Custom Discounts: Complete Guide
This document is primarily to help Shopify merchants set up Custom Discounts using the Kite: Discount and Free Gift app. It provides a comprehensive guide to different discount types, including practical examples and use cases. The setup videos will assist you in understanding how to configure each type of discount.
To start setting up Custom Discounts, we recommend reviewing the primary setup video and then exploring individual discount types through the additional guides.
This FAQ provides an overview of how to configure Custom Discounts from start to finish, covering all major discount types.
Link to Setup FAQ
Shopify recently announce that - “Shopify Functions replace the need for Shopify Scripts, as a result Shopify Scripts will no longer be supported as of August 28, 2025. Merchants that leverage Shopify Scripts will need to migrate to apps powered by Shopify Functions before this date.”
Read more here.
This is where Kite steps in as all our discount setups are created using Functions!
To migrate from Script Editor to functions, all you have to do is use any of the Kite Discounts based on your use case to recreate the discount created using Script Editor.
If you are requirement is really specific and you are unable to recreate it using any of the default discounts, you may consider using the ever flexible Custom Discounts.
All you have to do is, simply navigate to Create Promotion → Custom Discounts and choose the discount of your choice. You may also consider taking a look at the Custom Discount Templates in case you find any of the pre-define template use cases relatable to your requirements.
If you are facing trouble or feel lost, you can simply contact support to define your use case and we’ll help you with a custom video of the setup. We promise you that your migration can be done in a span of few minutes
Below are the different types of Custom Discounts available in Kite, along with detailed setup instructions and videos for each. Merchants can mix and match these discounts to suit their specific promotional needs.
Rule based custom discounts allow you to set conditions where discounts are applied when certain criteria are met, such as minimum order value, product quantity, or customer tags.
Link to setup FAQ
Mixed custom discounts offer different discount levels based on the quantity of products purchased. For example, customers receive a 10% discount when purchasing 2 items, and a 20% discount when purchasing 5 items.
Link to setup FAQ
Tiered custom discounts increase as the cart value or quantity increases. These are ideal for incentivizing larger purchases by offering greater savings the more a customer buys.
Link to setup FAQ
This discount type enables merchants to offer customers a free or discounted item whenever they purchase a specified quantity of another product (e.g., buy 1, get 1 free, buy 2 get 2 free, so on). Also setup the number of such sets you want it to limit to!
Link to setup FAQ
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.
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.
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.
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.
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.
Every tier has to be setup as a progression based on the tier type. The discount gets applied accordingly on the products selected in the “Discount setup” section.
Cart Subtotal: The discount gets applied as progression on the entire cart subtotal once discount trigger is satisfied. For example - On $100 get 10% off, $200 get 20%, $300 get 30% off respectively as tiers.
Cart Quantity: The discount gets applied as progression on the total number of items in the cart once discount trigger is satisfied. For example - On purchasing 2 items get $10 off, 3 items get $20 off, 4 items get $30 off, and so on.
Quantity of selected products: The discount gets applied as progression on the number of items in the cart that are part of the “Discount setup” section once discount criteria is satisfied.
Subtotal of selected products: The discount gets applied as progression on the cart subtotal of the products that are part of the “Discount setup” section once discount trigger is satisfied.
Quantity of each selected product: The discount gets applied as progression on the number of individual SKUs in the cart that are part of the “Discount setup” section once discount trigger is satisfied. For example: 2 items of product x, or 2 items of product y, 3 items of product x, or 3 items of products y and so on.
Subtotal of each selected product: The discount gets applied as progression on the cart subtotal of the individual SKUs that are part of the “Discount setup” section once discount trigger is satisfied.
Every discount segment needs to have a condition for the discount to get applied. The discount gets applied accordingly on the products selected under the same segment.
Selected item quantity is: The discount gets applied based on the number of items in the cart that are selected in the same segment once discount trigger is satisfied.
Selected item subtotal is: The discount gets applied based on the cart subtotal that are selected in the same segment once discount trigger is satisfied.
Cart Quantity: The discount gets applied based on the total number of items in the cart once discount trigger is satisfied.
Cart Subtotal: The discount gets applied based on the entire cart subtotal once discount trigger is satisfied.
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.
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.
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).
Each type of discount serves a unique promotional purpose. Below is a comparison of the most common discount structures available in Kite:
General Setup
To start setting up Custom Discounts, we recommend reviewing the primary setup video and then exploring individual discount types through the additional guides.
Primary Video: End-to-End Setup of Custom Discounts
This FAQ provides an overview of how to configure Custom Discounts from start to finish, covering all major discount types.
Link to Setup FAQ
How to migrate from Script Editor to Functions?
