Add automatic discount code to store (Membership V2)

Add automatic discount code to store (Membership V2)

Introduction

Introducing direct discount codes to your store can be a powerful tool for attracting customers and boosting sales. In this article, we'll walk you through the process of seamlessly integrating direct discount codes into your store, empowering you to drive engagement, increase conversions, and build customer loyalty



There are two ways to add an automatic discount code:

A) From Aitrillion

B) From Shopify


A) From AiTrillion

Here are the steps to create a discount code using AiTrillion:

Step 1: Go to Membership V2 >> Membership plan


Step 2: Click on either Create new plan


Step 3: Fill the required details and click on Create discount



B) From Shopify

Here are the steps to add a direct discount code to the store:

Step 1: Assign a customer tag to the Membership plan.

Create a membership plan. If you haven't done so already and require assistance, you can check the article provided here.

During the plan creation process, you'll find the option to include a customer tag. This allows you to select a personalized tag that the system will subsequently apply to customers automatically upon their membership purchase.

Step 2: Create a Discount Code on Shopify

Create a discount code to be applied to the membership plan. To learn more about the creation of discount codes, you can refer to the article by Shopify here.

Step 3: Important Settings

When creating a discount code, there are a few things that need to be considered and taken care of.

The first is to make sure that the discount code applies to all of your desired purchases. For this, we will be going with 'Both', as shown in the screenshot below.

Step 4: Make sure that this discount code is associated with the customer tag that you have defined. This will appear within the Customer Eligibility section once we choose the option for Specific Groups.

In our case, we are choosing the Gold plan

After adding the customer group information, you need to save the discount code.

After saving the discount code, you need to copy the discount ID that you have to put in the perk membership within the membership plan. You can also write any 'discount message' you want your members to see.

Step 5: Go to Membership V2 >> Membership perk >> Add membership perk and Add discount id.

Notes
🚨The discount ID must be the same as the Selected Perk and make sure to Save the perk


Now, the discount will be automatically applied to the customers after purchasing the membership


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