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      How to Generate Discount Codes in Recart

      You can now create, manage, and apply both generic and unique discount codes directly within the Recart app - without needing to create them first in Shopify.

      Table of Contents

      1. Overview
      2. Discount Code & Pool Types
      3. What’s Changed
      4. Creating Discount Codes in Recart
      5. Editing Discount Codes
      6. Using Discount Codes in Flows and Campaigns
      7. Discount Types Explained
      8. Importing Existing Shopify Discounts
      9. Limitations and Considerations

      Overview

      The new Discount Code feature allows yo to manage all discount codes from one place inside Recart. It replaces the need for manual code creation in Shopify and simplifies how discounts are used across flows and campaigns.

      Key benefits:

      • No more manual imports from Shopify
      • Unified management for general and unique codes
      • Pool behavior settings for automations vs. campaigns
      • Enhanced visibility with statuses and filtering
      • Full synchronization with Shopify

      Discount Code and Pool Types

      Discount Code Types

      Type Description Reusable Pool Required Best For
      Generic One code used by all recipients Yes No Pop-ups, general campaigns
      Unique One-time use code per subscriber No Yes Welcome flows, winbacks, exclusives

      Discount Pool Types

      Pool Type Description Automatically Refilled Use Case
      Regenerating Automatically refills as needed Yes Ongoing automations
      One-off Fixed size, not refilled No One-time campaigns

       

      Note: If a one-off pool runs out of codes, the campaign will be saved as a draft and must be updated before sending.

      What’s Changed

      • Discount code generation is now available directly in Recart.
      • General and unique code creation is managed under one menu.
      • The Discounts page includes new columns, filters, and status indicators.
      • Codes can no longer be created from inside the flow editor.
      • Shopify ↔ Recart synchronization is now automatic for codes created in Recart.

      Creating Discount Codes in Recart

      Step 1: Go to the Discounts Page

      • Open the Recart app.
      • Click on Discounts in the left menu.

      Step 2: Click “Create New”

      • Choose Generic or Unique.
      • For unique codes, select a pool type: Regenerating or One-off.

      Step 3: Customize Your Discount

      • Select discount type: percentage, fixed amount, free shipping, or buy X get Y.
      • Set:
        • Usage limits
        • Start and end date
        • Minimum purchase (optional)
        • Combinable with other discounts (optional)

      Use the Sticky Summary Box on the right to view your current selections while scrolling.

      Step 4: Activate the Code

      • Click Activate to save the discount.
      • You’ll be redirected to the page you came from (Flow Editor, Opt-in Tool, or Discounts page).

      Editing Discount Codes

      After saving, some fields can be edited and others cannot.

      Editable Fields Non-editable Fields
      Discount value Code type (generic/unique)
      Applicable products Pool type (regenerating/one-off)
      Usage limits Prefix
      Combinations  
      Start/end dates  

      Using Discount Codes in Flows and Campaigns

      Automated Flows

      • Use discount codes from regenerating pools only.
      • You must select a pre-created code—new codes cannot be generated from inside the Flow Editor.

      Campaigns

      • Use discount codes from one-off pools.
      • If the pool doesn’t contain enough codes, the campaign will be saved as a draft.
      • The code status will be shown in the selection dropdown.

      Discount Types Explained

      Type Description Example
      Percentage % off product or order 10% off shoes
      Fixed amount Flat discount on product/order $5 off orders over $50
      Free shipping Shipping free based on rules Free US shipping over $30
      Buy X Get Y BOGO-style offers Buy 2, get 1 free

      Discounts can also be customized with:

      • Customer eligibility (all customers or specific groups)
      • Usage limits (total uses, one per customer)
      • Combinability with other discounts
      • Start and end dates/times

      Importing Existing Shopify Discounts

      If you’ve already created a discount in Shopify, you can import it into Recart.

      How to Import

      1. Open the Discounts page in Recart.
      2. Click Create New, then choose Import existing Shopify discount.
      3. Enter the Shopify discount ID or code.
        • Example: From the URL https://yourstore.myshopify.com/admin/discounts/1234567890, use 1234567890.
      4. Click Import. The discount will appear in your Recart Discounts list.

      Note: Shopify customer segments are not supported. If your Shopify discount is restricted to segments, Recart will treat it as a general discount.

      Synchronization with Shopify

      • All new Recart-created discounts automatically sync with Shopify.
      • Any edits made in Shopify will also sync back to Recart.
      • Existing Shopify discount codes will not appear unless imported manually.
      • Discount codes are backed by Shopify price rules.

      Limitations and Considerations

      • Codes cannot be created inside the Flow Editor. Only pre-created codes can be selected.
      • You must select the correct pool type during setup - this cannot be changed later.
      • If a campaign uses a one-off pool and runs out of codes, the campaign must be updated before it can be sent.
      • Relative expiration times (e.g., “valid for 7 days after opt-in”) are not yet available but will be added in a future update.

      Need Help?

      If you have questions or run into issues, reach out to our team at support@recart.com. We’re happy to help.