# Discount Codes Bulk Send

### Introduction

The Bulk Send Discount Codes feature allows you to create unique discount codes and automatically send them to multiple customers at once. Each recipient receives their own personalized discount code via email.

**What This Feature Does:**

* Creates a unique discount code for each recipient
* Automatically sends personalized emails with the discount code
* Allows extensive customization of discount rules and restrictions
* Supports multiple delivery methods (App Email, Klaviyo, Shopify Flow)
* Perfect for targeted promotions, customer rewards, and marketing campaigns

**How It Works:**

1. You configure discount settings (value, type, usage rules)
2. You choose recipients (manually, by customer selection, or by segment)
3. You select how to deliver the codes (email notification method)
4. The app creates a unique discount code for each recipient
5. Each recipient receives an email with their personal discount code
6. You can download a complete report of all codes created

**Key Benefits:**

* Save hours compared to creating codes manually
* Each customer gets their own unique code (prevents sharing)
* Professional, branded email delivery
* Track code usage and redemption
* Schedule sends for optimal timing

### 💡 Common Use Cases

#### Welcome Discount for New Customers

Send a 15% discount code to customers who just signed up for your newsletter.

**Example:** Create 100 codes worth 15% off for new email subscribers

**Perfect for:** Converting new subscribers into first-time buyers

***

#### VIP Customer Appreciation

Reward your best customers with exclusive discount codes.

**Example:** Send $50 discount codes to customers who've spent over $500

**Perfect for:** Building loyalty and encouraging repeat purchases

***

#### Birthday Discounts

Send personalized birthday discount codes to customers on their special day.

**Example:** 20% off codes for customers with birthdays this month

**Perfect for:** Personalized marketing and customer delight

***

#### Win-Back Campaign

Re-engage customers who haven't purchased recently with incentive codes.

**Example:** $10 off codes for customers who haven't ordered in 90 days

**Perfect for:** Reactivating dormant customers

***

#### Event or Webinar Attendees

Thank event participants with exclusive discount codes.

**Example:** 25% off codes for webinar attendees

**Perfect for:** Converting event engagement into sales

***

#### Influencer Campaigns

Create unique codes for influencers to share with their audiences.

**Example:** 20 unique codes for different micro-influencers

**Perfect for:** Tracking which influencers drive sales

***

#### Seasonal Promotions

Target specific customer segments with seasonal offers.

**Example:** "Summer20" codes for customers in specific regions

**Perfect for:** Geo-targeted or seasonal marketing

***

#### Loyalty Program Rewards

Distribute discount codes as loyalty program rewards.

**Example:** Tiered discounts based on customer lifetime value

**Perfect for:** Systematic customer retention programs

### Step-by-Step Instructions

#### Step 1: Navigate to Bulk Send Discount Codes

1. Log into your Gift Card Factory app in Shopify Admin
2. Go to **Bulk Operations** section
3. Click **Create Bulk Operation**
4. Select **Bulk Send Discount Codes** from the options

#### Step 2: Configure Discount Value

This section defines the core discount that customers will receive.

**Discount Type**

Choose how the discount is calculated:

**Fixed Amount**

* Deducts a specific monetary amount
* Example: $10 off, $25 off
* Best for: High-value items, minimum purchase requirements
* Currency matches your store's default

**Percentage**

* Deducts a percentage of the order total
* Example: 15% off, 20% off
* Best for: Varying order values, encouraging larger purchases

**Selection Tips:**

* Fixed amounts work well with minimum purchase requirements
* Percentages encourage customers to add more items
* Consider your average order value when choosing

***

**Value**

Enter the discount amount or percentage.

**For Fixed Amount:**

* Enter the monetary value (e.g., 10, 25, 50)
* Shown with your store's currency symbol
* Example: Enter "10" for $10 off

**For Percentage:**

* Enter the percentage (e.g., 15, 20, 25)
* Shown with % symbol
* Max 100%
* Example: Enter "20" for 20% off

**Best Practices:**

* Start conservative (10-20%) and test
* Ensure profitability after discount
* Higher percentages for higher value customers
* Consider typical margins

***

**Usage Type**

Define what products the discount applies to:

**Specific Collections**

* Discount only works on products in chosen collections
* Great for: Promoting specific product categories
* Example: "Summer Collection" discount
* Click **Browse** to select collections from your store

