Enabling Discounts in your quiz via the Discounts tab
Inside the quiz editor, click the Discounts tab at the top of the screen. You will see the Discounts section with a toggle to enable or disable the feature:
When the toggle is enabled, you can configure the discount method and all related settings, which will be explained further in the article:
Choosing a discount method
Under the Method section, you can choose between two options:
Discount code: Generates a unique, per-customer code that you can display on the results page (and optionally apply it automatically at checkout).
Automatic discount: Applies a discount automatically at checkout without requiring the customer to enter a code.
Discount code method
When Discount code is selected, you will see the following settings:
Discount Details
Name: An internal name for the discount (e.g., quiz completed discount). This is how the discount will appear in your Shopify Discounts dashboard.
Discount code prefix: A prefix that will be prepended to every unique code generated (e.g.,
OCTANE). You will see a placeholder for the code, likeOCTANE-XXXXXXXXXX, but when the live quiz is taken, the placeholder code after the prefix will be generated dynamically.
Automatically apply the code at checkout
When this checkbox is enabled, the generated discount code is added to the shopper's cart automatically when they click Add to Cart on the results page. When disabled, the customer will need to manually copy the code from the results page.
Automatic discount method
When Automatic discount is selected, a standard Shopify automatic discount is created and applied without the customer needing to copy or enter any code. The same discount configuration options apply (discount type, purchase type, applies to, etc.), but there is no code prefix field since no code is generated for the customer.
Discount configuration
Both methods share the same discount configuration options:
Discount type
Choose how the discount value is applied:
Percentage (%) — e.g., 15% off
Fixed Amount ($) — e.g., $10 off
Free Shipping — removes shipping costs
Purchase type
Select which types of purchases the discount applies to:
One-time purchase
Subscription
Both
Applies to
Specify the scope of the discount:
Entire order
Specific products
Specific collections
Minimum purchase requirements
Set conditions that must be met before the discount is applied:
No minimum requirements
Minimum purchase amount ($)
Minimum quantity of items
Maximum discount uses
Control how many times the discount can be used:
Limit number of times this discount can be used in total: Caps global usage across all customers
Limit to one use per customer: Ensures each shopper can only redeem the discount once
Active dates
Activation: Set to At send time (activates when the quiz is first taken and the discount is generated) or On a specific date (the discount will be activated once a certain date is reached).
Expiration: Set to Do not expire (the discount will always be active) or On a specific date (the discount will expire once a specified date is reached).
Using the discount code manually in the quiz
Disclaimer
If Automatically apply the code at checkout is enabled, the code is already applied to the customer's cart once they reach a results page and click Add to Cart. They will see the discount reflected in the order summary at checkout.
How to add the discount code to your results page using the variable
If you want to show the discount code in a results page, so that the customer has to copy it and paste it in the checkout to get the discount, you can do it with the code variable.
The code variable is {{_discount_code}}, and you can add it to any of these content blocks: Text content, Smart Copy, or HTML content.
Here is an example of how the discount code variable can be added to a results page inside text content:
And this is how it will look in the preview. In the live version, the dynamic code will replace the placeholder:
How to display the discount code on the results page conditionally using Advanced Logic
You can set up your discount so that it only shows to clients who fulfill a certain requirement. A very common use case is rewarding the customers with a discount code if they opt in to email marketing.
Using Advanced Logic (click here to learn more), you can add a condition to the Content block that contains text content with the discount code, so that this block is only shown to customers who submit their email in the quiz email opt-in question:
How the discounts are shown in Shopify
All discounts configured through Octane AI are created and managed in your Shopify Admin → Discounts section. You can view the discount, check how many times it has been used, and see all generated codes from there:
