EG Automatic Discounts

EG Automatic Discounts are our favoured method for applying product discounts directly in the shopping cart when an EG rule is applied. These discounts are configured exclusively on the rule configuration page. They are generally the most effective choice, as they allow the products triggering the discount to remain eligible for other promotional offers, a flexibility not provided by Shopify’s Automatic Discounts.

EG discounts are specifically tailored to affect only items that are added to the cart as a result of an EG rule. This makes them particularly effective for promotions targeting specific conditions, such as magic links, customer IDs, or tags. Unlike Shopify’s Automatic Discounts, which apply to any qualifying items in a cart regardless of how they were added, EG Automatic Discounts apply exclusively to items added via EG rules. For instance, if an EG rule offers product A for free when the cart reaches $50, only carts where product A was added as a direct result of the EG rule will receive it for free. This specificity ensures that only intended recipients benefit from the promotion.

Advantages:

• They only apply to products added to the customer’s cart by EG

• Discounts are immediately visible to the customer within the cart, enhancing transparency and encouraging purchases.

• They require no manual intervention from the customer, as they are applied automatically.

• As they are created and managed from the rule page, it means they will automatically match the rule conditions.

Disadvantages:

• You can have up to 25 app-created automatic discounts active at the same time. This is a store-wide limit set by Shopify, not a per-app limit.

Overall, EG Automatic Discounts are highly recommended for their visibility and the control they offer. They ensure that only eligible customers can benefit from specific promotions, preventing misuse and maximizing the effectiveness of sales strategies, particularly when discounting high-value items.

Shopify Automatic Discounts

Shopify automatic discounts are our second most preferred method to discount products in the cart if you can’t use an EG discount. You set them up within Shopify Admin, under the Discounts section on the left menu. A full guide is available here.

The main benefit of this approach is that discounts are visible in the cart, so the customer can see the savings they are getting. They are also applied automatically, so no action is required by the customer. You can apply a number of settings to limit the number of uses per customer, schedule them, along many other granular settings.

The main downside of this approach is how it blocks off all triggers of the discount from using or triggering another discount. E.g. in a buy x get y for free scenario, x is blocked from using another discount as it is triggering the discount used by y.

Advantages:

• Discounts are shown immediately in the cart

+ Lots of granular controls

• Customers cannot “cheat” the offer and purchase items for free

Disadvantages:

• Cannot combine with other discounts

• Block trigger from using a different discount

Our view:

Automatic discounts are a good alternative to EG discounts, as the discount is visible to the customer in the cart, maximizing conversion, and customers cannot cheat the offer (if set up correctly) and make off with more gifts than they should. We would especially recommend this approach if you have a valuable item you are trying to discount that you don’t want customers to take advantage of.

Shopify Promo Codes

Shopify promo codes are the cousin of the automatic discount, and are also set up in Shopify Admin in the Discounts section. The official guide is available here. You can have many active promo codes at any point in time, so they are better for store owners running multiple promotions.

The disadvantage with promo codes is that they only apply the discount at checkout, so customers cannot see their savings until they reach the checkout page. Like automatic discounts, they also cannot be combined, so you can only have one promo code per order.

Advantages:

• Can have multiple offers running

• Lots of granular controls

• Customers cannot “cheat” the offer and purchase items for free

Disadvantages:

• Discount not shown in cart

• Cannot combine promo codes

Our view:

Promo codes are our next best option behind automatic discounts, again because they protect your gifted item on your store. If you need to run several promotions using a tiered approach or are using magic links, promo codes are the way to go. Like their cousin, the Automatic Discount, they also work well with valuable gifts, as the item can be listed on your store at the normal price.

Zero-priced products

Given the limitations mentioned above with combining discounts and the discount not showing in the cart, some merchants are now turning to zero-priced products. These are special products set up on your online store with the price set to 0.

Although taking this approach does allow you to continue to use promo codes and automatic discounts, it is very risky, as some customers may attempt to cheat your promotion and order lots of the zero-priced gift items.

EG attempts to limit the ways customers can cheat by using the “Prevent customers from purchasing added items outside the rule” setting; however, it’s important to know that THIS WILL NOT PREVENT ALL FRAUDULENT ORDERS. There are many reasons why, and although we work hard to ensure this setting works well, we rarely recommend this approach.

Furthermore, you need to remember to remove the zero-priced gift item from your store after the promotion has ended.

Advantages:

• Discounts are shown immediately in the cart

• You can still use promo codes and automatic discounts elsewhere

• Discounts can be combined

Disadvantages:

• Customers can cheat your promotion and make zero-priced orders.

• Very hard to control

• Inventory tracking can be troublesome.

Our view:

Although some customers use this approach, we would only recommend it if you are gifting an item which isn’t valuable. Think about giving away free candies at the counter in a traditional brick-and-mortar store: there will always be someone who sticks their hand in and takes a handful. That’s ok because it’s candies, but this can also happen on your online store, so we don’t recommend it unless you are comfortable with this!

Other Discounting Apps & Shopify Scripts

There are now many new discounting apps appearing on the app store. Some work well and some don’t, but there are too many to cover here. Most work by creating a single-use promo code immediately at the checkout stage, which can allow you to combine discounts. As we have discussed, though, this approach has drawbacks as discounts are not visible in the cart.

For Shopify Plus customers, Shopify Scripts can be a good approach as they allow you to apply discounts to the cart. Shopify provide more details and some examples here.

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