Discount Codes Overview & Setup

Overview

Bold Cashier allows you to create discount codes that can only be used by your customers in the Cashier checkout page. 

Discount codes created in Bold Cashier allow you to set specific conditions and requirements that the codes can be used, preventing a discount code from being abused by customers. 

There are a lot of different reasons that discount codes can be used in the Bold Cashier checkout. Similar to the Shopify checkout, discount codes are commonly offered during promotional periods on your store. 

By default, discount codes created in Shopify do not work in the Bold Cashier checkout, however, an integration can be enabled in Bold Cashier to allow discount codes created in Shopify to work in the Bold Cashier checkout. The steps outlined below will go into further detail on the setup of this integration. 

With this article, we are going to go over the setup steps on how to create and manage discount codes in Bold Cashier, as well as steps on how to allow discount codes created in Shopify to be useable in the Bold Cashier checkout.

Setup

When using Bold Cashier, customers are directed through our built-in "cashier.boldcommerce.com" checkout when making their purchase. 

To create a discount code in Bold Cashier, please follow these steps:

  1. From within Bold Cashier, select Payment Options, then Discount Codes
  2. Select Create a Discount
  3. Under Step 1, enter an internal discount name.

    Note: The internal name is not public facing. The internal name is used to help you identify the discount code between others created in Bold Cashier.

  4. Under Step 2, either enter a discount code or generate a discount code key. 
  5. Under Step 3, select a discount type and if applicable, enter a discount amount. 
  6. Under Step 4, select a discount code condition (optional):
    • Use limit for discount code: Enabling this condition allows you to set a limit for the amount of times that the discount code can be used in the checkout page in total.
    • Use limit per customer: This condition allows you to restrict how many times the discount code can be used per customer on your store. 
    • Date Range: A date range can be used to set when the discount code is enabled and disabled on your store. 
  7. Select Save.

Once you are ready to go live with using a discount code on your store, please ensure you have the toggle enabled beside the discount code in question.

Using the Discounts Enabled toggle allows you to either turn on all eligible discount codes on or all discount codes off. 

Note: If a discount code has a future start date, enabling the Discounts Enabled setting or toggling the discount code on will not activate the discount code in question until the start date set for the discount code has been met.

Shopify Discount Connector Setup & Limitations

If you already have discount codes set up in Shopify, you can enable the Shopify Discount Connector in Bold Cashier's Marketplace. Enabling this feature allows discount codes created in Shopify to also work in Bold Cashier. 

For steps on enabling this integration, please follow these steps: 

  1. From within Bold Cashier, select Marketplace.
  2. Select Install on the "Shopify Discount Selector" option.
  3. Select Install unlisted app.
  4. Select Allow.

While discount codes created in Shopify can be used in the Bold Cashier checkout, there are a few limitations while using Shopify Discount Connector:

  • Most discount codes types will work. However, Buy X Get Y discount codes with a minimum dollar amount will not work with the Connector.

    Buy X Get Y Amount

  • When using a collection to specify which products are eligible for a discount code, the discount code won't be updated when you add a new product to the collection. To ensure it is updated, you will need to go to your Shopify Discount Connector, within the "Apps" section of your Shopify admin, and select Sync.

    Sync

  • Automatic Discounts are not compatible with Cashier and the Shopify Discount Connector.
  • Some plugins may override the discount codes in Cashier themselves, and in those cases, Shopify Discounts being used with the Shopify Discount Connector won't work. Depending on the plugin, discount codes may work in some cases, and not in others.
    • Ex: Bold Subscriptions has discount codes that take over Cashier's discount codes; similar to the Shopify Discount Connector. It's possible that discount codes from Shopify will work with orders from Subscriptions, but we can't guarantee that discount codes will work in all cases.

Automatically Apply a Discount From the Cart Page

You're able to make a small adjustment in your theme coding to automatically apply discount codes created in Bold Cashier from the cart page. This can also work with discount codes create in Bold Cashier, or through other integrations (like Bold Subscriptions).

Note: You must have the Shopify Discount Connector installed and enabled on your store for this feature to work with Shopify discounts.

To automatically apply a discount code from the cart page that has no conditions, please follow these steps:

  1. From the Shopify admin, select Online Store, Actions, Edit code.
  2. Under "Templates", select cart.liquid.

    Note: The contents for this file may be located under "Sections" in cart-template.liquid.

  3. Find the line of code containing:
    <form action="/cart"

    Find form action cart

  4. Copy and paste the following code below this line:
    <input type="hidden" name="discount" value="{{ discount_name }}"/>

    Paste input code

  5. Change {{ discount_name }} to the name of your desired discount code created in Bold Cashier or Shopify.

    Note: The braces need to be removed when entering your discount code name. This will not work if the braces are kept in the code.

    Change discount name

  6. Select Save.

To automatically apply a discount code from the cart page that has conditions, please follow these steps:

  1. From the Shopify admin, select Online Store, Actions, Edit code.
  2. Under "Templates", select cart.liquid.

    Note: The contents for this file may be located under "Sections" in cart-template.liquid.

  3. Find the line of code containing:
    <form action="/cart"

    Find form action cart

  4. Copy and paste the following code below this line:
    <input type="hidden" name="discount" value="{{ discount_name }}"/>

    Paste input code

  5. Change {{ discount_name }} to the name of your desired discount code created in Bold Cashier or Shopify.

    Note: The braces need to be removed when entering your discount code name. This will not work if the braces are kept in the code.

    Change discount name

  6. Copy and paste these two lines of code around the previous line (optional):

    Note: This is required if you only want to apply the discount code for customers with a specific tag or cart total.

    {% if customer.tags contains "VIP" or cart.total_price > 10000 %}
    <input type="hidden" name="discount" value="{{ discount_name }}"/>
    {% endif %}

    Wrap the Code

  7. Change "VIP" and > 10000 to your customer tag and cart conditions (optional).

    Note: Visit Logical and comparison operators and Control flow tags (links to Shopify) for more information on how to change these conditions.

    Change Conditions

  8. Select Save.

Please note that there are a few limitations when applying a discount code from the cart page: 

  • If your discount code is only able to be used by certain customers (under customer eligibility), the discount code will not be able to be applied automatically
  • If your discount code has any usage limits (eg. once per customer), it will not be able to be applied automatically.

Delete an Existing Discount Code

If you need to delete an existing discount code in Bold Cashier, you can do so by following these steps: 

  1. From within Bold Cashier, select Payment Options, then Discount Codes.
  2. Select the ellipsis next to the discount code you would like to delete.
  3. Select Delete, then "OK".

Edit/View an Existing Discount Code

If you need to edit an existing discount code in Bold Cashier, you can do so by following these steps:

  1. From within Bold Cashier, select Payment Options, then Discount Codes.
  2. Select the ellipsis next to the discount code you would like to edit or view.
  3. Select View / Edit
  4. Adjust the discount code accordingly and select Save.
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