Automatic Discounts

Automatic discounts apply without requiring customers to enter a code. When cart conditions are met, the discount appears automatically — creating a seamless experience that increases conversion.

Higher Conversion

Automatic discounts typically convert 20-30% better than code-based discounts because customers don't have to hunt for codes or remember to apply them.

Creating an Automatic Discount

Navigate to Discounts

Go to CheckoutOS → Discount Functions → Create Discount.

Select Type

Choose "Automatic" as the discount type.

Set Conditions

Define when the discount should apply.

Configure Discount

Set the discount value and what it applies to.

Set Schedule

Optional: limit to specific dates.

Activate

Save and enable the discount.

Condition Types

Cart Value Conditions

Cart Value Discount

{
  "discount": {
    "name": "Free Shipping Over $50",
    "type": "automatic",
    "conditions": {
      "cart_subtotal": {
        "operator": "gte",
        "value": 50,
        "currency": "USD"
      }
    },
    "discount_value": {
      "type": "shipping",
      "value": "free"
    }
  }
}

Product Conditions

Product-Based Discount

{
  "discount": {
    "name": "20% Off Summer Collection",
    "type": "automatic",
    "conditions": {
      "products": {
        "type": "in_collection",
        "collection": "summer-2025"
      }
    },
    "discount_value": {
      "type": "percentage",
      "value": 20,
      "apply_to": "matching_products"
    }
  }
}

Quantity Conditions

Quantity Discount

{
  "discount": {
    "name": "Buy 3+ Save 15%",
    "type": "automatic",
    "conditions": {
      "quantity": {
        "operator": "gte",
        "value": 3,
        "scope": "cart"
      }
    },
    "discount_value": {
      "type": "percentage",
      "value": 15
    }
  }
}

Customer Conditions

Customer-Based Discount

{
  "discount": {
    "name": "VIP 25% Off",
    "type": "automatic",
    "conditions": {
      "customer": {
        "tags": ["vip"],
        "logged_in": true
      }
    },
    "discount_value": {
      "type": "percentage",
      "value": 25
    }
  }
}

Combining Conditions

Use AND/OR logic to create complex conditions:

Combined Conditions

{
  "discount": {
    "name": "VIP Summer Sale",
    "type": "automatic",
    "conditions": {
      "logic": "AND",
      "rules": [
        {
          "type": "customer_tag",
          "value": "vip"
        },
        {
          "type": "cart_subtotal",
          "operator": "gte",
          "value": 100
        },
        {
          "logic": "OR",
          "rules": [
            { "type": "collection", "value": "summer-sale" },
            { "type": "collection", "value": "clearance" }
          ]
        }
      ]
    },
    "discount_value": {
      "type": "percentage",
      "value": 30
    }
  }
}

Scheduling Discounts

Scheduled Discount

{
  "schedule": {
    "start_date": "2025-06-01T00:00:00Z",
    "end_date": "2025-06-30T23:59:59Z",
    "timezone": "America/New_York",
    "recurring": false
  }
}

Recurring Schedules

Happy Hour Discount

{
  "schedule": {
    "recurring": true,
    "days": ["monday", "tuesday", "wednesday", "thursday", "friday"],
    "start_time": "16:00",
    "end_time": "18:00",
    "timezone": "America/New_York",
    "name": "Happy Hour 20% Off"
  }
}

Display Options

Control how customers see the discount:

Display Configuration

{
  "display": {
    "cart_page": {
      "show_banner": true,
      "banner_text": "Free shipping applied!",
      "banner_style": "success"
    },
    "checkout": {
      "show_discount_line": true,
      "discount_label": "Summer Sale (20% off)"
    },
    "product_page": {
      "show_badge": true,
      "badge_text": "20% OFF"
    }
  }
}

Exclusions

Exclude specific products or conditions:

Exclusion Rules

{
  "exclusions": {
    "products": ["gift-card", "subscription-box"],
    "collections": ["already-on-sale"],
    "tags": ["no-discount", "final-sale"],
    "minimum_margin": 0.20,
    "already_discounted": true
  }
}

Usage Limits

{
  "limits": {
    "total_uses": 1000,
    "per_customer": null,
    "budget": 10000,
    "max_discount_per_order": 100
  }
}

Best Practices

Automatic Discount Tips

Communicate the discount — Show banner before checkout
Set clear conditions — "Spend $50, get free shipping"
Protect margins — Set exclusions and limits
Test before launch — Verify conditions work correctly
Monitor usage — Track impact on revenue and margins