Create Unique Discount Codes for New Shopify Customers

When a new customer account is created in Shopify, this trigger activates the workflow and captures customer details including {{shopify.id}}, {{shopify.phone}}, and {{shopify.email}}. The workflow runs for every new customer created in your store, whether they sign up during checkout or create an account independently.

This step creates a Shopify price rule with the title "NEWCUSTOMER {{shopify.id}} {{now | date}}" to ensure uniqueness. The rule is configured with several customizable fields: the discount value (default -20 for 20% off), value_type (percentage or fixed_amount), and ends_at date (default 14 days from creation). The rule is restricted to {{shopify.id}} via prerequisite_customer_ids, making it work only for this specific customer. It's set to once_per_customer to prevent multiple uses and includes a minimum subtotal requirement of $1.0. The created price rule ID is stored as {{shopify_1.id}} for use in subsequent steps.

This step retrieves the full price rule record using {{shopify_1.id}} from the previous step. It confirms the price rule was created successfully and retrieves all its details, storing them as {{shopify_2}}. This verification step ensures data integrity before proceeding to create the actual discount code that customers will use at checkout.

This step creates the discount code attached to the price rule using {{shopify_2.id}}. The code format is "NEWCUSTOMER{{shopify.id}}" which creates a unique code like "NEWCUSTOMER123456789" based on the customer's ID. This format ensures every customer gets a distinct code while maintaining a consistent, recognizable prefix. The generated code is stored as {{shopify_3.code}} for use in tagging and messaging steps. You can customize the code format by editing the body.code field—for example, changing it to "WELCOME{{shopify.id}}" or any other prefix you prefer.

This step adds the discount code from {{shopify_3.code}} as a tag to the customer's Shopify profile using {{shopify.id}} as the customer identifier. The tag appears in the customer's admin profile under Tags, making it simple for your team to reference the code if the customer has questions or needs assistance. This also enables filtering and segmentation based on who received discount codes.

This step retrieves your Shopify store information, specifically {{shopify_5.name}}, which contains your store's name as configured in Shopify settings. This store name is used in the SMS message to personalize the greeting and maintain consistent brand messaging.

This filter step checks if {{shopify.phone}} is not empty before proceeding to send the SMS. If the customer provided a phone number during account creation, the workflow continues to the SMS step. If no phone number exists, the workflow stops here—the discount code is still created and tagged, but no SMS is sent. This prevents errors and ensures the workflow doesn't fail when customers sign up without phone numbers.

This step sends an SMS to {{shopify.phone}} containing a personalized message with your store name ({{shopify_5.name}}) and the unique discount code ({{shopify_3.code}}). The default message is "Thank you for shopping with [Store Name]. Take 20% off your next order. Use online code: [CODE]"—you should customize this message to match your discount amount if you changed it from 20%, and adjust the tone to fit your brand voice. Keep messages under 160 characters when possible to ensure single-segment delivery and lower costs.