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Create a Discount with Bold Discounts

Laurel
Laurel
  • Updated

Bold Discounts allows you to create discount groups to select the products that you'd like to place on sale. Within the discount group, you can choose to discount your products by a percentage or a dollar amount.  

Create a discount group to place your entire store on sale, or select only a few products. You can also create daily deals using tags and smart collection of products.

Note: Product prices are updated at a rate of roughly 1000 variants per hour.

This help article will go over different kind of discounts and how each discount can be setup in Discounts.

 


 

Create a Discount Group

Bold Discounts allows you to choose which products you want to be applied in a discount group.

Individual products can be found in the product selector by searching for collections, product types, smart collections, vendors, or by using a product title.

To create a discount group, please see the video or follow the step-by-step setup guide below.

 

Walkthrough

 

Setup

  1. From within Discounts, navigate to Current Discounts.
  2. Select Create Discount.
  3. Enter a Discount Name.
  4. Enter a Discount Amount.
  5. Select a Discount Type.

    Note: You can select either a percentage or dollar amount discount.

  6. Choose Select Products.
  7. Select Add next to each of the products you would like to discount.

    Note: You can also filter your search results by product title, collection, vendor, and product type. Select your filter choice and then click Search to see all results for your filter choice.

    If you are missing products in the product selector, click Update Now at the top of the product selector. This creates a sync to bring in newly created products from Shopify into the product selector.

  8. Select Continue with selected products.
  9. Optional: Select Enable Date Range.

    Note: A date range is required for the Bold Discounts sales clock to appear. This is an optional feature which requires a separate install. For more information, please visit our Installation Guide for Bold Discounts.

    • Select a Start Date.
    • Enter a Start Time.
    • Select an End Date.
    • Select an End Time.
  10. Optional: Select Override cents and enter a cent amount.
  11. Optional: Enter a Discount Tag.

    Note: This tag can be used to create a smart collection for your sale products, such as a collection for daily deals. For more information, please see the information under Create Daily Deals below.

  12. Optional: Under Duplicate & Hide select Create a hidden duplicate (Liquid update required).

    Note: This feature is only needed if you have integrated Discounts with Bold Upsell and are creating a discounted Upsell offer. For more information, please visit Bold Discounts Bold Integrations.

  13. Select Create.
  14. Select the Toggle to enable the offer.

    Note: You can skip this step if you have entered a specific start time. The discount group will automatically enable itself at the time you have entered. The toggle will be green when the offer is enabled.

 


 

Edit or Delete a Discount Group

In order to edit or delete a discount group, the discount group must be deactivated (turned off) within Discounts first.

Discount groups can be deactivated within Discounts by toggling the discount group from Active to Inactive:

Discount Toggle Example

Once the discount group has been turned off and the discount group has finished syncing, the View button will change to an Edit button. You can make all necessary changes, such as changing the discount amount, adding or removing products, or deleting the discount group by selecting the Edit button.

Edit or Delete a Discount Group

 


 

Put Entire Store on Sale

Discounts allows you to pick and choose which products receive a discount when you create a discount group.

To place your entire store on sale, please see the video or follow the step-by-step setup guide below.

 

Walkthrough

 

Setup

  1. From within Discounts, select Current Discounts.
  2. Select Create Discount.
  3. Enter a Discount Name.
  4. Enter a Discount Amount.
  5. Select a Discount Type.

    Note: You can select either a percentage or dollar amount discount.

  6. Choose Select Products.

    Note: You can select either a percentage or dollar amount discount.

  7. Choose Select All Results for your entire store.

    Note: Product prices are updated at a rate of roughly 1000 variants per hour.

  8. Select Continue with selected products.
  9. Optional: Select Enable Date Range.
    • Select a Start Date.
    • Enter a Start Time.
    • Select an End Date.
    • Select an End Time.
  10. Optional: Select Override cents and enter a cent amount.
  11. Optional: Enter a Discount Tag.

    Note: This tag can be used to create a smart collection for your sale products, such as a collection for daily deals. For more information, please see the information under Create Daily Deals below.

  12. Optional: Under Duplicate & Hide select Create a hidden duplicate (Liquid update required).

    Note: This feature is only needed if you have integrated Discounts with Bold Upsell and are creating a discounted Upsell offer. For more information, please visit Bold Discounts Bold Integrations.

  13. Select Create.
  14. Select the Toggle to enable the offer.

    Note: You can skip this step if you have entered a specific start time. The discount group will automatically enable itself at the time you have entered. The toggle will be green when the offer is enabled.

 


 

Create Daily Deals

Discounts allows you to enter a Discount Tag when you create your discount group. Once the discount group is activated, it will automatically tag each item it places on sale with the tag name you've specified. You can then use that tag to create a smart collection of sale products.

To create a daily deals page, please see the video or follow the step-by-step setup guide below.

 

Walkthrough

 

Setup

  1. From within Shopify, select Products.
  2. Select Collections.
  3. Select Create collection.
  4. Enter a Title.
  5. Enter a Description.
  6. Under Conditions, select Product tag in the first drop-down box.
  7. Leave is equal to in the second drop-down box.
  8. Enter the Product Tag.
  9. Select Save collection.
  10. Select Online Store.
  11. Select Navigation.
  12. Select Main menu.
  13. Select Add menu item.
  14. Enter a Name for the navigation item.
  15. Select Collection from the Link drop-down menu.
  16. Select the collection you created (Daily Deals) from the drop-down menu.
  17. Select Add.
  18. Select Save.