**Specific Products**

* Discount only works on chosen individual products
* Great for: Clearing specific inventory
* Example: Discount on last season's items
* Click **Browse** to select products from your store

**Important Notes:**

* If no products/collections selected: Discount applies to ALL products
* You'll see a banner confirming "Discount will be applied to all products and collections"
* Selected items appear in a grid below for review
* Remove items by clicking the X on each card

***

**Purchase Type**

Define what type of purchases the discount applies to:

**One-time Purchase**

* Discount only for regular purchases
* Excludes subscription orders
* Best for: Standard promotions

**Subscription**

* Discount only for subscription orders
* Best for: Encouraging subscription signups

**Both**

* Works for both one-time and subscription purchases
* Best for: Maximum flexibility

***

**Once Per Order (Fixed Amount Only)**

This checkbox appears only when using Fixed Amount discounts.

**Unchecked (Default):**

* Discount applies to each eligible item
* Example: $10 off per item means $30 off for 3 items
* Better for: Encouraging multiple item purchases

**Checked:**

* Discount applies once to the order total
* Example: $10 off total, regardless of quantity
* Better for: Controlling discount costs

***

#### Step 3: Minimum Purchase Requirements

Set requirements customers must meet to use the discount.

**No Minimum Requirements (Default)**

* Discount works on any order size
* Best for: Maximum accessibility
* Risk: Lower average order values

**Minimum Purchase Amount**

* Customer must spend at least this amount
* Enter amount in your store currency
* Example: Minimum $50 purchase
* Best for: Ensuring profitability, encouraging larger orders

**Strategy Tips:**

* Set minimum slightly above average order value
* For $10 off, set minimum at $40-50
* For 20% off, set minimum at $30-40

**Minimum Quantity of Items**

* Customer must purchase at least this many items
* Enter number of items required
* Example: Minimum 3 items
* Best for: Moving inventory, bundle deals

**When to Use:**

* Apparel stores: "Buy 3 get 20% off"
* Accessories: "Buy 2, save 15%"
* Cosmetics: "3-item minimum for discount"

***

#### Step 4: Usage Limits

Control how often discount codes can be used.

**Limit Number of Times Each Code Can Be Used in Total**

**Unchecked (Default):**

* Each code has unlimited uses
* Risk: Sharing codes publicly

**Checked:**

* Set maximum total uses per code
* Enter number (e.g., 1, 5, 10)
* Best practice: Set to 1 for unique, non-shareable codes

**Recommendations:**

* Personal customer codes: Set to 1
* Influencer codes: Set to 50-100
* General promotions: Consider unlimited or high limit

**Limit to One Use Per Customer**

**Unchecked:**

* Same customer can use code multiple times (if total limit allows)

**Checked:**

* Each customer can only use their code once
* Best for: Preventing abuse
* Recommended for most campaigns

**Best Practices:**

* Almost always check this option
* Prevents customers from gaming the system
* Combined with total usage limit of 1 = truly unique codes

***

#### Step 5: Combines With

Control whether the discount can stack with other discounts.

**Product Discounts**

**Checked:** Can combine with automatic product discounts **Unchecked:** Cannot stack with product-level discounts

**Example:** If customer has a sale item already 20% off, can they also apply this code?

**Order Discounts**

**Checked:** Can combine with order-level discounts **Unchecked:** Cannot stack with cart discounts

**Example:** Can this work with "Buy 3 Get 1 Free" automatic discounts?

**Shipping Discounts**

**Checked:** Can combine with free/discounted shipping **Unchecked:** Cannot stack with shipping discounts

**Example:** Can customer use this code AND get free shipping?

**Strategy Considerations:**

* **More generous:** Allow combinations, better customer experience
* **More controlled:** Disable combinations, protect margins
* **Recommended:** Allow product discounts, but not other codes
* **Check local laws:** Some regions require stacking

***

#### Step 6: Active Dates

Set when the discount codes become active and when they expire.

**Start Date & Time**

When the discount codes become usable.

