E-commerce course & Shopify tutorial - successfully setting up online stores

Creating Shopify Gift Cards: Setting Up Discount Codes, Minimum Amount, and Shipping Wait — "Gutscheine" can mean vouchers/coupons or gift cards. In this context (discount codes, minimum amount), it refers to coupons. Creating Shopify Coupons: Setting Up Discount Codes, Minimum Amount, and Shipping

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Leon Chaudhari
By Leon Chaudhari Last updated on

Discounts are among the most effective tools for motivating customers to buy. Whether it's a percentage discount, a fixed amount, or free shipping: in Shopify, you set all of this up in the "Discounts" section. This guide walks you through all the settings, from the first click to checking your finished code.

E-Commerce course: 7.3 | Shopify - Create vouchers

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Key Takeaways

  • You'll find discounts in the menu on the left under "Discounts". With "Create discount" you start a new coupon.
  • First, you decide which type of discount you want to offer: products, order, buy X get Y, or free shipping.
  • A discount code can deduct a percentage or a fixed amount. You can name it yourself or have it generated.
  • With minimum requirements, customer eligibility, usage limits, and combination rules, you control exactly who may use the code.
  • You set the validity period via the start and end date. Afterwards, you save the discount or discard it.

Step-by-Step Guide

Step 1: Open the "Discounts" section

Getting started is quick. In the Shopify admin, open the menu on the left side and click on "Discounts". There you'll find an overview of all existing codes and promotions. From here you start every new coupon.

Creating Shopify Gift Cards/Coupons: Setting Up Discount Codes, Minimum Amounts, and Shipping

Step 2: Create a new discount

Click on "Create discount" at the top right. Shopify then opens a selection where you define how the discount should work. Think briefly beforehand about whether you want a code that customers have to enter, or an automatic discount that applies without any input.

Creating Shopify discount codes: Setting up discount codes, minimum amounts, and shipping

Step 3: Select the discount type

Shopify offers several discount types. The most important are "Products" for discounts on specific items, "Order" for a reduction on the entire cart, "Buy X get Y" for promotions such as two for the price of one, as well as "Free shipping". For this example, you choose "Order", since the discount applies to the entire purchase.

Creating Shopify discount codes: setting up discount codes, minimum amount, and shipping

Step 4: Define the discount code

In the discount code field, enter the name your customers will later type in at checkout. An example would be "50OFF". Make sure the name is easy to remember and unambiguous. A descriptive code also makes it easier for you to identify it later in the overview.

Creating Shopify discount codes: Setting up discount codes, minimum amounts, and shipping

Step 5: Determine the discount value

In the next section, you define how much the customer saves. You can choose a percentage, for example 50 percent, so the customer saves half at checkout. Alternatively, you deduct a fixed amount, such as 10 euros per order. With fixed amounts, you should always check the value against your product prices so that your margin doesn't come under pressure.

Creating Shopify gift cards/coupons: Setting up discount codes, minimum amount, and shipping

Step 6: Generate the code or enter it yourself

You can choose between your own code and an automatically generated one. Custom codes are clear because you immediately recognize which promotion they belong to. Generated codes, on the other hand, are long and random, which makes them hard to guess. This is especially useful if you want to prevent customers from simply trying different combinations like 50, 60, or 70 percent. With the "Generate" button, you create a suggestion, which you can have regenerated if needed.

Creating Shopify discount codes: setting up discount codes, minimum amount and shipping

Step 7: Set the minimum requirement

Here you decide whether the discount is tied to a condition. You can choose "No minimum requirements", in which case the code applies to every purchase, regardless of the order value. A minimum order value, for example 20 euros, or a minimum quantity, such as five products in the cart, is also possible. You select both in the same section, so that the discount is only applied when the condition is met.

Create Shopify vouchers: set up discount codes, minimum amount, and shipping

Step 8: Define which customers may use the code

In the "Customer eligibility" section, you determine the group of recipients. The "All customers" option allows any visitor who knows the code to use it. With "Specific customer segments," you limit the discount to groups, such as regular customers. With "Specific customers," you select individual people. You search for them by name or email address and click on them. Only these people can then redeem the code.

Creating Shopify vouchers: Setting up discount codes, minimum amounts, and shipping

Step 9: Set up usage limits

With the maximum number of discount uses, you limit how often the code may be redeemed in total. You can also specify that each customer may use the discount only once. This protects you from a single customer using the voucher multiple times. If you don't want to set an upper limit, simply leave the field empty or enter a very high value.

