1. DISCOUNT TYPES OVERVIEW

App offers 4 main discount types:

1.1 Product Discount

Purpose: Offer discounts on specific products based on conditions
Discount Value Options: Percentage, Amount Off, New Price
Use Cases: Product sales, collection discounts, category promotions
Example: "20% off T-shirts collection"
New: Product discounts can match the shopper's shipping Zip / Postal code. This one needs a one-time setup on your checkout first. See section 2.6.

1.2 Buy X Get Y (BXGY)

Purpose: Promotional offers where customers buy X items and get Y items discounted/free
Discount Value Options: Percentage, Amount Off, New Price
Use Cases: BOGO deals, bundle promotions, upselling
Example: "Buy 2 T-shirts, get 1 free"

1.3 Order Discount

Purpose: Discounts applied to the entire order total
Discount Value Options: Percentage, Amount Off ONLY (No New Price)
Use Cases: Cart threshold rewards, order-level promotions
Note: Focuses on final order total, not individual product prices
Example: "10% off entire order over $100"

1.4 Shipping Discount

Purpose: Discounts applied to shipping costs
Discount Value Options: Percentage, Amount Off ONLY (No New Price)
Use Cases: Free shipping, reduced shipping costs
Note: Focuses on shipping cost, not product prices
Example: "Free shipping on orders over $50"

1.5 Tiered Discount

Purpose: Discounts applied based on purchasing quantity / purchasing amount
Discount Value Options: Percentage, Amount Off ONLY (No New Price)
Use Cases: bulk discount on products based on purchasing quantity / purchasing amount
Note: Focuses on product cost, not order prices
Example: Save $5 on 5 units of Product A, or $7 on 10 units of Product A.

2. DISCOUNT CONDITIONS SYSTEM

2.1 Overview

Conditions determine WHEN and TO WHOM discounts apply
Multiple conditions can be combined using AND/OR logic
Conditions are organized in GROUPS
Each group can contain multiple conditions
Logic can be controlled at TWO LEVELS: within groups and between groups

Important Note: Different types of conditions (product, cart, customer) can ALL be in the same group!

2.2 CONDITION LOGIC (Simple → Advanced)

Usage Statistics:

90% of merchants use simple single-group logic
10% use advanced multi-group scenarios

Recommendation: Start with single group. Only add multiple groups when you have distinctly different qualifying scenarios.

COMMON USE CASE: Single Group Logic (90% of Use Cases)

2.2.1: ALL Conditions (AND) - "This AND That"

Use When: All conditions must be true together

Example 1: Include with Exclusions

Business Rule: "Discount on T-shirts BUT exclude sale items"

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [T-shirts]

└─ Collections excludes [Sale]

Results:

✅ T-shirt, NOT on sale → QUALIFIES

❌ T-shirt, ON sale → REJECTED (excluded)

❌ Hoodie, NOT on sale → REJECTED (wrong collection)

Example 2: Multiple Requirements

Business Rule: "Discount on Nike products over $50"

GROUP 1 - "all conditions" (AND)

├─ Vendor is any of [Nike]

└─ Price is greater than 50

Results:

✅ Nike product, $60 → QUALIFIES

❌ Nike product, $40 → REJECTED (price too low)

❌ Adidas product, $60 → REJECTED (wrong vendor)

Example 3: Mixed Condition Types (Product + Cart + Customer)

Business Rule: "VIP customers buying from Orange collection with cart total $100+"

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [Orange]

├─ Sub total is greater or equal to 100

└─ Customer tags is any of [VIP]

✅ Different types of conditions CAN be in the SAME group!

Results:

✅ VIP, Orange product, $150 cart → QUALIFIES

❌ VIP, Orange product, $50 cart → REJECTED (cart too low)

❌ Regular customer, Orange, $150 → REJECTED (not VIP)

Common Scenarios for AND:

Include collection BUT exclude specific items
Target vendor AND price range
Require cart total AND specific products
Customer segment AND minimum purchase
Mix product, cart, and customer conditions together

2.2.2: ANY Conditions (OR) - "This OR That"

Use When: At least ONE condition needs to be true

Example 1: Multiple Collections

Business Rule: "Discount applies to T-shirts OR Pants OR Hoodies"

GROUP 1 - "any conditions" (OR)

├─ Collections is any of [T-shirts]

├─ Collections is any of [Pants]

└─ Collections is any of [Hoodies]

Results:

✅ Product in T-shirts → QUALIFIES

✅ Product in Pants → QUALIFIES

✅ Product in Hoodies → QUALIFIES

✅ Product in T-shirts AND Pants → QUALIFIES

❌ Product in Jackets → REJECTED

Example 2: Multiple Customer Segments

Business Rule: "VIP members OR Wholesale customers OR Email subscribers"

GROUP 1 - "any conditions" (OR)

├─ Customer tags is any of [VIP]

├─ Customer tags is any of [Wholesale]

└─ Customer accepts marketing is true

Results:

✅ VIP customer → QUALIFIES

✅ Wholesale customer → QUALIFIES

✅ Regular customer who accepts marketing → QUALIFIES

❌ Regular customer, no marketing opt-in → REJECTED

Common Scenarios for OR:

Multiple collections/categories qualify
Multiple customer segments
Multiple vendors/brands
Alternative qualifying criteria

Quick Reference: AND vs OR

Use AND ("all conditions")	Use OR ("any conditions")
Refinement with exclusions	Multiple alternatives
Multiple requirements together	Broadening eligibility
"This AND that AND that"	"This OR that OR that"
Narrowing down	Expanding options
More restrictive	More permissive

Visual Logic:

AND = Fewer products qualify (more restrictive)

Example: Must be T-shirt AND expensive AND from Nike

OR = More products qualify (more permissive)

Example: Can be T-shirt OR Pants OR Hoodies

ADVANCED USE CASE: Multiple Groups (10% of Use Cases)

When You Need Multiple Groups

Key Indicators:

Different product categories need different exclusion rules
Bundle/combo requirements (must buy A AND B)
Alternative qualifying scenarios (Scenario A OR Scenario B)
Cross-category purchase requirements

Important: Only use multiple groups when scenarios have truly different rules that cannot be expressed in a single group.

