Before this: Install and open. Not sure which type to pick? Skim Match your sale first, then return here.
Choose the discount type
1
Open Smarty
Open Apps → Smarty Discounts (Dashboard).
2
Create discount
Click Create discount.
3
Select a type
In Select discount type, pick one row (see table below).
4
Editor opens
The discount editor opens.
Billing: Each row under Select discount type follows your Shopify subscription tier; upgrade badges appear where needed. Tier table: Plans.
Editor order on screen
After you pick the type, Smarty shows the sidebar first, then the main editor sections from top to bottom. Some sections only appear for certain discount types.- Sidebar: Rule version, Test mode, Debug, Tags (Discount tags)
- Discount method
- Name, Title, Internal title
- Discount value
- Apply rule / Exclude rule / Customer buy
- Customer get
- Strategy
- Eligibility for discount
- Maximum discount uses
- Recurring payments (for subscriptions when Purchase type is Subscription or Both)
- Combinations
- Active dates
Sidebar: rule version, test mode, debug, tags
- Rule version — Switches which rule set or editor generation you are using. Common labels include Standard, Customer/Cart, Company, and Product/Line.
- Test mode — Practice without a live campaign when your plan and app setup allow it.
- Debug button — Use it when you need more detail while checking why a discount does or does not apply.
- Tags — Shopify discount tags on this promotion (search existing tags or add new ones). Detail: Discount tags.
Discount method
Choose one in the main editor:1
Automatic
No code; applies when all your rules are true.
2
Discount code
Customer enters one code at checkout.
3
Bulk codes
Many codes for the same deal. See Bulk discount codes.
Name, title, and internal title
1
Name / title
Title — What shoppers and staff recognize (Shopify’s discount list).
2
Internal title
Internal title (optional) — Private note inside Smarty.
Discount value
1
Pick the value type
Choose percentage, fixed amount, or another supported value such as fixed price, per weight, or free, depending on the type.
2
Add currencies first if needed
For fixed money, add every currency under Settings → Display currencies first (Settings — Display currencies). Details: Multiple currencies.
3
Set purchase type
Purchase type appears inside Discount value. Choose One-time, Subscription, or Both.
4
Add tiers if your campaign uses them
The Add Tier button appears for Product and Order discounts. Volume-based = one rate for all qualifying quantity, weight, or subtotal once a threshold is met. Tier-based = different rates per slice (stair-step).
5
Choose the break dimension
For Product discounts, tier breaks can use quantity or weight. For Order discounts, tier breaks can use quantity, subtotal, or weight.
Type-specific rule sections
The next sections depend on the discount type you picked:- Product discount: use Apply rule to choose which products, collections, tags, or SKUs get the discount.
- Combine discount: Discount components — add slices for Product / Order / Shipping; then Purchase type (Combine discount).
- Shipping discount: use shipping-focused rule sections such as address, postal, province, country, or shipping method.
- Buy X Get Y: use Customer buy for what must be purchased first.
- Mix & match set: use Set requires entries with product rules per slot (Mix & match set).
- Discount code rejection: configure Rejection rules—code matchers, nested Conditions, and checkout messages—see Discount code rejection.
Customer get
This section appears for Buy X Get Y discounts. Set what the customer receives: the discounted or free item, gift, or reward quantity.Strategy
This section groups advanced behavior that changes how the discount applies.Apply method
1
Product logic
For product discounts, Apply method controls how lines are grouped for “every Nth item” and similar logic: per line item, per product, all matched, cheapest / most expensive.
2
Type-specific behavior
Other types may show their own strategy controls in this area instead of product grouping.
Limitations
Optional caps and controls such as discount after N items, discount every Nth item, discount in packs of N, maximum quantity, maximum discount amount, or minimum profit (advanced).Free shipping
Free shipping can appear as a checkbox on product, order, and Buy X Get Y discounts. It is shown inside different sections depending on the type, so check the current area you are editing rather than expecting the same placement everywhere.
Eligibility for discount
Who can get this, and what must be true about the cart or customer overall?1
Open eligibility
Open the eligibility section.
2
Add conditions
Add conditions such as customer tag, country, cart subtotal, market, logged-in customer, company, or segment.
3
Combine logic
Combine with AND / OR as the builder allows.
Maximum discount uses
For code-based campaigns, set usage caps such as usage limit and once per customer if needed.Recurring payments
This section appears for subscription selling plans after Maximum discount uses when Purchase type is Subscription or Both. Use it to choose whether the discount affects the first payment only, multiple payments, or a limited number of billing cycles.Combinations
Choose whether this discount can stack with other product, order, or shipping discounts in Shopify. On Shopify Plus, when Product discounts is turned on, use Same-line combine tags together with Discount tags so two product discounts can apply to the same cart line — see Features — Combinations.Active dates and time periods
Set start and end dates, then add a time period if the discount should only run on certain days or times.Import a rule file (optional)
If you already saved a .txt file from Export rule in another session, you can click Import rule in the top bar while the Create discount screen is open. The discount type you picked when you started (for example product vs. shipping) must match the file — or use Import rule from the Dashboard instead, and the app will open the right type for you. See Import and export discount rules.Save and test
1
Save
Save / Create / Update; fix any errors.
2
Positive test
On your storefront, build a cart that should qualify → checkout → confirm totals.
3
Negative test
Try a cart that should not qualify.