How to create coupon codesUpdated a year ago

Overview

When creating coupon codes, we prefix each code with an identifier that relates to the event or purpose of the discount. This ensures consistency and clarity when tracking and managing discounts. For example:

• Black Friday 20% Off: Prefix "BF20"
• Purchase Follow-Up 20% Off: Prefix "PFU20"

Step-by-Step Guide for Creating Coupon Codes

In Shopify:

1. Log in to Shopify Admin Panel

• Go to Shopify Admin and select your store.

2. Navigate to Discounts

• On the left-hand sidebar, click on Discounts.

3. Create Discount

• Click the Create Discount button in the top right corner.

4. Choose Discount Type

• Select from available options (percentage, fixed amount, free shipping, or buy X get Y).
• For example, for a 20% off code, choose Percentage.

5. Enter Discount Information

• In the Discount code field, enter the code using the prefix convention.
  • Example: BF20 for Black Friday 20% Off.
• Set the discount parameters (e.g., 20% off).

6. Set Eligibility Rules

• Choose who can use the discount:
  • All customers
  • Specific customer groups
  • Or based on other conditions.

7. Set Usage Limits

• Set any usage limits (optional):
  • Limit per customer.
  • Total usage cap.

8. Set Active Dates

• Choose start and end dates for the discount if applicable.

9. Save the Discount

• Once all details are entered, click Save to activate the coupon code.

In Klaviyo:

1. Log in to Klaviyo Admin Panel

• Access your Klaviyo account and go to the Campaigns or Flows tab, depending on where you want to include the discount code.

2. Navigate to Coupons

• In the left sidebar, click on Coupons.

3. Create a New Coupon

• Click Create Coupon and select Shopify as the platform.

4. Enter Coupon Code

• In the Coupon Code field, use the appropriate prefix for the discount.
  • Example: PFU20 for a 20% off purchase follow-up discount.
• Set the discount type (percentage, fixed amount, etc.) and value (e.g., 20%).

5. Configure Additional Settings

• Set usage limits (e.g., one use per customer or unlimited).
• Set the expiration date (optional) if the coupon should only be valid for a specific time period.

6. Sync with Shopify

• Once created, the coupon will sync automatically with your Shopify store.

7. Include in Campaign or Flow

• To use the coupon code in an email campaign or flow:
  • Select your email template.
  • Add a text block where you want the coupon to be displayed.
  • Manually enter the code (e.g., PFU20), or if using dynamic codes, you can add a placeholder to automatically generate the code for each recipient.

8. Test the Coupon

• Always test the coupon by sending a preview email or using a test customer profile to ensure it's working properly.

9. Save and Monitor

• After adding the coupon code to your email campaign or flow, save your work and monitor the performance through Klaviyo’s analytics tools.