Auto-discounts for customers with the affiliate link

If you want an affiliate to get the commission while your customers get a discount automatically when visiting your shop through an affiliate link (without entering a coupon code), this is the feature for you.

I. Overview of Auto-discount

What is Auto-discount? Auto-discount allows you to automatically apply discounts at checkout when customers make a purchase via affiliate links. Therefore, the customer does not need to enter a coupon code manually.

How does Auto-discount work? The discount that is applied automatically at checkout will follow the rule configured in your program. Previously, you could set only one rule per program, but with the new update, you can now create up to 5 rules per program.

II. How to set up Auto-discount rules

Step 1: Access Auto-discount settings

To enable this feature, go to Programs > click the Program name > locate the section Automatic discount for customers > click the button Set up.

In the Auto-discount for customers page, click the Add auto-discount rule button.

The setup page will then show up for you to configure the new auto-discount rule. Please check the instructions below on how to set it up.

Step 2: Configure the Auto-discount rule

1. General information:

Enter the rule name, and set the rule's status (Active or Inactive). The rule name will not appear on your storefront, so that you can choose whichever name you like to separate it from other rules (if any).

1. Targeted affiliates:

After filling out the general information, you need to choose the affiliates whose links will trigger this auto-discount rule. There are two options:

• All affiliates: This rule applies to all affiliates in the program.

• Specific affiliates: Select one or more affiliates for this rule.

1. Discount by:

The targeted affiliates have been chosen. Now it's time to decide which kind of discount will be applied at checkout. There are 3 available options:

• Anti-leak discount: This option will be further instructed below in section III.

• Affiliate coupon: At checkout, the affiliate coupon (the coupon of the affiliate whose link your customer visits your shop through) will be automatically applied. If you enable multiple coupons, our system will use the latest assigned affiliate coupon to apply the automatic discount.

Kindly note that with this option, the affiliate must have a coupon in his/her account. If there is no coupon assigned to them, no coupon will be applied, and the feature will not work. You can check out how to assign coupons to affiliates by following the INSTRUCTIONS here.

For example, Affiliate A has been assigned the coupon code A123, and affiliate B has been assigned the coupon code B456.

When a customer visits your shop via A's affiliate link, the coupon A123 will be automatically applied.

When a customer visits your shop via B's affiliate link, the coupon B456 will be automatically applied.

• Defined coupon: You will need to create a new coupon or use an existing coupon on your Shopify Discounts. That coupon will be automatically applied at checkout for all customers, no matter which affiliate link the customer used.

For this option, you can create a new discount code via the Discounts section in your Shopify admin first, then enter the discount code name into the field "Coupon code".

For example, you set the coupon name to ABC. No matter which affiliate link the customer uses to visit your shop, this ABC code will be automatically applied, and the system will record the referral order for the latest used affiliate link.

III. Set up Anti-leak discount

What is Anti-leak discount? The Anti-leak discount prevents the misuse of affiliate codes by automatically applying discounts without exposing the code. It is part of the Auto-discount feature and can be used alongside "Affiliate coupon" and "A defined coupon" rules.

Who should use Anti-leak discount?

Merchants who have encountered or want to prevent coupon leaks can benefit from this option. The anti-leak discount applies directly at checkout without the need to create a coupon code in the Shopify admin. No coupon - no leak.

How to set it up?

1. Add rule

Follow the usual steps to add an auto-discount rule in your program settings.

1. Select Anti-leak discount

In the Discount by section, choose Anti-leak discount.

1. Enable UpPromote essentials app embed

To use Anti-leak discount, it's a must to enable the UpPromote essentials app embed. If you haven't enabled it, the system will show a Warning banner to prompt you to activate it in your Shopify themes.

In order to enable the UpPromote essentials app embed, simply click on the button "Enable app embed" on the Warning banner > enable "UpPromote essentials" on your Shopify themes > click Save.

If you can't enable the app embed via the Warning banner, you can follow the manual steps here to activate it.

1. Enable discount types

Anti-leak discount allows you to choose one discount type or combine multiple discount types within the same rule. This flexibility enables you to apply Product discount, Order discount, and Free shipping - all at once - making it superior to using traditional coupons, where you’d need to create separate codes for each discount type and combine them at checkout.

• Product discount: Enable this to apply a discount to selected products or collections. You can set the discount type as either Percentage or Fixed amount and specify the value.

  • Message: Optionally, enter a message that will appear to customers at checkout. If you leave it blank, the system will use the default message.

    • You can also use the provided tag to customize the message and see the message example in the Preview card.

  • Apply to: Choose whether to apply the discount to specific products or collections.

• Order discount: Enable this to apply a discount to the entire order. Set the discount as a Percentage or Fixed amount and define the amount.

  • Message: Optionally, enter a message that will appear to customers at checkout. If you leave it blank, the system will use the default message. You can use the provided tag to customize it.

• Free shipping: Enable this to offer free shipping for qualifying orders.

  • Message: Optionally, enter a message to display to customers at checkout. If you leave it blank, the system will use the default message. You can use the provided tags to customize it.

  • Apply to: Specify which countries will be eligible for free shipping, whether it's all countries or selected countries.

1. Set minimum requirement (Optional):

You can set minimum requirements for your Auto-discount rule to control when the discount applies. There are two types of minimum requirements:

• Minimum purchase amount: The customer must meet a specific total order value before the discount is applied.

• Minimum quantity of items: The customer must have a specified number of items in the cart for the discount to apply.

Rules to apply the Minimum requirements to orders at checkout:

• Product discount only If you enable only the Product discount, the minimum requirement will apply only to selected products or collections.

• Order/Shipping, Product + Order/Shipping, or all three types (Product + Order + Shipping) When you enable Order or Shipping discount only, or combine Order/Shipping with Product discount, the minimum requirement applies to the entire order, not specific products or collections.

1. Save rule: Once you’ve configured the settings, click Save to apply the Anti-leak discount rule.

Important notes on Anti-leak discount

• Anti-leak discount requires the UpPromote essentials app embed to be enabled. If the app embed is disabled, the Anti-leak discount will be automatically deactivated.

• Please do not delete the UpPromote discount function - an automatic discount in the Shopify discount list, because it will affect the function of the Anti-leak discount.

• For third-party store users, the Auto-discount function in general and the Anti-leak discount in particular are not available on third-party stores. We will notify you via changelog when it's updated.