> ## Documentation Index
> Fetch the complete documentation index at: https://neezon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Shopify discount with Smarty

> Step-by-step from Create discount on the Dashboard using the current editor layout: sidebar tools first, then method, titles, value, type-specific rules, strategy, eligibility, limits, combinations, dates, and test at checkout.

<Note>
  **Before this:** [Install and open](install). **Not sure which type to pick?** Skim [Match your sale](match-your-sale) first, then return here.
</Note>

## Choose the discount type

<Steps>
  <Step title="Open Smarty">
    Open **Apps** → **Smarty Discounts** (**Dashboard**).
  </Step>

  <Step title="Create discount">
    Click **Create discount**.
  </Step>

  <Step title="Select a type">
    In **Select discount type**, pick **one** row (see table below).
  </Step>

  <Step title="Editor opens">
    The **discount editor** opens.
  </Step>
</Steps>

| Your goal                                                           | Click this row in the app                                             | We say…                                                                   |
| ------------------------------------------------------------------- | --------------------------------------------------------------------- | ------------------------------------------------------------------------- |
| Stack **product + order ± shipping** under **one eligibility** gate | **Combine discount** · [type guide](discount-types/combine-discounts) | **Combine discount**                                                      |
| Cheaper **specific products, collections, or tags**                 | **Amount off product**                                                | **Product** discount                                                      |
| Cheaper **whole order** (cart total)                                | **Amount off order**                                                  | **Order** discount                                                        |
| Cheaper **shipping**                                                | **Amount off shipping**                                               | **Shipping** discount                                                     |
| **Buy X get Y** or **gift with purchase**                           | **Buy X get Y, Gift with purchase**                                   | **Buy X Get Y** / **BXGY**                                                |
| **Bundles / mix-and-match sets**                                    | **Mix & match set**                                                   | **Bundle** / mix & match                                                  |
| **Reject certain codes** when cart rules match                      | **Discount code rejection**                                           | **Code rejection** ([type guide](discount-types/discount-code-rejection)) |

<Info>
  **Billing:** Each row under **Select discount type** follows your Shopify subscription tier; upgrade badges appear where needed. Tier table: **[Plans](plans)**.
</Info>

## 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.

1. **Sidebar**: **Rule version**, **Test mode**, **Debug**, **Tags** ([Discount tags](features#discount-tags))
2. **Discount method**
3. **Name, Title, Internal title**
4. **Discount value**
5. **Apply rule** / **Exclude rule** / **Customer buy**
6. **Customer get**
7. **Strategy**
8. **Eligibility for discount**
9. **Maximum discount uses**
10. **Recurring payments** (for subscriptions when **Purchase type** is **Subscription** or **Both**)
11. **Combinations**
12. **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](features#discount-tags).

## Discount method

Choose **one** in the main editor:

<Steps>
  <Step title="Automatic">
    No code; applies when **all your rules** are true.
  </Step>

  <Step title="Discount code">
    Customer enters **one** code at checkout.
  </Step>

  <Step title="Bulk codes">
    **Many** codes for the **same** deal. See [Bulk discount codes](bulk-codes).
  </Step>
</Steps>

## Name, title, and internal title

<Steps>
  <Step title="Name / title">
    **Title** — What shoppers and staff recognize (Shopify’s discount list).
  </Step>

  <Step title="Internal title">
    **Internal title** (optional) — Private note inside Smarty.
  </Step>
</Steps>

## Discount value

<Steps>
  <Step title="Pick the value type">
    Choose **percentage**, **fixed amount**, or another supported value such as **fixed price**, **per weight**, or **free**, depending on the type.
  </Step>

  <Step title="Add currencies first if needed">
    For **fixed** money, add every currency under **Settings** → **Display currencies** first ([Settings — Display currencies](settings#display-currencies)). Details: [Multiple currencies](features#multiple-currencies).
  </Step>

  <Step title="Set purchase type">
    **Purchase type** appears inside **Discount value**. Choose **One-time**, **Subscription**, or **Both**.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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**.
  </Step>
</Steps>

**Workflow:** [Tier workflow](tier-workflow) · **Reference:** [Features](features)

## 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](discount-types/combine-discounts)).
* **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-types/bundle-discounts)).
* **Discount code rejection**: configure **Rejection rules**—code matchers, nested **Conditions**, and checkout messages—see [Discount code rejection](discount-types/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

<Steps>
  <Step title="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**.
  </Step>

  <Step title="Type-specific behavior">
    Other types may show their own strategy controls in this area instead of product grouping.
  </Step>
</Steps>

### 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?*

<Steps>
  <Step title="Open eligibility">
    Open the **eligibility** section.
  </Step>

  <Step title="Add conditions">
    Add conditions such as customer tag, country, cart subtotal, market, logged-in customer, company, or segment.
  </Step>

  <Step title="Combine logic">
    Combine with **AND / OR** as the builder allows.
  </Step>
</Steps>

## 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**](features#discount-tags) so two product discounts can apply to the **same cart line** — see [Features — Combinations](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](import-export-rules).

## Save and test

<Steps>
  <Step title="Save">
    **Save** / **Create** / **Update**; fix any errors.
  </Step>

  <Step title="Positive test">
    On your **storefront**, build a cart that **should** qualify → **checkout** → confirm totals.
  </Step>

  <Step title="Negative test">
    Try a cart that **should not** qualify.
  </Step>
</Steps>