2.2.3: Different Rules Per Category (OR Between Groups)

Use When: Different product categories have different exclusion rules

Example:

Business Rule:

- "T-shirts qualify BUT exclude sale items"

- OR

- "Pants qualify INCLUDING all items (even on sale)"

BETWEEN GROUPS: "any conditions" (OR)

│

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [T-shirts]

└─ Collections excludes [Sale]

│

OR (between groups)

│

GROUP 2 - "all conditions" (AND)

└─ Collections is any of [Pants]

(No exclusion - sale items ARE included)

Results:

✅ T-shirt, NOT on sale → QUALIFIES (Group 1)

❌ T-shirt, ON sale → REJECTED (Group 1 excludes)

✅ Pants, NOT on sale → QUALIFIES (Group 2)

✅ Pants, ON sale → QUALIFIES (Group 2 - no exclusion!)

Why Multiple Groups?

Cannot apply different exclusion rules to different collections in a single group
Each category has independent qualifying rules

2.2.4: Alternative Bundles (OR Between Groups)

Use When: Customers can qualify by completing EITHER complete bundle

Example:

Business Rule:

"Buy (T-shirt AND Pants) OR (Shoes AND Accessories)"

Translation: Complete clothing bundle OR footwear bundle

BETWEEN GROUPS: "any conditions" (OR)

│

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [T-shirts]

└─ Collections is any of [Pants]

│

OR (between groups)

│

GROUP 2 - "all conditions" (AND)

├─ Collections is any of [Shoes]

└─ Collections is any of [Accessories]

Results:

✅ T-shirt + Pants → QUALIFIES (Group 1 complete)

✅ Shoes + Accessories → QUALIFIES (Group 2 complete)

✅ All 4 items → QUALIFIES (Both groups complete)

❌ T-shirt only → REJECTED (incomplete)

❌ Shoes only → REJECTED (incomplete)

❌ T-shirt + Shoes → REJECTED (neither bundle complete)

Real-World Use Cases:

"Buy complete outfit A OR complete outfit B"
"Buy lunch combo 1 OR lunch combo 2"
"Buy starter kit OR pro kit"

2.2.5: Cross-Category Requirements (AND Between Groups)

Use When: Must have items from multiple categories

Example:

Business Rule:

"(T-shirt OR Pants) AND (Shoes OR Accessories)"

Translation: At least one clothing item AND at least one footwear/accessory

BETWEEN GROUPS: "all conditions" (AND)

│

GROUP 1 - "any conditions" (OR)

├─ Collections is any of [T-shirts]

└─ Collections is any of [Pants]

│

AND (between groups)

│

GROUP 2 - "any conditions" (OR)

├─ Collections is any of [Shoes]

└─ Collections is any of [Accessories]

Results:

✅ T-shirt + Shoes → QUALIFIES

✅ Pants + Accessories → QUALIFIES

✅ T-shirt + Pants + Shoes → QUALIFIES

❌ T-shirt only → REJECTED (need Group 2)

❌ Shoes only → REJECTED (need Group 1)

Real-World Use Cases:

"Complete the look" promotions
"Top + Bottom" requirements
Cross-sell incentives

2.3 Pattern Comparison Table

Pattern	Structure	Use Case	Complexity
(A AND B)	Single group, all conditions	Include with exclusions	⭐ Simple
(A OR B)	Single group, any conditions	Multiple options	⭐ Simple
Different rules per category	Multi-group, OR between	T-shirts (exclude sale) OR Pants (include all)	⭐⭐ Mid
(A AND B) OR (C AND D)	Multi-group, OR between	Alternative complete bundles	⭐⭐ Mid
(A OR B) AND (C OR D)	Multi-group, AND between	Cross-category mix	⭐⭐⭐ Advanced

Use When: Must have items from multiple categories

Example:

Business Rule:

"(T-shirt OR Pants) AND (Shoes OR Accessories)"

Translation: At least one clothing item AND at least one footwear/accessory

BETWEEN GROUPS: "all conditions" (AND)

│

GROUP 1 - "any conditions" (OR)

├─ Collections is any of [T-shirts]

└─ Collections is any of [Pants]

│

AND (between groups)

│

GROUP 2 - "any conditions" (OR)

├─ Collections is any of [Shoes]

└─ Collections is any of [Accessories]

Results:

✅ T-shirt + Shoes → QUALIFIES

✅ Pants + Accessories → QUALIFIES

✅ T-shirt + Pants + Shoes → QUALIFIES

❌ T-shirt only → REJECTED (need Group 2)

❌ Shoes only → REJECTED (need Group 1)

Real-World Use Cases:

"Complete the look" promotions
"Top + Bottom" requirements
Cross-sell incentives

2.4 Complete Logic Control Reference

TWO LEVELS OF LOGIC:

LEVEL 1: Within Each Grou

"all conditions" (AND) → ALL conditions in this group must match
"any conditions" (OR) → At least ONE condition in this group must match

LEVEL 2: Between Groups (only with 2+ groups)

"all conditions" (AND) → ALL groups must be satisfied

"any conditions" (OR) → At least ONE group must be satisfied

2.5 Available Condition Types (Complete List)

PRODUCT CONDITIONS

1. Collections

Operators: is any of, is all of, excludes
Purpose: Target products in specific collections
UI: Opens modal to select from existing collections
Example: Collections is any of [Orange, Summer, Sale]

2. Tags

Operators: is any of, is all of, excludes
Purpose: Filter products by product tags
Example: Tags excludes [discontinued, out-of-stock]

3. Product type

Operators: is any of, is all of, excludes
Purpose: Target specific product categories
Example: Product type is any of [T-Shirt, Hoodie]

4. Vendor

Operators: is any of, is all of, excludes
Purpose: Filter by product supplier/brand
Example: Vendor is any of [Nike, Adidas]
Not available on Product discounts. It still works on Order, Buy X Get Y and Tiered discounts. See 2.5.1 for the full Product discount set.