Shopify recently announce that - “Shopify Functions replace the need for Shopify Scripts, as a result Shopify Scripts will no longer be supported as of August 28, 2025. Merchants that leverage Shopify Scripts will need to migrate to apps powered by Shopify Functions before this date.”
Read more here.
This is where Kite steps in as all our discount setups are created using Functions!
To migrate from Script Editor to functions, all you have to do is use any of the Kite Discounts based on your use case to recreate the discount created using Script Editor.
If you are requirement is really specific and you are unable to recreate it using any of the default discounts, you may consider using the ever flexible Custom Discounts.
All you have to do is, simply navigate to Create Promotion → Custom Discounts and choose the discount of your choice. You may also consider taking a look at the Custom Discount Templates in case you find any of the pre-define template use cases relatable to your requirements.
If you are facing trouble or feel lost, you can simply contact support to define your use case and we’ll help you with a custom video of the setup. We promise you that your migration can be done in a span of few minutes
Discount Types and Setup Guides
Below are the different types of Custom Discounts available in Kite, along with detailed setup instructions and videos for each. Merchants can mix and match these discounts to suit their specific promotional needs.
1. Rule Based Custom Discounts
Rule based custom discounts allow you to set conditions where discounts are applied when certain criteria are met, such as minimum order value, product quantity, or customer tags.
Link to setup FAQ
2. Mixed Custom Discounts
Mixed custom discounts offer different discount levels based on the quantity of products purchased. For example, customers receive a 10% discount when purchasing 2 items, and a 20% discount when purchasing 5 items.
Link to setup FAQ
3. Tiered Custom Discounts
Tiered custom discounts increase as the cart value or quantity increases. These are ideal for incentivizing larger purchases by offering greater savings the more a customer buys.
Link to setup FAQ
4. Buy X Get Y Custom Discounts
This discount type enables merchants to offer customers a free or discounted item whenever they purchase a specified quantity of another product (e.g., buy 1, get 1 free, buy 2 get 2 free, so on). Also setup the number of such sets you want it to limit to!
Link to setup FAQ
Key Features of 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.
Tiers based on (in Tiered custom discount under Discount Tiers)
Every tier has to be setup as a progression based on the tier type. The discount gets applied accordingly on the products selected in the “Discount setup” section.
Cart Subtotal: The discount gets applied as progression on the entire cart subtotal once discount trigger is satisfied. For example - On $100 get 10% off, $200 get 20%, $300 get 30% off respectively as tiers.
Cart Quantity: The discount gets applied as progression on the total number of items in the cart once discount trigger is satisfied. For example - On purchasing 2 items get $10 off, 3 items get $20 off, 4 items get $30 off, and so on.
Quantity of selected products: The discount gets applied as progression on the number of items in the cart that are part of the “Discount setup” section once discount criteria is satisfied.
Subtotal of selected products: The discount gets applied as progression on the cart subtotal of the products that are part of the “Discount setup” section once discount trigger is satisfied.
Quantity of each selected product: The discount gets applied as progression on the number of individual SKUs in the cart that are part of the “Discount setup” section once discount trigger is satisfied. For example: 2 items of product x, or 2 items of product y, 3 items of product x, or 3 items of products y and so on.
Subtotal of each selected product: The discount gets applied as progression on the cart subtotal of the individual SKUs that are part of the “Discount setup” section once discount trigger is satisfied.
Get discount when (in Mixed custom discount under Discount setup)
Every discount segment needs to have a condition for the discount to get applied. The discount gets applied accordingly on the products selected under the same segment.
Selected item quantity is: The discount gets applied based on the number of items in the cart that are selected in the same segment once discount trigger is satisfied.
Selected item subtotal is: The discount gets applied based on the cart subtotal that are selected in the same segment once discount trigger is satisfied.
Cart Quantity: The discount gets applied based on the total number of items in the cart once discount trigger is satisfied.
Cart Subtotal: The discount gets applied based on the entire cart subtotal once discount trigger is satisfied.
Discount application (in Mixed custom discounts and Buy x get y CD)
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 Discount setup in Buy X get Y CD)
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).
Comparison of Custom Discounts
Each type of discount serves a unique promotional purpose. Below is a comparison of the most common discount structures available in Kite:
Discount Type | Best Use Case | Key Features |
---|---|---|
Rule based custom discount | Targeted promotions based on specific conditions | Custom rules based on product, order value, customer group, etc. |
Mixed custom discount | Encouraging unified offers on multiple segments of discounts | Different discount levels for multiple conditions |
Tiered custom discount | Rewarding larger orders and bulk purchases | Discounts that grow with cart value or total quantity |
Buy X get Y custom discount | Boosting sales of related items | Offer discounted products based on the purchase of certain other products |
Updated on: 30/12/2024
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