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How to setup a Mixed custom discount?



Introduction



Offer different discount levels based on the quantity of products purchased, cart spend on the products to be discounted, etc. Example: Buy 2 of collection A, get 10% off but Buy 3 of collection B, get 20% off.

Examples and Use Cases



Multi-Tier Collection Discount: Buy 3 or more products to get 10% off on 2 products from Collection A. Buy 4 or more products to get 20% off on 3 products from Collection B.
Tiered Free Gift Promotion: Unlock a free gift at different spending levels ($20, $50, $100)—but only at the highest tier reached (lower-tier gifts are excluded).
Progressive Collection Discount: Buy 1 product, get the 2nd at 50% off. Buy 2, get the 3rd free. Buy 4, get 2 free. Discounts apply to the cheapest items in the cart.
Quantity-Based Discount: Buy 2 products, get 10% off on the least expensive one. Buy 3 products, get 10% off on the two cheapest items.

Steps to set up a Mixed custom discount



Here are the main steps to setup a Mixed custom discount:

Step 1: Discount conditions
Step 2: Discount setup
Step 3: Additional settings
Step 4: Review and launch

Now, let’s look at the key features of each step in detail to help implement our setup.

Step 1: Discount conditions



Mixed custom discount step 1

Discount Method

Choose whether the discount is applied automatically at checkout or requires a manual discount code.

Automatic: The discount is automatically applied to the cart once all conditions are met.
Manual Code Discount: Customers must enter a discount code at checkout for the discount to apply (after meeting the required conditions).

When to activate the discount

These are optional base rules that determine when a discount becomes active. Merchants can set conditions to control when the discount applies to selected products in the next steps.

You can add multiple activation rules and choose how they work together:

All rules should satisfy: The discount activates only if all conditions are satisfied.

Example: If Rule 1 is "Cart Subtotal ≥ $100" and Rule 2 is "Customer Tag = VIP," the discount applies only if both conditions are met.

At least one rule should satisfy: The discount applies if any one of the conditions is satisfied.

Example: If Rule 1 is "Cart Subtotal ≥ $100" and Rule 2 is "Customer Tag = VIP," the discount applies if the subtotal is $100+ OR the customer is tagged VIP.

Conditions / Rules to choose from

These are the rules they can use to setup in the Discount Conditions that activate the discounts on the next step.

Cart rules (Conditions based on the entire cart)

Total cart quantity: Activate discounts when the total number of items in the cart meets the set condition (e.g., “Buy 5 or more items to unlock 10% off”).

Cart subtotal: Activate discounts when the cart’s total value reaches a specific amount (e.g., “Spend $100 and get 20% off”).

Cart currency: Ensure discounts activate only for carts using a specific currency (useful for international stores).

Cart attributes: Activate discounts based on custom cart properties set by your store (key-value pairs). These attributes help identify special order types, like wholesale or pre-orders.

💡 Example: If you want to offer 15% off only when wholesale orders are in the cart, set:

Key: order_type Value: wholesale When a cart matches this condition, the discount activates.

Product rules (Conditions based on items in the cart)

Specific products in cart: Activate discounts only when certain products are added to the cart (e.g., “Buy a T-shirt and get 10% off”).

Products with variants in cart: Activate discounts when specific product variations are added to the cart (e.g., “Buy any size of ‘Blue Sneakers’ and get a discount”).

Collections in cart: Activate discounts when items from a particular collection are added (e.g., “Get 15% off all products when any product from ‘Winter Collection’ is in the cart”)

Products (Line) attributes: Activate discounts based on product-specific line item properties in Shopify, such as size, color, customization details, or other custom fields added to the product.

💡 Example: If your want to offer 10% off when eco-friendly products are in the cart, you can set:

Key: sustainability Value: eco-friendly This ensures that only products with this attribute receive the discount

Product tags in cart: Activate discounts when products with specific Shopify product tags are in the cart (e.g., “All items tagged ‘BFCM’ get 20% off”).

Product types in cart: Activate discounts when based on the product type assigned in Shopify (e.g., Apparel, Electronics, Accessories).

💡 Example: Offer 10% off when "Shoes" are in the cart by setting:

Product Type: Shoes This ensures the discount activates only when products from this type are in the cart.

