Scoping a discount

What happens when a code only covers some of your products, and who a first-order or win-back code is for.

User guide

These guides describe implemented workflows. You still need an account and access to the product; individual features can have separate requirements.

Where: Dashboard, Discounts

A code can be limited to chosen products or to a whole collection, instead of your entire shop. Scope it to Sweets and a 10% code takes 10% off only the sweets in the bag — a bag holding ₹600 of sweets and ₹2,000 of everything else is discounted ₹60, never ₹260. Most sellers expect the other answer the first time; taking a cut of the whole bag is exactly what scoping exists to stop.

Before you continue

A minimum you set moves with the scope, and this is the part most likely to surprise you. Require ₹500 and scope the code to Sweets, and that ₹500 is measured in sweets — a bag with ₹2,000 of everything else and ₹100 of sweets has not met it. "Spend ₹500 on Sweets, get 10% off Sweets" is one sentence with one meaning, so the minimum reads the bag the same way the discount does.

A first-order condition limits a code to a customer's very first order with you.
A win-back condition limits a code to customers who have not ordered in however many days you choose. That window is yours — it has nothing to do with the three months the Customers page uses for its own lapsed list, and the two numbers are free to differ because they answer different questions.
A code can also be limited to cash-on-delivery orders only, or to prepaid orders only.
Any of these can be combined with a product or collection scope, or used entirely on their own.

A first-order or win-back code is checked in the cart, the moment a shopper types in a phone number there — not at the last step of checkout, after they have already filled in a delivery address. They find out whether it is for them before that, not after. The saving then shows again on the checkout page as they fill in their delivery phone, so the total they are looking at when they press the button is the one they pay.

A cash-on-delivery or prepaid code is settled later than those, because nobody has chosen how they are paying while they are still in the cart. It applies there with a line under it saying which way it has to be paid, and the money holds at checkout the moment the shopper picks that method. Pick the other one and the discount comes off the total with a line saying why — the code is not thrown away, and switching back brings it straight back.

A fixed-amount code scoped to a collection can be worth more than that collection is holding in the bag — ₹200 off Sweets when the bag only carries ₹150 of sweets. It pays out what those lines are actually worth and no more. Nobody is ever charged a negative amount, and your shop never ends up owing a customer money.