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Applying a discount to an existing subscription

Shopify Checkout integration BigCommerce Recharge Checkout on Shopify
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This guide explains how to add a discount code to an individual subscription, how to remove discount codes, and how to apply discount codes in bulk. 

 

Before you start

  • You need to create the discount code in Recharge as discount or coupon codes created in your ecommerce platform do not automatically sync over to Recharge. Refer to Creating discount codes. 
  • You can also enable your customers to add the discount codes on their own via the customer portal.

Apply a discount manually 

  1. Select Customers in your Recharge Dashboard. 
  2. Search and select the customer you want to apply the discount to.
  3. Click See Details next to the Address ID of the subscription you want to apply the discount to. 
    Subscription_orders___Recharge_2021-12-09_11-40-00.png
  4. Select Additional Info & Settings.
  5. Enter the discount code in the Add a discount code field and click Save.Purchase___Recharge_2021-12-09_11-42-25.png
  6. Verify that the discount has been applied by unfurling the charge and viewing the Charge details.
Note: A subscription can only have one discount applied on their order at a time. For example, if a customer initially applied another discount when signing up for the subscription, be sure to remove it before you add the new code. If you want both discount codes to apply, create a new discount with the combined value of both that would be specific to the customer.

Purchase___Recharge_2021-12-09_11-46-12.png

Note: Discount codes that are manually applied to an existing subscription either by the store owner or your customers, are not counted into the total number of uses for the code. The total number of uses only takes into account the number of times a certain discount code was used at checkout.

Remove discount from an existing subscription

You can remove a discount within a single subscription. 

  1. Select Customers in your Recharge Dashboard. 
  2. Search and select the customer.
  3. Click See Details next to the Address ID. 
  4. Select Additional Info & Settings.
  5. Remove the discount from the Add discount code text box so it is blank, and click Save. 

If you would like the discount removed from the upcoming queued charge, please contact the Recharge support team once you've removed the discount code so that we can regenerate the order.

Apply discount codes in bulk

Note: This feature is only available for Shopify merchants using the Recharge Checkout on Shopify or the Shopify Checkout Integration. 

The Recharge support team can help you apply bulk discount codes to your existing subscriptions. In order to perform this bulk update, you will need to prepare a CSV file and send it to the Recharge support team.

Note: This file needs to be sent at least 5 days in advance.
  1. Click the wrench icon in your Recharge Dashboard and select Exports.
  2. Click Create export. 
  3. Select the Charges - Queued CSV. If you would like to make changes to canceled subscriptions, download the Charges - Processed CSV as well. 
  4. Create a new column at the end of the CSV file called NEW Discount Code.
  5. Click the wrench icon in your Recharge Dashboard and select Discounts. Click on the name of the discount code. Copy the Discount ID.

    merchant-portal_2021-12-09_11-56-58.png
  6. Enter the Discount ID in the CSV rows that require the discount code.
  7. Send the CSV file to the Recharge support team to perform the bulk update.
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