How to set up a free gift discount code offer? (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 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. This discount code can be entered at the checkout step in Shopify's native checkout.
This doc is relevant only for merchants on Shopify Plus
Here is an example of a code 'HAPPY10' being used to automatically add the 'keychain' product at checkout:
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/1e1f28e8739948889b73e938e8bbcf2d?sid=a93bedfd-8215-4f60-b425-2165b54203e1
Free Gift - Selection: https://www.loom.com/share/584e91d8f12140a9b55f15426a720a0e?sid=d4f48c8a-34dc-4e92-b1c4-f65988cec265
Create funnel in Monk
Click on 'Create New Funnel' and choose either 'Free Gift - Auto Add' or 'Free Gift - Selection'
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.
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'
Create discount code in Shopify
Once you have set-up the funnel inside Monk, please create a discount code of the same name of 0% off in your Shopify Discounts section for this to work. Things to note when creating the discount code-
-The discount code at Shopify should be set to combine with other product discounts.
-The eligibility rules i.e. the products on which the discount is applicable should be same as the funnel set up.
Add Monk app block on Shopify Checkout editor
After creating a offer on the checkout page, you need to place Monk widget of the Free Gift offer in the Shopify checkout editor. You need to do this only once for all the Checkout page offers of the same type. You can also choose the location of the widget in case of Free Gift Selection feature.
Here's a quick tutorial on adding the app block- https://www.loom.com/share/8c580e810f044162804dbfee26cb2bc6
Yes, the feature will work if you have more than 1 eligibility rules in your funnel set up.
Example:
Let’s assume you want to give buyers an option to choose a free gift at the checkout when the order value is greater than $100 and they have entered a specific discount code.
In this case, they can enter their gift discount code at checkout after they have crossed $100 cart value and will get an option to choose their free gift at checkout itself. Customers with cart value < $100 will not get a free gift.
The discounts created within Monk are configured to automatically combine with any other available Shopify discounts by default. Monk discount and any other Shopify discount can be used together at Checkout. 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.
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/
You can check the number of times the discount code has been used on your funnel dashboard under ‘Items Bought’. 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 'items bought' will be equal to the number of times the code was used. For advanced analytics you can always reach out to our team and we'll do our best to share data with you.
If you have any other questions or queries please reach out to us via chat support or write to us at support@monkcommerce.com
This doc is relevant only for merchants on Shopify Plus
Here is an example of a code 'HAPPY10' being used to automatically add the 'keychain' product at checkout:
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/1e1f28e8739948889b73e938e8bbcf2d?sid=a93bedfd-8215-4f60-b425-2165b54203e1
Free Gift - Selection: https://www.loom.com/share/584e91d8f12140a9b55f15426a720a0e?sid=d4f48c8a-34dc-4e92-b1c4-f65988cec265
How to set it up?
Create funnel in Monk
Click on 'Create New Funnel' and choose either 'Free Gift - Auto Add' or 'Free Gift - Selection'
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.
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'
Create discount code in Shopify
Once you have set-up the funnel inside Monk, please create a discount code of the same name of 0% off in your Shopify Discounts section for this to work. Things to note when creating the discount code-
-The discount code at Shopify should be set to combine with other product discounts.
-The eligibility rules i.e. the products on which the discount is applicable should be same as the funnel set up.
Add Monk app block on Shopify Checkout editor
After creating a offer on the checkout page, you need to place Monk widget of the Free Gift offer in the Shopify checkout editor. You need to do this only once for all the Checkout page offers of the same type. You can also choose the location of the widget in case of Free Gift Selection feature.
Here's a quick tutorial on adding the app block- https://www.loom.com/share/8c580e810f044162804dbfee26cb2bc6
Will this feature work if I add more eligibility rules in the funnel set up?
Yes, the feature will work if you have more than 1 eligibility rules in your funnel set up.
Example:
Let’s assume you want to give buyers an option to choose a free gift at the checkout when the order value is greater than $100 and they have entered a specific discount code.
In this case, they can enter their gift discount code at checkout after they have crossed $100 cart value and will get an option to choose their free gift at checkout itself. Customers with cart value < $100 will not get a free gift.
How does 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. Monk discount and any other Shopify discount can be used together at Checkout. 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.
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/
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 used on your funnel dashboard under ‘Items Bought’. 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 'items bought' will be equal to the number of times the code was used. For advanced analytics you can always reach out to our team and we'll do our best to share data with you.
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: 29/03/2024