Creating Shopify discount codes: Setting up discount codes, minimum amount, and shipping

Step 10: Define combinations

Under "Combinations," you decide whether the discount may be combined with other promotions, such as product discounts or free shipping. If the option is disabled, the customer cannot redeem any additional codes. For a 50 percent discount, it makes sense to turn off combinations. If, on the other hand, you want to offer a shipping voucher in parallel, you enable the corresponding option.

Creating Shopify discount codes: setting up discount codes, minimum amounts, and shipping

Step 11: Determine the active period

In the lower section, you set the start and end date. The start date determines from when the code is valid. Without an end date, the discount continues indefinitely. For time-limited promotions, such as a week-long offer period, you enter a suitable end date with a time, for example 11:59 PM. Customers then know exactly how long they have.

Creating Shopify Gift Cards/Vouchers: Setting Up Discount Codes, Minimum Amounts, and Shipping

Step 12: Save the discount

When all settings are correct, you click "Save discount" at the bottom. The code is then activated or, if the start date is in the future, saved as scheduled. From this moment on, it can be redeemed in the store.

Creating Shopify vouchers: setting up discount codes, minimum amounts, and shipping

Step 13: Understand the discount overview

After saving, you land back on the overview. There you see, for each code, the status (active, scheduled, expired, or ended), the method, the type of discount, the combination option, and the number of uses so far. This way you always keep an overview of your promotions.

Creating Shopify Gift Cards: Setting Up Discount Codes, Minimum Amount, and Shipping

Wait — "Gutscheine" can mean vouchers/coupons. Final answer:

Creating Shopify Coupons: Setting Up Discount Codes, Minimum Amount, and Shipping

Step 14: Filter and sort discounts

With the filter options, you narrow down the list in a targeted way, for example by status, type, combinability, start date, or frequency of use. With the sort function, you order the entries by end date, title, relevance, or creation date. Especially with many promotions, this saves you a lot of time.

Creating Shopify discount codes: setting up discount codes, minimum amounts, and shipping

Step 15: Export discounts

Using the three dots above the list, you can save or export the current view. The export is done as a CSV file, which you can then analyze in Excel, for example. This is useful for analyses or for documenting past promotions.

Creating Shopify discount codes: setting up discount codes, minimum purchase amounts, and shipping

Step 16: Offer free shipping

For a shipping voucher, you click "Create discount" again and select "Free shipping." Then you set the code, determine the country, for example Germany, and decide which shipping rates the rule applies to. For larger orders, you can exclude certain rates. You also set customer eligibility, usage limits, combinations, and period as with the other discounts.

Creating Shopify discount codes: setting up discount codes, minimum amount, and shipping

Step 17: Save the code for good or discard it

Once you have checked all the details, you click "Save" so that the code is set. If you decide not to publish the draft after all, you select "Discard." In this case, none of the changes are saved.

Creating Shopify discount codes: setting up discount codes, minimum amounts, and shipping

Summary ??? Creating Shopify Coupons: Setting Up Discount Codes, Minimum Amount, and Shipping

You have now learned all the building blocks you can use to control discounts in Shopify in a targeted way. You start in the "Discounts" section, choose the appropriate discount type, and set the code, value, and minimum requirements. Then you determine who may use the code, how often it can be used, and whether it can be combined with other promotions. You limit the time period with a start and end date. The overview with filters and export helps you keep track of your promotions. With this knowledge, you can plan coupons that benefit both your customers and your business.

FAQ

Can I change a discount code afterwards?Yes, you open the existing discount in the overview, make the desired changes, and save it again.

What is the difference between a discount code and an automatic discount?A discount code must be entered by the customer at checkout. An automatic discount is applied without any input as soon as the conditions are met.

How do I prevent a code from being used multiple times by the same person?In the usage limits, enable the option that each customer may use the discount only once.

Can I reserve a code for specific customers?Yes, under "Customer eligibility" you select "Specific customers" and search for the desired people by name or email address.

What happens if I set a start date in the future?The discount is shown as scheduled and can only be redeemed from the specified date.

Leon Chaudhari
Trainer About Leon Chaudhari Leon Chaudhari is the owner of several companies in the e-learning and creative sector, YouTuber, author, lecturer and owner of the MyTeachingHero platform. As a lecturer in digital marketing, entrepreneurship and automation, he helps entrepreneurs acquire more customers online. All courses by Leon Chaudhari