Adding Discounts to Yotpo SMS & Email Flows

Goals and Outcomes

Adding discounts to your messages can increase sales and enhance customer engagement. In Yotpo SMS & Email, discounts can be seamlessly integrated into flows, allowing you to target specific customer segments with tailored offers. You can create discount codes for individual products or collections, apply dynamic expiration dates, or set minimum order values, ensuring that your discounts are both effective and flexible.

In this article, you'll learn how to create and manage discounts in flows.

Discounts in Flows Overview

Accessing Flows

To access flows, from the Yotpo SMS & Email main menu go to Flows > My Flows and click Create flow to open the flow builder.

Visual Walkthrough

Adding Discounts to Flows

You can offer the following types of discounts in your flows:

• Unique code: Each customer receives a unique discount code, enhancing personalization, tracking, and control over the usage of your discounts. You can create the discount setup directly in the Yotpo SMS & Email app. It will generate and send a unique code with the settings you've configured to each customer who receives a message from a campaign or flow using that discount setup.

• Static code: Customers all receive the same discount code. If you choose this option, you must create a static discount code in Shopify in advance and make sure you select Yotpo Email Marketing & SMS as the sales channel for the discount. To learn more about setting up static discounts, see Shopify’s help center.

For maximum flexibility, you can choose to use the same discount across multiple steps or apply different discounts to each step in your flow. This allows for better tracking, greater control, and an improved customer experience. To learn more about how to reuse a discount, see Reusing a discount in multiple steps in flows.

To add a discount to your messages, you need to use personalization tags. You can choose between the following options:

• Discount code: When your message is sent, this tag is replaced with a unique or static discount code

• Discount URL: When your message is sent, this tag is replaced with a discount code embedded in a link to your store site. When a customer goes to their cart on your website, the code will be automatically applied to the eligible products.

• Discount value: When your message is sent, this tag is replaced with the value of the discount type you set up, such as a percentage off, fixed amount off, or free shipping

Adding Discounts to SMS Steps in Flows

1. In the SMS composer, click a discount personalization tag to open the Discount setup modal.
   

2. Create a discount and save it. To learn more about how to configure a discount, see Configuring a discount.

The discount is applied to your message and its setup is summarized in the Discount summary box below the personalization tags.

Adding Discounts to Email Steps in Flows

1. In the email builder, click Add a discount in the Discount field to open the Discount setup modal.
   

2. Create a discount and save it. Its setup is summarized in the Discount summary box below the Preview text field. To learn more about how to configure a discount, see Configuring a discount.

3. To apply the discount to this step, add at least one discount personalization tag to the subject line, preview text, and/or email content.
   

Configuring a Discount

After you add an SMS or an email step to your flow and open the Discount setup modal, select your preferred discount method:

• Each customer gets a unique code (recommended)

• All customers get the same code

Every discount is automatically given a name, which you can edit in the Discount setup name field. You can easily find discounts in your Shopify account by searching for their name.

If you selected to give each customer a unique code:

1. Under Discount method, select the preferred discount type:

• Fixed amount: Gives a specific amount off the purchase, in the store’s currency

• Percentage: Gives a percentage off the total cost of the purchase, excluding shipping

• Free shipping: Gives free shipping to a specific country
  
  If you select a fixed amount or percentage, enter the specific amount off that you want to give your customers.

2. Under Apply discount to, choose whether the discount applies to the entire order, specific products, or specific collections. If you select specific products or collections, use the drop-down menu to choose them, then click Save.

   

Note:

You can remove products from the selection by unselecting products, or add more products by clicking Edit selection. Selecting variants is currently not supported.

Tip:

If you apply a fixed amount discount to specific products or collections, you can choose to deduct the amount from the total order or from each eligible product/collection.

For example, if a customer orders 3 products at $20 each (totaling $60) and you offer a $5 discount, they’ll pay $55 if the Only apply discount once per order checkbox is marked. If unmarked, the customer will pay $45 (3 x $15).