5. SKU

Operators: is any of, is all of, excludes
Purpose: Target specific product variants by SKU
Example: SKU is any of [SKU-12345, SKU-67890]

6. Price

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Filter products by price range
Example: Price is greater than 50

7. Weight

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Filter products by weight
Example: Weight is less than 5

CART CONDITIONS

8. Sub total

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Set minimum/maximum cart value requirements
Note: Based on cart subtotal BEFORE discounts are applied
Example: Sub total is greater or equal to 100

9. Total quantity

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Require minimum/maximum number of items in cart
Example: Total quantity is greater than 3

10. Total weight

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Filter by total cart weight
Example: Total weight is less than 10

11. Cartline (Advanced)

Operators: Various (complex cart line conditions)
Purpose: Target specific line items in cart
Example: Specific product variants in cart

CUSTOMER CONDITIONS

12. Customer tags

Operators: is any of, is all of, excludes
Purpose: Target customers with specific tags
Example: Customer tags is any of [VIP, Wholesale, Loyalty-Member]

13. Customer email

Operators: is any of, is all of, excludes
Purpose: Target specific customer email addresses
Input: Text field for email addresses
Example: Customer email is any of [john@example.com, sarah@example.com]

14. Customer accepts marketing

Operators: is true, is false
Purpose: Target customers based on marketing opt-in status
Example: Customer accepts marketing is true

15. Customer spent

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Target customers by lifetime spend amount
Example: Customer spent is greater than 1000
Not available on Product discounts. It still works on Order, Shipping, Buy X Get Y and Tiered discounts. See 2.5.1 for the full Product discount set.

16. Customer ordered

Operators: is greater than, is less than, is greater or equal to, is less or equal to, is equal to, is not equal to
Purpose: Target customers by total number of orders placed
Example: Customer ordered is greater than 5

DISCOUNT CONDITIONS

17. Discount code used

Operators: is any of, is all of, excludes
Purpose: Require or exclude other discount codes being used
Example: Discount code used excludes [SUMMER25, FLASH50]

SHIPPING ADDRESS CONDITIONS

18. Zip / Postal code

Available on: Product discounts
Operators: is any of, excludes
Purpose: Match the shopper's shipping zip or postal code
Input: Type each code, or paste a list. Commas and new lines both split a paste into separate codes, so a spreadsheet column pastes straight in.
Example: Zip / Postal code is any of [380015, 380016]

This one needs a one-time setup on your checkout. Until that is done the discount saves normally and then never applies to any order. Section 2.6 covers what to expect, and section 2.7 is the technical reference.

ELIGIBLE CONDITIONS

The "Eligible" condition is a unique and powerful feature that intelligently scans your discount conditions to determine which items or amounts qualify, then applies discount logic based on those eligible items only — regardless of other items in the cart.

2.5.1 Conditions available on Product discounts

Product discounts do not get every condition in the list above. These 17 are the complete set a Product discount can use.

Two shorthands are used in the table. Number operators means is greater than, is greater or equal to, is less than, is less or equal to, is equal to and is not equal to. Text operators means is equal to, is not equal to, starts with, ends with, contains, does not contain and matches regex.

Condition	Group in the picker	Operators
Collections	Product	is any of, is all of, excludes
Tags	Product	is any of, is all of, excludes
Product type	Product	is any of, excludes
Item	Product Variant	is any of, excludes
SKU	Product Variant	Text operators
Price	Product Variant	Number operators
Sub total	Cart	Number operators
Total quantity	Cart	Number operators
Quantity	Cartline	Number operators
Amount	Cartline	Number operators
Attribute	Cartline	contains, does not contain, is equal to, is not equal to, matches regex
Zip / Postal code	Shipping Address	is any of, excludes
Tags	Customer	is any of, is all of, excludes
Number of orders	Customer	Number operators, plus on every nth order
Log in status	Customer	True, False
Customer is B2B	Customer	True, False
Eligible quantity	Eligible	is greater than, is less than, is equal to, above threshold, below threshold

Not available on Product discounts:

Vendor and Customer spent (Lifetime spent). Both still work on Order, Shipping, Buy X Get Y and Tiered discounts. For Product discounts, use Collections, Tags or Product type in place of Vendor.
Weight, Total weight, Customer email, Customer accepts marketing and Discount code used. These remain available on the other discount types.

2.6 Zip / Postal code discounts

A Product discount can match the shopper's shipping zip or postal code. Pick Zip / Postal code from the Shipping Address group in the condition list, choose is any of or excludes, then enter the codes.

Read this before you build one. Shopify does not pass the shipping address on to Checkout Boost. Your checkout has to send it, and that is a one-time technical setup. Until it is in place, a discount with a zip code condition saves normally and then never applies to any order.

You will see a warning in the app the moment you pick this condition. It links to the setup guide. If the setup is not done yet, contact Checkout Boost support and we will help you get it in place.

How codes are matched

The match is exact. Spaces at the start and end are trimmed and case is ignored. Nothing else is changed.
10001 will not match 10001-1234. If you need both forms, list both.
SW1A 1AA will not match sw1a1aa. The space matters. Again, list both forms if you need both.
No wildcards and no prefixes. 380* is not a zip code and the app will refuse to save it. List the codes you want.
Allowed characters: letters, numbers, spaces and hyphens. Anything else is rejected when you save, and the message names the entry that is wrong.
An empty list is refused. You cannot save a zip condition with no codes in it.

