Update Your Discount

Walks through updating a popup's discount everywhere it appears so subscribers get a consistent offer.

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.

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 Missing even one area can result in subscribers receiving mismatched or outdated codes.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 general code (same code for all subscribers) or unique codes (a different code 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 created and managed on the Discounts page, and sync to Shopify automatically. You have two options.

Option A: edit the existing discount. Best when only the value, conditions or dates change, and the code itself stays the same.

1. Go to Discounts and open your discount.
2. Change the discount value, conditions or active dates.
3. Click Update. If the discount is used in flows or opt-in tools, Recart asks you to confirm.

The customization (general or unique), placement, prefix, the general code itself and the scheduling mode can't be changed after creation.

Option B: create a new discount. Best for a new code name (e.g., BFCM15 instead of WELCOME10), or to keep each offer's performance separate.

1. On the Discounts page, open the old discount and choose Duplicate from the ⋯ menu, or click Create new.
2. Set the new code or prefix, value and dates. For unique codes, use the same placement as before: Automated flows & Popups for popups and Welcome Flows.
3. Click Create discount. Recart creates it in Shopify.

After creating a new discount, swap the old one out in your popup, Welcome Flow, and any other touch points that use it (see the steps below).

For every option on the discount form, see Create & Manage Discount Codes.

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 you created a new discount, go to the Success step, click the discount code and choose Replace to select the new one.
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.

Recommended: duplicate your existing Welcome Flow instead of editing it directly.

Just as with your popup, duplicating the flow keeps your current offer running uninterrupted while you set up the new one — and keeps performance data clean and separate so you can compare results between offers.

To duplicate your Welcome Flow:

1. Go to Automated Flows in Recart.
2. Find your active Welcome Flow and open the three-dot menu.
3. Select Duplicate.
4. Open the duplicate and update the discount code:

   • Click the discount in the message, or the % icon in the message editor.
   • Choose Select another discount and pick your new discount. If it's a unique code, choose whether to send the same discount code as the popup or generate a new one.
5. Update any offer text in the message body (e.g., the percentage mentioned in the copy).
6. Click Save as draft.

Link your new Welcome Flow to your new popup.

1. Go to Opt-in Tools and open your new popup.
2. Go to Settings in the left-hand menu.
3. Under Opt-in messages, open the Welcome Flow dropdown and select your new Welcome Flow.

Once linked, the sync is automatic:

• When you activate the new popup, the linked Welcome Flow activates with it.
• When you deactivate the old popup, its linked Welcome Flow stops with it.

Tip — unique codes and multi-message flows: unless a message is set to send the same code as the popup, each Welcome Flow message with a unique code sends the subscriber a new code. To avoid confusion, keep the code in your first message only. In follow-ups, keep a link connected to the discount and note in the copy that the code is 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 discount code
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 inserted with the % icon
4. Update or pause any campaigns that reference the outdated offer before the new one goes live.

Note: For cleaner reporting, use a code that isn't advertised in other channels.

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 campaign codes, make sure the pool has finished uploading before you send. The Discounts list shows Uploading... until it's ready.
• 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 general 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 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 clean reporting in Recart.
• Avoid: Editing a popup while it's live during a high-traffic period. Deactivate it first to avoid subscribers seeing a mid-edit state.

If you have any questions, do not hesitate to contact the Recart Support team. We'd be happy to help!