Discounts

Reward shoppers with magic discounts that apply themselves at checkout, or static codes they copy.

Formtoro can reward shoppers for completing a form. There are two ways to do it, and the difference matters — so it's worth understanding both.

Magic vs. static discounts

When you add a discount to a form, you choose a Discount type:

Magic discountStatic code
What the shopper doesNothing — it just worksCopies a code and pastes it at checkout
When it appliesAutomatically at checkoutOnly if they enter the code
The codeUnique to that customerOne shared code, shown to everyone
Where it livesOn the form's reward settings (invisible)On a visible discount element in the form
Backed byA saved Formtoro discount + Shopify automatic discountA Shopify discount code you manage

A magic discount applies itself at checkout — there's no code to copy and nothing for the shopper to remember. You pick one of your saved discounts (from the Discounts page), and Formtoro does the rest:

  1. The shopper completes the form.
  2. Formtoro grants that customer access to the discount (via a secure Shopify customer record).
  3. At checkout, Shopify applies the discount automatically.

Because access is granted per customer, the reward is effectively unique to each shopper, and you never expose a code that could leak or be shared.

In the discount step, choose Magic discount and select one of your available discounts. Magic discounts don't need a visible code element in the form — they're applied behind the scenes.

Static code

A static code is a literal code (e.g. WELCOME10) shown inside the form for the shopper to copy and paste at checkout. It's the same code for everyone, and it corresponds to a discount code you manage in Shopify.

Choose Static code and enter the code. Formtoro adds a discount display element to the form so shoppers can see and copy it (you can hide the copy button if you prefer).

Static codes are simple, but they don't auto-apply, they're shareable, and they rely on you keeping the matching Shopify code in sync. Prefer magic discounts unless you specifically need a visible code.

The discount library

Manage your reusable rewards from the Discounts section. Each discount is defined once and can be attached to many forms. The list shows each discount's type, status (active, scheduled, or archived), and how many forms use it.

Creating a discount

Create a new discount and choose how it rewards the shopper:

  • Percentage off — e.g. 10% off the order.
  • Fixed amount — e.g. $5 off.
  • Free shipping.

Refine it further with:

  • Conditions — minimum order amount, usage limits, and date ranges.
  • Scope — which products, collections, or shipping lines it applies to.
  • Buy X, Get Y rules for bundle-style offers.

A diagnostics panel shows the status of the underlying Shopify discount function and the results of test runs, so you can confirm a discount works before you rely on it.

Attaching a discount to a form

Add a discount when you create a form (the final wizard step), or later from the builder. For a magic discount, just select the saved discount. For a static code, the builder adds a discount display element you can place and style.

Archiving

Archiving a discount is a soft delete — Formtoro warns you if a form still uses it, so you don't break a live experience by accident.

Next steps