Using The Bulk Discount Manager
Using Shopify’s Discount Dashboard
Before getting started, it’s best to know a few of the Limitations of Shopify’s native Discount creator:
- As of writing, it is unable to create more than one campaign for a single date. Only 1 sales campaign for a single date.
- When creating a sales campaign, you can only select by product or by collections. There is no way to select the whole store with a click of a button.
- The Shopify Discount does not allow you to automatically tag an item that is selected in the sales campaign.
If any of these are features you want or need, we’d highly suggest using our Bulk Discount Manager. The Bulk Discount Manager is a free Shopify plugin that can be installed in a few clicks, and is the most efficient way to create and manage apps on the platform.
Steps for creating discounts in Shopify:
Step 1) Go to the “Discounts” dashboard and “Create a Discount”:
Step 2) Select “Automatic discount” option.
Step 3) Give the sales campaign a name. The name will appear at the cart upon checkout.
Step 4) Select the type of discount for this sales campaign.
If this option is selected, the discount will be based on the percentage keyed in under Discount value.
If this option is selected, the discount will be based on a fixed amount ($) keyed under Discount value.
Buy X get Y
If this option is selected, you can define that customers will receive Y for free or an amount of discount if they buy X – the number of products that have been set before. To learn more about how to set your discount campaign based on this discount type, please refer here.
Step 5) Select how you wish the discount is to be applied to:
The discount value will be applied to the entire order upon checkout.
By selecting this option, you can select one or more collections that they want the discount to be applied to by clicking on the Browse button:
Select the collection(s) that you wish to be included in this sales campaign and click Add:
Once the collection(s) is/are selected, it will appear below the “Search collections” search bar”
All products that are in the selected collection(s) will be included in the sales campaign.
By selecting this option, you can select one or more products that you want the discount to be applied to by clicking on the Browse button:
Select the product(s) or its variant(s) that you wish to be included in this sales campaign and click Add:
Once the product(s) is/are selected, it will appear below the “Search products” search bar”
The number of variants selected will be indicated. If you wish to know which variants are included, you can click on Edit.
Step 6) Under Minimum requirements, you can select what are the prerequisites that are required before a discount is triggered.
Minimum purchase amount
How much value of the items selected based on the criteria in 6 must be in the cart before the discounts are activated. The amount must be more than $0.00. If you have a campaign that doesn’t require a minimum spending, refer to (b).
Minimum quantity of items
The number of items selected based on the criteria in 6 that must be added to cart before the discounts are activated.
Step 7) You are required to set the Start date and Start time (time zone is based on your store settings):
If this sales campaign has an end date, tick on the Set end date and set the End date and End time:
Step 8) Review the discount rules of your sales campaign before clicking on Save discount to activate it.
Once the sales campaign is successfully created, you will see this message:
IMPORTANT NOTE: Only one sales campaign can be turned on at a time. You will receive the following error message if you try to add a sales campaign when there is an existing campaign on the Active date.