How-to guide

    How to Set Up a Percentage Discount on Shopify

    In PromoOS a percentage discount is a Discount Code promo with Discount Type set to Percentage, up to 100% off. This guide creates Winter Sale 20% Off, code WINTER20, running January 12 to 26.

    6 steps About 3 min

    When to Use It

    Use a percentage discount when the offer should scale with the price of what people buy. It is the default for seasonal sales, sitewide events and clearance.

    • Seasonal or sitewide sales where every item gets the same treatment
    • Clearance on a collection where the discount should track each price
    • Promos you want shoppers to share by code

    Set It Up in 6 Steps

    1. Open Create Promo from the Dashboard

      Sign in to PromoOS and click Create Promo in the header. The Create Promotion dialog opens on the Promo Type step. Every promo, whatever its type, starts here.

      PromoOS Dashboard: Create Promo button in the header, one live campaign and two upcoming events for the week
      The Dashboard with Create Promo in the top right
    2. Choose Discount Code

      The first step asks how the promo should apply. Choose Discount Code: shoppers enter a code at checkout, and product-page prices stay unchanged until then. You can add an optional revenue goal here, then click Next.

      PromoOS Create Promotion dialog, Promo Type step: Discount Code card selected, Compare-At not selected, revenue goal empty
      Promo Type step with Discount Code selected
    3. Name it and set the dates

      In Basic Information, enter the Promo Name, leave Promo Type as Discount, then set the Start Date, End Date and times. PromoOS uses these to activate the promo and to end it, so the dates are the schedule.

      PromoOS Create Promotion dialog, Setup step: Winter Sale 20% Off, Discount, January 12th to 26th 2027, 09:00 to 23:59, Percentage 20, code WINTER20, All Products
      Setup step with the name, dates, discount and targeting filled in
    4. Choose Percentage and enter 20

      In Discount Configuration, click Percentage (%) under Discount Type and type 20 in Discount Value. Leave Minimum requirement on No minimum, keep Discount Method on Requires a code, and type WINTER20 in Discount Code or click Generate.

      PromoOS Setup step, Discount Configuration column: Discount Type Percentage selected, Discount Value 20, No minimum, Requires a code, Discount Code WINTER20
      Discount Configuration with Percentage, 20 and the code WINTER20
    5. Choose what it applies to

      In Target Audience, keep All Products for a sitewide sale. Specific Collections and Specific Products open a picker if you want to narrow it. The code only works on the items you choose here.

      PromoOS Setup step, Target Audience column: Apply To with All Products selected, Specific Collections and Specific Products unselected
      Target Audience set to All Products
    6. Add a banner, then click Create Promo

      The Placements step is optional. Toggle an Announcement Bar or Hero Section on any store page to show Winter Sale 20% Off on your storefront, or leave every placement off. Click Create Promo. A future start date saves the promo as Scheduled and PromoOS activates it on time.

      PromoOS Create Promotion dialog, Placements step: no placements toggled on, Select a placement panel, Create Promo button in the footer
      Placements step before any banner is added, with Create Promo ready

    What Shoppers See

    • Product pages keep their normal prices until checkout
    • The code WINTER20 takes 20% off qualifying items at checkout
    • When the promo ends, the code stops applying and any banners come down automatically

    Questions

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