How to set-up a free gift discount code offer? (Non Shopify Plus)
This doc is a guide on how to use Monk to trigger a gift with purchase offer when a buyer enters specific discount codes. You can distribute these codes via SMS/email as well as in influencer/ad campaigns. The free gift can either be automatically added (Free Gift - Auto Add) or you can ask your buyers to choose from a specific set of products/variants (Free Gift - Selection) when they enter the discount code.
For stores not on Shopify Plus the app will embed a discount code widget in the cart step right above the 'checkout' button where a buyer is supposed to enter their gift discount code. The offer won't work if the code is added in the discount code widget at the checkout step due to a Shopify limitation (apps like Monk can only add or remove products at the checkout step if the store is on Shopify Plus, for stores on other plans this can only be done at the cart step).
This doc is relevant only for merchants NOT on Shopify Plus.
This is a video tutorial on how to set up a free gift discount code offer- https://www.loom.com/share/eb9bff023679403ca2da29898c393ddf
Here is an example of a code 'HAPPY10' being used to automatically add the 'Gift card' product at the cart:
Here are a couple of 20 sec video walkthroughs of what the ideal customer journey would look like
Free Gift - Auto Add: https://www.loom.com/share/ec7702bea20340e8bdf26be8bd57c43b
Free Gift - Selection: https://www.loom.com/share/aac1cede9a734585a51edcdd8088c11e
Click on 'Create New Funnel' and choose Free Gift under 'Without banner and progress bar' option.
Click on Next, you can either choose Auto Add or Manual Selection as the display method.
On Step 1 of the funnel setup, choose the 'specific discount code' eligibility rule and add all the codes that should trigger this offer. You can enter multiple discount codes in the eligibility rule with comma (,) separator. This will save you the trouble of creating multiple funnels with different discount codes.
This can also be combined with other eligibility rules like 'cart value range', 'specific collections' etc.
Note: You do not need to create these codes in your Shopify backend, Monk will automatically apply the discount for you.
Then you can move onto Step 2 of the funnel setup to choose the specific product that you wish to offer as the gift. Alter all the settings on Step 2 as per the theme you're using and the customer experience you desire and click 'Activate Funnel'
Once the funnel is activated, the app shall automatically display a discount code widget on the cart step. To customize the design and text of this widget please reach out to customer support team via live chat or email (support@monkcommerce.com) and we'll do it for you.
The discounts created within Monk are configured to automatically combine with any other available Shopify discounts by default. To ensure that discounts created in Shopify are applied in conjunction with the Monk discount code, you have to set it to combine with other product discounts in your Shopify discount settings
The system will display an error message indicating that the discount code is not valid. This issue arises because apps like Monk cannot add or remove products at the checkout step for non-Shopify Plus stores.
The above steps remain the same to set up 2 Free Gifts funnels with discount codes. However, in Step 2 of both the funnels setup, there is a section called ‘Combinations’, as attached below. This must be enabled for the funnels and discount codes to work seamlessly. After enabling the combinations setting, please make sure you save the changes.
If you wish for the discount code to be auto-applied instead of having your buyers manually add it in - you can create a specific URL and add it your SMS/email campaigns. Only customers coming from this specific URL will then be eligible for the gift with purchase offer.
Here's how you can set this up - https://monkcommerce.crisp.help/en/article/generate-a-website-urllink-that-auto-adds-a-free-gift-to-cart-am4g9h/
The discount code widget should appear above the checkout button on the cart step but if it is not visible, it might be a minor theme compatibility issue. This issue commonly occurs when the theme's display settings override those of the app. To fix this, please reach out to our team via live chat or email and we'll get it fixed right away.
You can check the number of times the discount code has been viewed and availed on your dashboard under ‘Analytics’, you can go to Offer Type and select the Free Gift offer (as shown below). This section will show the number of gifts that were availed by your buyers using the discount code. So if each customer gets only 1 gift, the number of 'Gifts availed' will be equal to the number of times the code was used. For detailed analytics to see specific orders or customers that used the free gift code, please reach out to us via email or chat support and we'll share them with you through an Excel sheet.
