Buy X Get Y Custom Discount Setup Guide

Key Features of Buy X Get Y Custom Discounts

Discount trigger

These are base rules that decide when to unlock the respective discount campaign.

When to unlock the discount

You can setup multiples of these rules and either set it as either of the following for the discounts to get qualified:

All rules should satisfy: Every rule here must be satisfied in order for the discounts to get unlocked.
At least one rule should satisfy: Even if one the rules here get satisfied, the discount gets unlocked.

Discount setup

What products to apply discount on

This section helps in assigning particular products or collections that need the discounts to be applied on.

In case of multiple rules here, the discount applies to the products in the following ways:

All rules should satisfy: The first rule is the parent rule and the rest are sub rules of the previous. For example: If the first rule is collection X in cart and second rule is product tags, the discount gets applied on the products in collection X that have the product tags assigned in rule 2.
At least one rule should satisfy: All the products assigned in all rules here qualify for the discount.

How much discount to apply

This is where you decide how and how much discount to apply on the products selected in the earlier section.

Percentage Off: Apply a % off discount on the selected products section once your customer satisfies the discount trigger.

Fixed Amount Off: Apply a fixed price discount based on your base currency (this gets converted if you have more than one currency on your store) on the on the selected products section once your customer satisfies the discount trigger.

Sell at Fixed Price: Instead of applying discounts, you can sell each of your discountable products at a fixed or discounted price using this option once your customer satisfies the discount criteria.

Limit number of Discountable Products

A limit can be setup on the number of products get discounted per order from the current offer once discount criteria is satisfied.

Total discountable products: Set an overall limit on all the selected products to be discounted in the cart. No bar on same/different products. For example, if the limit is 5 & the cart has 10 shirts , only 5 shirts will get the discount.
For same Products: Set limit on how many products you want to apply the discount on individual quantity level. For example, if the limit is 5 & the cart has 10 red shirts, 6 blue shirts, & 7 green shirts, only 5 of each shirt (red, blue & green) will get the discount.
For different Products: Set limit on how many different products you want to apply the discount on. For example, if the limit is 3 & the cart has 10 red shirts, 6 blue shirts, 7 green shirts & 4 yellow shirts, only 1 each of any three shirts (red, blue, & yellow or red, yellow & green etc.) will get the discount.

Sort Cart Items

By Product Price

Least Expensive: For all products in the cart that fall under “discount setup” category, this will apply the discount on the least expensive or cheapest product(s) in the cart once discount criteria is satisfied.
Most Expensive: For all products in the cart that fall under “discount setup” category, this will apply the discount on the most expensive product(s) in the cart once discount criteria is satisfied.

By Line Item Price

Least Expensive: For all products in the cart that fall under “discount setup” category, this will apply the discount on the product(s) with the least expensive or cheapest line item price in the cart once discount criteria is satisfied.
Most Expensive: For all products in the cart that fall under “discount setup” category, this will apply the discount on the product(s) with the most expensive line item price in the cart once discount criteria is satisfied.

*Note: In Shopify, a line item price is the total cost of multiple units of the same product in an order. For example, if a customer buys 3 shirts at $20 each, the line item price is $60 (3 × $20). This differs from the product price, which is the cost of a single unit.

Discount application

In case there is more than a single segment/option, you can select the strategy on how these segments/options should work with each other while the discounts get applied.

Allow all: The discounts on all the qualified segments/options apply individually and together if more than one segment/option gets satisfied.
Allow first: The discount defined on the first segment/option that qualifies gets applied if more than one segment/option gets satisfied.
Allow maximum: The discount on the segment/option with the highest value gets applied if more than one segment/option gets satisfied.

Limit on Buy x get Y application

In buy x get y, there are certain limits that can be defined on the X and Y products to ensure the right requirements are satisfied:

How many product X are required to unlock product Y: This is used to define the quantity of product X the customer must purchase to unlock the discount on product Y.

How many product Y are required to get discount: This is used to define the wuantity of product Y that will get discounted when above number of required product X products are in cart.

Limit how many times this buy X get Y can be used: This is used to defined a limit on how many times this buy X get Y option can be used as requirements keep getting satisfied.

For example, if product X quantity is 2 and product Y quantity is 1, customers gets 1 of Product Y for every 2 Product X added to the cart. A limit of 2 means they can only get 2 Y, with 4 product X in cart and so on.

Select Discount Mode

You can choose whether to apply the discounts should apply automatically on the cart once qualified or only when the customer applies the code at checkout.

Automatic: Applies the discounts automatically to the cart once qualified.
Manual Code Discount: Applies the discount once the code (which is the Promotion Name) is added at the checkout (once qualified).

Examples and Use Cases

Set up a Buy X Get Y discount where on every purchasing 2 of product x, gets to add 1 product y at 50%.
For every 2 of Product X, Get 3 of Product Y at a discounted price up to 5 such sets.
Buy 1, get the 2nd free! Buy 3, get the 4th free. Basically, every even-numbered item is on us.
Add two different products of the same variant and get 15% off!

Updated on: 30/12/2024