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Enable automatic discounts on your checkout
Enable automatic discounts on your checkout

Use this guide to create discounts which are being applied automatically at your checkout page.

Updated over a week ago

Automatic discounts make sales easier, both for you and your customers. You can set up discounts in advance, as per your sales plan, and your customers will be saved from the hassle of adding the codes themselves. However, we do not eliminate manual discounts completely. If you prefer them, you can read our guide on discount codes here.

In this article:

1. What is an automatic discount

Checkify’s automatic discount is a Shopify code applied automatically at the checkout.
You can configure them either for the checkout page only or set them up both in Shopify and Checkify admin panels (this way your customers will also see the discount in the cart).

Checkify allows you to add multiple automatic discounts. Shopify has one automatic discount and multiple discounts that are applicable to the cart. Therefore, it is advisable to double-check and avoid any duplication.

Once you create a discount on Checkify, it automatically sets up a ‘clone’ version of the discount on Shopify that looks like a code marked “App”. We do not recommend editing or deleting this code on Shopify.

A ‘clone’ of the autodiscount by Checkify on Shopify

The discounts on Checkify and Shopify are interconnected. If you edit your discount on Shopify, you will see the changes on Checkify and vice versa. However, it also means that if you choose an unsupported discount type on Shopify, you will get a dysfunctional discount on Checkify.

An unsupported discount on Checkify

2. Planning your automatic discounts

You can plan the auto discounts to match your customers' timezone so that the sales start on time, and you would not have accidentally initiated the launch of a flash sale in the middle of the night.

The timezone feature will trigger discounts at the checkout according to either the default setting of your device or to the timezone of the country you are selling to.

For example, if you are from Italy and sell your products mainly to Italian customers, you can leave the timezone setting unchecked, as it will match your store’s on Shopify.

Choose a proper timezone to sell to customers from other countries, for example, if you are from the USA and sell to Italian customers. Otherwise, you will have to calculate the start time of the sale manually.

To change the timezone settings, visit the Profile section of your Checkify admin panel, and choose the timezone that matches your customers’ country.

Timezone in Checkify admin panel

Once you have chosen the timezone, the discounts will be triggered according to the new time settings. If you have already created some discounts, their timezone will be adjusted automatically, you won't have to edit everyone of them manually.

3. Discounts currently supported by Checkify

3.1 Types of discounts

Checkify supports two types of automatic discounts: a percentage discount and a fixed amount discount.

  • A percentage discount is usually used in seasonal sales. For example, if you set 10% discount on all the sunscreens, a discount will automatically be added for all the products in the category.

  • A fixed amount discount is commonly used as a bulk discount. For example, you can create an offer like "Buy two bottles and get €20 off the entire order".

ATTENTION: if you want to create and use BOGO (buy one get one free) offers on the checkout click HERE to read a separate guide and set of recommendations.

3.2 Properties for the discounts

  • Value

The value of the discount depends on the type of discount you have chosen. It is set up either as a percentage or as units in the currency of your store. The percentage should not contain decimals.

  • Minimum requirements

    There are three options to choose from.

i. You can set up automatic discounts without requirements. In this case, during the time of the sale, any purchase will be made at a discounted price.

ii. The minimum purchase amount enables a discount for customers who reach the minimum amount in the cart. For example, "Spend $300 and get a 15% discount".

iii. The minimum quantity of items creates a discount if your customers purchase a certain number of products and more. For example, "Buy three pairs of flip-flops and get a 30% discount".

Requirements for the discount

  • Products discount applies to

Choose if you want the discount to apply to the entire order or specific products and collections. If you want to select specific products or collections for the discount, you will see a pop-up. You will be able to choose the items.

Choose the products or collections the auto discount should apply to

Once added, you will be able to edit the products.

Edit the chosen products or collections

NOTE: If you select a discount applied to specific products, check “Only apply the discount once per order” right under the section. Otherwise, a discount will be added to each eligible product in an order.

  • Active dates

Add the starting day and time. Mark "Set end date" if you plan on a sale for a limited period of time. You can change the timezone in the Profile section of the admin.

Check the mark under the date selection for a discount to be deleted from your account after the end date.

"Active dates" property

4. How to set up auto discounts

To set up automatic discounts, go to the Automatic discounts section of your Checkify admin panel.

  1. Choose the type of discount.

  2. Set up the value.

  3. Choose minimum requirements for the discount.

  4. Choose the products applicable for the discount, either all products, specific products, or collections.

  5. Set the start date. You can also set the end date for the sale.

  6. Optionally, check “Delete the discount after the end date” to remove it from your dashboard once the campaign is finished.

  7. Click Save discount.

ATTENTION: The checkout will not be completed and will return an error to your customer if the total cart value goes below zero!

5. Common issues

🙀 Will the auto discount still apply to the order if a customer used a discount code?

No, customers will be able to override the automatic discount with their discount code.

🙀 I can’t save the auto discount.

If you have already created the Private app on Shopify before the Automatic discounts were released, you’ll need to update the permissions to enable automatic discounts. The "Discounts" and "Price rules" should have "Read and write access." If you updated the permissions, but the discount still can’t be saved, check if you already have a manual discount on Checkify with the same name. If the problem persists, write to [email protected].

🙀 Do you have a free shipping discount?

No, but you can set up free shipping with conditions, like the number of products in a cart or a minimum amount.

🙀 How many automatic discounts can I create?

As many as you want to, you can set them up in advance. However, if you create more than five automatic discounts to be applied at once, it can impact the loading speed of your checkout.

🙀 Will discounts I created on Shopify work on Checkify?

Yes, they will be added on your checkout. You can configure auto discounts either for the checkout page only or set them up both in Shopify and Checkify admin panels (this way, your customers will also see the discount in the cart).

🙀 What timezone is used to set up automatic discounts?

You can set up a timezone for your discounts, so they will be triggered when it works the best or your store. Go to the Profile section of the admin, scroll down to Timezone and choose the one that matches your schedule.

🙀 I used third-party discount apps. Will the auto discounts be the same?

You should duplicate all the settings from any third-party automatic discounts apps if you intend to keep using them. At the same time, we cannot guarantee that a third-party app will work properly. It is generally subject to testing. There is a possibility it would be necessary to decide which app (setup) to keep and which to deactivate.

🙀 It says that my discount is broken. What do I do?

It means you have chosen an unsupported discount type. Checkify currently supports percentage and fixed amount discounts. You cannot edit such discounts, so simply delete the discount with such a status and create another one with proper settings.

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