**Configuration:**

1. Click the **"From"** button
2. Modal opens with:
   * **Timezone** selector
   * **Date** picker (calendar interface)
   * **Time** picker (hour and minute)
3. Click **Save** to confirm

**Default:** Today at current time

**Common Configurations:**

* Immediate: Today at current time
* Next day: Tomorrow at 8:00 AM
* Campaign launch: Specific date/time coordinated with marketing
* Event day: Day of webinar/event

**Tips:**

* Choose timezone matching your customer base
* Send emails slightly before codes activate
* Consider time zones for global audiences

***

**End Date & Time**

When the discount codes expire and stop working.

**Configuration:**

1. Click the **"To"** button
2. Set timezone, date, and time
3. Click **Save**

**Default:** No end date (codes never expire)

**Common Configurations:**

* 24-hour flash sale: Tomorrow same time
* Weekend sale: Monday at midnight
* Week-long promotion: 7 days from now
* Month-long: 30 days from start
* No expiration: Leave blank

**Best Practices:**

* Create urgency with shorter windows (24-72 hours)
* Balance urgency with convenience (7-14 days)
* Clearly communicate expiry in email
* Consider follow-up reminder before expiry

**Display Format:** After setting, buttons show: "From: Jan 15, 2025 at 9:00 AM EST"

***

#### Step 7: Select Recipients

Choose who will receive the discount codes. Read about Recipients selector [here](https://docs.giftcardfactory.app/misc/recipients-selector).

***

#### Step 8: Choose Email Delivery Method

Select how customers will receive their discount codes. Read more about Customer notifications [here](https://docs.giftcardfactory.app/misc/sending-customer-notifications).

***

#### Step 9: Configure Data Management

Control how you track and manage the created discount codes.

**Allow Discount Codes Data Download**

**What it does:** Creates a downloadable CSV file with all discount codes created.

**Default:** Checked (enabled)

**File Contains:**

* Discount code
* Recipient email
* Discount value and type
* Creation date
* Usage limits
* Expiration date

**Access:**

* Download from Bulk Operations section
* Link expires after 3 days
* Any app user can download

**When to enable:**

* ✅ Need records for tracking
* ✅ Want to verify all codes
* ✅ Importing to other systems
* ✅ Accounting/audit requirements

**When to disable:**

* ❌ Don't need the data
* ❌ Security concerns (all app users see it)
* ❌ Process codes frequently

***

**Send Internal Email with All Generated Discount Codes**

**What it does:** Emails a complete report of all codes to specified address(es).

**Default:** Unchecked (disabled)

**When to enable:**

* ✅ Immediate notification when complete
* ✅ Multiple team members need info
* ✅ Email records for files
* ✅ Review before customers notice

**When to disable:**

* ❌ Check results in app directly
* ❌ Avoid email clutter
* ❌ Process many operations

***

**Email Address**

**Appears when:** "Send internal email" is enabled

**What to enter:** Your email or multiple emails separated by commas

**Examples:**

Single:

```
marketing@mystore.com
```

Multiple:

```
marketing@mystore.com, sales@mystore.com, manager@mystore.com
```

**Tips:**

* Use business emails
* Include everyone who needs to know
* Verify addresses (no confirmation step)

***

#### Step 10: Choose Execution Method

Decide when the discount codes are created and sent.

**Option 1: Send Now (Recommended)**

**Button:** "Send now" (primary blue button)

**What happens:**

* Processing starts immediately
* Codes created within seconds/minutes
* Emails sent right away
* Real-time progress monitoring

**When to use:**

* ✅ Ready to launch immediately
* ✅ Time-sensitive promotion
* ✅ Verified everything is correct
* ✅ Customers expecting codes now

**Process:**

1. Click "Send now"
2. Redirected to Bulk Operations list
3. Status shows "Processing" or "Queued"
4. Codes are created
5. Emails are sent
6. Status changes to "Completed"

**Time to complete:**

* 50 customers: 30-90 seconds
* 200 customers: 2-5 minutes
* 500+ customers: 5-15 minutes

**You can navigate away** - process continues in background

***

**Option 2: Schedule**

**Button:** "Schedule" (secondary button)

**What it does:**

* Opens scheduling modal
* Sets future date/time
* Auto-executes at that time
* Codes sent automatically

**When to use:**

* ✅ Coordinating with marketing launch
* ✅ Preparing for future campaign
* ✅ Specific time zone targeting
* ✅ Setting up in advance

**Scheduling Modal:**

**Timezone:**

* Select execution timezone
* Important for global campaigns
* Default: Your current timezone