Example: regional promotion with an exclusion

Business Rule: "15% off T-shirts for Ahmedabad shoppers, but not the 380001 area"

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [T-shirts]

├─ Zip / Postal code is any of [380015, 380016, 380052]

└─ Zip / Postal code excludes [380001]

Results:

✅ T-shirt, shipping to 380015 → QUALIFIES

❌ T-shirt, shipping to 380001 → REJECTED (excluded)

❌ T-shirt, shipping to 400001 → REJECTED (not in the list)

❌ T-shirt, no address entered yet → REJECTED (no zip known yet)

What the shopper sees

The discount appears a moment late. Shopify works out the price before the shopper has entered their address, so the first price they see has no zip discount in it. It appears once they enter their shipping address. This is expected.
No address means no discount, including on excludes. A rule like "10% off everywhere except 380001" gives nothing at all until an address is entered.
Local pickup and digital-only carts never qualify. They have no shipping address, so there is no zip to match.
Apple Pay and Google Pay do not get zip discounts. Shopify does not support this on those checkouts. There is no way around it.

Getting it set up

Contact Checkout Boost support and mention zip code discount setup. We will walk you through it and can share working example code.

Section 2.7 is the technical reference for the change itself.

It is a one-time change. Once it is live, every zip code discount you build from then on works with no further setup.

2.7 Zip code discount setup

This section is the technical reference for the change itself. Everything above here is the guide to using the condition.

Checkout Boost can apply a discount based on the shopper's shipping zip or postal code. Shopify does not pass the shipping address to the discount function, so the checkout needs to send it. This is a one-time change.

Until this is in place, a discount with a zip code condition will save normally in Checkout Boost and then never apply to any order.

What needs to be built

A Shopify checkout UI extension that writes the shopper's shipping zip into a cart metafield.

Field	Value
Namespace	checkout_boost
Key	shipping_address
Type	json
Value	{"zip": "380015"}

The namespace must be exactly checkout_boost, with no prefix. Do not use your app's own reserved namespace.

Write it with applyMetafieldChange and the updateCartMetafield change type, from a checkout target that renders once the shopper has entered a shipping address.

The metafield holds the shipping address, so zip sits at the top level. We only read zip. Any other address fields you put in the object are ignored today, so you can include them now and they will keep working.

Five things that will catch you out

1. Check the cart instruction before every write. Read instructions.metafields.canSetCartMetafields and skip the write when it is false. Read it reactively, not once at mount, because instruction values change between checkout steps.

2. Never write on every keystroke.

Write only when the shipping address has actually changed, and only once per change. Shopify rate-limits an extension that writes too often, and once that happens the extension cannot make any further changes for the rest of the shopper's session.

That is not limited to the zip. It blocks every metafield write your extension makes.

This is the mistake that costs the most and it fails silently.

3. The namespace must be public. Shopify disabled cross-app access to app-reserved namespaces in May 2025. A metafield written under your app's reserved namespace is invisible to Checkout Boost. Use plain checkout_boost.

4. Apple Pay and Google Pay block the write. Cart metafield changes are not available on accelerated checkout. Shoppers using those methods will not get zip code discounts, and there is no way around it.

5. The first price the shopper sees will not include the discount. Shopify prices the checkout before any extension code runs, so the discount engine sees no zip on its first pass and applies nothing. The discount appears a moment after the address is entered. This is expected. Build for it rather than trying to race it.

Reading the shipping address

Use useShippingAddress(). It needs level 2 protected customer data approval for your app, which is a setting in your Partner Dashboard, not an API scope.

Without that approval the hook throws, it does not return null. Do not wrap it in a try/catch. Check Boolean(useApi().shippingAddress) first and skip the write when it is absent.

Will this contract change?

No. We only ever add to it. Further shipping address fields may appear inside the object over time. zip will never be renamed or removed, so anything you build against it keeps working.

Still stuck?

Contact Checkout Boost support and mention zip code discount setup. We can share working example code.

2.8 Condition Behavior Notes

Important Technical Details:

Dynamic Dropdowns: Second dropdown options depend on first dropdown selection
Multiple Selections: Most conditions allow selecting multiple values (e.g., multiple collections)
Modals for Selection: Collections, Tags, Vendors, Customers open selection modals
Text Input: SKU, Email accept direct text input
Pasting Lists: Zip / Postal code splits a paste on commas and new lines. Every other text condition splits on new lines only, because a tag or a vendor name can legitimately contain a comma.
Zip Codes Match Exactly: No wildcards, no prefixes, no ZIP+4 shortening. See section 2.6.
Numeric Input: Price, Weight, Subtotal, Quantity require numeric values only
All Conditions Work Together: Product, cart, and customer conditions can be combined in the same group

3. DISCOUNT VALUE OPTIONS

3.1 Overview

he Discount Value section defines HOW MUCH discount customers receive.

Availability by Discount Type:

Discount Value Type	Product Discount	Buy X Get Y	Order Discount	Shipping Discount
Percentage	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Amount Off	✅ Yes	✅ Yes	✅ Yes	✅ Yes
New Price	✅ Yes	✅ Yes	❌ No	❌ No

Why New Price is Limited:

Order Discount focuses on final order total, not individual product prices
Shipping Discount focuses on shipping cost, not product prices

3.2 PERCENTAGE

Description: Gives a percentage off discount from the selling price or order total.

Availability: ALL discount types (Product, BXGY, Order, Shipping)

How It Works:

Calculates discount as percentage of original price
Deducts calculated amount from price
Proportional - higher priced items get larger discount amounts

Formula:

Final Price = Original Price - (Original Price × Percentage/100)

Example:

Original Price: $100
Discount Value: 10%
Calculation: $100 - ($100 × 10%) = $100 - $10
Final Price: $90

Additional Examples:

$50 item, 20% off → $50 - $10 = $40
$200 item, 20% off → $200 - $40 = $160
$25 item, 15% off → $25 - $3.75 = $21.25

Real-World Use Cases:

Seasonal sales: "15% off Summer Collection"
Member discounts: "20% off for VIP members"
Category sales: "25% off all electronics"
Flash sales: "30% off for 24 hours"
Order discounts: "10% off entire order"
Shipping discounts: "50% off shipping"

UI Elements:

Input field: Enter percentage value (e.g., 10, 15, 25)
Unit display: Shows "%" symbol
Details preview: "15% off on eligible items"

3.3 AMOUNT OFF

Description: A flat deduction from the price. Fixed dollar amount regardless of original price.