After a collection has been created and the collection is assigned to a navigation link, you will need to follow the steps located above under Create a Discount Group and choose the collection.

Make sure you enter the exact Product Tag you entered in Step 8. To remove all the products from the page, deactivate the discount.

 


 

FAQs

  • No, Discounts applies discounts to all variants of the product and does not have the ability to apply discounts to specific variants only.

    If you need to discount specific variants only, you can use Bold Discounts Powered by Bold Price Rules. Please visit Bold Discounts & Bold Discounts Powered by Price Rules Comparison for more information on each version and how to switch versions.
  • Discount groups cannot be rearranged within the Bold Discounts admin. By default, the discount groups are sorted from oldest created at the top to newest created at the bottom.
  • To remove or add item(s) in a discount group you must deactivate the group, wait for the sync to complete and then add or remove the product(s). Once this is done, you can reactivate the group to resume the sale for the other items in the discount group.

    When a sale product is in an active discount group, you are not able to add or remove a product.
  • On average, it takes between 60-90 minutes per 1000 variants. This is due to a limitation of how quickly we can access Shopify's servers to make these adjustments. Peak periods, such as Black Friday and Cyber Monday can take significantly longer.
  • If you add the same product into two or more active discount groups, Discounts V1 uses the discount applied first and skips any other discounts. This prevents a product from being double discounted by mistake.

    Discounts V1 does this by tagging each item that it places on sale with hidden metafields. Any product that already has a Discounts' metafield attached is skipped.
  • Discount groups cannot be edited or deleted while they are active, you must turn off the discount group first.

    Once a discount group is deactivated, allow the sync to complete before editing or deleting the same discount group.
  • When creating a discount group that contains a collection, all products (active and archived) within that collection are discounted. It is important to note that archived products in your collection increase the time it takes to sync the discount group.

 

Troubleshooting

  • When a product is placed in a discount group and the discount is activated, Discounts immediately starts applying discounts to the product(s) selected in the discount group.

    To hide your discounted products from the storefront, there are two steps that need to be completed:

    1. Visit Bold Discounts Install Instructions to install the duplicate and hide functionality into your theme.

    2. Select the Create a hidden duplicate option in step 12 when you Create a Discount with Bold Discounts.

      Select create a hidden duplicate

    If both of these steps have been completed and you still see these products on your storefront, a third party app could be causing the issue. Please contact our Customer Success team for further assistance.

  • There are a few reasons why a discount may not be appearing on your product.

    1. Discounts has already applied a discount to a product. If a product is already in an active discount group when it is placed in another, Discounts skips any additional discounts.
    2. A price being discounted results in a price less than zero. If this happens, the discount is ignored. For example, if a $10 item is included in a sale with $12 discount, the price of the $10 item would become -$2. Shopify does not allow a product to be sold at a negative price. In other words, a negative price would mean you are paying the customer to buy the item.
    3. You have set higher cents override on a low priced item. If a product is priced at $1.50, with a 10% discount applied, and a cents override to .79, the product price remains the same. The discount on the $1.50 product is $0.15 (10%) and makes the price $1.35. When the cents override is applied, the price equals $1.79. The price would become higher than the original price. Therefore, the discount is ignored.
    4. You are using another app that syncs or modifies product information. In this case, this app would conflict Bold Discounts. The only solution is to remove the conflicting app.
  • If a hidden product created from Bold Discounts is appearing on the storefront, there could be a few reasons why this is happening. The most common reasons our team have experienced are the following:

    1. Missing/Incomplete Install - If a theme install has not yet been completed on your store, the hidden products created from Bold Discounts may appear on your storefront. Please visit Bold Discounts Install Instructions for steps on installing Bold Discounts to your theme.
    2. Broken Duplicate & Hidden Product - If a duplicate & hidden product is updated via an inventory sync, product import/export, or any other sync while the discount groups are active in Bold Discounts, this can cause issues resulting in the hidden products appearing on the storefront.
      This can be fixed by turning off the discount group(s) where the hidden products were created. Once the sync has been completed, it can then be turned back on.

      Note After the discount group has been turned off, please double check your products to ensure the duplicate & hidden product(s) have been removed. If the hidden product(s) have not been removed, they need to be manually deleted before re-enabling the discount group in Bold Discounts.

    3. Third Party App Conflict - If a third party app is being used to generate pages on your store, this may cause some issues with duplicate & hidden products appearing on your store. In order to hide duplicate & hidden products on pages that are managed by third party apps, this requires a separate customization on your theme's liquid code. Please visit 3rd Party Search App Customizations for a list of third party search apps that can be integrated with Bold Discounts.
  • If you are using apps that sync information or modify products, you may experience incorrect discount amounts being applied or products not being discounted at all.

    This is because these apps can change the information that is tied to a specific item. When these changes occur, Discounts is no longer able to identify which products are on sale through the app.

    Discounts is not compatible with these kinds of apps. The only solution is to remove the conflicting app.

  • This usually occurs when Discounts has a discount applied to a product and the product's variant was manually modified, a CSV import was done on the product, or the product was duplicated.

    Making any of these changes causes the variant ID to change, which removes important meta-data on the variant which is required for Discounts to function. At this point, you need to change the product's price manually to the regular price.

    To revert your product prices manually, we recommend running an export of your product list and adjusting your prices in the exported sheet. You can then import the edited product list to override your wrong item prices.