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Integrating Discount Codes with Shopify

You can generate Discount Codes from your Shopify store to offer subscribers when they subscribe discount_pricing.pngthrough your Sumo forms. Don't have a Shopify store? Check out our non-Shopify Discount Codes guide!


Discount Codes are available on the following Sumo plans:


Connecting Sumo to Shopify

The first thing to do is connect Sumo to your Shopify store. To do that, open List Builder and click on the Discounts tab. Then click on the Connect to Shopify button.1.png

Now enter the name of your Shopify store. For example, if your Shopify store URL is https://sumo-shopify.myshopify.com/ then your Shopify store name would be sumo-shopify. Click Integrate and Sumo will connect with your Shopify store!
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WARNING - If you disconnect the Shopify integration from Sumo:

  • Any discount campaigns you create in Sumo will be lost (along with their stats)
  • Any Forms you created with Discount Codes will no longer offer codes. If you reconnect Shopify, you will need to re-assign a discount campaign to these Forms.


Creating a Discount Campaign

To create a Discount Campaign, open List Builder and click on the Discounts tab. Then click on the Create Discounts button to create a Discount Campaign.1.png

Now you can choose the details of your Discount Campaign. Select a name and Discount type:

  • Percentage - Will reduce the order total by the specified percentage
  • Fixed Amount - Will reduce the order total by the specified amount
  • Free Shipping - Will waive the shipping fee on the order

You can also set an End Date if you want the Discount Campaign to end on a specific date.

When you're finished filling out all of the details, click the Save button and your Discount Campaign will be ready for use.

If you ever want to see the status of your Discount Campaign, click on it (or click the View button and you can see a detailed overview of each code:3.png

  • Email - The email of the subscriber who claimed the code.
  • Source - The Form they subscribed on.
  • Page - The page on your website they subscribed on.
  • Status - The status of the code (issued/redeemed)

Assigning Discount Campaigns to Forms

The next step after creating a Discount Campaign is to assign it to one of your Sumo Forms. Open (or create) a Form and open the Success message.4.png

This is the message subscribers will see after giving you their email. Replace the default button with a Discount Code button.5.png

Now select the button and click Assign Discount. Select your Discount Campaign and make sure the text under the Assign Discount button says "Assigned Discount: <Your Discount Campaign Name>".6.png

Now after subscribing visitors will be able to click on the Discount Code button and automatically copy the discount code to use on your site immediately.

Sending Discount Codes through Autoresponder Emails

You can also send an automatic email with your Discount Code after visitors subscribe. You can read more about Autoresponder emails here.

In your Autoresponder Email, click on the Insert Discount Code button. Select a Discount Campaign if you didn't already in the Success message. Then click Save Email.8.png

Now your Autoresponder emails will send out the Discount Code issued to each subscriber!

Exporting Discount Codes

If you want an export of your Discount Campaigns, go back to the Discounts tab. Now select any Discount Campaigns you want to export, and a button labeled Export Selected will appear. Click that button and you will download a CSV file containing your Discount Campaign(s).7.png

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