Want to create automatic discounts that your customers can enjoy without having to obtain and use a coupon code? You’re in luck because that’s exactly what we’ll show you to do in this step-by-step guide.
Before we begin, automatic discounts are available by default using Shopify. However, for additional features like auto-tagged orders, one-click bulk discounts, and custom sales badges, check out our plugin, the Bulk Discount Manager. You can explore all its features and try it out for free from the Shopify marketplace.
Creating Discounts Without a Code
Follow these steps to create a discount without a code on Shopify:
- Go to “Discounts” in the Shopify Admin Panel.
- Select “Automatic Discount”.
- Give Your Discount a Title.
- Configure Your Discount rules.
Step 1) Go to “Discounts” in the Shopify Admin Panel
The first thing you’ll need to do is log in to your Shopify account. You can then access your discounts management area by click “Discounts” in the navigation menu:
Step 2) Select “Automatic Discount”
In the top right corner, you will see a button that says “Create discount”. Click this and a window will pop up with two options: Automatic discount or Discount Code.
Discount codes or coupons are great for rewarding certain customers and limiting access to a discount. However, they aren’t the best choice in all situations, and without the code, no one can receive the discount.
Automatic discounts apply automatically to all eligible products and customers. You don’t need to manage a campaign to distribute coupon codes and customers don’t need to take any action to receive the discount.
So, to create a discount without a code, just select the Automatic discount option:
Step 3) Give Your Discount a Title
Now, you’ll enter a name for your discount in the “Automatic discount title” field. Although the discount is applied automatically, the title will still appear in the cart during checkout. The title will also be used to auto-tag discounted orders so that you can easily track them later on:
First of all, you should make sure that this matches any marketing collateral you’ve created for consistency.
Secondly, it’s best to choose something short and sweet. It should be just descriptive enough so the user understands what it’s for but shouldn’t clutter or impact the user experience.
Thirdly, choose something that’s meaningful to you so that you can easily search for and identify discounted orders later on.
Step 4) Configure Your Discount
Regardless of whether you chose a discount code or automatic discount, there are certain mandatory settings. The first is to choose the type of discount – the options include a Percentage, Fixed value, or Buy X get Y discounts. Free shipping is the only discount type not available for automatic discounts.
Of course, you will need to specify the discount value for percentage and fixed value discounts. You can also specify which products or collections the discount applies to or make it storewide. Other settings, like minimum requirements and active dates, allow you to fine-tune how the discount will operate.
Before finishing up the discount, remember to review all the settings in the bullet point list on the summary card. However, you can always edit the discount again to make changes. Playing around with the options might seem daunting at first, but they are relatively straightforward and you will soon get the hang of it.
Managing Your Discounts
Once you’ve created a new discount, it will show up in one of the lists in the Discounts dashboard. To see your discounts without a code, make sure you are in the “Automatic discounts” tab.
Unfortunately, Shopify’s built-in discount creator does have its limitations, especially when it comes to easily manage your discounts in bulk. Using auto-tagging, the Bulk Discount Manager also makes it easier for customers to find discounted products as well as for you to search and manage for discounted orders. For these features, and more, try the Bulk Discount Manager – it’s free!
The easiest way to create and schedule discounts on Shopify
Looking for a better way to create and schedule discounts in shopify?
Try the Bulk Discount Manager by amai