Post-purchase marketing automation campaigns

In the Shop channel, if you have Sell with Shop activated, then you can create a post-purchase offer that gives returning customers an in-app discount that they can use at your store.

The discount offer appears in the Shop app until any of the following conditions are met:

  • All of the discount code conditions are fulfilled, such as a limit to one use per customer.
  • The discount code has expired or was deleted.
  • The automation was deactivated or deleted.

Available discounts you can offer customers include:

  • free shipping
  • fixed amount
  • percentage

When creating conditions for your discount, you can't restrict the discount code to apply only to specific customers, groups of customers, collections, or products.

Create a post-purchase offer automation

To create a post-purchase offer automation, you need to activate the automation with a discount code. For accurate tracking information, you should create a discount code that'll only be used for one post-purchase offer automation. You can change the discount code at any time while the automation is active.

  1. From your Shopify admin, click Settings > Apps and sales channels.

  2. From the Apps and sales channels page, click Shop.

  3. Click Open sales channel.

  4. In the Overview section, click Create automation.

  5. Complete one of the following:

    • If you don't have a discount code set up, then click Create a discount code.
    • If you want to use an existing discount code, then in the Discount section, click Browse and then select the discount code you want to use.
  6. Optional: To avoid image cropping, use a banner image that's 933 x 480 pixels (px), and don't include the code in the message.

  7. Click Publish. If you want to save a draft, then click Finish later.

After an automation is created, you can use the Shop channel to view performance metrics. These metrics are displayed on a 30-day ongoing basis and include information about:

  • Who received the offer.
  • The number of orders made using the discount code.
  • The number of sales associated with the offer.

These metrics can't be accessed from the marketing section of your Shopify admin.

Edit, deactivate, or delete an existing post-purchase discount code

After you create a post-purchase offer automation, you can edit, deactivate, or delete the automation.

If you deactivate or delete a post-purchase offer automation while there's an active discount code that hasn't been used by a customer, then the customer can still use the discount code unless you go into the Shopify admin and delete the discount code.

If a customer has an active discount code from a post-purchase offer that they haven't used, then their offer won't be updated if you edit it, and they won't receive new post-purchase offers.

When you delete an automation, the performance metrics are reset for your post-purchase offer automations.

Paused post-purchase offer automations

A post-purchase offer automation is automatically paused if any of the following occur:

  • The discount code has been deleted.
  • The discount code has expired.
  • An unsupported discount type is selected.
  • You don't meet the merchant requirements.

If your post-purchase offer campaign is paused, then you'll receive an email asking you to create a new discount code to add to the automation in the Shop Channel.

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