [Video]

Step 1 - Log into Shopify Admin:

• Access the Shopify Admin dashboard using your credentials.

• From the Home Page, go to Discounts in the left-hand sidebar.

Step 2 - Create a New Discount:

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

Step 3 - Set Up the Discount Code:

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

  • Discount code: Customers enter a code at checkout to receive a discount.

  • Automatic discount: Discount is automatically applied at checkout without a code.

Types of Discounts:

• Amount off products/Percentage: Enter the percentage discount (e.g., 10%).

• Amount off order/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.

• For coupon, choose Amount off order

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 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.

• 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.