How to Set Up Automatic Shopify Discount Code Generation for Influencer Collaborations

This tutorial walks you through setting up automatic Shopify discount code generation for your influencer collaborations. By the end, you'll have Shopify creating and managing discount codes for you.

What You'll Achieve

• Connect your Shopify store to Mention Me's influencer discount system
• Configure a discount code template used to generate discount codes on request
• Create a collaboration that generates Shopify discount codes for enrolled influencers
• Verify that discount codes appear in your Shopify admin

Before You Begin

You'll need:

• A Shopify store with admin access
• A Mention Me account with the Influencers product enabled
• Merchant dashboard access with permission to manage influencer settings

Step 1: Install the Mention Me Shopify App

If you haven't already installed the Mention Me app on your Shopify store:

1. Visit the Mention Me app on the Shopify App Store
2. Click Add app and follow the prompts to install it on your store

If the app is already installed but you're seeing warnings about missing permissions, you'll need to re-authenticate. See How to troubleshoot Shopify connection issues.

Step 2: Verify Your Connection Status

1. In the Mention Me dashboard, navigate to Influencers → Settings → General
2. Under Default discount provider, select Shopify
3. A connection status card will appear below the provider selector

You should see one of three states:

You need a green Connected status to proceed. If you see a warning or not-connected state, use the button on the card to install or re-authenticate the app.

Step 3: Switch Your Discount Provider to Shopify

1. On the General settings page, find the Default discount provider field
2. Select Shopify (instead of "Self managed")
3. Click Save at the bottom of the page

Once saved, all collaborations with a discount incentive will automatically generate Shopify discount codes when influencers are enrolled.

Step 4: Configure Your Discount Code Template

The discount code template defines the format used when generating codes for influencers. You can combine free text with dynamic placeholders.

1. On the General settings page, find the Default discount code template field
2. Click into the input to see available placeholders:
   • Influencer full name — e.g. JANEDOE
   • Influencer first name — e.g. JANE
   • Social handle — e.g. JANEDOE (from their linked social profile)
   • Discount amount — e.g. 20
3. Select placeholders and/or type custom text to build your template
4. Check the Preview below the input to see what a generated code would look like
5. Click Save

Example templates:

Step 5: Create Your First Collaboration with a Shopify Discount

Now let's create a collaboration that uses Shopify discount codes.

1. Navigate to Influencers → Programmes and select a programme (or create a new one)
2. Click Create collaboration
3. In the collaboration wizard, on the Actions step, select the action type Give discount
4. Configure the Follower incentive section:
   • Incentive type: Choose "Percentage discount" or "Fixed amount discount"
   • Value: Enter the discount amount (e.g. 10 for 10%)
   • Has minimum spend: Toggle on if you want to require a minimum order value
5. Because Shopify is your discount provider, you'll see an additional Customer eligibility section:
   • All customers: The discount code works for anyone
   • Specific customer segments: Restrict the discount to specific Shopify customer segments
6. Complete the remaining wizard steps and publish the collaboration

When an influencer enrols into this collaboration, we will automatically:

• Generate a unique discount code using your template
• Create the discount in your Shopify store with the configured value, eligibility, and rules
• Assign the code to the influencer

Step 6: Verify the Discount in Shopify

After an influencer enrols into this collaboration:

1. Go to the influencer's profile page in Mention Me
2. Find their collaboration in the Collaborations tab
3. You'll see their discount code displayed with a green Shopify badge
4. Click the actions menu (⋮) next to the collaboration
5. Select View in Shopify - this opens the discount directly in your Shopify admin

The discount in Shopify will have:

• The generated code as both the title and redemption code
• The discount value you configured (percentage or fixed amount)
• Customer eligibility rules matching your collaboration settings
• Minimum spend requirement (if configured)

What's Next

Now that you're set up, here are some common tasks you might need:

• Understanding Customer Eligibility for Shopify Discount Codes - restrict who can use a discount
• How to Edit an Influencer’s Discount Code - change an individual code (auto-synced to Shopify)
• How to Convert a Manually Assigned Influencer Code to a Shopify Discount - migrate existing codes
• How to Update Discount Settings in a Live Collaboration - change discount value or eligibility on an active collaboration
• How to Troubleshoot Shopify Discount Provider Issues - resolve permission or connection problems