Availability: ALL discount types (Product, BXGY, Order, Shipping)

How It Works:

Subtracts fixed dollar amount from original price
Same discount value applies to all qualifying items
Shopify prevents negative prices - minimum final price is $0

Formula:

Final Price = Original Price - Fixed Amount
(Minimum = $0, never negative)

Example:

Original Price: $100
Discount Value: $20 off
Calculation: $100 - $20
Final Price: $80

Additional Examples:

$150 item, $30 off → $120
$50 item, $30 off → $20
$25 item, $30 off → $0 (not -$5!)

Edge Case - Negative Price Protection:

Original Price: $15
Discount Value: $20 off
Calculation: $15 - $20 = -$5
Actual Result: $0 (NOT negative)
✅ CONFIRMED: Shopify automatically prevents prices from going below $0

Real-World Use Cases:

Welcome discounts: "$10 off your first order"
Cart threshold rewards: "$20 off orders over $100"
Fixed savings: "$5 off any purchase"
Coupon codes: "Use SAVE15 for $15 off"
Flat shipping: "$5 off shipping"
Subscription discounts: "$25 off annual plan"

UI Elements:

Input field: Enter dollar amount (e.g., 5, 10, 20)
Unit display: Shows "$" symbol (or store currency)
Details preview: "$20 off on eligible items"

3.4 NEW PRICE

Description: Completely overwrites the original price and defines a new fixed price for ALL qualifying products.

Availability: ONLY Product Discount & Buy X Get Y

❌ NOT available in Order Discount
❌ NOT available in Shipping Discount

How It Works:

Replaces original product price entirely
ALL products meeting conditions get this exact price
Ignores individual product pricing completely

Works with ALL conditions - if you select 3 collections, all items in all 3 collections get the new price

Formula:

Final Price = New Price (regardless of Original Price)

Example 1: Single Collection

Condition: Products in "Clearance" collection
New Price: $8
Product A Original: $10 → New Price: $8
Product B Original: $15 → New Price: $8
Product C Original: $25 → New Price: $8
Product D Original: $50 → New Price: $8
All products now cost exactly $8

Example 2: Multiple Collections

Condition: Products in "Collection 1" OR "Collection 2" OR "Collection 3"
New Price: $12
Result: Every product in all 3 collections becomes $12

Important Behavior:

✅ Works with ALL conditions
✅ Multiple collections = all get same new price
✅ Overrides all original pricing
✅ Very powerful for uniform pricing strategies

Real-World Use Cases:

Clearance sales: "All clearance items now $5"
Uniform pricing events: "Everything in store $9.99"
Liquidation sales: "All marked items $1"
Bulk bins pricing: "All items in this collection $12"
Outlet store pricing: "Entire outlet collection $19"
BXGY deals: "Buy 2, get 3rd for $1"

UI Elements:

Input field: Enter new price (e.g., 5, 9.99, 19)
Unit display: Shows "$" symbol (or store currency)
Details preview: "New price: $8 for eligible items"

"Use Compare At Price" Checkbox

Full Label: "Use compare at price (fallback to sell price)"

Purpose: Determines which price point to use as the basis for calculating percentage/amount off discounts.

Does NOT apply to: New Price (since it replaces price entirely)

Shopify Price Structure:

Compare At Price: Original MSRP or "strikethrough" price (shown crossed out to customers)
Sell Price: Current selling price (may already be on sale/discounted)

Behavior:

☐ UNCHECKED (Default):

Discount calculated from current "Sell Price"
Standard discount calculation
Most common scenario

☑ CHECKED:

Discount calculated from "Compare At Price" (original/MSRP)
Falls back to Sell Price if Compare At Price is not set on product
Shows larger discount amounts to customers
Better for marketing/perception

Example Comparison:

Product: Designer Jeans

Compare At Price (MSRP): $150

Current Sell Price: $100

Discount: 20% off

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SCENARIO A: Checkbox UNCHECKED (Default)

├─ Discount calculated from: $100 (Sell Price)

├─ Discount amount: $100 × 20% = $20

├─ Final price: $100 - $20 = $80

└─ Customer saves: $20

SCENARIO B: Checkbox CHECKED

├─ Discount calculated from: $150 (Compare At Price)

├─ Discount amount: $150 × 20% = $30

├─ Final price: $150 - $30 = $120

└─ Customer saves: $30 (larger discount amount!)

When to Use CHECKED:

Stacking discounts on already-discounted items
Showing deeper discount percentages for marketing appeal
During sales where compare-at prices are prominently displayed
Protecting margins while offering attractive discount numbers
Products with MSRP significantly higher than sell price

When to Use UNCHECKED:

Standard discount calculations
When you don't use compare-at pricing on products
Simple, straightforward discounts
Most typical use case (default)
New product launches without previous pricing

3.6 Discount Value Comparison Table

Feature	Percentage	Amount Off	New Price
Calculation	% of price	Fixed $ off	Replace price
Input Example	15	20	50
$100 Item Result	$85	$80	$50
$50 Item Result	$42.50	$30	$50
$20 Item Result	$17	$0 (capped)	$50
$200 Item Result	$170	$180	$50
Best For	Proportional sales	Flat savings	Uniform pricing
Availability	All types	All types	Product & BXGY only
With Conditions	✓ Works	✓ Works	✓ All items same price
Compare At Price	✓ Applies	✓ Applies	✗ N/A

4. ELIGIBILITY SETTINGS

4.1 Overview

The Eligibility section determines WHO can use the discount.

Purpose: Control which customers can see and apply the discount.

