Creating automatic discounts

You can offer your customers discounts that apply automatically at checkout and on cart. You can create percentage, fixed amount, or buy X get Y automatic discounts.

For an automatic discount to apply correctly, your customers need to add all eligible items to their carts before they move to checkout. This includes the items that they need to buy to qualify for the discount as well as the items that they get as part of the promotion.

You can have only one active automatic discount at any given time. Automatic discounts take precedence over discount codes, and customers can't apply multiple discounts to a single order. Discount codes are unavailable for customers who have an automatic discount applied to their checkout.

Tip

To see more videos, visit our YouTube channel.

Create a percentage or fixed amount automatic discount

Desktop

1. From your Shopify admin, go to Discounts.

2. Click Create discount.

3. Click Automatic discount.

4. In the Automatic discount section, enter a name for the automatic discount. For example, 15offnecklaces.

5. Optional: If you want to offer this discount for your retail locations, then you can check Also offer on Point of Sale (POS Pro locations only). Automatic discounts only apply to retail locations with a POS Pro subscription. If you have some locations with a POS Lite subscription, then the automatic discounts will not appear in their checkout.

Note

You cannot have an automatic discount which only applies to your retail locations. If you select this option, then the discount will work both in your online store and on Shopify POS.

1. In the Types section, select Percentage or Fixed amount.

2. Under Discount value, enter a monetary or percentage value for the discount.

3. In the Applies to section, select what this discount will apply to: All products, Specific collections, or Specific products.

   Note

   Collections can't hold individual product variants. If you add a product variant to a discounted collection, then the discount applies to every version of the product.

   If the discount applies to specific collections or products, then use the search field or the Browse button to add them to the discount. You can select up to 100 products and variants. If you want to remove a collection or product from the discount, then click X to delete it from the list.

4. Optional: If you're creating a fixed amount automatic discount that can be applied to specific products or collections, then you can check Only apply discount once per order to limit the number of times the discount will apply. Otherwise, the discount applies to all eligible products in the order.

5. Set a minimum requirement for the discount:

   • Minimum purchase amount requires customers to spend a minimum amount to qualify for the discount.
   • Minimum quantity of items requires customers to order a minimum number of products to qualify for the discount.

   Note

   If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase or quantity amounts.

6. Use the calendar in the Active dates section to set the start date for the discount. If you want to set an end date for the discount, then click Set end date and use the calendar to choose when the discount will end.

7. Click Save discount.

iPhone

1. From the Shopify app, go to Store > Discounts.

2. Tap Automatic.

3. Tap Create automatic discount.

4. In the Automatic discount section, enter a name for the automatic discount. For example, 15offnecklaces.

5. In the Types section, select Percentage or Fixed amount.

6. Under Discount value, enter a monetary or percentage value for the discount.

7. Tap Applies to and select what this discount will apply to: All products, Specific collections, or Specific products.

   Note

   Collections can't hold individual product variants. If you add a product variant to a discounted collection, then the discount applies to every version of the product.

   If you want the discount to apply to specific collections or products, then choose Specific collections or Specific products. Tap Add and select the products or collections that you want to apply the discount to. You can select up to 100 products and variants. Tap Done to save your changes.

   To remove a collection or product from the discount, tap Edit and deselect the product or collection.

8. Optional: If you're creating a fixed amount automatic discount that can be applied to specific products or collections, then you can check Only apply discount once per order to limit the number of times the discount will apply. Otherwise, the discount applies to all eligible products in the order.

9. Set a minimum requirement for the discount:

   • Minimum purchase amount requires customers to spend a minimum amount to qualify for the discount.
   • Minimum quantity of items requires customers to order a minimum number of products to qualify for the discount.

   Note

   If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase or quantity amounts.

10. Tap Active dates to set the start date for the discount. If you want to set an end date for the discount, enable Set end date and use the end date calendar to choose when the discount will end.

    If you don't choose an end date for your discount, then it will have no expiry. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

    Note

    The time when the discount starts and ends depends on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount will start at 12:00 a.m. EST on November 26.

