How to Set Up Shopify Coupon Code Integration in a Loyalty Earning Event

Yuwei Li Updated by Yuwei Li

Overview

When setting up an earning event reward, merchants that have installed Friendbuy's Shopify integration have the ability to distribute coupon codes that will automatically be generated 'on the fly' when a customer completes a rewardable event.

Each Shopify coupon code will be unique for the customer as well as good for only one-time use on all products and will not expire. Set up the coupon code to be a fixed amount or percentage discount. Optionally, the coupon codes can be set up with a minimum purchase amount requirement and are only redeemable for new customers at checkout.

Setting Up a reward to use the Shopify Coupons Integration

The Shopify integration is required to use this feature. To set up or check if it is installed, go to Developer Center > Integrations > Shopify to confirm a blue checkmark is visible on the card

  1. Go to Loyalty > Earning Events > Select an Earning Event. Within the configuration card, open the drop down for Reward with. Select Shopify Coupons from the dropdown menu.
  1. Within the Shopify Coupon Rules modal, customize your rules for how customers can redeem the coupon codes at your Shopify store.
    • Code Prefix (Recommended): Enter an alphanumeric prefix that will appear at the beginning of each coupon code
    • Discount Type (Required): Select either a Fixed or Percentage discount for the coupon
    • Discount Amount (Required): Enter the discount amount for the coupon
    • Minimum Purchase Requirement (Optional): Enter an amount such that the coupon can only be redeemed at your store if the cart total is above the minimum purchase requirement. Note: the minimum amount reflects the cart total before any discount is applied
Code Prefix is recommended to easily identify and track codes that were earned through the Referral campaign. Prefixes should be only a few characters long. It is recommended to use 'adv' for Advocate coupons and 'frnd' for Friend coupons.
  1. After you have completed all necessary steps, be sure to double-check each input is correct. Then, click Save Changes.
Use the Analytics > Reports > Codes section to track when coupon codes are distributed, to whom, and redemption status.
  1. If you need to modify the coupon rules after set up, click the Modify Rules button next to the Reward with dropdown. Modifying coupon rules will only apply to coupons distributed to customers after the changes are saved. Changes will not affect coupons that have already been distributed.
Note: If you would like to set up Shopify coupon codes with additional rules (free shipping, SKU based, etc), you can generate coupons in bulk and upload them to a Friendbuy Code Bank instead of using the integration. Learn more.

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