Create a coupon campaign

Once you are connected to your Shopify or Shopify Plus store, you can add a coupon campaign in Automizely. Automizely Conversions allows you to:

  • Specify the time duration for which a coupon is valid
  • Set a minimum order amount to activate the code
  • Choose product collection(s) to which discounts apply

List of merge tags for coupon campaigns

Merge tag 

Description 

*|DISCOUNT|*

Shows the discount value (e.g. 10%, $5).  

*|EXPIRES_AT|*

Displays the validity of a coupon code.  

Generating coupon codes

There are 2 ways to get a coupon code for a campaign

  1. You can enter a code prefix (e.g. new) and Automizely will add random letters and/or numbers at the end of the prefix to create an 8 character long coupon code.  A prefix can contain letters, numbers, and hyphens. 
  2. If you don’t specify a prefix, a  random 8 character long code consisting of letters and/or numbers will be created.

Create your first coupon campaign

  1. Go to Conversions > Coupons > Create a coupon

    Create_a_coupon.png

  2. Enter a title for the campaign. For now, you can only select the “Unique coupon” type

    Coupon_type.png

  3. Configure discount rules

    Screenshot_3.png

  4. Select coupon active period during which the coupon holds valid (Optional) > Save changes

    Active_period.png

You can similarly add multiple coupon campaigns.

Edit a campaign

  1. Go to Conversions > Coupons > Select the required campaign to edit settings

    Edit.png

  2. Make the required changes > Save changes

Please note: The coupon type can't be changed once you have saved the coupon campaign.

Apply coupon code to popup campaigns

  1. Go to Popups > Edit settings to add a coupon code

    Popups.png

  2. Select Coupon campaign under the Popup settings tab > Select a coupon from one of the active campaigns

    Settings.png

  3. Publish changes

Send coupon code via emails

You can add the discount code created through coupon campaigns to newsletters, abandoned cart, and order follow-up emails. For welcome emails, you can create a standard coupon code in Shopify (shown in the next section).

  1. Go to Emails > Select the type of email to add a coupon code > Edit settings

    Email.png

  2. Go to the Content tab > Add a new block > Coupons

    Add_blocks.png

  3. Select Coupon block 

    coupon.png

  4. Select an active coupon campaign

    Order.png

    Note: The coupon code displayed here is just a sample and not the actual coupon code.
  5. Save changes

Create a standard coupon code

  1. Go to Shopify > Discounts > Create discount code

    Discounts.png

  2. Enter discount details and save changes

    Shopify.png

Apply a standard coupon to popups 

  1. Go to Popups > Popup settings > Enter the discount code created in Shopify as shown below

    Manually.png

  2. Save changes

Apply a standard coupon to welcome emails
This coupon code can be added to welcome emails, abandoned cart, order follow-up emails, and newsletters.

  1. Go to Welcome emails > Edit settings for the email template with coupon code

    WE.png

  2. Go to Content tab > Select “Image with text” block

    code.png

  3. Enter the discount code created in Shopify as shown below

    Welcome_emails.png

  4. Save changes

You can similarly add the standard coupon code to newsletters, abandoned cart, and order follow-up emails. 

 

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