How to Create Shopify Automatic Discounts Guide
Table of Contents
Creating automatic discounts on Shopify is a powerful way to boost sales and enhance customer satisfaction.
This guide frome Nextsky will walk you through the steps to set up Shopify automatic discounts, allowing you to offer promotions that apply seamlessly at checkout, making it easier for your customers to take advantage of your special offers.Â
Types Of Shopify Automatic Discounts
1. Bundle Discounts
Bundle Discounts encourage customers to purchase multiple items together by offering a discount when they buy a specific combination of products. For example, "Buy a shirt and pants together and get 20% off."
2. Volume Discounts
Volume Discounts reward customers for purchasing in larger quantities by offering a discount based on the volume of products bought. For example, "Buy 3 or more and get 10% off."Â
3. Wholesale Discounts
Wholesale Discounts are often used by medium/large stores for B2B customers. Wholesale discounts provide reduced pricing to those who purchase in bulk or meet certain criteria, automatically applied based on customer tags or specific conditions.
4. Upsell Pop-Ups
This Pop-Up suggests to buyers a product that goes with the item they just added to the cart and applies a discount rate. This helps increase the average value per order.
5. Free Gift
Automatically add a free gift to the cart when certain conditions are met, such as spending a specific amount or purchasing a particular product.
6. BOGO
Offer a free or discounted item when a customer purchases another item at full price. For example, "Buy one, get one 50% off.
7. Percentage Discounts
Provide a percentage off the total purchase or specific items. This is one of the most common types of discounts. However, you need to set a flat limit for big percentage discounts so you don’t lose too much money.
8. Cart Conditional Discounts
Offer discounts based on specific conditions in the cart, such as a minimum cart value or the presence of a particular product.Â
How to create Shopify Automatic Discounts
Step 1: Go to Discounts in Shopify Admin Dashboard
Log in to your Shopify account. On the Shopify Admin Dashboard, look at the left sidebar and click on Discounts.
Step 2: Create An Automatic Discount
Click the Create Discount button to start creating a discount.
Shopify lets you create 4 types of Shopify Automatic Discounts:
- Amount off products
- Amount off order
- Buy X and Get Y
- Free shipping
Choose one of them.Â
Step 3: Choose Discount Method
In the Method section, choose Automatic discount. Enter a suitable title for the discount.
From there on, there will be different information you need to fill in depending on the type of discount you choose.
Step 4: Fill in Specific Discount Information
Amount off products
- In the Discount Value section, choose Percentage or Fixed Amount then enter the value. Next, choose the Specific products or the Specific collections this discount will apply.
- In the Minimum Purchase Requirements section, choose the Minimum purchase amount($) or the Minimum quantity of items option and enter the value for whichever you choose.
Buy X get Y
- In the Customer buys section, choose the Minimum purchase amount($) or the Minimum quantity of items option and enter the value for whichever you choose. Enter the value in accordance with your choice.
- In the Customer gets section, choose a number of Specific products or products from Specific collections. Choose a type of discount value and enter the according value. You can also Set a maximum number of uses per order.
Amount off order
- In the Discount Value section, choose Percentage or Fixed Amount then enter the value.
- In the Minimum Purchase Requirements section, choose the Minimum purchase amount($) or the Minimum quantity of items option and enter the value for whichever you choose.
Free Shipping
- In the Countries section, choose All countries or Selected countries. You can also choose to Exclude shipping rates over a certain amount.
- In the Minimum Purchase Requirements section, choose the Minimum purchase amount($) or the Minimum quantity of items option and enter the value for whichever you choose.
Step 5: Set up Combinations and Active Dates
Finally, fill in these 2 sections and press Save Discount:
- In the Combinations section, choose want in 3 options if you want to allow this discount to combine with other types of discounts. Â
- In the Active Dates section, enter the Start date and the Start time. If this is a time-limited discount, tick on the Set End Date box and choose an End date and an End time as well.
How to set up Automatic Discount Codes
Normally, Shopify allows you to create Discount Codes that customers can apply manually during checkout. However, there are methods that allow you to create automatic discount codes on Shopify.
Shopify Script
While Shopify doesn’t have a built-in system for applying Discount Codes automatically, you can implement it by adding custom scripts to your Shopify theme. We recommend you hire a Shopify expert to handle this task so you can get exactly what you want without hassles.
Third-Party Shopify Integration App
Another method is using Shopify apps such as the AIOD - All-in-1 Discount app. It includes a host of different options for you to create personalized discounts for your customers.
Why you need Shopify Automatic Discounts
1. Boost Sales and Revenue
Automatic discounts encourage customers to purchase more by offering incentives like bundle deals, volume discounts, or BOGO offers. These promotions can increase the average order value and overall sales.
2. Enhance Customer Experience
By applying discounts automatically, you simplify the shopping process for your customers. They don't need to remember or enter a discount code at checkout, reducing friction and making their experience smoother and more enjoyable.
3. Encourage Larger Purchases
Automatic discounts like volume or bundle discounts incentivize customers to add more items to their cart. This strategy can lead to higher cart values and increased sales of specific products you want to promote.
4. Segment and Target Specific Audiences
With automatic discounts, you can create targeted promotions for different customer segments, such as offering wholesale discounts to B2B customers or special deals for repeat buyers. This personalized approach can improve customer loyalty and retention.
5. Drive Urgency and Impulse Buys
Automatic discounts, especially when paired with limited-time offers or upsell pop-ups, create a sense of urgency that can encourage customers to make quicker purchasing decisions. This can be particularly effective in boosting sales during promotional events.
6. Simplify Marketing and Promotions
Automatic discounts streamline the process of running promotions, making it easier to manage and execute sales events. You can set up and forget about these discounts, letting the system handle the rest, which saves you time and reduces the potential for errors.
7. Increase Customer Loyalty
Offering exclusive or automatic discounts to loyal customers or email subscribers can strengthen relationships and encourage repeat business. Customers are more likely to return if they feel they are receiving special treatment or rewards.
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