UpOrder's Discounts component lets you add a personalized discount offer to your Shopify notification emails. When a customer opens a sent notification email that contains the component, UpOrder can create a unique Shopify discount code for that customer based on the settings in your template.
The code is created in Shopify automatically, so you do not need to manually create a batch of discount codes before using the component.
Before you start
Discount settings are template-specific. If you want the same offer to appear in multiple notification emails, configure the Discounts component in each notification template where it should appear.
If you want to use Shopify discount-combination settings, first enable the Enhanced Discount Component in Feature Management and approve any Shopify permission update that appears. You can follow those steps here: How To Enable Advanced Discount Components.
How to add a discount to a notification template
1. Open UpOrder from your Shopify admin.
2. Open the template set you want to edit.
3. Choose the notification template where you want the discount to appear.
4. Add a Discounts component, or select an existing Discounts component in the email preview.
5. Use the settings panel on the right side of the builder to configure the offer.
Discount settings you can configure
The available settings can vary depending on whether your store is using the standard or enhanced Discounts component, but the main options are:
Discount type: choose a percentage discount, fixed amount discount, or free shipping offer.
Discount amount: set the value of the offer when using a percentage or fixed amount discount.
Expires in: choose how many days the generated code should remain valid.
Redeemable on products from: choose whether the discount applies to all products or a specific collection.
Redeemable on orders above: set a minimum order amount if the discount should only apply above a certain cart value.
Apply to new customers only: limit the offer to first-time customers when the notification type supports it.
Offer a discount on orders placed using a discount: choose whether the customer should still receive this offer after placing an order that already used a discount.
Display settings: update the leading text, body text, button, and related styling for how the discount appears in the email.
If the enhanced component is enabled, you may also see options for whether the generated discount can combine with product discounts, order discounts, or shipping discounts.
When the discount code is created
UpOrder does not create the customer's unique discount code when you save the template. The sent email includes a discount-generation link, and UpOrder creates the code when that link is loaded, usually when the customer opens the email or clicks the discount button for the first time.
The expiration period is based on when the code is generated, not the original date Shopify sent the email. For example, if a 7-day discount email is sent on March 1 but first opened on March 12, the code is generated from the March 12 open and expires based on that later date.
The builder preview may show a sample discount-code placeholder instead of a real code. The live notification email will show the generated code after the email is sent and loaded.
Important notes
Shopify sends the notification emails. UpOrder controls the template content you save and publish into Shopify.
You need to save your changes in UpOrder and publish the updated template to Shopify before customers receive the new discount offer.
The first-time-customer option is not available for every notification type, including Draft Order Invoice, POS Exchange Receipt, Payment Error, and Gift Card Created.
Discount combinations are controlled by Shopify's discount rules and by the combination settings on the discounts involved. If you plan to combine UpOrder-generated discounts with other product, order, or shipping discounts, review Shopify's guidance here: Combining discounts.
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