Discount and promo examples

These examples show how to combine StoreConnect’s discount and promotion tools to handle common pricing scenarios.

Monthly and annual subscription options

A common pattern is offering both a monthly and an annual subscription, where choosing the annual plan gives a lower effective monthly cost.

In StoreConnect, this is set up as a master product with two variant subscription products — one billed monthly and one billed annually at a discounted total. Each variant is its own subscription product with independent term configuration. The theme’s variant selector lets customers toggle between them and see the price update accordingly.

Step 1: Create the master product

1. Create a new product with a Product Name (for example, “My Service Plan”).
2. Leave the subscription fields blank on the master product — subscription settings are configured on each variant.
3. Select Save.

Step 2: Add the monthly variant

1. In the master product’s Product Variants related list, select New Product Variant.
2. Set a Variant Label (for example, “Monthly”) and mark the variant product as Virtual.
3. In the variant product’s Subscription section, set:
   • Subscription type: Evergreen
   • Subscription term: 1
   • Subscription term unit: Month
4. Save the variant product.
5. Set the monthly price in the variant’s price book entry (for example, $20.00).

Step 3: Add the annual variant

1. Add a second variant to the master product.
2. Set a Variant Label (for example, “Annual”) and mark it as Virtual.
3. In the Subscription section, set:
   • Subscription type: Evergreen
   • Subscription term: 12
   • Subscription term unit: Month
4. Save the variant product.
5. Set the annual price in the variant’s price book entry at the discounted total (for example, $192.00 — the equivalent of two months free compared to paying monthly).

:::tip In the default StoreConnect theme, selecting a variant updates the displayed price to show the per-period cost and billing frequency. Add a note in the product description to call out the annual saving explicitly. :::

:::note Because the annual subscription product is billed as a single recurring charge each year, an automatic discount scoped to it will lock in at the discounted annual price — applied to both the initial purchase and all future renewals. A 100% automatic discount results in a genuinely free subscription: the payment gateway is not called and all renewal orders process at $0. Note that promo codes cannot achieve this — they apply as a separate order line item and do not affect the subscription period price. See Subscription products for how discounts interact with recurring payments. :::

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Storewide sale campaign

A storewide sale applies a blanket percentage discount to all products across your store for a defined period.

1. Go to StoreConnect Navigation → Offers → Discounts and select New.
2. Enter a Discount Name for internal reference.
3. Set Active to true.
4. Set Starts At to the date and time the sale begins.
5. Set Expires At to the date and time the sale ends. Leave blank to run the discount indefinitely.
6. Set Calculation Type to Percentage and enter the discount percentage (for example, 20).
7. Set Behavior When Applied to suit your pricing strategy:
   • Stacked with other discounts — adds to any product-level discounts already in place
   • Replace other discounts — overrides product-level discounts; only this sale applies
8. Leave all Scope fields blank. An empty scope applies the discount to all active products for all customers across all stores.
9. Select Save.

The discounted price appears on each product page immediately, with the original price crossed out.

:::tip To exclude specific products from the sale (for example, already-discounted items or products with thin margins), use Exclude products from price reductions. :::

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Welcome promo code via email

Sending a promo code in a welcome or registration email encourages customers to make their first purchase.

Step 1: Create the promotion

1. Go to StoreConnect Navigation → Offers → Promotions and select New.
2. Enter a Promotion Name (for example, “Welcome offer”).
3. Enter a Promotion Code that customers will enter at checkout (for example, WELCOME10). Promo codes are case-sensitive.
4. Set Starts At to activate the code immediately.
5. Optionally set Expires At or a Usage Limit to control how long or how often the code can be used.
6. Select Save.

Step 2: Add a promotion action

1. In the Promotion Actions related list, select New.
2. Choose an Action — for example, Apply discount to each scoped item or Apply discount to entire order if it includes a scoped item.
3. Set Calculation Type to Percentage or Amount and enter the value.
4. Leave the Scope fields blank to apply the promotion to all products, or scope it to a specific category or product.
5. Select Save.

Step 3: Add the code to your welcome email

StoreConnect sends transactional emails via Salesforce Classic Email Templates. To include the promo code:

1. In Salesforce, open the email template used for your customer registration or welcome notification. See Transactional emails for how StoreConnect email templates are configured.
2. Add the promo code text to the email body — for example: “Use code WELCOME10 at checkout to get 10% off your first order.”
3. Save the template.

:::note Promotions apply to the initial order only. They do not carry through to subscription renewal amounts. See Subscription products for details on how promotions interact with recurring payments. :::