4.2 Eligibility Options

☑ All customers (Default)

Discount available to everyone (logged in and guests)
No restrictions on who can use it
Most common option for public promotions
Use for: General sales, public promotions, seasonal discounts

☐ Specific customer segments

Target pre-created customer segments from Shopify
How It Works: Customer segments are created in the Shopify admin separately, then selected here
Selection Method: Choose from dropdown of existing segments
Segments Must Exist: Cannot create new segments from discount page

Use Cases:

VIP members segment
Wholesale customers segment
High-value customers segment (e.g., spent > $1000)
Geographic segments (e.g., "California Customers")
Behavioral segments (e.g., "Repeat Buyers", "Abandoned Cart")
Email subscribers segment
Loyalty program tiers

Example:

Eligibility: Specific customer segments
Selected Segment: "VIP Members"
Result: Only customers in the VIP Members segment can use discount

☐ Specific customers

Target individual customers by email address
How It Works: Enter specific email addresses (fixed emails)
Input Method: Text input field for email addresses
Format: Comma-separated or one per line

Use Cases:

Personal thank-you discounts
Customer service recovery/apology discounts
Individual B2B client pricing
Employee discounts
Friend & family discounts
Influencer/affiliate codes for specific people
Beta tester rewards

Example:

Eligibility: Specific customers
Emails: john@example.com, sarah@example.com, mike@company.com
Result: Only these three email addresses can use the discount

4.3 Eligibility Examples

Example 1: Public Sale

Eligibility: All customers
Discount: 20% off Summer Collection
Result: Anyone can use it

Example 2: VIP Segment

Eligibility: Specific customer segments
Segment: "VIP Members" (pre-created in Shopify)
Discount: 30% off entire store
Result: Only VIP segment members see and can use discount

Example 3: Customer Service Recovery

Eligibility: Specific customers
Email: complainant@email.com
Discount: 50% off next order
Result: Only this specific customer can use the code

5. MAXIMUM DISCOUNT USES

5.1 Overview

Control how many times a discount can be used (total across all customers and per individual customer).

Purpose: Prevent abuse, control budget, create scarcity, limit exposure.

5.2 Usage Limit Options

Limit number of times this discount can be used in total

Purpose: Set a maximum total number of redemptions across ALL customers

How It Works:

Enter a numeric value (e.g., 100, 500, 1000)
Discount automatically deactivates after reaching the limit
Counter tracks total uses across all customers
Cannot be reused once limit is reached

Example:

Limit: 100 uses total

Scenario: Flash sale "First 100 customers get 50% off"

✅Customer 1 uses code (99 remaining)

✅Customer 2 uses code (98 remaining)

✅Customer 3 uses code (97 remaining)

...

✅Customer 100 uses code (0 remaining)

❌Customer 101 tries to use code (DISCOUNT DEACTIVATED)

Use Cases:

Limited quantity promotions ("First 50 orders")
Flash sales with caps
Budget-controlled campaigns
Scarcity marketing tactics
Inventory liquidation limits
Test campaigns with controlled exposure

Important Notes:

Deactivation is automatic
Once limit reached, discount code becomes invalid
No manual reactivation of count
Useful for managing promotional budgets

Limit to one use per customer

Purpose: Prevent individual customers from using the same discount code multiple times

How It Works:

Each customer (identified by email address/account) can only use the code once
Applies regardless of how many separate orders they place
Tracked by customer email/account
Prevents discount abuse and repeat usage

Example:

Customer A: john@example.com
✅First order (Nov 1): Uses code WELCOME10 | Success → Saves $10
❌Second order (Nov 5): Tries code WELCOME10 | Already used
❌Third order (Nov 10): Tries code WELCOME10 | Still rejected
Result: Customer A cannot use WELCOME10 again, ever

Use Cases:

Welcome/first-time customer discounts
One-time incentives
New customer acquisition codes
Referral codes (one use per referee)
Birthday/anniversary discounts
Account activation rewards
Preventing serial discount abuse

Important Notes:

Tracked by customer email/account
Guest checkouts: tracked by email entered
Cannot be reset for individual customers
Permanent one-time use restriction

Limit the discount amount

Purpose: Set a maximum dollar cap on the discount value to protect margins

How It Works:

Enter maximum discount amount (e.g., $200, $50, $100)
Discount calculation stops at the cap, even if percentage/amount would be higher
Protects profit margins on large orders
Customer still gets discount, just capped at maximum

Formula:

Actual Discount = MIN(Calculated Discount, Discount Cap)

Example 1: Cap Applies (Discount Reduced)

Order Total: $600
Discount: 50% off
Calculated Discount: $600 × 50% = $300
Discount Cap: $200
Actual Discount Applied: $200 (capped)
Final Order Total: $600 - $200 = $400
Customer saves: $200 (not $300)

Example 2: Cap Doesn't Apply (Below Cap)

Order Total: $300
Discount: 50% off
Calculated Discount: $300 × 50% = $150
Discount Cap: $200
Actual Discount Applied: $150 (below cap, no restriction)
Final Order Total: $300 - $150 = $150
Customer saves: $150 (full discount)

Example 3: Multiple Order Sizes

Discount: 30% off | Cap: $100
✅ Order $200 → 30% = $60 off → Applied: $60 (below cap ✓)
✅ Order $300 → 30% = $90 off → Applied: $90 (below cap ✓)
❌ Order $400 → 30% = $120 off → Applied: $100 (capped ✗)
❌ Order $500 → 30% = $150 off → Applied: $100 (capped ✗)

Use Cases:

Protecting margins on high-value percentage discounts
Budget control for open-ended promotions
Wholesale pricing with maximum discount caps
VIP discounts with reasonable limits
Percentage discounts that scale too much on large orders
Tiered discount strategies

Why This Matters:

Without cap:
Order $10,000 × 50% = $5,000 discount (huge loss!)
With $500 cap:
Order $10,000 × 50% = capped at $500 discount (controlled)

Important Notes:

Cap applies AFTER discount calculation
Cap is in dollar amount (not percentage)
Customers see the capped discount applied
Useful for generous percentages that could get expensive

5.3 Combining Usage Limits

You can enable multiple limits simultaneously:

Example: Controlled Flash Sale

Limit number of times: 200 uses total
Limit to one use per customer: Yes
Limit the discount amount: $150 cap
Result:
- Maximum 200 total redemptions
- Each customer can only use it once
- No single order gets more than $150 off

Example 2: VIP Segment

Eligibility: Specific customer segments
Segment: "VIP Members" (pre-created in Shopify)
Discount: 30% off entire store
Result: Only VIP segment members see and can use discount

Example 3: Customer Service Recovery

Eligibility: Specific customers
Email: complainant@email.com
Discount: 50% off next order
Result: Only this specific customer can use the code

6. APPLIES ON (PURCHASE TYPE)

6.1 Overview

Determines what type of purchases the discount applies to: one-time purchases, subscriptions, or both.

