Product Documentation

1. Product overview

DiscountIQ is an embedded Shopify app for promotion operations. Its primary merchant workflows are: scheduled sales, Shopify discount management, bulk selling-price updates based on Compare-at prices, promotion safety checks, coupon performance analytics, issue monitoring, and audit history.

2. Access, billing, and first-run behavior

DiscountIQ is an embedded Shopify Admin app. Authentication is handled through Shopify. The public app checks Shopify/Partner subscription state before granting access to paid functionality.

• If Shopify reports an active subscription, the app proceeds normally.
• If no active subscription exists, the merchant is handed off to Shopify's hosted app-pricing experience.
• Development stores may have paid plans activated at no charge under Shopify's development-store billing behavior; the app still treats the resulting subscription contract as active.
• After billing access is satisfied, first-time merchants are routed to first-run setup.
• Manage plan uses an explicit merchant-click action to open Shopify's hosted pricing page.

3. Navigation and workspace reference

4. Store currency and catalog synchronization

Currency

During setup, DiscountIQ reads the Shopify shop currency when available. When a store currency is detected, the setup form must match it. Monetary values are displayed and processed in that store currency.

• Supported currency values use standard three-letter currency codes.
• DiscountIQ does not perform FX conversion.
• Coupon analytics prefer the currency attached to actual historical order money when orders exist, avoiding relabeling historical money as a different current store currency.
• When no order currency is available, the current Shopify store currency is used as the display fallback.

Catalog synchronization

Completing first-run setup starts a catalog sync. The indexed catalog supports promotion targeting and price calculations.

• Indexed information includes product/variant identifiers, SKUs, selling prices, Compare-at prices, and related product metadata.
• Only eligible variants are used for managed bulk discount updates.
• Catalog synchronization status is surfaced in the Bulk discount updates workspace and Home readiness status.

5. Promotion model

The Promotions hub combines scheduled sales and Shopify discounts into a merchant-oriented lifecycle view.

The hub offers three primary creation paths:

• Run a scheduled sale.
• Create a discount code.
• Create an automatic offer.

6. Scheduled sale reference

A scheduled sale coordinates managed selling-price changes with optional Shopify discounts.

Campaign lifecycle actions

• Save sale draft: creates the draft without launching.
• Check sale: runs preflight for Draft/Ready campaigns.
• Start sale: starts a Ready campaign when offered.
• Schedule sale: schedules a Ready campaign that has a start time.
• Cancel: available for Draft/Ready/Scheduled states.
• Retry safely: available for failure/partial states when recovery is supported.

7. Discount code and automatic-offer reference

DiscountIQ provides dedicated code and automatic discount workspaces. The app reads and manages supported Shopify discount types and preserves unsupported/unknown aspects when safe editing cannot be guaranteed.

• Basic percentage/amount discount mechanics where supported by the Shopify discount type.
• Free-shipping and Buy X Get Y structures in supported edit paths.
• Product, variant, collection, or all-item targeting where supported.
• Minimum subtotal or minimum quantity requirements where supported.
• Customer eligibility: all customers, customer segments, or specific customers where supported.
• Combination settings for product, order, and shipping discounts.
• Specific-customer lookup by merchant-entered email addresses and/or phone numbers.

8. Bulk discount update reference

Bulk discount updates change Shopify selling prices for selected eligible variants. The Compare-at value remains unchanged and serves as the reference for the requested percentage discount.

The Bulk discount updates page also exposes:

• Catalog Sync Status
• Export menu and segment counts
• Price Drift Review
• Price Change History
• Catalog filters and pagination

9. Preflight and safety model

DiscountIQ uses a preflight-first model for managed pricing changes and scheduled sales. The goal is to surface conditions that could make the resulting promotion differ from what the merchant intends.

• Catalog freshness
• Compare-at price validity
• Margin safeguards
• Discount conflicts
• Unexpected managed price changes / drift

10. Issues, conflicts, margin protection, and price drift

Issues translates monitoring signals into merchant actions.

Home and Issues prioritize items needing merchant decisions. High-priority issues should be reviewed before launching additional promotions.

11. Coupon performance analytics

The Performance workspace analyzes Shopify coupon activity over a selected order date range.

Range and grouping

• Preset ranges: 7 days, 30 days, 60 days.
• Custom start/end date range.
• Daily or weekly trend grouping.

Primary metrics

• Coupon revenue
• Coupon order count
• Redemption rate (share of orders using a coupon)
• Coupon AOV
• Active code count
• Active codes with zero redemptions in the selected range

Additional views

• Best coupon in range
• Daily/weekly coupon revenue trend
• Channel distribution
• Code-level performance table
• Anti-abuse signals

Anti-abuse signals

Current heuristics can flag repeat-customer concentration, bursts of redemptions within an hour, and elevated refund/cancellation rates. These signals are informational and require merchant review.

12. Activity and audit history

Activity provides a searchable audit timeline with newest events first. It is designed to answer what changed, who initiated it, and what before/after values were involved.

• Categories: All, Price updates, Discounts, Issues, System.
• Search terms can target a promotion, product, actor, or event.
• Events group by day and show time, category, summary, and actor.
• Before/after changes can be expanded when recorded.
• Pagination supports 25 or 50 rows per page.

13. Customer data and privacy behavior

DiscountIQ processes Shopify merchant/store data and a limited set of customer/order data required by current features.

• Coupon performance can process recent order details such as creation time, financial/cancellation status, discount codes, order value, currency, sales channel, and Shopify customer identifier.
• Specific-customer discount targeting can process customer email addresses and phone numbers to locate Shopify customer IDs and to display an existing targeted selection.
• Customer names and postal addresses are not required by the current customer-targeting implementation.
• Raw customer/order analytics data is designed to be temporary; current coupon analytics uses an in-memory cache with a short expiry rather than persisting raw customer/order profiles in the application database.
• Shopify mandatory privacy webhooks are supported for customer data request/redaction and shop redaction.

14. Operational limits and expected behavior

15. Troubleshooting reference

16. Support and legal resources

For support, include the Shopify store domain, feature/workflow, expected behavior, actual behavior, and an exact error message or screenshot when available. Do not email passwords, API secrets, client secrets, or other credentials.