Managing and editing your discounts

You can manage existing your discount codes and automatic discounts in a variety of ways. You can edit, duplicate, share, deactivate, and delete your discounts.

Edit a discount

Manage customer and market eligibility for discounts

You can control which customers receive discounts based on conditions that you set. You can specify customer and market eligibility for discount codes and automatic discounts in the following ways:

• All customers: Your discounts can be used by all your customers.
• Markets: Choose which B2B company location markets, Region markets, or Retail location markets your discount is available to.
• Customer segments: Customer segments let you offer discounts to groups of customers who have similar characteristics. For example, you can target customers who haven't purchased before by creating a customer segment with number_of_orders = 0. These customers can be identified when they check out using a valid email address or phone number.
  • For automatic discounts, you can have up to 5 customer segments for a single discount.
  • For discount codes, you can have up to 100 customer segments for a single discount.
• Specific customers: Choose specific customers that can use your discount.

Steps:

Duplicate a discount

You can duplicate an existing discount from your Shopify admin.

Steps:

Use the discount timeline

After you create a discount, a timeline outlining its activity history displays on the discount's settings page.

The timeline displays the date and time that a discount is created, as well as when a discount is active or expired. It also displays the date and time that edits to a discount are saved, but it doesn't describe the specific edit made.

In addition to tracking a discount's creation and edits, the timeline lets you and your staff make comments to provide more detail about activity related to a discount.

Steps:

1. From your Shopify admin, go to Discounts.

2. Click the name of the discount that you want to view the timeline for.

3. Scroll to the Timeline section of the discount's settings page.

4. Enter a comment in the text box.

5. Optional: Add any of the following details:

   • Click the emoji face to add emoji to your comment.
   • Click the @ sign for a list of your store's employees to mention specific staff in your comment.
   • Click the # sign to reference specific orders, draft orders, customers, products, variants, or transfers in your comment.
   • Click the paperclip icon to attach a file to your comment.

6. Click Post to add your comment to the timeline.

If you want to delete a comment from a discount's timeline, then click the X in the comment box.

Promote a discount using a shareable link or QR code

You can use a shareable link or a QR code to promote a discount on social media, in emails, and on landing pages. You can copy the link to share online or download the QR code to add to your receipts, displays, or for scanning at the register at a retail location.

For your online store, the default shareable link can direct customers to your store's home page, to a specific collection, or to a specific product page. The discount associated with the link or QR code applies automatically to your customer's next checkout cart, or to any active carts they have open. When a customer scans the QR code with their phone, it can direct them to your online store, where they can add eligible products to their cart and the discount applies automatically.

At your retail locations, staff can scan the same QR code in Shopify POS to apply the discount to the cart. Learn more about applying discounts using a QR code in Shopify POS.

Your shareable link or QR code can have only a single discount applied to it. Shareable discount links and QR codes work only for active discounts. Before you can create a shareable discount link or QR code, you need to create and save a discount code featuring the products or collections you want to link to.

If you run multiple discounts on a single product, then the most recent discount applies to your shareable discount links and QR codes.

Steps:

Applying a discount using a QR code for an online order

If the customer wants to apply the discount on an online order, the customer can scan the QR code with their phone to open your online store in their browser. The discount is automatically applied to the cart when the QR code is valid and the custmer adds products to the cart that meet the discount's requirements.

Redirect a shareable link from your store's home page

If you want a shareable link to direct customers to a page other than your store's home page, then you can manually add a redirect to the URL.

Steps:

1. From your Shopify admin, go to Discounts.

2. Click the name of the discount that you want to promote.

3. Click Promote, then select Get a shareable link.

4. Click Copy link, then paste the link into a text editor.

5. Change the URL extension from /discount/code to /discount/code?redirect=/new-path.

6. Change new-path to match the URL extension of the page that you want to link to. For example: /discount/code?redirect=/collections/fresh-finds.

After you change the link's URL extension, you can post or embed it wherever you want to promote your discount.

How discount codes work with shareable links

When a customer uses a shareable discount code link, the discount combines with other eligible discounts already in the cart according to discount combination settings.

Review the following details on discount combination behavior in shareable links:

• Combining discounts: Discount codes from shareable links will combine with existing cart discounts when your discount combination rules allow it.
• Discount code limits: The 5 discount code limit per order still applies to the total number of discounts, including those from shareable links.

Filter discounts

You can apply the following filters to your discount list:

• Status
• Method
• Type
• Combines with
• Start date
• Times used
• Eligibility
• Market eligibility
• Customer segment eligibility
• Specific customer eligibility
• Tag

If you use an eligibility filter, then you can't apply any other eligibility filters to your discount list, because a discount can't have multiple eligibility types assigned to it.

All filters display inline in the search bar, so you get a full view of the criteria that influence your search results. You can also use is/is not and or/and logical operators to create more advanced views with specific filter criteria.

Learn more about searching and filtering your lists using views.

Steps:

1. From your Shopify admin, go to Discounts.

2. Optional: Click All to open the view menu, and then select the view that you want to filter.

3. Select an operator and value for your filter. The available values are different depending on the filter that you select.

4. Optional: Continue typing keywords to continue adding different filters and values to refine your search:

   • To include an additional filter with an and operator to your search, click or add a space, and then start typing the name of the additional filter that you want to include.
   • To include an additional value with an or operator to a filter, add a comma, and then start typing the name of the additional value that you want to include.

5. Optional: Click the filter tags of any filter in the search bar to edit the filter.

6. Optional: To save your current sequence of filters as a new view, click Save and then give the new view a name.

Deactivate a discount

You can temporarily deactivate an unexpired discount. You might want to deactivate a discount at the end of the promotion or when you plan to try a different marketing strategy.

If a customer applies a deactivated discount code to their cart, then they receive an error stating that your store is Unable to find a valid discount matching the code entered.

Steps:

Deactivate multiple discounts

You can temporarily deactivate multiple unexpired discounts with a bulk action. You might want to deactivate multiple discounts at the end of a promotion or when you plan to try a different marketing strategy.

If a customer applies a deactivated discount code to their cart, then they receive an error stating that your store is Unable to find a valid discount matching the code entered.

Steps:

1. From your Shopify admin, go to Discounts.

2. On the Discounts page, check the unexpired discounts that you want to deactivate.

3. Click Deactivate discounts.

4. Click Deactivate to confirm.

Reactivate a deactivated discount

You can reactivate any discount that's expired. When you reactivate an expired discount, the discount status becomes Active and has no set end date.

Steps:

Reactivate multiple expired discounts

You can reactivate multiple expired discounts with a bulk action. When you reactivate expired discounts in bulk, the discounts' status become Active and have no set end date.

Steps:

1. From your Shopify admin, go to Discounts.

2. On the Discounts page, check the expired discounts that you want to reactivate.

3. Click Activate discounts.

4. Click Activate to confirm.

Delete discounts

You can permanently delete a discount to remove it from the Discounts list in your Shopify admin.

Steps:

Delete multiple discounts

You can permanently delete multiple discounts with a bulk action.

Steps:

1. From your Shopify admin, go to Discounts.

2. On the Discounts page, check the discounts that you want to delete.

3. Click > Delete discounts.

4. Click Delete to confirm.