How it works

Follow these 8 simple steps to automate this task automatically.

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New customer created in Shopify
Trigger the workflow when a new customer account is created, initiating the discount process.
Time to complete: 1 minute

Create a unique discount code for 20% off a specific product
Generate a price rule in Shopify offering a 20% discount on a specific product. The rule is valid for 14 days and targeted specifically at the new customer.
Time to complete: 1 minute

Retrieve price rule
Fetch the details of the newly created price rule to prepare for generating a discount code.
Time to complete: 1 minute

Generate unique discount code
Create a personalized discount code tied to the price rule, allowing the customer to claim their offer.
Time to complete: 1 minute

Tag customer with discount code
Add a tag to the customer's Shopify profile with the unique discount code for easy tracking and reference.
Time to complete: 1 minute

Retrieve product details
Fetch details of the targeted product included in the discount to personalize the notification message.
Time to complete: 1 minute

Filter for phone number
Ensure the customer has a valid phone number before proceeding to send an SMS.
Time to complete: 1 minute
sms icon

Send discount code via SMS
Send a text message to the customer with the discount code, product details, and a thank-you message, encouraging them to make a purchase within the 14-day window.
Time to complete: 1 minute

Make it your own

Customize this workflow even further:

Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.

Frequently asked questions

What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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