**Start Date:**

* Click calendar icon
* Select date from picker
* Cannot select past dates

**Start Time:**

* Click clock icon
* Select hour (00-23)
* Select minute (00, 15, 30, 45)
* 24-hour format

**Example Scenarios:**

**Morning Campaign:**

* Date: Tomorrow
* Time: 09:00
* Timezone: America/New\_York
* Result: Codes sent 9 AM EST

**Global Launch:**

* Date: Friday
* Time: 08:00
* Timezone: Europe/London
* Result: Codes sent 8 AM GMT

**Note:** One-time execution only (no recurring)

***

#### Step 11: Review and Execute

Before clicking "Send now" or "Schedule", review everything:

**Checklist:**

* ✅ Discount value and type are correct
* ✅ Usage restrictions match your strategy
* ✅ Products/collections selected (if applicable)
* ✅ Purchase requirements set appropriately
* ✅ Usage limits configured (recommend: 1 use per code + per customer)
* ✅ Expiry dates set
* ✅ Recipients selected (count looks right)
* ✅ Email delivery method configured
* ✅ Data management options set

**Common Mistakes to Avoid:**

* Forgetting to set expiry date
* Not limiting usage (codes get shared)
* Wrong timezone for start/end dates
* Typos in minimum purchase amount
* Not testing email template first

**Testing Recommendation:** Before full send, test with:

* 2-3 test customer emails
* Small discount value
* Verify email looks correct
* Test code redemption
* Check reporting works

***

### Understanding Discount Codes in Shopify

#### How Discount Codes Work

**For Customers:**

1. Receives email with unique code
2. Shops your store
3. Enters code at checkout
4. Discount applies automatically
5. Completes purchase

**For Merchants:**

1. Codes appear in Shopify Admin → Discounts
2. Track usage and revenue
3. Monitor redemption rates
4. View in customer timeline
5. Analyze campaign performance

#### Discount Code Best Practices

**Code Format:**

* Automatically generated by Shopify
* Format: RANDOMCODE123
* Case-insensitive
* No special characters
* Easy to type

**Communication:**

* Make code prominent in email
* State value clearly
* Include expiry date
* Explain restrictions
* Provide support contact

**Tracking:**

* Use consistent naming: "Campaign Name - Bulk Send - Date"
* Monitor usage in Shopify analytics
* Track redemption rate
* Calculate ROI
* Identify top performers

#### Checking Discount Usage

**In Shopify Admin:**

1. Go to Discounts
2. Search for specific codes
3. View usage statistics
4. See customer who used it
5. Check order details

**In App:**

* View bulk operation details
* Download report with all codes
* Check completion status
* Monitor send success rate

### Best Practices

#### 1. Set Appropriate Usage Limits

**Always configure:**

* Limit to 1 use per customer: ✅ Check
* Total usage limit: Set to 1
* Prevents code sharing
* Maintains exclusivity

**Exception:**

* Influencer codes: Higher limits OK
* General promotions: Consider higher limits
* Loyalty programs: May allow multiple uses

***

#### 2. Create Urgency with Expiry Dates

**Short windows work best:**

* 24-48 hours: Maximum urgency
* 7 days: Balanced urgency/convenience
* 14 days: Generous but still urgent
* 30 days: Low urgency, high convenience

**Communicate clearly:**

* "Valid until Feb 15 at 11:59 PM"
* Send reminder 24 hours before expiry
* Consider time zones

***

#### 3. Test Before Full Launch

**Test process:**

1. Create test operation (5-10 test emails)
2. Use small discount value
3. Check email delivery
4. Verify code works at checkout
5. Test all restrictions
6. Confirm expiry dates

**Only after testing:**

* Scale to full recipient list
* Use actual discount values
* Launch to real customers

***

#### 4. Segment Your Audience

**Don't:**

* Send same discount to everyone
* Mix different customer values in one send
* Use generic messaging

**Do:**

* Create separate sends for different segments
* Vary discount value by customer lifetime value
* Personalize messaging per segment
* Test different offers on different groups

***

#### 5. Coordinate with Marketing

**Timing:**

* Align with email marketing calendar
* Coordinate with social media posts
* Match other promotional activities
* Consider shopping patterns (weekends vs weekdays)

