Generate Unique Discount Codes for New Shopify Customers on Specific Products

When a customer account is created in Shopify (through online checkout, in-store signup, admin creation, or API), this trigger activates the workflow and captures customer ID, email, phone number, name, and account creation timestamp. The workflow runs for every new customer account. No configuration is required—it's pre-connected to your Shopify store and monitors customer creation automatically.

New customer context: This includes customers who create accounts during checkout and customers who sign up via account pages. Guest checkouts that don't create accounts won't trigger this workflow.

This step creates a Shopify price rule with specific configuration.

Configuration: You must set several values during setup:

1. Discount value: The discount amount (default -20 for 20% off)
2. Value type: Either "percentage" or "fixed_amount"
3. Expiration date: How long the code is valid (default 14 days)
4. Entitled product ID: Which product the discount applies to

Price rule structure:

1. title: "NEWCUSTOMER [customer_id] [timestamp]" (unique identifier)
2. allocation_method: "across" (discount spreads across eligible items)
3. value: Your configured discount amount
4. value_type: Your configured type (percentage or fixed)
5. target_type: "line_item" (discount applies to products)
6. customer_selection: "prerequisite" (only specific customers can use)
7. starts_at: Immediately (current timestamp)
8. once_per_customer: "true" (each customer can use once)
9. target_selection: "entitled" (specific products eligible)
10. ends_at: Your configured expiration (default 14 days from now)
11. entitled_product_ids: Your configured product ID
12. prerequisite_customer_ids: The new customer's ID (restricts to this customer only)
13. prerequisite_subtotal_range: Minimum $1 order (prevents abuse)

This creates a single-use, customer-specific, product-specific, time-limited discount.

Finding product ID: Go to Shopify admin > Products > select product > look at URL > copy numbers after /products/.

This step retrieves the price rule using the price rule ID from the creation response. It returns complete price rule data including ID, title, discount parameters, eligible products, customer restrictions, and expiration dates. The price rule ID is used in the next step.

This step creates a discount code under the price rule. Code format:

1. code: "NEWCUSTOMER[customer_id]" (like "NEWCUSTOMER12345678")

The code is automatically associated with the price rule, inheriting all discount parameters, restrictions, and expiration settings. The unique customer ID ensures each customer gets a different code for tracking and preventing sharing.

Code customization: You can modify the code format to match your brand (like "WELCOME[customer_id]" or use random strings), but ensure it remains unique per customer.

This step adds the discount code as a customer tag. The tag format matches the code (like "NEWCUSTOMER12345678"), creating a permanent record in the customer profile. This enables:

1. Quick customer service lookups ("What was this customer's welcome code?")
2. Segment creation for customers who received welcome offers
3. Reporting on welcome offer redemption rates
4. Bulk actions on customers with welcome codes

This step retrieves the product record using the entitled product ID from the price rule. It returns product data including title, description, images, and pricing. The product title is used in the SMS message to clearly communicate which product the discount applies to.

This step retrieves shop information from Shopify, specifically the shop name. This name appears in the SMS message like "Thank you for shopping with [Your Store Name]", creating a branded customer experience.

This filter checks if the customer's phone number field is not empty. If true (phone exists), the workflow proceeds to send SMS. If false (no phone), the workflow stops here. The customer still received their discount code and tag, they just don't get the SMS notification.

Alternative notification: Customers without phone numbers could receive the discount via email instead by adding an email step in a separate path.

This step sends an SMS to the customer's phone number. Configuration: You can customize the message during setup. The default message is:

"Thank you for shopping with [Store Name].

Take 20% off on the [Product Title].

Use online code: [Discount Code]"

SMS best practices:

1. Keep message under 160 characters if possible (avoids multi-part SMS)
2. Clearly state discount value and product
3. Include the code prominently
4. Consider adding a link to the product page
5. Ensure discount details match what you configured in price rule

SMS costs: MESA SMS has per-message costs. Consider your customer volume when deciding whether to use SMS vs email.