Discount code options - auto-apply vs. copy and paste

When using Happy Birthday app to send out your birthday emails, you can select the method by which your customer will redeem their discount. This article will explain the difference between using the auto-apply discount code option and the copy and paste discount code option.

Discount Code Options

This setting can be found within the Birthday Email Campaign settings:

Within the Discount Code Options section, you can select the preferred method for customers to redeem their birthday email discount using either copy and paste or auto-apply.

Auto-apply

Shopify Merchants can utilise the auto-apply discount feature to make the process of applying a discount code straight from the birthday email a breeze. This can result in fewer support enquiries from Customers related to incorrectly copying and pasting the discount code from the email to the Checkout.

Please Note:

This feature is only available if you are using our Happy Birthday App to send out the Birthday Emails. If you have enabled an integration to send out your Birthday Campaign Emails, then a similar feature is already built into the discount landing page for that integration.

By selecting the auto-apply option, the discount code can be applied directly from the birthday email. Customers will then be directed to a page on your site (Discount Applied Landing Page) to confirm that the discount has been applied:

The Discount Applied Landing Page will confirm if the discount code is still valid and then inform the customer that their discount has been automatically applied to their shopping session. They are then prompted to click the Shop now button to activate the session:

Please Note:

The Shop Now button in the example above has been styled with custom CSS. To find out how to style the button and other elements of the page to match your own branding, please read our guide: Styling the Discount Applied Landing Page

Discount automatically applied to the Checkout:

For more details on the Auto Apply option and why it is our preferred method, please see our article: The auto-apply discount feature

Copy and Paste

With this option, the customer will need to copy the discount code from the email and then paste it into the discount code field when they checkout:

Customer will need to Copy the code:

Then Paste into the Discount code field at Checkout:

Text to appear above the discount code: 

This section can be used to offer your customers guidance on how to redeem their discount. For instance, you can use the wording 'Click the button below to automatically apply your discount!' if you are using the auto-apply option, while a different wording may be required when using the copy and paste option.

Button Text:

You can also tailor the Button Text to provide further guidance :

Need any help?

If you have any questions about these discount code options then please do get in touch.