Product has subscription: Activate discounts when products that are part of a subscription plan are in the cart (e.g., “Subscribe & save 10% on each refill order”).

Note:

For all Product Rules, you can specify whether the condition is based on quantity or price and choose to include or exclude products that meet this rule.

Setting conditions in Discount Conditions does not automatically apply discounts to these products. Instead, these conditions must be met to activate discounts on products selected in the Discount Setup step.

Customer eligibility rules (Conditions based on customer data)

Customer tags: Activate discounts only to specific customer groups based on Shopify tags (e.g., “VIP customers get an extra 5% off”).
Customer logged in: Restrict discounts to logged-in customers only (e.g., “Members get free shipping when logged in”).

Step 2: Discount setup



Mixed custom discounts step 2

What to apply discount on

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

Product rules to add discounts on (common in all 4 custom discounts under Step 2: Discount setup)

Any products in cart: Discounts apply to any product that is added to the cart.

Specific products in cart: Apply discounts on certain products (e.g., “Get 10% off on this tshirt”).

Products with variants in cart: Offer discounts on specific product variations (e.g., “Get a discount on size ‘36’ of ‘Sneakers’”).

Collections in cart: Apply discounts on particular collections (e.g., “Get 15% off all products in the ‘Winter Collection’”)

Products (Line) attributes: Activate discounts based on product-specific line item properties in Shopify, such as size, color, customization details, or other custom fields added to the product.

💡 Example: If your want to offer 10% off on eco-friendly products only, you can set:

Key: sustainability Value: eco-friendly This ensures that only products with this attribute receive the discount

Product tags in cart: Activate discounts to products with specific Shopify product tags (e.g., “All items tagged ‘BFCM’ get 20% off”).

Product types in cart: Activate discounts based on the product type assigned in Shopify (e.g., Apparel, Electronics, Accessories).

💡 Example: Offer 10% off all "Shoes" by setting:

Product Type: Shoes This ensures the discount applies only to products within that type.

Product has subscription: Offer discounts on products that are part of a subscription plan (e.g., “Subscribe & save 10% on each refill order”).

How these rules work together

When multiple rules are set, the discount applies based on the following logic:

All rules must be met: The first rule acts as the primary condition, while the others serve as additional filters.

Example: If Rule 1 specifies "Collection X" and Rule 2 specifies "Product Tags = Summer Sale", the discount applies only to products within Collection X that also have the "Summer Sale" tag.

At least one rule must be met: The discount applies to any product that matches any of the rules set.

Example: If Rule 1 is "Collection X" and Rule 2 is "Product Tags = Summer Sale", the discount applies to all products in Collection X and all products with the "Summer Sale" tag, even if they are not in Collection X.

Segments

Each segment in the Discount Setup step functions independently. How they interact is controlled in the next step ( Discount Application under Additional Settings).
Each segment can have its own product selections, discount limits, and discount rules.
Discounts apply only when the conditions set in Step 1: Discount Conditions are met.

Give discount when

Each discount segment requires a condition to determine when the discount applies. The discount is applied based on the products selected in the same segment.

Selected item quantity is: The discount applies when the total quantity of selected products in this segment meets the required amount. Example: "Buy 3 of any selected items and get 10% off."
Selected item subtotal is: The discount applies when the total cart value of selected products in this segment meets the required amount. Example: "Spend $100 on selected items and get $20 off."
Quantity of each selected product is: The discount applies when a specific number of each individual product (SKU) in this segment is in the cart. Example: "Buy 2 of Product X OR 3 of Product Y to get a discount."
Subtotal of each selected product is: The discount applies when the subtotal of each individual product (SKU) in this segment meets the required amount. Example: "Spend $50 on any single product in this category to unlock a discount."
Quantity of different selected products is: The discount applies when a required quantity of different SKUs in this segment is met. Example: "Buy 1 of Product A and 1 of Product B together to qualify for the discount."
Cart Quantity: The discount applies when the total number of all items in the cart meets the required quantity. Example: "Buy 5 or more items from any category and get free shipping."
Cart Subtotal: The discount applies when the total cart value (across all products) meets the required amount. Example: "Spend $200 storewide and get 15% off."

