Bold Discounts V1 Bold Integrations

Bold Discounts V1 can be used alongside some other Bold products that are available on Shopify. In some cases, Discounts V1 can function on the same store without any interference, in others, Discounts V1 can offer increased functionality or discount stacking.

Select a heading below to see how Bold Discounts V1 integrates with other Bold products.

 


 

Bold Bundles and Discounts V1 work well together, however, Discounts V1 will apply its discounts to both the product's regular price and the Bundle price.

For example, if you have an item that is $100 and have a Bundle and Save 10% sale, the product will be $90 when purchased in a bundle. If you also run a 20% off sale with Discounts V1, the sale price would then become $80, and the bundled price would discount the product an additional 10% to become $72. When the sale ends with Discounts, both the regular and bundled price will return to normal.

Discounts V1 does not have an official integration with Bold Cashier at this time. Both apps work independently from each other and can be used without any interference between each other.

When a discount is activated in Discounts, the discounted rate will be carried over into Cashier's checkout, similar to how the discounted price is carried over into the Shopify checkout.

 Caution

Bold Custom Pricing must be enabled in the Variant Dependant Method - Version 1 for this integration. Discounts V1 is not able to apply discounts on top of the wholesale or quantity break discounts unless Custom Pricing is using this method. Visit Discount Methods and How to Switch for more information on this method and how to switch. 

If Custom Pricing's discount method is set to the Variant Dependant Method, hidden variants are created for wholesale discounts or quantity break discounts. These hidden variants replace the live variant when a customer is logged in with an account that is tagged with a tag created within the app, or when a customer has added sufficient quantity for a product that meets the requirements for a quantity break goal. 

When a discount group is created in Discounts, all of the variants that exist for a product, including the hidden variants, will be discounted based on the discount type selected within a discount group. 

Note: When changing prices for products that are receiving discounts from both the Custom Pricing and Discounts app, the discount group must be turned off first before making any changes to the product in Custom Pricing. 

Discounts Powered by Bold Price Rules and Bold Discounts V1 cannot be installed on the same store at the same time. Only one version of the app can be installed at a time. 

Discounts V1 does not have an official integration with Bold Memberships at this time. Both apps work independently from each other and can be used without any interference between each other. 

Discounts V1 does not have an official integration with Bold Multi-Currency at this time. Both apps work independently from each other and can be used without any interference between each other. 

Discounts V1 does not have an official integration with Quickbooks Online Sync by Bold at this time. Both apps work independently from each other and can be used without any interference between each other. 

Discounts V1 and Bold Subscriptions V1 do not have an official integration with each other, however, both apps can work alongside each other without any interference on the storefront. 

When a product is added into an active discount group and a subscription group, the product will be discounted within the Shopify admin by changing the product's price to reflect the discount from Discounts and a subscription option will be available on the product page for customers to be able to subscribe to. 

While both apps are compatible with each other, products that are receiving a discount are not linked between Discounts and Subscriptions when a customer purchases a discounted product as a subscription. 

When a discount group is turned off in Discounts, the discounted price will remain the same for all customers in Subscriptions. If you would like the discounted price for a product to revert back to the original price after the discount group has been turned off, you will need to either change the price manually for each customer in Subscriptions, or use the Manage Pricing tool to change the product price for all active subscribers that have the product in question in an active subscription. 

Discounts V1 and Bold Subscriptions V2 do not have an official integration with each other, however, both apps can work alongside each other without any interference on the storefront.

When a product is added into an active discount group and a subscription group, the product will be discounted within the Shopify admin by changing the product's price to reflect the discount from Discounts and a subscription option will be available on the product page for customers to be able to subscribe to.

While both apps are compatible with each other, products that are receiving a discount are not linked between Discounts and Subscriptions when a customer purchases a discounted product as a subscription. This means that when a discount group is turned off in Discounts, the discounted price will remain the same for all customers in Subscriptions.

Discounts that are applied via Bold Discounts on existing subscriptions cannot be removed after the first order. The only way to remove the discount would be to cancel the subscription and have the customer re-subscribe to the product.

 Caution

This offer type can only be created using Bold Discounts V1. The PRE version of Discounts does not create duplicate product versions. Visit Create/Edit/Delete a Bundle for more information on how to create these offer types using Bold Bundles.

Discounts V1 integrates with Bold Upsell to provide you with the ability to create 'Buy One, Get One' (BOGO) offers on your site.

