How to Set Up Discount Codes in Opt-in Popups and Automated Emails

Learn how to create and apply discount codes in your popups and email automation flows to increase conversions and attract first-time buyers

Introduction

Offering a discount is one of the most effective ways to turn a visitor into a customer. With Uppush, you can easily include either your own fixed discount code or generate a unique one-time code for each subscriber.

This can be done in:

• Opt-in popups — to give a welcome offer after email subscription

• Automated emails — like abandoned cart, checkout recovery, or welcome flows

This guide will walk you through how to set up both, using options available directly within the Uppush app. If you haven't created a discount in your Shopify admin yet, you can refer to Shopify’s documentation here, and head over to the "Discounts" page in your Shopify Admin to set one up.

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1. Adding a Discount Code to Opt-in Popups

You can attach a discount to any popup that collects email subscribers. After someone signs up, they’ll see the code directly on the success screen and/or receive it via email (if your welcome automation is enabled). Uppush supports both fixed codes and unique one-time codes.

To start adding a discount to the popup, first you need to open the Customize page for the specific popup of your choice:

From within the app, navigate to tab Opt-in popups > click Customize on the pop-up you want to add the discount

After which, you can select one of the options on the "Discount" tab:

Rules:

• No discount

• Automatically generated (Auto-generate a unique and non-reusable code for each subscription)

• Manual discount (You need to have created a static, multiple-use discount code on Shopify Admin first, then paste the code here)

Applies to:

• Applies to all products: The discount will apply to every product in the store without any restriction

• Only applies to some products: The discount will apply only to the specific products you manually select. It will not work for other products.

• Only applies to some collections: The discount will apply to all products inside the selected collections. If a product is not in those collections, the discount will not apply.

Discount combination:

Here is what each option means:

1. Product discounts Allows this discount code to be combined with other discounts that apply to specific products (for example, a discount on a particular product or collection).

2. Order discounts Allows this discount code to be combined with discounts that apply to the entire order (for example, 10% off the total order value).

3. Shipping discounts Allows this discount code to be combined with shipping-related discounts (for example, free shipping).

If all three boxes are checked, as shown in the image, this means the discount can be used together with product, order, and shipping discounts, depending on Shopify’s discount rules and eligibility conditions.

Set expiration on discount

This option allows you to define an end date and time for the discount code.

• When enabled: When expiration is enabled, you can define how many days the discount code will remain active.

• When disabled: The discount will remain active with no expiration date until you manually deactivate or delete it.

After that, you can check the preview to see how the discount code will be presented on the popop by clicking tab "Success popup"—and finally, click "Save" to complete the setup.

Check the preview for how the discount code will be presented, then Save the popup settings

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2. Adding a Discount Code to Automated Emails

Uppush automation flows like Abandoned Cart, and Checkout Recovery can include a discount code block in the email content. You can either insert a fixed discount code or enable unique code generation for each subscriber. Here's how to add and configure the discount block inside your email builder.

To start adding a discount to the automation email, first you need to open the Customize page for the automation of your choice:

From within the app, navigate to tab Automation > click Customize on the automation you want to add the discount

On this page you'll find multiple automated Web Push and Email flows.

• You can set a default discount for the entire automation flow by clicking "Set discount" under "Settings" on the left side menu:

Setting a default discount for the entire automation flow

• The emails within the automation flow will default to this discount option set above, but if you want to have more control over discount options for each email, you can edit the discount block in the Email Template of each email step:

Click the 3-dot menu "..." on each of the email step you want to add/edit the discount, then select "Edit email template":

On each of the Email within the automated email flow, click "..." then select "Edit email template"

On the Email Template Editor, select the discount block to show the menu on the right side panel. Switch to tab Rules, then select one of the options under "Discount options":

• Use automation default discount (If there is no discount set in the automation, this block will not show)

• Automatically generated (Auto-generate a unique and non-reusable code for each subscription)

• Manual discount (You need to have created a static, multiple-use discount code on Shopify Admin first, then paste the code here)

On the Email Editor, click to select the discount block to show options, then switch to tab Rules

Finally, you can click "Save" to save new changes to the automated email.

You can repeat this process as you like for every email within the automation flow!

3. Adding a Discount Code to Welcome Automation:

In the Welcome Automation, there are 2 options for setting up the discount:

Use the discount value configured in the popup:

The automation will automatically use the same discount code and value that was set up in the popup. This means the discount collected when customers subscribe through the popup will also be applied in the Welcome emails. You do not need to configure a separate discount inside the automation.

Configure the discount inside the email (Discount block):

You can set up a different discount directly inside each email by using the Discount block. This allows you to customize the discount value per email within the Welcome workflow. For example, you can send 10% off in the first email and 15% off in the second email.