3. Under Minimum purchase required, choose whether the total cart amount must reach a specific sum for the customer to receive the discount. If you do not enter a minimum purchase amount, customers will receive the discount regardless of how much they spend on their order.
   

4. Under Discount code expiration, set the expiration time for the discount in days, or select Never if you don’t want the discount to expire. The discount duration begins from the moment the message is delivered and starts individually for each customer after they receive the discount.
   

5. Under Discount code prefix, enter a custom prefix of up to 6 letters or numbers that will be applied to all codes generated by this discount setup. You can mark the Include separators checkbox to add a hyphen between the prefix and the code. For example, SALE07-ADBJK.
   

Important:

If you have activated the store-wide discount code prefix in the Settings page in the Yotpo SMS & Email menu, you will have the following options:

• Use the store-wide discount code prefix

• Use no prefix for this discount

• Add a custom prefix (which will override the store-wide prefix, if activated)

7. If you add the Discount URL personalization tag to your message, you can take your customers to a specific subpage (landing page) in your Shopify store. Just enter the subpage path, such as “winter-sale-2025,” and it will automatically be added to your store's domain. A preview of the full URL will be displayed. When customers visit the page, the discount will be applied to their cart automatically. If no subpage path is added, customers will be taken to your Shopify store’s homepage.
   

8. Click Save.

Important:

To avoid unexpected behavior, please don’t make any changes to this discount’s properties outside of Yotpo SMS & Email after the discount is created.

If you selected to give customers the same code:

1. Select the discount code that you want to offer your customers from the drop-down menu. Not seeing codes available in the dropdown? Create new static codes in Shopify or, if you already have existing codes, make sure you have selected Yotpo Email Marketing & SMS as the sales channel.

2. Enter a subpage path to take customers to a specific page in your Shopify store when they click the Discount URL tag. For more details, see Step 7 in the section above.

3. Click Save.

Editing/Removing a Discount

You can edit or remove a discount by clicking the edit (pencil) icon or the remove (bin) icon in the Discount summary box. In SMS steps, clicking the bin icon will remove the personalization tags from the message. In email steps, the discount tags will be deactivated but you’ll need to remove them manually from the message.

Important:

• Removing a discount does not remove the discount setup and will not affect your discount settings in Shopify.

• Once a discount setup has begun generating codes, meaning a customer has received a message with a discount, you will not be able to edit it.

Reusing a Discount in Multiple Steps in Flows

You can reuse a discount across different steps within the same flow. The process depends on whether the flow has already started generating discount codes. To reuse a discount, you need to have created at least one discount setup in the flow.

Reusing a discount in flows that haven’t generated codes

When you open the Discount Setup modal in a new step of your flow, you can choose to reuse an existing discount or create a new one. Select the discount you want to reuse and click Save. Keep in mind that customers will receive the same discount code for each step where the discount is reused.

If you want to make any changes to the setup, click Edit.

Important:

Changes to the discount’s setup will affect all existing steps using it. If you don’t want to make changes to other steps you can save the changes as a new discount setup.

Reusing a discount in flows that have already generated codes

When you open the Discount Setup modal in a new step in the flow you’re editing, you can choose between reusing an existing discount or creating a new one. Select the discount you’ll reuse and click Save. Editing the setup of an existing discount is not allowed because the flow has already started generating codes.

Note:

If you're reusing a discount setup with a defined code expiration, the countdown begins as soon as the first step it is applied to is activated. The expiration time does not restart when other steps using the same setup are activated.

Using Discounts in Flow Templates

When using a flow template that includes a discount, the discount setup is pre-configured. To save the flow, you first need to review the discount setup:

1. In the flow builder, open the step with the discount.

2. In the Discount summary box, click the edit (pencil) icon to open the Discount setup modal.

3. Make any necessary changes and click Save.

If the flow template includes more discounts, repeat the steps above for each one. Next, select the flow’s status (Draft or Active) from the drop-down in the top right corner and click Save to save it.

Note:

Make sure all discount personalization tags are added to the text and email messages in your flow. Otherwise, you won’t be able to save it.