Creating a Discount Code Campaign

Estimated read time: 15 mins

1 Connect To Shopify

2 Connect To WooCommerce

2 Setup Your Discount Codes

a Create a discount campaign

b Assign discount campaign to forms

d Send Discount Codes Through AutoResponder Emails

You can generate (or import) Discount Codes to offer subscribers when they subscribe through your Sumo forms. If your website is on Shopify or WooCommerce, you can integrate with either platform to generate codes automatically!


1) Connect To Shopify

You can generate Discount Codes from your Shopify store to offer subscribers when they subscribe through your Sumo forms.

Note: If your site is not built on WooCommerce or Shopify, or you don't want to integrate with Shopify or WooCommerce, you can skip ahead to the Setup Your Discount Codes section.

1 The first thing to do is connect Sumo to your Shopify store. To do that, open List Builder and click on the Discounts tab. Then click on the Connect to Shopify button.

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2 Now enter the name of your Shopify store. For example, if your Shopify store URL is https://sumo-shopify.myshopify.com/ then your Shopify store name would be sumo-shopify. Click Integrate and Sumo will connect with your Shopify store!

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Note: When connecting to your Shopify store, you should be logged into your store with store owner credentials - not with another user's credentials, or partner credentials.

Warning: If you disconnect the Shopify integration from Sumo, any discount campaigns you create in Sumo will be lost (along with their stats) and any Forms you created with Discount Codes will no longer offer codes. If you reconnect Shopify, you will need to re-assign a discount campaign to these Forms.


2) Connect To WooCommerce

You can generate Discount Codes from your WooCommerce store to offer subscribers when they subscribe through your Sumo forms.

Note: If your site is not built on WooCommerce or Shopify, or you don't want to integrate with Shopify or WooCommerce, you can skip ahead to the Setup Your Discount Codes section.

Note: In order to use our Woocommerce integration, you must be using WooCommerce 2.6+ and WordPress 4.4+.

1 The first thing to do is connect Sumo to your WooCommerce store. To do that,open List Builder and click on the Discounts tab. Then click on the Connect to WooCommerce button.

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2 Now enter the name of your WooCommerce store. Click Integrate and Sumo will connect with your WooCommerce store!

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Note: When connecting to your WooCommerce store, you should be logged into your store with store owner credentials - not with another user's credentials.

Warning: If you disconnect the WooCommerce integration from Sumo any discount campaigns you create in Sumo will be lost (along with their stats), and any Forms you created with Discount Codes will no longer offer codes. If you reconnect WooCommerce, you will need to re-assign a discount campaign to these Forms.

3) Setup Your Discount Codes

Create a discount campaign

1 To create a Discount Campaign, open List Builder and click on the Discounts tab. Then click on the Create Discounts button to create a Discount Campaign.

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2 Now you can choose the details of your Discount Campaign. Select a name and Discount type:

a Percentage - Will reduce the order total by the specified percentage

b Fixed Amount - Will reduce the order total by the specified amount

c Free Shipping - Will waive the shipping fee on the order

3 You can also set an End Date if you want the Discount Campaign to end on a specific date.

4 When you're finished filling out all of the details, click the Save button and your Discount Campaign will be ready for use.

Assign Discount Campaigns to Forms

1 The next step after creating a Discount Campaign is to assign it to one of your Sumo Forms. Open (or create) a Form and open the Success message.

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2 This is the message subscribers will see after giving you their email. Replace the default button with a Discount Code button.

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3 Now select the button and click Assign Discount. Select your Discount Campaign and make sure the text under the Assign Discount button says "Assigned Discount: <Your Discount Campaign Name>".

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4 Now after subscribing visitors will be able to click on the Discount Code button and automatically copy the discount code to use on your site immediately.

Send Discount Codes through Autoresponder Emails

1 You can also send an automatic email with your Discount Code after visitors subscribe. You can read more about Autoresponder emails

2 In your Autoresponder Email, click on the Insert Discount Code button. Select a Discount Campaign if you didn't already in the Success message. Then click Save Email.

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3 Now your Autoresponder emails will send out the Discount Code issued to each subscriber!

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