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Updating Your Popup Discount

Use this guide to update your popup offer or discount so you can keep your messaging consistent and make sure subscribers always receive the right incentive.

Table of Contents

Why Updating an Offer Takes More Than One Step

When you change your popup offer — for example, switching from 10% off to 15% off for BFCM — the new discount needs to be consistent everywhere a subscriber might see it: in the popup itself, in the welcome message that delivers the code, and in any other active opt-in tools. Missing even one area can result in subscribers receiving mismatched or outdated codes.

Before You Start

Before making any changes, note down:

  • Your current offer (e.g., "10% off, code WELCOME10")
  • Your new offer (e.g., "15% off, code BFCM15")
  • Whether you're using a generic code (same code for all subscribers) or unique codes (one-time use per subscriber) — this affects how you update the discount
  • The start date the new offer should go live

Recommended: duplicate your existing popup instead of editing it directly.

Rather than modifying your live popup, use the three-dot menu on the Opt-in Tools page to Duplicate it. Edit the duplicate with the new offer, then deactivate the old popup and activate the new one when you're ready. This approach has two key benefits:

  • You don't need to rush turning a live popup on and off — your current offer keeps running while you set up the new one.
  • Performance data stays clean on a per-popup basis, making it easier to compare results before and after the offer change.

 

Note: Editing a live popup takes effect immediately after you save. If you prefer a clean switch, deactivate the popup first via the three-dot menu on the Opt-in Tools page, make your changes, then re-activate it.

Full Update Checklist

Work through each section below when changing your popup offer.

1. Update Your Discount Code in Recart

All discount codes in Recart are managed from the Discounts page. How you update depends on your code type:

If you use a Generic code (same code for all subscribers):

Generic codes have limited editability after creation. You can update the discount value, applicable products, usage limits, combinations, and start/end dates — but you cannot change the code name or type.

  1. Go to Discounts in Recart.
  2. Find your existing code and click Edit.
  3. Update the discount value and/or start/end dates as needed.
  4. Click Activate to save.

If you need a brand-new code name (e.g., BFCM15 instead of WELCOME10):

  1. Go to Discounts and click Create New.
  2. Set up the new code with the correct type, value, and dates.
  3. Click Activate — the code will automatically sync to Shopify.

Note: After creating a new code, you will need to swap the old code out in your popup, Welcome Flow, and any other touch points that reference it (see steps below).

If you use Unique codes (one-time use per subscriber, managed via a pool):

Unique code settings — type, value, prefix — can only be edited in your Shopify Admin under Discounts. The pool itself cannot be edited or deleted in Recart once saved (only the pool size can be increased).

For a new offer, the recommended approach is to create a fresh code:

  1. In Shopify Admin, go to Discounts → Create discount.
  2. Set the discount value and set the total usage limit per code to 1 — this is essential for unique codes.
  3. Copy the Shopify Discount ID from the URL of the saved discount (the number at the end of the URL).
  4. In Recart, go to Discounts → Create New.
  5. Paste the Shopify Discount ID, name your pool, set the pool size (minimum 10,000), and optionally add a prefix.
  6. Save the pool — codes will begin generating and uploading to Shopify (allow ~15 minutes per 10,000 codes).

Important: If you plan a large pool for a campaign, create it in advance. If the pool size is smaller than your target segment, you won't be able to send or schedule the message.

2. Edit the Popup Design

This updates what the subscriber sees on your storefront.

  1. Go to Opt-in Tools in Recart.
  2. Find your popup and click Edit.
  3. In the popup editor, update all text that references your offer:
    • Headline (e.g., "Get 10% off" → "Get 15% off")
    • Subheadline or body text (if it mentions the discount)
    • Button label (if it references the offer)
  4. If your popup displays a coupon code visually, update that field to reflect the new code name.
  5. Repeat for both your Welcome popup and your OneClick popup — they should always show the same offer.
  6. Click Save.

3. Update the Welcome Flow Message

This is the automated SMS that delivers the discount code to new subscribers. Subscribers will not receive the new code unless you update this step.

  1. Go to Flows in Recart.
  2. Open your Welcome Flow.
  3. Find the message step that contains the old discount code.
  4. Click the % icon in the message editor to manage the discount code:
    • For generic codes: remove the old code and insert your new one using Add existing or Create new.
    • For unique codes: remove the old pool and select the new pool from the dropdown.
  5. Update any offer text in the message body (e.g., percentage mentioned in the copy).
  6. Click Save and confirm the flow is Active.

Tip — unique codes and multi-message flows: If your Welcome Flow has multiple messages and you're using unique codes, the same unique code is sent to each subscriber across all messages in that flow. You don't need to repeat the code in follow-up messages — instead, keep only the discount URL in follow-ups and note in the copy that the code will be applied automatically at checkout.

Tip — success step: Make sure your popup's success step also displays the discount code. This is the screen subscribers see immediately after opting in — showing the code there reinforces the offer and improves the experience before the SMS arrives.

4. Check Other Opt-in Tools

If you use other opt-in tools beyond your main popup, they may also reference your offer.

Opt-in Tool What to Check
OneClick Popup Offer text and coupon code display
Landing Pages Headline, body, and any displayed coupon code
Embedded Forms Headline or subtext mentioning the discount
SMS Keywords Auto-reply message that delivers the code

For each tool, go to Opt-in Tools, click Edit, and update any offer references.

5. Review Active Campaigns

Active or scheduled campaigns may still reference your old offer.

  1. Go to Campaigns in Recart.
  2. Filter by Status: Active and Status: Scheduled.
  3. Open each campaign and check the message body for:
    • The old discount percentage mentioned in copy
    • The old discount code attached via the % icon
  4. Update or pause any campaigns that reference the outdated offer before the new one goes live.

 

Note: For sales attribution accuracy, always use a code that isn't advertised in other channels. All purchases made using that code — plus any purchases from subscribers who clicked your SMS link — will be attributed to Recart.

6. Preview and Test

Before re-activating, do a final check.

  1. Use Preview in the popup editor to see how the updated popup looks on desktop and mobile.
  2. Submit a test subscription using a new phone number to trigger the Welcome Flow — confirm the correct code arrives in the SMS.
  3. Apply the discount code in your Shopify store to make sure it works correctly at checkout.

Best Practices

  • Required: Update the Welcome Flow and the popup design at the same time. A mismatch between what the popup promises and what the SMS delivers creates a poor subscriber experience.
  • Required: For unique codes, make sure the new pool has finished generating before activating the new offer — allow at least 15 minutes per 10,000 codes.
  • Recommended: Use descriptive code names or prefixes (e.g., BFCM15, WELCOME10) so you can easily identify and track codes across Recart and Shopify.
  • Recommended: Set an end date on old generic codes rather than deleting them — some subscribers may have received the old code but not yet used it.
  • Recommended: If running a time-limited promotion, set up the new discount code and pool in advance, then update the popup and Welcome Flow together on launch day.
  • Avoid: Using the same code across multiple channels (e.g., email and SMS) if you want accurate sales attribution in Recart — attribution counts all purchases made with that code as Recart-driven.
  • Avoid: Editing a popup while it's live during a high-traffic period. Deactivate it first to avoid subscribers seeing a mid-edit state.

What's Next

Once you've updated your offer across all touchpoints, you can:

If you need help, contact our Customer Support team — we're happy to help.