**Messaging:**

* Consistent branding across channels
* Same promotion mentioned everywhere
* Clear call-to-action
* Unified customer experience

***

#### 6. Monitor and Follow Up

**Within 24 hours:**

* Check operation completed successfully
* Review any errors
* Monitor early redemption rate
* Address customer questions quickly

**Within 1 week:**

* Analyze redemption rate
* Send reminder to non-users
* Address any patterns in issues
* Adjust future campaigns based on data

**After expiry:**

* Calculate final ROI
* Measure revenue generated
* Compare to goals
* Document learnings

***

#### 7. Keep Detailed Records

**Track:**

* Date of operation
* Recipient count
* Discount value and type
* Campaign purpose
* Results and ROI
* Customer feedback

**Why:**

* Tax/accounting records
* Performance analysis
* Future campaign planning
* Customer service reference
* Audit trail

***

#### 8. Respect Customer Privacy

**Best practices:**

* Honor marketing opt-out preferences
* Secure download files
* Limit access to discount code data
* Delete exported files after use
* Follow GDPR/privacy laws

***

#### 9. Set Realistic Discount Values

**Guidelines:**

* Consider profit margins
* Factor in average order value
* Balance generosity with sustainability
* Test different values
* Monitor impact on margins

**Psychology:**

* 15-25% feels generous
* Fixed amounts encourage specific purchases
* Higher percentages for high-value customers
* Round numbers (20% not 18%)

***

#### 10. Plan for Customer Support

**Prepare team:**

* Brief on the campaign
* Provide discount details
* Ensure they can verify codes
* Have escalation process
* Set response time goals

**Common questions:**

* "My code isn't working" → Check expiry, usage limits, minimum purchase
* "Can I use with other discounts?" → Explain combination rules
* "Can I share my code?" → Explain it's unique to them
* "When does it expire?" → Provide exact date/time

### Troubleshooting

#### Codes Not Working at Checkout

**Check:**

1. Code hasn't expired
2. Products in cart are eligible
3. Minimum purchase met
4. Usage limit not reached
5. Customer hasn't used it before

**Solutions:**

* Verify discount exists in Shopify Admin → Discounts
* Check all restrictions match what customer is buying
* Test with qualifying products
* Review active date range

***

#### Emails Not Delivered

**Check:**

1. Email method configured correctly?
2. Klaviyo: Flow active?
3. App Email: Sending enabled?
4. Customer emails valid?
5. Check spam folder

**Solutions:**

* For App Email: Check Settings → Email Settings
* For Klaviyo: Verify API key and flow trigger
* For Shopify Flow: Check workflow is enabled
* Review operation logs for errors
* Test with known-good email

***

#### Wrong Discount Value Applied

**Possible causes:**

1. Multiple discounts combining
2. Incorrect configuration
3. Shopify automatic discount overriding

**Solutions:**

* Check "Combines with" settings
* Verify discount settings in Shopify Admin
* Test in private browsing window
* Disable other automatic discounts temporarily

***

#### Recipients Didn't Receive Codes

**Check:**

1. Operation status: Completed?
2. Errors in operation log?
3. Recipient list formatted correctly?
4. Email addresses valid?

**Solutions:**

* Review operation details page
* Check for specific error messages
* Verify email list had no typos
* Resend to failed recipients

***

#### Codes Shared Publicly

**If codes are being shared:**

1. Check usage limits were set to 1
2. Monitor for unusual redemption patterns
3. Disable shared codes in Shopify Admin
4. Create new operation with stricter limits

**Prevention:**

* Always set usage limit to 1
* Enable "Limit to one use per customer"
* Clearly state "Personal code, non-transferable" in email
* Monitor for abuse patterns

***

#### Download Link Not Working

**Check:**

1. "Allow download" was enabled?
2. More than 3 days since operation?
3. Logged into app?