11. Tap Save.

Android

1. From the Shopify app, go to Store > Discounts.

2. Tap Automatic.

3. Tap Create automatic discount.

4. In the Automatic discount section, enter a name for the automatic discount. For example, 15offnecklaces.

5. In the Types section, select Percentage or Fixed amount.

6. Under Discount value, enter a monetary or percentage value for the discount.

7. Tap Applies to and select what this discount will apply to: All products, Specific collections, or Specific products.

   Note

   Collections can't hold individual product variants. If you add a product variant to a discounted collection, then the discount applies to every version of the product.

   If you want the discount to apply to specific collections or products, then choose Specific collections or Specific products. Tap Add and select the products or collections that you want to apply the discount to. You can select up to 100 products and variants. Tap Done to save your changes.

   To remove a collection or product from the discount, tap Edit and deselect the product or collection.

8. Optional: If you're creating a fixed amount automatic discount that can be applied to specific products or collections, then you can check Only apply discount once per order to limit the number of times the discount will apply. Otherwise, the discount applies to all eligible products in the order.

9. Set a minimum requirement for the discount:

   • Minimum purchase amount requires customers to spend a minimum amount to qualify for the discount.
   • Minimum quantity of items requires customers to order a minimum number of products to qualify for the discount.

   Note

   If the discount applies to a specific product or collection, then only these items contribute to the minimum purchase or quantity amounts.

10. Tap Active dates to set the start date for the discount. If you want to set an end date for the discount, enable Set end date and use the end date calendar to choose when the discount will end.

    If you don't choose an end date for your discount, then it will have no expiry. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

    Note

    The time when the discount starts and ends depends on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount will start at 12:00 a.m. EST on November 26.

11. Tap Save.

Create an automatic Buy X Get Y discount

There are two variations of Buy X Get Y discounts. One requires the customer to buy a specified quantity of products to get the discount and the other requires them to spend a specified amount of money to get the discount.

The discount can be either free products or a percentage off of the price of products. If you are offering free products, then it is important that you have adequate inventory. If the inventory of free products drops to zero, then the products are shown as being sold out and customers can't take advantage of the discount.

Desktop

1. From your Shopify admin, go to Discounts.

2. Click Create discount.

3. Click Automatic discount.

4. In the Automatic discount title section, enter a name for the automatic discount (for example, buyonegetonefree).

5. Optional: To offer this discount for your retail locations, check Also offer on Point of Sale (POS Pro locations only). Automatic discounts only apply to retail locations with a POS Pro subscription. If you have some locations with a POS Lite subscription, then the automatic discounts will not appear in their checkout.

Note

You cannot have an automatic discount that only applies to your retail locations. If you select this option, then the discount will work both in your online store and on Shopify POS.

1. In the Types section, select Buy X get Y.

2. In the Customer buys section, configure the following settings.

   • Choose Minimum quantity of items or Minimum purchase amount.
   • Set the number of items that the customer must buy or the amount of money that the customer must spend to be eligible for the discount.
   • In the Any items from section, choose whether you want to include products or collections as the qualifying items.
   • Use the search field or the Browse button to add products or collections to the promotion. If you want to remove a product or collection from the discount, then click X to delete it from the list.

3. In the Customer gets section, configure the following settings.

   • Set the quantity of items that the customer must add to their cart to get the discount.
   • In the Any items from section, choose whether you want to include products or collections as the discounted items. If the product or collection is the same as the one set in the Customer buys section, then the lower-priced item that the customer chooses is the item that the customer gets at a discount.
   • Use the search field or the Browse button to add products or collections. If you want to remove a product or collection, then click X to delete it from the list.
   • In the At a discounted value section, choose the discounted value that customers receive when they buy the set number of items. If you want to offer a percentage discount, then select Percentage and enter a rate. If you want to offer items for free, then select Free.
   • Optional: Check Set the maximum number of uses per order and then enter the maximum number of times that this promotion can be applied to an order.

4. In the Active dates section, configure the following settings.

   • Use the calendar to set the start date for the discount.
   • If you want to set an end date for the discount, then click Set end date and use the calendar to choose when the discount will end.

   If you don't choose an end date for your discount, then it will have no expiry. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

   Note

   The time when the discount starts and ends depends on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount will start at 12:00 a.m. EST on November 26.