If you have any other questions or queries please reach out to us via chat support or write to us at support@monkcommerce.com
For stores not on Shopify Plus the app will embed a discount code widget in the cart step right above the 'checkout' button where a buyer is supposed to enter their gift discount code. The offer won't work if the code is added in the discount code widget at the checkout step due to a Shopify limitation (apps like Monk can only add or remove products at the checkout step if the store is on Shopify Plus, for stores on other plans this can only be done at the cart step).
This doc is relevant only for merchants NOT on Shopify Plus.
This is a video tutorial on how to set up a free gift discount code offer- https://www.loom.com/share/eb9bff023679403ca2da29898c393ddf
Here is an example of a code 'HAPPY10' being used to automatically add the 'Gift card' product at the cart:
Here are a couple of 20 sec video walkthroughs of what the ideal customer journey would look like
Free Gift - Auto Add: https://www.loom.com/share/ec7702bea20340e8bdf26be8bd57c43b
Free Gift - Selection: https://www.loom.com/share/aac1cede9a734585a51edcdd8088c11e
How to set it up?
Click on 'Create New Funnel' and choose Free Gift under 'Without banner and progress bar' option.
Click on Next, you can either choose Auto Add or Manual Selection as the display method.
On Step 1 of the funnel setup, choose the 'specific discount code' eligibility rule and add all the codes that should trigger this offer. You can enter multiple discount codes in the eligibility rule with comma (,) separator. This will save you the trouble of creating multiple funnels with different discount codes.
This can also be combined with other eligibility rules like 'cart value range', 'specific collections' etc.
Note: You do not need to create these codes in your Shopify backend, Monk will automatically apply the discount for you.
Then you can move onto Step 2 of the funnel setup to choose the specific product that you wish to offer as the gift. Alter all the settings on Step 2 as per the theme you're using and the customer experience you desire and click 'Activate Funnel'
Once the funnel is activated, the app shall automatically display a discount code widget on the cart step. To customize the design and text of this widget please reach out to customer support team via live chat or email (support@monkcommerce.com) and we'll do it for you.
How do these discount codes work with other Shopify discount codes?
The discounts created within Monk are configured to automatically combine with any other available Shopify discounts by default. To ensure that discounts created in Shopify are applied in conjunction with the Monk discount code, you have to set it to combine with other product discounts in your Shopify discount settings
What happens if I apply the free gift discount code at checkout?
The system will display an error message indicating that the discount code is not valid. This issue arises because apps like Monk cannot add or remove products at the checkout step for non-Shopify Plus stores.
How do you set up 2 separate free gifts funnels with discount codes?
The above steps remain the same to set up 2 Free Gifts funnels with discount codes. However, in Step 2 of both the funnels setup, there is a section called ‘Combinations’, as attached below. This must be enabled for the funnels and discount codes to work seamlessly. After enabling the combinations setting, please make sure you save the changes.
Is there a way to auto apply the discount code?
If you wish for the discount code to be auto-applied instead of having your buyers manually add it in - you can create a specific URL and add it your SMS/email campaigns. Only customers coming from this specific URL will then be eligible for the gift with purchase offer.
Here's how you can set this up - https://monkcommerce.crisp.help/en/article/generate-a-website-urllink-that-auto-adds-a-free-gift-to-cart-am4g9h/
Why is the discount code widget not visible on the cart step?
The discount code widget should appear above the checkout button on the cart step but if it is not visible, it might be a minor theme compatibility issue. This issue commonly occurs when the theme's display settings override those of the app. To fix this, please reach out to our team via live chat or email and we'll get it fixed right away.
How to measure the number of times a discount code has been used?
You can check the number of times the discount code has been viewed and availed on your dashboard under ‘Analytics’, you can go to Offer Type and select the Free Gift offer (as shown below). This section will show the number of gifts that were availed by your buyers using the discount code. So if each customer gets only 1 gift, the number of 'Gifts availed' will be equal to the number of times the code was used. For detailed analytics to see specific orders or customers that used the free gift code, please reach out to us via email or chat support and we'll share them with you through an Excel sheet.
If you have any other questions or queries please reach out to us via chat support or write to us at support@monkcommerce.com
Updated on: 21/11/2024