Discounts' duplicate & hide functionality creates hidden, duplicate versions of your store's products that can be offered through Upsell when certain conditions are met. Discounts does this to ensure that these items are not purchasable on their own, and that the customer must qualify for the discounted item(s) first.

Upsell then allows you to set the conditions for when this product will be offered. You can have the hidden discounted item(s) display when a specific product is added to the cart, when the customer is checking out with certain items, or when the customer's cart is within a defined price range.

 Walkthrough

 Walkthrough

 


 

Requirements

Both Bold Discounts V1 and Bold Upsell must be installed on the same store prior to the setup steps below. Both apps can be installed through the following links below: 

Bold Discounts - Shopify App Store

Bold Upsell - Shopify App Store

 


 

Setup

With both apps installed and the duplicate and hide installation steps completed, please follow these steps to set up a BOGO offer: 

 

Step 1: Create the Discounted Product 

  1. From within your Discounts app, select Current Discounts.
  2. Select Create Discount.
  3. Enter a Discount Name (i.e. T-shirt BOGO).
  4. Enter a Discount Amount (% discount for the product that is being offered).
  5. Select % next to the "Discount Amount".
  6. Select Select Products.
  7. Select Add next to each of the products you would like to discount.

    Note: You can also filter by collection, vendor, and product type. To put your entire store on sale, select Select All Results here instead of Add.

  8. Select Continue with selected products.
  9. Leave Enable Date Range deselected.
  10. Leave Override cents deselected.
  11. Under "Duplicate & Hide" select Create a hidden duplicate (Liquid update required).
  12. Select Create.
  13. Select the Toggle to enable the offer.

    Note: The toggle will be green when the offer is enabled.

  14. Select OK.

Wait for the discount process to complete and continue to these next steps:

 

Step 2: Verify the Discounted Products

  1. From Shopify's admin, select Products.
  2. Enter the Product Name (of a product you selected in Step 1) in the "Search Bar".

You should see two products here:

...one at the regular price:

Regular price products

...and one at the discounted price:

Discounted products

At this point, you can then continue to these next steps: 

 

Step 3: Create the Cross-Sell Offer

  1. From within your Upsell app, select Offers, then Create Offer.
  2. Enter a name for your offer.

    Note: This is an internal name for your own reference.

  3. Select Set A Trigger.
  4. Select the trigger type.

    Note: "Add to cart" is the recommended method.

  5. Select Cross-sell.
  6. Under Trigger products, select one of the two options:
    • Trigger an upsell on specific products - This option allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #7.

      Note: If a collection of products is selected as the trigger, a collection of under 5000 products must be selected. If a collection of over 5000 products is selected, an error will be generated within Bold Upsell after selecting Save Offer.

      Error Example

    • Trigger an upsell on every product - This option will set all products on your store as a trigger for the offer. If this option is selected, skip to step #10.
  7. Choose Select Products.
  8. Select Add next to the product you would like to trigger the offer.

    Note: You can also filter by collection, vendor, and product type. Deselecting the "Group variants by products" option and selecting search will allow you to choose individual variants to use in your offers.

  9. Select Continue with selected products.
  10. Select Set An Offer.
  11. Enter an offer title.
  12. Enter an offer description.
  13. Choose Select Products.
  14. Select Add next to the discounted product.

    Note: Here you will need to find the product that has the discounted price associated with it. If you are unable to find it with the search feature, you will need to page through the products using the numbers at the bottom to find the product. If it doesn't appear, select "Update Now" in the top-right corner. Close the product selector window and try again in a few minutes.

  15. Select Continue with selected products.
  16. Select the additional offer options (optional).

    Note: If you're running a true BOGO offer, we recommend leaving these options unselected.

  17. Select Set Date Range (optional).
  18. Enter a Start Date and End Date (optional).
  19. Select Set Cart Price (optional).
  20. Enter a Min cart total and Max cart total (optional).
  21. Enable the Automatically remove items from the cart if the trigger or conditions are unmet option.

    Note: This option will only work if you're using discounted products created through Bold Discounts V1. The other options in this section are optional. 

  22. Select Save Offer.

Lastly, you'll need to test and ensure the offer is working on the storefront by following these steps: 

 

Step 4: Test the Offer

  1. Select View storefront.
  2. Select the trigger product.
  3. Select Add to Cart.
  4. Add the upsell offer to your cart.
  5. Remove the trigger product from your cart.

Did the discounted product also get removed from your cart? If not, please contact our Merchant Success team and we'll be happy to help.

Discounts V1 does not have an official integration with Xero Integration at this time. Both apps work independently from each other and can be used without any interference between each other.

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