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How to View and Make Comments On A Discount’s Timeline on Shopify
Last modified: July 2, 2024
Once you’ve created a discount on Shopify, you can immediately see a timeline of all the discount’s history on your store. This will include the time and date of when the discount was created, enabled, disabled, used, etc. However, it doesn’t display if, and when, the Shopify discount was edited by you.
However, that doesn’t mean that you can’t add that information to the timeline manually. Having this information can be very important if you want to see what differences to the application of the discount have made to uptake rates or order values. Therefore, this article will show you how you can add comments to your Discounts’ timeline on Shopify.
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Quantity Breaks & Discounts
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QD (Quantity Breaks/Discounts)
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| 3 |
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Discounts & Quantity Breaks
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Automatic Discounts & Gifts
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Unlimited Discounts Manager
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Bulk Price Editor & Discounts
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PE (Discount & Price Editor)
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Bold Quantity Breaks
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Bulk Discount & Sales Manager
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| 10 |
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Quantity Price Breaks
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BD (Bulk Discount Manager)
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Dispack ‑ Quantity Discount
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Step 1 - Login
Login to your Shopify account using your credentials.
Step 2 – Discounts
Within the Shopify dashboard, choose the ‘Discounts’ option that is on the left-hand side of the screen. From the discounts screen, you will want to find and select the discount that you would like to add a comment to.
Step 3 – Timeline
Within the discount settings page, move to the Timeline section. Now you can enter in a new comment into the ‘New Comment’ box. You can add all kinds of content within the timeline, like an emoji face. This is to brighten up the process, but can also act as a quick visual glance at how a campaign has fared (i.e. thumbs up or thumbs down.)
It is important to note that only you and any staff you have can see comments. You can toggle comments on and off within the timeline.
To mention a staff member, i.e. asking them to action something, you can click on the ‘@’ sign. This will bring up a list of staff which you can select to include in the discount comment section.
You can also use the hashtag (‘#’) to add specific orders, customers, draft orders, variants, and more to the comment. This can be helpful if you want to add a specific reference to a comment about the discount for future reference. This could be something like a customer who didn’t get their discount or needs a refund because the discount was not done properly.
If you need to add any files to the comment, click on the paperclip icon. You can upload all kinds of files to your Shopify store. You might want to include a PDF of order analysis with the discount code to backup any comments you’ve made in the discount comment.
For example, if you’ve conducted a fraud analysis for an order related to a particular discount, you can upload the report and add a comment like “Attached fraud analysis report for order #12345. @SecurityTeam, please review.”
Step 4 – Post Comment
When you’ve completed all the new comment content, you can click on the option that says ‘Post’ to insert the comment into the timeline. If you need to later delete the comment from your discount’s timeline you can click on the ‘X’.
Step 5 – Save
When you’ve completed all the work, you need to click on the ‘Save’ option.
Leveraging Discount Timelines for Enhanced Business Management
Viewing and making comments on a discounts timeline can significantly improve your Shopify store’s internal communications and business operations. This feature, visible only to you and your staff, allows for seamless collaboration and information sharing.
When managing discounts, you might need to enable VAT rates for digital goods or create a specific collection for products that need tax override. You can document these actions in the timeline, mentioning relevant team members to ensure they’re notified. For instance, you could write “@SalesManager, please review the new VAT rates for our digital products.”
Use hashtags to create topical references, making it easy to track specific aspects of your discount strategy. For example, “#DigitalVAT” or “#TaxOverride” can help categorize your comments for future reference.
By utilizing the discount timeline effectively, you create a comprehensive record of your discount management process, improve team communication, and enhance your ability to track and analyze the performance of your promotions. This internal tool is invaluable for maintaining a clear history of your discount strategy and ensuring all team members are on the same page.
Conclusion: How to View and Make Comments On A Discount’s Timeline on Shopify
When it comes to discounts, you need to have good management of your codes and discounts. To know what changes have been made, you can add comments to the discounts timelines. To help you complete this task, use the steps above. If you want more functionality of your coupons and discounts, why not try this app.
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Are comments on a discount’s timeline searchable in Shopify?
Comments on a discount’s timeline are not directly searchable, but you can manually scroll through the timeline to review and locate specific comments.
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Can customers see the comments we make on discounts in Shopify?
No, customers cannot see the comments made on discounts in Shopify. These comments are internal and only visible to the store’s staff members.
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Is there a limit to the number of comments I can add to a discount’s timeline?
The limit on comments for a discount’s timeline may vary by platform, with some having restrictions while others allow unlimited comments for effective tracking.
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