**Solutions:**

* If expired, cannot regenerate
* Check if internal email was enabled
* Create new test operation if data needed
* Contact support with operation ID

***

#### Scheduled Operation Didn't Run

**Check:**

1. Scheduled time passed?
2. Timezone correct?
3. Operation cancelled?
4. App subscription active?

**Solutions:**

* Verify scheduled time was future
* Check if manually cancelled
* Look for error notifications
* Create new operation for now if urgent

***

#### Wrong Products/Collections Included

**Problem:** Discount applying to wrong items

**Causes:**

1. "All products" was left selected (default)
2. Wrong collections chosen
3. Products have multiple variants

**Solutions:**

* Review "Applies to" section carefully
* Re-create operation with correct selections
* Disable incorrect codes in Shopify Admin
* Test discount at checkout before sending

***

#### Percentage Discount Too High

**Problem:** Accidentally created 100% off codes

**If not sent yet:**

* Cancel scheduled operation
* Create new with correct value

**If already sent:**

* Cannot edit existing codes
* Disable codes in Shopify Admin
* Create new operation with correct value
* Email customers with corrected codes
* Honor original if customers already used them (goodwill)

### Frequently Asked Questions

#### Can I edit discount codes after creating them?

**No**, discount codes cannot be edited after creation in bulk operations.

**Workarounds:**

1. Disable incorrect codes in Shopify Admin
2. Create new operation with correct settings
3. Email customers with updated codes

**For future:** Double-check all settings before sending.

***

#### How many discount codes can I create at once?

**Recommended limits:**

* Under 500: Optimal performance
* 500-1000: Acceptable, may take longer
* 1000+: Consider splitting into batches

**Technical limit:** No hard limit, but practical considerations for:

* Processing time
* Email delivery rates
* Shopify API limits

***

#### Can I use the same settings for multiple campaigns?

**Yes**, but each operation creates new unique codes.

**To reuse settings:**

1. Take screenshots of configuration
2. Document your settings
3. Or create similar operations
4. Consider creating templates (future feature)

***

#### What happens if a customer's email bounces?

**Email bounces:**

* Discount code is still created in Shopify
* Code exists but customer didn't receive it
* Shows in operation errors/logs

**Solutions:**

* Monitor bounce rates
* Update customer email in Shopify
* Manually send code to corrected email
* Clean email list regularly

***

#### Can customers use multiple codes on one order?

**No**, Shopify allows only one discount code per order by default.

**However:**

* Customer can choose which code to use
* Can combine with automatic discounts (if you enabled it)
* Cannot stack multiple manual codes

***

#### How do I track which codes were used?

**In Shopify Admin:**

1. Discounts section
2. Search for specific code
3. View usage details
4. See orders that used it

**In App:**

* Download operation report
* Compare created vs used codes
* Calculate redemption rate

**Analytics:**

* Shopify Reports → Marketing
* Filter by discount code campaign
* Track revenue attributed

***

#### Can I create codes without sending emails?

**Not with Bulk Send** - this feature always sends emails.

**Alternative:** Use **Bulk Create Discount Codes** instead:

* Creates codes without recipients
* No email sent
* Download codes manually
* Distribute however you want

***

#### What if I accidentally send to wrong recipients?

**If not yet sent:**

* Cancel scheduled operation
* Create new with correct recipients

**If already sent:**

* Cannot recall emails
* Can disable codes in Shopify Admin
* Send apology/explanation email
* Create new operation for correct recipients

**Learn from it:**

* Always test with small group first
* Double-check recipient list
* Use naming conventions to avoid confusion

***

#### Do expired codes get deleted?

**No**, expired codes remain in Shopify but:

* Cannot be used by customers
* Still show in discount list
* Can be re-activated if needed
* Count toward discount code limit

**Best practice:**

* Periodically clean up old codes
* Archive or delete unused expired codes
* Use clear naming for easy identification

***

#### Can I create codes in different currencies?

**No**, discount codes use your store's default currency.

**For multi-currency stores:**

* Shopify handles currency conversion automatically
* Fixed amount discounts convert to customer's currency
* Percentage discounts work the same globally

***

#### How long do customers have to use codes?

**Depends on your configuration:**

* Set explicit end date: That date/time
* No end date: Never expires (not recommended)
* Best practice: 7-30 days

**Recommendations:**

* Flash sales: 24-48 hours
* Standard promotions: 7-14 days
* Loyalty rewards: 30-90 days
* Seasonal: Until end of season

***

#### What's the difference between Bulk Send and Bulk Create?

| Feature          | Bulk Send          | Bulk Create                 |
| ---------------- | ------------------ | --------------------------- |
| **Recipients**   | Required           | Not needed                  |
| **Emails sent**  | Yes, automatic     | No                          |
| **Use case**     | Targeted campaigns | Generic codes               |
| **Unique codes** | One per recipient  | Count specified             |
| **Distribution** | Automatic          | Manual                      |
| **Best for**     | Personal discounts | Influencers, flyers, social |

