Discounts

Discounts help provide incentives that enhance the customer experience, driving higher sales and boosting lifetime value. Bird helps you to generate and upload unique discount codes to motivate customer engagement with your brand.

Create a Discount

There are different ways of creating a discount code in Bird. Go to Content > Discounts

• Upload discount codes: Uploading unique discount codes from a csv file.

• Create a discount pool linked with Shopify with expiration and auto-refill options.

• Create a discount code in Shopify.

Upload Discount codes

This option is useful when you have a pre-generated list of unique discount codes generated offline and want to import them into Bird.

1. Navigate to Content > Discounts

2. Under Discounts, click on the Upload option

3. Give a name to the discount pool

4. Upload your csv file with existing discount codes. Once uploaded, click on Upload.

5. Click on Download example CSV to get a sample csv format.

Create a discount pool with auto-refill

This option is useful when you use Shopify and want to link your Shopify discount.

1. Navigate to Content > Discounts

2. Under Discounts, click on the Create Discount Pool option

3. Select the expiration option

   1. Predefined expiration: To define expiration as zero, specific date or after fixed time

   2. Dynamic expiration: To define dynamic expiration as after specific time after they are sent

4. Give a name to the discount pool.

5. Define a code prefix to be added before every code. The prefixes can contain numbers, letters and hyphens. No spaces or special characters. This is an optional field.

6. Pool Size: Define how many codes you want to generate. You can add more discount codes after creation.

7. Select auto-refill to dynamically add new discount codes. If a new code is requested and the pool is empty, auto-refill will add 100 coupons to it. This option is available only when a predefined expiration is selected.

8. Select the discount type as the following:

   1. Percentage: A percentage discount on the total value

   2. Fixed: An amount value as a discount

   3. Free Shipping

9. Minimum Purchase Requirements: The minimum purchase amount is required before the discount is applied. Enter 0 for no minimum purchase requirements.

10. If a predefined expiration is selected, select the activation time - either immediately or specific date and time

Add the discount ID from Shopify to link the discount code to Shopify as shown below

Create a discount in Shopify

This option is also available to create a discount code directly in Shopify. However, it doesn’t offer options for dynamic expiration or auto-refill.

1. Navigate to Content > Discounts

2. Under Discounts, click on the Create discount option

3. Give a name to discount code pool

4. Select the discount type as the following:

   1. Percentage: A percentage discount on the total value

   2. Fixed: An amount value as a discount

   3. Free Shipping

5. Minimum Purchase Requirements: The minimum purchase amount is required before the discount is applied. Enter 0 for no minimum purchase requirements.

6. Select the activation time - either immediately or specific date and time

7. Define expiration strategy as zero, specific date or after fixed time

Managing Discounts

Once the discount pool is created, you can manage them in a list of discounts.

You will be able to see the discounts which are created with the following details:

• Discount name

• Type: Uploaded or Unique for Shopify discounts

• Create Date and Update Date

• Status as Creating or Ready

• Expiration Date defined if any

• Last requested at is the date on which they were sent

• Available / Total gives the count of how many are available in the pool out of the total number of codes

You can take the following actions on the discount codes:

• Overview: Click to view the details of the discount pool

• Add discount codes: To add more discounts to the pool

• Download: Export the discount codes in a csv

• Delete

Using Discounts

You can use discount codes when creating content by referring to the name of the discount pool. The pool will dynamically select a unique, random discount code when you send the message to a recipient.

When creating a template, select the add variable option > Discounts to select the discount to be added from the created discount pool.

Once the discount pool is selected, the discount pool will be added as a dynamic liquid tag as shown below:

To add any discount code tag, you can use the below liquid syntax directly:

{% discountCode ‘discount-code-pool-name’ %}