How to create unique coupon codes for Shopify

Created by NotifyVisitors Team, Modified on Sat, 04 Nov 2023 at 06:29 AM by NotifyVisitors Team

Learn how to create single-use coupon codes for your Shopify store so that each customer receives their own unique coupon code for a given promotion on your site. This feature provides an alternative to creating a generic, also known as a static, coupon code, so you don't have to worry about codes being shared.

To follow this, it is required that your shopify store must be connected with NotifyVisitors. If you haven’t integrated your store yet, kindly follow our guide “How to integrate NotifyVisitors with Shopify” and integrate your store with NotifyVisitors before beginning with this process.

In case you don't have a shopify store, then you can manually upload your coupons in a CSV spreadsheet by following our guide “How to manually upload coupons in NotifyVisitors.”

Creating coupons for Shopify

To create unique coupons for your shopify store, follow these simple steps:

Step 1: Choose "Create Shopify Coupons"

Start by selecting the "Create Shopify Coupons" option, and then click the "Continue" button. This initiates the process of generating coupons tailored to your specific needs.

Step 2: Configure coupon details

A window will appear where you need to provide the following coupon details:

1. Coupons information

Coupon name: Give your coupon list a unique name. This name will help you distinguish coupons within Notifyvisitors. It's essential to use this exact name when incorporating the coupon into a message.

Prefix (optional): While each coupon code in Notifyvisitors is unique and randomly generated, you have the option to designate a prefix. This prefix is added before every code, making it easier to identify the source of the coupon code when customers redeem them. 

For instance, if you're creating coupons for a referral campaign, you can enter "RF" as the prefix. For a sale, "SL" works perfectly. These prefixes not only serve as identifiers but also contribute to a more organized and efficient coupon management system.

Coupon description: Here, you can write a brief description of your coupon. This description is meant to provide additional context or information about the coupon. It could include details about the discount or offer associated with the coupon, any specific terms or conditions, or any other information that the recipient should know. 

2. Discount information -

When creating coupons in Shopify, you'll find three distinct discount types to choose from. These options enable you to tailor your promotions to match your specific marketing goals. Here's how to configure each one:

A. Fixed amount:

With this option, you can set a specific discount amount for your coupon. Enter the discount value in the “Enter amount” field.

You can also set a minimum purchase requirement by checking the "Require Minimum Purchase" box and specifying the purchase threshold.

After determining the discount amount, click on the “Applies On” section to decide where this discount will apply:

- Entire order: The discount applies to the entire order.

- Specific products: Choose individual products by clicking the "Select Product from Catalog" button.

- Specific collections: Select from multiple product categories using the dropdown menu.

B. Percentage:

If you prefer to offer a percentage-based discount, this option is for you. Enter the desired percentage in the appropriate field.

All other options, such as setting a minimum purchase and choosing where the discount applies (entire order, specific products, or specific collections), remain the same as those outlined for fixed amount discounts.

C. Free shipping:

For a free shipping promotion, specify the maximum shipping rate you're willing to cover. If the calculated shipping cost exceeds this value, free shipping will not be offered.

You can also make free shipping conditional on a minimum purchase requirement by checking the "Require Minimum Purchase" box and entering the required amount.

Finally, you'll need to determine the eligible countries for this free shipping offer by selecting either "Rest of the World" or specific countries from the “Eligible countries” dropdown menu.

By understanding and utilizing these diverse discount types, you can create coupons that precisely match your marketing strategy, making your promotions more appealing to your customers and driving engagement. 

Active dates

When creating coupons, it's crucial to define when these promotions become active and when they expire. This helps you control the timing and duration of your offers. Here's how to do it:

Activation:

1. At send time: You can choose to activate the coupon code at the moment it is sent to your customers. This ensures that the discount is live from the time your message reaches your audience.

2. On specific date: Alternatively, you can select a specific date of your choosing for coupon activation. 

Expiration:

When it comes to setting the expiration date for your coupons, you have three options:

1. Never expire: This option means that the coupon code will remain valid indefinitely and will not expire unless you decide to deactivate it manually.

2. On specific date: By choosing this, you can specify a particular date on which the coupon code will expire. After this date, the discount will no longer be available to customers.

3. After a certain number of days/hours: This option allows you to set a defined time period in terms of days or hours. The coupon code will expire after the specified duration from the moment of its activation.

Note

You have the flexibility to choose between the "Never Expire" and "On Specific Date" options for both campaigns and journeys. However, the third option, "After a Certain Number of Days/Hours," is exclusively available for journeys. This limitation arises from the fact that coupons with this option have variable expiration dates, making this option invalid for campaigns.

By effectively managing coupon activation and expiration dates, you can ensure that your promotions are timely and well-controlled, enhancing your ability to drive sales and engage with your audience.

It's worth noting that these dates are set in the UTC time zone, so there might be a slight variance compared to Shopify's time zone.

After filling in these required options, click on the “Create Coupon” button at the bottom right, and your coupon list will be created.

Adding coupon codes

Once your coupon list is created, you can add codes by clicking the three-dotted button located next to your list. From there, select "Add Codes."

A new window will appear, where you can specify the number of codes you wish to create. You can also use the up and down arrows to select the desired quantity of coupons.

Note

It's advisable to generate a higher number of codes than the anticipated number of recipients in your campaign. This ensures a sufficient number of codes for all potential recipients.

Finally, click "Continue," and your codes will be ready for use in your campaigns.

If you find your list running low on coupons, you can follow the same process to add more to your list.

Note

Shopify imposes a limit of 20 million unique discount codes for each Shopify store. In case you’ve reached this limit, you'll need to delete unique codes from your Shopify admin before NotifyVisitors can generate new unique codes for you.

Use created coupons in email/sms campaigns

Once you've added coupons to your coupon list, the next step is to integrate them into your email and sms campaigns. This process is quite straightforward – you insert a dynamic variable into your message, and our system will automatically substitute this variable with a unique code for each recipient.

For a comprehensive and detailed guide on how to effectively utilize these unique coupons in your campaigns, we recommend referring to our resource titled "Sending coupons via email and sms." This guide offers comprehensive insights into the process, ensuring that you can leverage this powerful feature to its fullest potential in your marketing endeavors.

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