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 percentage discount on the selected products when the customer meets the discount conditions. (Eg: “Get a 10% off”)
Fixed Amount Off: Apply a fixed discount in your store's base currency. If you support multiple currencies, Shopify will convert the discount accordingly. (Eg: “Get a $50 off”)
Sell at Fixed Price: Instead of applying a discount, set a specific fixed price for eligible products when discount conditions are met. (Eg: “Buy this tshirt for $50 instead of $75.”)

Discount applies to each item or not

A*pply discount to each item – Yes:** The discount applies individually to each product that qualifies.

Example: If the discount is $10 off per item and the cart has Product A and Product B, each item gets a $10 discount.

Apply discount to each item – No: The discount applies as a total across all selected products (split evenly).

Example: If the discount is $10 off in total and the cart has Product A and Product B, each item gets a $5 discount (total discount remains $10).

Set discount limits

Set limits on how many products in the cart can receive the discount.

Total discountable products: Limit how many total products in the cart can be discounted, regardless of type.

Example: If the limit is 5 and the cart has 10 shirts, only 5 shirts will receive the discount.

For same products: Limit how many of each product can receive a discount.

Example: If the limit is 5 and the cart contains 10 red shirts, 6 blue shirts, and 7 green shirts, only 5 red, 5 blue, and 5 green shirts will receive the discount.

For different products: Limit how many unique products can receive a discount.

Example: If the limit is 3 and the cart has 10 red shirts, 6 blue shirts, 7 green shirts, and 4 yellow shirts, the discount will apply to only 1 of any three (e.g., 1 red, 1 blue, and 1 yellow).

Choose how discount apply to cart items

Decide how discounts are applied to the products selected in Discount Setup.

By Product Price

Apply the discount based on the individual product price in the cart.

Least Expensive: The discount applies to the cheapest product(s) in the cart that meet the discount conditions.Example: If the cart contains a $50, $30, and $20 product, the discount applies to the $20 product first.
Most Expensive: The discount applies to the most expensive product(s) in the cart that meet the discount conditions. Example: If the cart contains a $50, $30, and $20 product, the discount applies to the $50 product first.

By Line Item Price

Apply the discount based on the total price of multiple units of the same product (line item).

Least Expensive: The discount applies to the line item with the lowest total price in the cart. Example: If a customer buys 3 shirts at $20 each ($60 total) and 10 jackets at $10 each ($100 total), the discount applies to the shirts first.
Most Expensive: The discount applies to the line item with the highest total price in the cart. Example: If a customer buys 3 shirts at $20 each ($60 total) and 10 jackets at $10 each ($100 total), the discount applies to the jackets first.

|| Understanding Line Item Price vs. Product Price in Shopify: If a customer buys 3 shirts at $20 each, the product price is $20, but the line item price is $60 (3 × $20).

Step 3: Additional Settings



Mixed custom discount step 3

Allow discount combination with other

Choose whether this discount can be combined with other Shopify discount types:

Order Discounts: Can stack with cart-level discounts.
Product Discounts: Can be combined with other product-specific discounts.
Shipping Discounts: Can be used alongside free shipping or shipping-based promotions.

Discount application

If multiple segments/options exist, choose how they interact when a customer qualifies for more than one.

Allow All: All qualified discounts apply individually and together if multiple conditions are met. Example: If both "Buy 2, Get 1 Free" and "Spend $100, Get 10% Off" are satisfied, both discounts apply.
Allow First: Only the first qualifying discount is applied, even if others also qualify. Example: If "Buy 2, Get 1 Free" is set as the first discount, it will apply before a "Spend $100, Get 10% Off" discount.
Allow Maximum: The highest-value discount is applied if multiple discounts qualify. Example: If "10% Off" and "Buy 1, Get 1 Free" apply, the discount offering the greater savings is used.

Schedule

Schedule a date and time for your campaign to run on your store.

Step 4: Review and launch



Mixed custom discount step 4

In this final step, you’ll see a summary of your entire discount setup before activation.

"Test on Store" lets you preview the discount on your live store to ensure it applies correctly.
Important: The discount will only work after you enable and save the setup.

Updated on: 20/02/2025

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