In this guide, we’ll go through all the steps to activate Coupon X on your Shopify store. Please check our entire help documentation here to make the most out of the app.
Display your Shopify discount codes using Coupon X’s beautiful sticky widgets, and make sure your visitors never miss it out.
You can also use Coupon X to display your coupons after your visitors submit their email addresses.
Step 1 – Design Your Icon
In the first step, you’ll be asked to design your icon. Select the icon shape and color (or upload your custom icon), edit the call-to-action text, and select your font, attention effect, and icon size.
Make sure the design of your tab looks as good as possible, because you want to get your visitors to click on it so they can get the coupon code.
We suggest selecting a clear call-to-action message that’ll make sure your visitors understand what’s about to happen after they click on the icon.
Step 2 – Define A Goal
Collect email address and show the coupon code
You can require visitors to submit their email addresses before showing the coupon code. This helps you build a valuable email list that is useful for future marketing campaigns. The email addresses are saved in your Shopify Customers tab.
Cick Yes for both Do you want to collect email? and Do you want to offer a coupon?.
Choose if you want to create a new discount coupon or if you want to use an existing discount coupon then click Next: Email Screen Design (Step 3.1).
Collect email address without showing a coupon code
You can collect email addresses without showing the coupon code. This can be useful when asking visitors to subscribe to your newsletters. The email addresses are saved in your Shopify Customers tab.
Click Yes for Do you want to collect email? and No for Do you want to offer a coupon? then click Next: Email Screen Design (Step 3.1).
Show coupon code without collecting email address
You can also show coupon code without collecting email addresses. This flow is proven effective for quickly turning your visitors into buying customers.
Click No for Do you want to collect email? and Yes for Do you want to offer a coupon?.
Choose if you want to create a new discount coupon or if you want to use an existing discount coupon then click Next: Coupon Screen Design (Step 3.2).
Show only an announcement screen
You can also show an announcement screen without collecting the email address and showing the coupon. This can be useful for displaying an upcoming event or showing important reminders.
Cick No for both Do you want to collect email? and Do you want to offer a coupon? then click Next: Announcement Design (Step 3.3).
Step 3 – Design your pop up screen
3.1 Email Screen Design
Choose from three pop up layouts available (Slide-in Pop up, Lightbox Pop up, Floating Bar).
You can add a countdown timer (Paid plan only), collect customer name, consent checkbox, add customer tag, add an image and,change the background and fields border color. You can also edit the text directly from the Live Preview box.
Scroll down to see additional options such as adding a background image, sending visitors email to Mailchimp, Klaviyo, and to your email address. You can also find the option to send the coupon code to the client’s email address.
3.2 Coupon Screen Design
You can add an image and, edit the text directly from the Live Preview box, add a background image, or change the background and fields border color. Under Advanced Settings, you can set when to show the coupon code and change the button and background color.
3.3 Announcement Design
After selecting a pop up layout, you will see the option to show a countdown timer, display a button which you can see to redirect the visitors to another URL or hide the widget, add an image, add a background image, change the background, and edit the text directly from the Live Preview box. You can also see the option to add custom CSS under the Advanced Settings.
Step 4 – Triggers and Targeting
This is the stage where you decide if you want to display your tab on mobile/desktop, how you want the widget to be launched (on click, hover, or opened by default), set triggers (time-based or scroll-based), and decide if you want to show the widget on specific pages and for specific countries.
Once you’ve created your first widget, this is how it’ll appear on your store (of course, depends on your customization):
Still got questions? Email us at [email protected], ping us on Facebook Messenger, or visit our Facebook group.