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How a merchant can email discount code to their members
How a merchant can email discount code to their members

Creating and sharing discount codes to members (as a perk for being a member) in their Shopify store

Joshua Kye avatar
Written by Joshua Kye
Updated over a week ago

Overview

Providing a variety of targeted perks to your members is a great strategy to build your brand's membership model (aka customer loyalty!). A regularly updated discount code is one of them! In fact, discount codes are one of the most in-demand perks used to incentivize members, in which members receive a discount code on a regular basis in regular intervals (e.g. 'X' number of days or 'X' number of weeks). Your members can then use this discount code on their store purchases.

Preliminary Step:

Before jumping into the step-by-step process on how we can create a recurring flow to email the discount code, we need to make sure that we have a discount code that can act as a sample discount code with the conditions/rules you want to have. This discount code needs to be created only in Shopify's Discounts section as shown in the screenshot.

For a detailed, step-by-step process on creating a discount code on Shopify, please click here.

Once the discount code is created on Shopify, please follow the below Steps to automate the process of emailing your members the code.

At Appstle Memberships, discount codes for members are provided through targeted emails. The process of setting up such an email flow that automatically sends out a discount code after a set frequency, based on pre-set rules set by the merchant, is quite simple. The steps are:

Step 1: Create a Membership Plan

To provide your members with discount codes, you need to first make sure that you have created a membership plan. You can view the detailed process of creating a membership plan here.


​Step 2: Assigning a Discount Code

The next step is to assign the automatic discount code perk (sent via email) to shoppers who have enrolled in the membership plan.

  1. Navigate to the Plan & Perks section.

  2. Click on the edit icon under the Membership Perks column for the membership plan for which will provide the discount code through.
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  3. Under the Select Perk dropdown. Select the Email Discount Code to Members perk.
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  4. At the start, we created a sample discount code. The next step here is assigning this discount code to the perk. To check how you can associate an existing discount code in Shopify with perks, please click here.

  5. In the Discount Message field, you can type the discount message that will be shown to your members in the form of a banner. Make this as catchy as possible!

  6. In the Delivery Frequency, you can set the frequency or interval after which you want your member to receive a fresh discount code via email. For example - if you set it as Monthly, your members will receive an email on a monthly basis, with a new and active discount code.

  7. Click on Save to finish the task and save your perk. With this, you have successfully set up the process to email discount codes!

Note: The frequency on which the discount code is sent out to a member is different from the recurring billing frequency of the membership contract. For example, a member might be on an annual payment plan, but can receive monthly discount codes!

If you need assistance with setting up discounts or need any other help, feel free to reach out to our proactive support team via the live chat widget on the lower-right side of your screen. You can also email us at memberships-support@appstle.com. Our 24x7x365 available experts will be happy to assist you further.

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