5. Click Save discount.

Your new discount appears on the Discounts page.

iPhone

1. From the Shopify app, go to Store > Discounts.

2. Tap Automatic discount.

3. Tap the + button.

4. In the Automatic discount title section, enter a name for the automatic discount (for example, buyonegetonefree).

5. In the Discount type section, tap Buy X get Y.

6. Optional: To offer this discount for your retail locations, check Also offer on Point of Sale (POS Pro locations only). Automatic discounts only apply to retail locations with a POS Pro subscription. If you have some locations with a POS Lite subscription, then the automatic discounts will not appear in their checkout.

Note

You cannot have an automatic discount that only applies to your retail locations. If you select this option, then the discount will work both in your online store and on Shopify POS.

1. In the Customer buys section, configure the following settings.

   • Tap Minimum quantity of items or Minimum purchase amount.
   • Set the number of items that the customer must buy or the amount of money that the customer must spend to be eligible for the discount.
   • In the Any items from section, choose whether you want to include products or collections as the qualifying items.
   • Tap Add and select the products or collections to add to the promotion. If you want to remove a product or collection, deselect it to delete it from the list.
   • Tap Done.

2. In the Customer gets section, configure the following settings.

   • Set the quantity of items that a customer must add to their cart to get the discount.
   • In the Any items from section, choose whether you want to include products or collections as the discounted items.
   • Tap Add and select the products or collections that the customer must add to their cart to get the discount. If you want to remove a product or collection, deselect it to delete it from the list.
   • In the At discounted value section, tap Percentage if you want to offer a percentage discount or tap Free if you want to offer items for free.
   • If you are offering a percentage discount, then enter a value.
   • Tap Back.

3. Optional: Tap Uses per order and then enter the maximum number of times that this promotion can be applied to an order.

4. Tap Active dates to set the start date for the discount. If you want to set an end date for the discount, then enable Set end date and use the end date calendar to choose when the discount will end.

   If you don't choose an end date for your discount, then it will have no expiry. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

   Note

   The time when the discount starts and ends depends on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount will start at 12:00 a.m. EST on November 26.

5. Tap Save.

Your new discount appears on the Discounts page.

Android

1. From the Shopify app, go to Store > Discounts.

2. Tap Automatic discounts.

3. Tap the + button.

4. In the Automatic discount title section, enter a name for the automatic discount (for example, buyonegetonefree).

5. Tap Discount type section, select Buy X get Y.

6. Optional: To offer this discount for your retail locations, check Also offer on Point of Sale (POS Pro locations only). Automatic discounts only apply to retail locations with a POS Pro subscription. If you have some locations with a POS Lite subscription, then the automatic discounts will not appear in their checkout.

Note

You cannot have an automatic discount that only applies to your retail locations. If you select this option, then the discount will work both in your online store and on Shopify POS.

1. In the Customer buys section, configure the following settings.

   • Tap Minimum quantity of items or Minimum purchase amount.
   • Set the number of items that the customer must buy or the amount of money that the customer must spend to be eligible for the discount.
   • In the Any items from section, choose whether you want to include products or collections as the qualifying items.
   • Tap the + button and select the products or collections to add to the promotion. If you want to remove a product or collection, deselect it to delete it from the list.

2. In the Customer gets section, configure the following settings.

   • Set the quantity of items that a customer must add to their cart to get the discount.
   • In the Any items from section, choose whether you want to include products or collections as the discounted items.
   • Tap the + button and select the products or collections that the customer must add to their cart to get the discount. If you want to remove a product or collection, deselect it to delete it from the list.
   • In the At discounted value section, tap Percentage if you want to offer a percentage discount or tap Free if you want to offer items for free.
   • If you are offering a percentage discount, then enter a value.

3. Optional: Tap Set the maximum number of uses per order and then enter the maximum number of times that this promotion can be applied to an order.

4. Tap Active dates to set the start date for the discount. If you want to set an end date for the discount, then enable Set end date and use the end date calendar to choose when the discount will end.

   If you don't choose an end date for your discount, then it will have no expiry. If you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date.

   Note

   The time when the discount starts and ends depends on the time zone that you selected in your Shopify admin. For example, if your store’s time zone is Eastern Standard Time (EST) and you select a start date of November 26, then your discount will start at 12:00 a.m. EST on November 26.

5. Tap ✔.

Your new discount appears on the Discounts page.