Purpose: Control whether discount works for regular purchases, recurring subscriptions, or both scenarios.

6.2 Purchase Type Options

Applies on one time purchase (Default)

Discount applies to regular, one-time product purchases
Standard checkout flow
No recurring billing involved
Most common scenario

Use Cases:

Regular product sales
Standard promotions
One-time purchase discounts
Traditional e-commerce

Applies on subscription

Discount applies ONLY to subscription products
Products with recurring billing
Requires subscription functionality enabled in store

Use Cases:

Recurring product promotions
Subscription plan incentives
Monthly/annual subscription discounts

Example:

Product: Monthly Coffee Subscription ($30/month)
Discount: 20% off subscription
Result: First payment $24, subsequent payments depend on settings

Both

Discount applies to BOTH one-time purchases AND subscriptions
Most flexible option
Works regardless of purchase type
Customer can use for either scenario

Use Cases:

Store-wide promotions
Customer acquisition campaigns
Flexible discount codes
Mixed product catalogs (some regular, some subscription)

Example:

Code: SAVE20
Applies to: Both
✅ Customer A buys regular product → 20% off
✅ Customer B subscribes to monthly plan → 20% off

6.3 Subscription Discount Behavior

Important Notes:

Subscription discounts may apply to first payment only, or recurring (depends on discount settings)
Requires native/compatible subscription app installed
Check with subscription app for specific behavior

7 Real-World Example

7.1 Real-World Example: ORANGE100 Discount

Business Requirement:
"Create a discount for Orange collection products, minimum cart total $100, 10% off"

STEP 1: Navigate to Discount Creation

Go to: Shopify Admin → The Checkout app → Discounts
Click: "Create discount" button
Select: "Product discount" from the modal

STEP 2: Basic Information

Discount Type: Product discount
Method: Discount code (customers enter at checkout)
Discount Code: ORANGE100

STEP 3: Discount Value

Discount Value Type: Percentage
Value: 10
Unit Display: %
Use compare at price: UNCHECKED (use sell price)
Preview: "10% off on eligible items"

STEP 4: Discount Conditions

Group Structure:

BETWEEN GROUPS: "all conditions" (AND)

GROUP 1 - "all conditions" (AND)

├─ Collections is any of [Orange]

└─ Sub total is greater or equal to 100

Result Preview:

Conditions:

• Product's collections is any of 1 items

AND

• Cart's sub total is greater or equal to 100

Customer Experience:

Scenario A: Customer adds Orange item ($80) to cart

→ Cart total: $80

→ Code ORANGE100: ✗ REJECTED (cart below $100)

Scenario B: Customer adds Orange item ($120) to cart

→ Cart total: $120

→ Code ORANGE100: ✓ APPLIED

→ Discount: $120 × 10% = $12 off

→ Final total: $108

Scenario C: Customer adds Blue item ($150) to cart

→ Cart total: $150

→ Code ORANGE100: ✗ REJECTED (wrong collection)

Scenario D: Customer adds Orange item ($80) + Blue item ($30)

→ Cart total: $110

→ Code ORANGE100: ✓ APPLIED (cart > $100)

→ Discount: Only Orange item discounted

→ Orange: $80 × 10% = $8 off

→ Blue: No discount

→ Final total: $102

7.2 Additional Example Scenarios

Example 2: VIP Flash Sale

Code: VIP50
Type: Product discount
Value: 50% off

Conditions:

- Customer tags is any of [VIP]

- Collections is any of [New Arrivals]

Eligibility: All customers (but condition filters for VIP tag)

Max Uses:

- Total: 100 uses

- Per customer: 1 use only

- Amount cap: $200

Active: Nov 15 9:00 AM - Nov 15 11:59 PM

Combinations: Can combine with shipping discounts

Result: VIP customers get 50% off new arrivals (max $200 off), first 100 uses, one per person, one day only, can combine with free shipping

Example 3: Bundle Deal

Code: OUTFIT25

Type: Product discount

Value: 25% off

Conditions (Multiple Groups with AND):

GROUP 1 (any conditions - OR within):

- Collections is any of [T-shirts]

- Collections is any of [Pants]

AND

GROUP 2 (any conditions - OR within):

- Collections is any of [Shoes]

- Collections is any of [Accessories]

Eligibility: All customers

Max Uses: Unlimited

Active: Ongoing

Combinations: Cannot stack

Result: Buy (T-shirt OR Pants) AND (Shoes OR Accessories) get 25% off entire cart

Example 4: Welcome Discount

Code: WELCOME10

Type: Order discount

Value: $10 off

Conditions:

- Sub total is greater or equal to 50

- Customer ordered is equal to 0 (first order)

Eligibility: All customers

Max Uses:

- Per customer: 1 use only

Active: Ongoing

Combinations: Cannot stack

Result: First-time customers get $10 off orders over $50, one-time use

Example 5: Clearance Sale

Code: CLEAR5

Type: Product discount

Value: New Price = $5

Conditions:

- Collections is any of [Clearance]

Eligibility: All customers

Max Uses:

- Total: 500 uses

Active: Until inventory cleared

Combinations: Cannot stack

Result: All clearance items become $5 each, regardless of original price, first 500 customers

8. ADVANCED TIPS & BEST PRACTICES

8.1 Condition Strategy Tips

✅ Start Simple, Add Complexity

Begin with single group, basic conditions
Test thoroughly
Add additional conditions/groups only if needed
Don't over-complicate unnecessarily

✅ Use Descriptive Discount Codes

SUMMER20 (clear meaning: summer, 20% off)
FREESHIP50 (free shipping, $50 minimum)
VIP30 (VIP customers, 30% off)
Avoid cryptic codes like XJ4K9P

✅ Test Before Launch

Create discount in advance
Test with real cart scenarios
Verify conditions work as expected
Check customer experience on frontend
Test edge cases (minimum cart, wrong collections, etc.)

