Create a Motivator Goal for a Discount Code

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Overview

Bold Motivator uses a series of banners to display cart total goals to your customers. You can use the app's banners to show discount codes to your customers once they reach a certain cart total.

Note: This article uses Shopify's discount codes (links to Shopify's Help Center) to offer a discount on your customers' orders.

To create a Motivator goal with a discount code, please follow these steps:

  1. From Shopify's admin, select Discounts.

    Select Discounts

  2. Select Create discount code.

    Select Create Discount Code

  3. Enter a Discount code or select Generate code.

    Note: The discount code can be whatever you want to enter in this area; just be sure to record this code for later.

    Create Discount Code

  4. Select the Discount type.

    Note: We recommend against selecting "Buy X Get Y" as the discount type. This type of discount code doesn't work well for Motivator's monetary-based goals.

    Select Discount Type

  5. Enter a Discount value.

    Enter a Discount Value

  6. Under "Applies to", select Entire order.

    Select Entire Order

  7. Under "Minimum requirement", select Minimum purchase amount.

    Note: This is to ensure that only customers who have reached the desired cart total will be able to use this code.

    Select Minimum Purchase Amount

  8. Enter a minimum purchase amount.

    Note: This number should match the cart total you want to specify in Step 17.

    Enter Minimum Purchase Amount

  9. Under "Customer eligibility", select Everyone.

    Select Everyone

  10. Under "Usage limits", select Limit to one use per customer.

    Select Limit Use To One Per Customer

  11. Under "Active dates", select a Start date and End date (optional).

    Select Dates

  12. Select Save discount.

    Select Save Discount

  13. From Shopify's admin, select Apps.

    Select Apps

  14. Select Sales Motivator.

    Select Sales Motivator

  15. Select Goals.

    Select Goals

  16. Select Create a new goal.

    Select Create a New Goal

  17. Under "Step 1 - The Goal Amount", enter the Cart Total (dollar amount) required to reach the goal.

    Note: This cart total should match the "minimum purchase amount" you specified in Step 8.

    Enter Cart Total

  18. Under "Step 2 - Make the Pitch!", enter the Initial Message (your sales pitch).

    Note: The message will display approximately once every 24 hours. If a customer visits during the day and comes back later the same day, it is assumed the shopper saw the pitch message and does not need to be reminded of it. The message will display to the same visitor if they view the site from a different browser or if their browser cookies have been cleared.

    Enter the Sales Pitch

  19. Under "Step 3 - Follow Up!", enter the text you wish to appear Before the Balance and After the Balance.

    Enter Follow Up

  20. Under "Step 4 - Congrats they did it!", enter a Confirmation message and your discount code.

    Note: This is where you'll display the discount code you created in Steps 1 - 12. The confirmation banner only displays to customers once they have reached the appropriate cart total.

    Enter Confirmation

  21. Select and complete the optional features:

    Note: These features are only available with the premium version of Motivator.

    Select Optional Features

    • Geolocating: Goals can be targeted to customers visiting the site from different countries. One example is to offer free shipping to Canadian customers when they spend $100, and free shipping to US customers when they spend $150. Visitors from Canada would only see the goal to spend $100; US customers would only see their offer to spend $150.

      Select Geolocation Audience

    • Scheduling: This extends the functionality to set the date and time for the motivator offer to display. This feature uses the store's time zone, defined in the Shopify admin settings.

      Select Scheduling

    • Free Product Offer: When the spending goal is reached, a free product will be automatically added to the cart. When the offer is turned on, a copy of the product selected will be automatically created, and priced at 0.00, thus making it free. The product will be removed from the store when the offer is turned off.

      Select Free Product Offer

  22. Select Save.

    Select Save

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