Create Unique Discount Codes for New Shopify Customers

When a customer is created in Shopify (through account signup, first purchase checkout, admin creation, or API), this trigger activates the workflow and captures customer data including customer ID, phone number, email, and name. The workflow runs for every new customer added to your store regardless of creation method. No configuration is required—it's pre-connected to your Shopify store and automatically monitors customer creation.

This step creates a Shopify price rule with configurable parameters.

Configuration: You must set three key values during setup:

1. Discount value: Default is -20 (can be percentage or fixed amount). Enter as negative number for discounts.
2. Value type: Choose "percentage" or "fixed_amount" to define discount type.
3. Expiration: Default is 14 days from creation. Customize the date calculation to set different expiration periods.

The price rule includes:

1. title: Formatted as "NEWCUSTOMER [customer_id] [timestamp]" for tracking
2. allocation_method: "across" (applies discount across cart)
3. target_type: "line_item" (applies to products)
4. customer_selection: "prerequisite" (only specific customers can use it)
5. prerequisite_customer_ids: Contains the new customer's ID (makes code customer-specific)
6. once_per_customer: "true" (single-use per customer)
7. starts_at: Effective immediately
8. prerequisite_subtotal_range: Minimum cart value of $1.00

The created price rule ID is returned for use in subsequent steps.

This step retrieves the full price rule record using the price rule ID from the creation step. It confirms the rule was created successfully and returns complete rule data needed for discount code generation.

This step creates a discount code associated with the price rule. The code follows the format "NEWCUSTOMER[customer_id]" (like NEWCUSTOMER5678901234), which makes each code unique and easily traceable to the specific customer. The code is linked to the price rule from step 2, inheriting all its restrictions and discount logic. Customers can enter this code at checkout to receive their discount.

Code format benefits:

1. Unique per customer (prevents sharing between accounts)
2. Easy to identify customer from code for support inquiries
3. Trackable in Shopify analytics for attribution

This step adds the discount code as a tag to the customer record. The tag appears in Shopify admin on the customer's profile alongside other tags, making it simple for support staff to reference the customer's discount code when assisting with orders. Tags also enable filtering and segmentation—you can identify which customers have received codes, which have used them, or create email campaigns targeting tagged customers.

Tag visibility: The tag is visible in Shopify admin but doesn't appear to customers. It's purely for internal reference and marketing segmentation.

This step retrieves shop information from Shopify, specifically the store name which is used in the SMS message template to personalize the welcome message (like "Thank you for shopping with [Your Store Name]").

This filter checks if the customer's phone field is not empty. If true (phone number exists), the workflow proceeds to send SMS. If false (no phone number), the workflow skips the SMS step and completes without error. This conditional logic ensures the workflow handles both customers with and without phone numbers gracefully.

Common scenarios:

1. Customers who check out as guests without providing phone: Skip SMS
2. Customers who create accounts with phone: Receive SMS
3. Bulk imported customers without phone data: Skip SMS

This step sends an SMS to the customer's phone number with the discount code.

Configuration: You can customize the SMS message template during setup. The default message includes:

1. Thank you message with store name
2. Discount offer (default: "Take 20% off your next order")
3. The unique discount code

Message customization: Update the message to match your brand voice, adjust the discount description if you changed the value/type, or add additional information like expiration date or minimum purchase requirements.

SMS delivery notes:

1. Requires SMS credits in MESA (usage-based pricing)
2. Messages send immediately after customer creation
3. International phone numbers supported
4. Standard SMS character limits apply