How to add or remove discounts in bulk

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Before you start

  • Depending on the size of your store, you may need to add or remove discounts in bulk. This can apply to all customers or to a specific segment. For changes that affect more than a small group of customers, using a bulk operation is the most efficient approach.

  • Ensure you have access to Bulk Operations in your User Permissions.

  • Run bulk updates during off-peak hours to minimize customer impact.

Use cases

Bulk discount updates are helpful when changes need to be applied consistently across many subscriptions.

Common scenarios include:

  • Seasonal or time-bound promotions: Apply discounts to active subscriptions for a limited period.

  • Replacing an existing discount code: Remove the current discount and add the new one in a separate bulk operation.

  • Removing outdated or unintended discounts: Clean up legacy, testing, or one-time discounts that should no longer apply.

  • Targeted segment updates: Add or remove discounts for specific groups of subscribers based on defined conditions.

Step 1: Set the conditions

  1. In your Skio dashboard, go to Tools > Bulk Operations.

  2. Choose the subscription type. Select either Regular recurring subscription or Prepaid subscription.

  3. Define the conditions for the customers you want to target. You can add multiple conditions using AND, OR, or AND/OR logic

    1. For example, to remove discounts from all active customers who have a specific discount code applied you can set conditions of Subscription status Equal to Active AND Discount code(s) are discount1 , discount2 , discount3

    2. See Bulk operations guide for a full list of conditions.

This step ensures the bulk operations tool only runs on relevant subscription lines. If you skip it, the operation may show multiple Failures because the tool couldn't find the selected variant during the next step (setting the Action).

Step 2: Select the Add or Remove discount Action

Add discount

  1. In the Actions section of the Bulk Operations tool, click the Add an action button.

  2. From the dropdown, choose Add discount.

  3. Select the discount type from the dropdown. Choose from:

    • Percentage: Applies a percentage-based discount.

    • Fixed amount: Applies a flat discount amount to each subscription order.

    • Code: Applies a discount using a specific discount code you created in Shopify.

  4. If Percentage or Fixed amount is selected:

    • Enter the discount title. This title is visible in the Customer Portal.

      Discount title displaying in the customer portal after a bulk add discount update

    • Enter the percentage or fixed amount.

    • Optionally, specify the number of orders the discount should apply to. You can leave this field blank to make the discount permanent.

  5. If Code is selected:

    • Enter the discount code.

Remove discount

  1. In the Actions section of the Bulk Operations tool, click the Add an action button.

  2. From the dropdown, choose Remove discount.

  3. Select the discount type from the dropdown. Choose from:

    • Percentage: Removes percentage-based discounts.

    • Fixed amount: Removes a flat discount amount from the selected subscriptions.

    • Code: Removes specified discount codes applied to customer orders.

    • Discount title: Title of discount applied to customer orders.

  4. Enter the required value based on the selected discount type. For example, if Code is selected, enter the discount code.

Step 3: Preview and run the bulk operation

Preview bulk operation

Preview the subscriptions that will be affected before running the bulk operation. We recommend downloading the export so you can verify the changes or revert them if needed.

Preview of subscription details with warnings about accuracy and download recommendations.

Run bulk operation

When you are ready to start your bulk operation, scroll to the top of the page and click Start operation.

UI bulk operations with options for subscription types and action initiation. highlighting the start operation button on the right

Step 4: Check the bulk operation results

Use the exported CSV (comma-separated values) file to check if the bulk operation ran successfully.

Search for a subscription ID from the CSV in the Skio Dashboard under Subscribers > Subscriptions to confirm that the discount was appropriately added or removed from the subscription.

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