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Creating your first Shopify campaign

Learn how to launch your Shopify Campaign with Swapt

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Written by Ella Hutnick
Updated over 2 months ago

Step 1: Connect Shopify to Swapt

  1. Install the Swapt app from the Shopify App Store.

  2. Open the Swapt Platform and go to the Integrations tab.

  3. Connect via OAuth

    • Enter your Shopify store name, or

    • Use your Shopify API access token.

  4. Once connected, your Shopify discounts will sync automatically with Swapt.


Step 2: Create Your Discount Campaign

There are two ways to create Shopify coupons for Swapt.

Method 1: Swapt Shopify App, accessed through your Shopify account

  1. Open the Swapt app in Shopify.

  2. In the Dashboard, click Create Campaign.

  3. Enter a Campaign Title — this is for your internal reference only.

  4. Choose your Discount Type:

    • Percentage Off

    • Fixed Amount Off

    • Buy One, Get One (BOGO)

  5. Configure your code settings:

    • One-time use (recommended): Generates unique, single-use codes for each customer — best for fraud prevention.

    • Generic codes: Deactivate the “One-time use” toggle to create reusable codes for broader campaigns.

  6. Enter the number of codes you need based on your QR quantity.

  7. Set a Start Date and End Date:

    • Start date: Set to yesterday to begin testing immediately.

    • End date: At least one year ahead to ensure longevity.

Method 2: Swapt Platform

(method not recommended if you want to create a BOGO coupon)

  1. Navigate to the promo codes tab on the Swapt platform.

  2. Click Create Promo Code Campaign. From the dropdown, select Shopify Discount Codes.

  3. Enter a Campaign Title — this is for your internal reference only.

  4. Choose your Discount Type:

    • Percentage Off

    • Fixed Amount Off

  5. Configure your code settings:

    • One-time use (recommended): Generates unique, single-use codes for each customer — best for fraud prevention.

    • Generic codes: Deactivate the “One-time use” toggle to create reusable codes for broader campaigns.

  6. Enter the number of codes you need based on your QR quantity.

  7. Set a Start Date and End Date:

    • Start date: Set to today to begin testing immediately.

    • End date: At least one year ahead to ensure longevity.


Step 3: Add Discount Codes to Your Flow

Once your codes are generated, you’ll need to distribute them through your automation flow.

  1. Open your Flow.

  2. Click Add a Node → choose Apply Promotion.

  3. Select Apply specific promo code and pick the Shopify code you created.

  4. Do not modify the usage limit.

  5. Toggle Apply to order on.

  6. Leave Send notification off — you’ll handle delivery in a later step.

💡 Tip: Ensure the discount node appears after the landing page/customer data capture form and before the success page in your Flow sequence.


Step 4: Deliver Codes to Customers

You can deliver codes to customers in two ways:

Option 1: Through Klaviyo or any ESP/SMS provider

  • On your Swapt success page, add: “Your reward is on its way to your inbox.”

  • Use your Klaviyo integration to insert the code dynamically into your email.

  • See this article for setup details.

Option 2: Auto-apply Discount Link

  • Add a button to your success page linking to your Shopify store:

    https://yourstorename.com/discount/{promotion.promotionalCode.code}
  • Replace yourstorename with your store details.

  • {promotion.promotionalCode.code} will pull in the customer's unique discount code.

  • When clicked, the code will auto-apply to the customer’s next order.

  • Don’t forget to save your success page after editing.


Step 5: Monitor Campaign Performance

Track your campaign’s performance from either platform:

  • In Swapt Platform → Promo Codes → Shopify Section, view code usage rates by campaign or over time.

  • In the Swapt Shopify App, you can view identical campaign analytics directly from your Shopify dashboard.

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