User Guide
Promi has two main features:
-
UI components that trigger when customers apply a discount to show sales prices
-
Support for creating variable discounts (aka discounts with different values across different items)
Variable discounts
Creating a variable discount
Navigate to the Promi app and select the 'Create discount' option in the top right corner
Most of the UI looks and behaves the same as Shopify's default promotion creation tool. The exception is the 'Product level discount logic' field. To use this, you will need to upload a CSV with the following columns:
-
Product variant ID: the variant ID that the discount should apply on
-
Discount percentage: the % off discount that should be applied (leave this blank if you are using a $ off discount)
-
Discount amount: the $ off discount that should be applied (leave this blank if you are using a % off discount)
A single discount can use both % off and $ off values across different products. If both a 'Discount Percentage' and 'Discount Amount' are provided, the 'Discount Percentage' will be used.
See below a sample CSV to upload. The simplest way to get your product variant IDs is via Shopify reports. From your merchant dashboard, navigate to 'Analytics' -> 'Reports' -> search 'Inventory' -> select 'Month-end inventory snapshot' (other reports will work as well). Update the columns to include 'Variant ID' via the button in the top right. Then export your report using the 'export' button also in the top right.
Once you upload the CSV, map the fields correctly, and click 'Save discount', Promi will create your variable discount. The discount may take a while to appear in Promi's home screen (try refreshing if you don't see it). The discount will also be available in Shopify's native discount table.
Deleting variable discounts
To delete variable discounts, you can navigate to Shopify's native discount page and select the discount that you created with Promi. On the subsequent page there will be an option to 'Delete' the discount.
UI components: price strikethroughs, descriptions, etc.
UI templates to display discounted prices
At the top of the Promi app home page you'll see a section labeled with "Set the default template". This defines the UI components that will be enabled by default any time you create a new promotion. Click into this template and you'll see the below screen:
In the top section you can define if this template applies to all discounts or only applies to discounts with a certain prefix. This can be helpful if you are using another app to automatically create discounts - e.g. for email sign up discounts.
The next section defines the UI that will show on product pages (see our setup guide to confirm this is configured correctly). You can check price strikethroughs and discount descriptions separately to determine which will show. If you check discount descriptions, make sure to also type in the text field the message you would like to display. You can use variables to populate various information about the discount in your message.
The following section defines the UI that will show on collections pages. This UI follows the same structure as the product page UI.
UI for individual discounts
From the Promi app home screen you can also configure specific UI for each discount. To do this, search and select the discount from the table below the template section.
At the top of the subsequent page, you will see a message informing you that the UI is following the default template or (if the discount UI is configured separately) you will see an option to revert this discount to follow the default template.
The remaining options are the same as the template file, and behave the same way.