***

#### Can I schedule recurring sends?

**No**, bulk operations are one-time only.

**For recurring:**

* Create new operation each time
* Set calendar reminders
* Or request custom automation
* Consider Shopify Flow for triggers

***

#### What if I want to send codes in multiple languages?

**Options:**

1. Create custom email template per language
2. Use Klaviyo with language segmentation
3. Create separate operations per language
4. Contact support for multi-language templates

### Advanced Use Cases

#### Tiered Discount Campaigns

**Scenario:** Different discount values for different customer segments

**Setup:**

1. Create separate operations for each tier
2. Example:
   * VIP: 25% off codes
   * Regular: 15% off codes
   * New: 10% off codes
3. Use segments or manual lists
4. Same settings except value

**Naming:** Use descriptive titles: "VIP Black Friday 25% - Bulk Send"

***

#### Influencer Code Distribution

**Scenario:** Unique codes for different influencers to track performance

**Setup:**

1. Manual list with each influencer email
2. Higher usage limit: 50-100 uses per code
3. Longer expiry: 60-90 days
4. Track redemptions per influencer

**Tips:**

* Clear naming: "Influencer-\[Name]-Q1-2025"
* Document which code went to which influencer
* Monitor performance weekly
* Pay based on actual usage

***

#### Post-Purchase Thank You

**Scenario:** Send discount for next purchase after customers buy

**Challenge:** Bulk Send requires manual recipient list

**Workaround:**

1. Export recent customers from Shopify
2. Use that list in Bulk Send
3. Or use Shopify Flow + this feature
4. Send "Thank you for your purchase + 10% off next order"

***

#### Event-Based Distribution

**Scenario:** Send codes to webinar attendees, conference participants

**Setup:**

1. Export attendee list from event platform
2. Format as email list
3. Bulk send with event-themed template
4. Short expiry (7 days) to capture momentum

**Email messaging:** "Thank you for attending \[Event]. Here's an exclusive 20% discount!"

***

#### Geographic Targeting

**Scenario:** Different discounts for different regions

**Setup:**

1. Create Shopify segments by location
2. Separate operations per region
3. Account for local holidays/seasons
4. Consider currency and shipping costs

**Example:**

* US customers: $20 off
* Canada: $25 CAD off
* UK: £15 off

***

#### Loyalty Program Integration

**Scenario:** Integrate with points-based loyalty system

**Workflow:**

1. Export customers with sufficient points
2. Reset points in loyalty system
3. Send discount codes via Bulk Send
4. Points converted to discount codes

***

#### Win-Back Automation

**Scenario:** Monthly win-back for inactive customers

**Process:**

1. First of each month: Export customers with no purchase in 90 days
2. Create Bulk Send operation
3. 20% off, 14-day expiry
4. Track reactivation rate
5. Adjust based on performance

***

#### Beta Tester Rewards

**Scenario:** Thank beta testers with exclusive codes

**Setup:**

1. Manual list of beta tester emails
2. Higher value: 30-40% off
3. Longer expiry: 60 days
4. Can combine with other discounts
5. Personal message in template

### Need More Help?

#### Documentation Resources

* [Email Template Guide](https://docs.giftcardfactory.app/email-templates) - Customize emails
* [Klaviyo Integration](https://docs.giftcardfactory.app/integrations/klaviyo) - Set up Klaviyo
* [Shopify Flow Integration](https://docs.giftcardfactory.app/integrations/shopify-flow) - Set up Flow
* [Customer Segments Guide](https://help.shopify.com/en/manual/customers/customer-segmentation) - Create segments

#### Contact Support

* **Email:** <support@code57.pl>
* **Documentation:** <https://docs.giftcardfactory.app/bulk-operations/discount-codes-bulk-send>

**When contacting support, include:**

1. Operation ID
2. What you're trying to achieve
3. Error messages or unexpected behavior
4. Screenshots of configuration
5. Expected vs actual results
6. Number of recipients

***

**Congratulations!** You're now ready to run powerful, targeted discount code campaigns at scale. Start with a small test send, monitor the results, and scale up your campaigns with confidence. Happy selling!