✅ Document Your Discounts

Keep spreadsheet of active codes
Note start/end dates
Track performance metrics
Document intended use cases

8.2 Common Mistakes to Avoid

❌ Using Multiple Groups When Not Needed

Wrong:

GROUP 1: Collections is any of [Orange]

AND

GROUP 2: Sub total >= 100

Correct (simpler):

GROUP 1:

├─ Collections is any of [Orange]

└─ Sub total >= 100

❌ Forgetting Exclusions

Problem: "I want discount on T-shirts but sale items still getting discount"

Solution: Add exclusion condition

├─ Collections is any of [T-shirts]

└─ Collections excludes [Sale]

❌ Wrong Logic Operator

Problem: "Too many products qualifying"

→ Check if you used OR when you meant AND

Problem: "No products qualifying"

→ Check if you used AND when you meant OR

❌ Not Setting End Dates for Limited Promotions

Problem: "Forgot to turn off flash sale, ran for weeks"

Solution: Always set end date for time-limited promotions

☑ Set end date

End: 2025-11-20 11:59 PM

❌ Allowing Too Much Stacking

Problem: "Customer used 3 discounts, got 80% off, lost money"

Solution: Control combination settings carefully

- Only allow necessary stacking (e.g., shipping)

- Monitor deeply discounted orders

- Set discount amount caps if using percentages

8.3 Performance Optimization

Efficient Condition Setup:

Use fewer conditions when possible
Avoid overly complex multi-group structures
Collections are faster than SKU lists
Customer segments better than individual emails (for large lists)

Monitoring:

Track discount usage regularly
Watch for abuse patterns
Monitor profit margins on discounted orders
Review effectiveness of conditions

8.4 Customer Experience Best Practices

Clear Communication:

State requirements clearly (e.g., "ORANGE100: 10% off Orange collection, min $100")
Show discount code prominently
Explain restrictions upfront
Display savings clearly at checkout

Error Handling:

When discount fails, customer sees error message
Common errors:
"Cart total below minimum"
"Products not eligible"
"Discount expired"
"Already used"

Marketing Messages:

Good: "Save 20% on Summer Collection with code SUMMER20 (min $50)"

Bad: "Use code XK49P for discount"

Good: "First 100 customers get 50% off - code FLASH50"

Bad: "Limited time offer - code available"

8.5 Discount Strategy by Goal

Goal: Customer Acquisition

Strategy: Welcome discounts

Code: WELCOME10

Value: $10 off or 10% off

Conditions: First order (Customer ordered = 0)

Limit: One per customer

Goal: Cart Value Increase

Strategy: Threshold discounts

Code: SAVE20

Value: $20 off

Conditions: Sub total >= 100

Purpose: Encourage customers to add more items

Goal: Inventory Clearance

Strategy: Deep discounts or new price

Code: CLEAR5

Value: New price $5 or 70% off

Conditions: Clearance collection

Limit: Total uses to match inventory

Goal: Customer Retention

Strategy: VIP/Loyalty discounts

Code: VIP25

Value: 25% off

Conditions: Customer tags = VIP

Eligibility: Specific segment

Goal: Cross-Sell

Strategy: Bundle requirements

Code: COMPLETE15

Value: 15% off

Conditions: Must buy from 2+ categories

Structure: Multiple groups with AND

8.6 Seasonal Campaign Planning

Black Friday / Cyber Monday:

High discount values (30-50% off)

Strict time limits (24-48 hours)

Total usage caps for budget control

Allow shipping discount stacking

Heavy promotion required

Holiday Sales:

Moderate discounts (15-25% off)

Longer duration (1-2 weeks)

Gift-with-purchase bundles

Free shipping included

Flash Sales:

Very high discounts (50-70% off)

Very short duration (hours)

Strict total usage limits

Heavy scarcity messaging

Quick decision-making incentive

Ongoing Promotions:

Lower discounts (5-15% off)

No end date

Segment-specific (VIP, Email subscribers)

Focus on loyalty and retention

8.7 Troubleshooting Guide

Problem: Discount not applying

Check:

Is discount active? (check active dates)
Does customer meet eligibility? (segment/email)
Do cart items match conditions? (collections, price, etc.)
Is cart total above minimum? (sub total condition)
Has customer already used it? (one-use-per-customer limit)
Has total usage limit been reached?
Is discount expired?

Problem: Wrong products getting discount

Check:

Condition logic (AND vs OR)
Missing exclusion conditions
Collection assignments on products
Multiple groups logic (between groups)

Problem: Discount too generous

Solutions:

Add discount amount cap
Add minimum cart requirements
Reduce percentage/amount
Add more restrictive conditions
Limit total usage

Problem: Not enough redemptions

Solutions:

Simplify conditions (too restrictive?)
Increase discount value
Improve communication/marketing
Extend timeframe
Broaden eligibility
Allow more combinations

8.8 Analytics & Tracking

Metrics to Monitor:

Total redemptions
Revenue per discount code
Average order value with discount
Discount amount given
New vs returning customers
Conversion rate with discount
Profit margin impact

Regular Reviews:

Weekly: Check usage of active campaigns
Monthly: Analyze discount ROI
Quarterly: Review overall discount strategy
Annually: Plan seasonal campaigns