Create an automatic discount code with ShopBase
Automatic discount code is a form of promotion that automatically applies discounts to customer's shopping cart as soon as they qualify for promotion. You can offer your customers a discount on a certain amount, a discount on a percentage, a discount on one product when buying another, and free shipping. In this article, we'll show you how to create automatic discount codes in just a few steps.
From your ShopBase admin site, go to Discount > Automatic. Click Create automatic discount.
In the new page, enter the title of the promotional code in the field Automatic discount title. This title will only appear when the code is automatically applied to the customer's shopping cart in the checkout page.
Choose the discount type in Discount Type section. ShopBase supports four types such as Percentage, Fixed amount, Free shipping, and Buy X get Y.
Case 1: If you select Percentage or Fixed amount in the Discount Type field, the Discount value field will appear for you to enter the percentage of the discount. (for Percentage) or certain amount (for Fixed amount) into it.
In the section Applies to you can choose from the sale of products where promotions are being applied such as Entire order, Specific collections, Specific products.
In the section of Minimum requirement you choose the conditions to apply the promotion: None, Minimum purchase amount, Minimum quantity of items.
In case you choose Specific collections or Specific products at Applies to and Minimum purchase amount or Minimum quantity of items at Minimum requirement, the Minimum purchase amount or Minimum quantity of items is counted only from customers adding products in the selected product list (if you choose Specific products) or to products from the selected collection list (if you choose Specific collections) to cart. Only then will the customer's order be eligible for the promotion.
Case 2: If you select Free Shipping in the Discount Type field, select the countries where the promotion is available in the Countries section such as All countries or Specific countries.
There is no limitation on the number of selected countries.
Countries are based on the customer's shipping address.
In Minimum requirement you set the conditions for discounts: None, Minimum purchase amount, Minimum quantity of items.
For PlusBase stores, the automatic free shipping discount code will not be applicable for Premium shipping lines.
Case 3: If you select Buy X get Y in Discount Type field, set the condition for product X in Customer buys and the condition for product Y in Customer gets.
In Customer buys, set the conditions for customers to buy products and receive promotions. Here, enter the minimum number of products that customers need to buy to receive the promotion in the Quantity field. Then, select the product for which if a customer purchases the product, a promotion will be offered at the Any items from field (you can select Specific products or Specific collections) (products from specific collections).
In Customer gets you can select the product that the customer will receive a discount after buying the products in the Customer buys section. Here, enter the minimum number of products that customers need to buy to receive the promotion in the Quantity field. Then, select the product for which if a customer purchases the product, a promotion will be offered at the Any items from field (you can select Specific products or Specific collections) (products from specific collections).
In At A Discount Value section, choose the type of promotion applicable to the product in Customer gets section as Percentage or Free. Check the box Set a maximum number of uses per order if you want to set the number of promotional maximums to be used in an order and enter the maximum number in the box below.
In Customer eligibility, choose the customer eligible for discounts: Everyone or Specific customers. You can filter your customers using name, email, or phone number.
In Usage limits, choose the limits for discount uses: Limit number of times this discount can be used in total or Limit to one use per customer.
In Active dates, set up the starting time for the discount. Tick Set end date if you want to set up an end date for this promotion.
The time in Active dates is the time shown in the default time zone that you set for the entire store.
Click Save changes once finished.
Only one discount code could be applied for an order. If an order is eligible for multiple discounts including Automatic, Offer, and Coupon code, the highest one will always be selected.
You cannot create a single discount code for one or several variants of a product. In other words, a discount code can only be applied to products including all product variants.
Overview of Discount
Type of discount
Create a manual discount
Manage existing discounts
Step by Step Tutorial
From your ShopBase admin site, go to Discount > Automatic. Click Create automatic discount.
In the new page, enter the title of the promotional code in the field Automatic discount title. This title will only appear when the code is automatically applied to the customer's shopping cart in the checkout page.
Choose the discount type in Discount Type section. ShopBase supports four types such as Percentage, Fixed amount, Free shipping, and Buy X get Y.
Case 1: If you select Percentage or Fixed amount in the Discount Type field, the Discount value field will appear for you to enter the percentage of the discount. (for Percentage) or certain amount (for Fixed amount) into it.
In the section Applies to you can choose from the sale of products where promotions are being applied such as Entire order, Specific collections, Specific products.
In the section of Minimum requirement you choose the conditions to apply the promotion: None, Minimum purchase amount, Minimum quantity of items.
In case you choose Specific collections or Specific products at Applies to and Minimum purchase amount or Minimum quantity of items at Minimum requirement, the Minimum purchase amount or Minimum quantity of items is counted only from customers adding products in the selected product list (if you choose Specific products) or to products from the selected collection list (if you choose Specific collections) to cart. Only then will the customer's order be eligible for the promotion.
Case 2: If you select Free Shipping in the Discount Type field, select the countries where the promotion is available in the Countries section such as All countries or Specific countries.
There is no limitation on the number of selected countries.
Countries are based on the customer's shipping address.
In Minimum requirement you set the conditions for discounts: None, Minimum purchase amount, Minimum quantity of items.
For PlusBase stores, the automatic free shipping discount code will not be applicable for Premium shipping lines.
Case 3: If you select Buy X get Y in Discount Type field, set the condition for product X in Customer buys and the condition for product Y in Customer gets.
In Customer buys, set the conditions for customers to buy products and receive promotions. Here, enter the minimum number of products that customers need to buy to receive the promotion in the Quantity field. Then, select the product for which if a customer purchases the product, a promotion will be offered at the Any items from field (you can select Specific products or Specific collections) (products from specific collections).
In Customer gets you can select the product that the customer will receive a discount after buying the products in the Customer buys section. Here, enter the minimum number of products that customers need to buy to receive the promotion in the Quantity field. Then, select the product for which if a customer purchases the product, a promotion will be offered at the Any items from field (you can select Specific products or Specific collections) (products from specific collections).
In At A Discount Value section, choose the type of promotion applicable to the product in Customer gets section as Percentage or Free. Check the box Set a maximum number of uses per order if you want to set the number of promotional maximums to be used in an order and enter the maximum number in the box below.
In Customer eligibility, choose the customer eligible for discounts: Everyone or Specific customers. You can filter your customers using name, email, or phone number.
In Usage limits, choose the limits for discount uses: Limit number of times this discount can be used in total or Limit to one use per customer.
In Active dates, set up the starting time for the discount. Tick Set end date if you want to set up an end date for this promotion.
The time in Active dates is the time shown in the default time zone that you set for the entire store.
Click Save changes once finished.
Only one discount code could be applied for an order. If an order is eligible for multiple discounts including Automatic, Offer, and Coupon code, the highest one will always be selected.
You cannot create a single discount code for one or several variants of a product. In other words, a discount code can only be applied to products including all product variants.
Related articles
Overview of Discount
Type of discount
Create a manual discount
Manage existing discounts
Updated on: 07/12/2022
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