Getting started

With Sales Genius, you can offer personalized pricing, private sales, promotions, and bulk discounts to specific customers and markets.

Installing the app

1. Go to the Shopify App Store

2. Install the app

3. Access it through the Apps section of your Shopify Store

Subscription plan

Use our get-started tutorials

Once the Setup Wizard steps are completed, head over to the Getting started tab and follow the mini-tutorials to explore Sales Genius.

Setting up the app with the Setup Wizard

The setup wizard assists you in integrating the app by performing all the necessary checks for the application's proper functioning and guiding you through any tasks that need to be completed in the Shopify back office.

Choose the theme on which to run the installation

You need to choose to run the installation on one of three themes based on the style of your store.

It is recommended to create a test theme that is a copy of your main theme. Ensure that everything works correctly on this test theme before publishing it. This allows you to verify that all modifications and functionalities are operational without affecting your live site.

Discounts

In order for discounts to be applied in the cart and at checkout, Sales Genius must create discounts.
When the Setup Wizard is launched, the discounts will be automatically created.

For Sales Genius to work correctly, it is necessary not to delete the 5 discounts created by the app. If you accidentally delete or disable the discounts, the Setup Wizard can recreate them.

To do this, simply click on Check Again at the end of the Setup Wizard

Your discounts are automatically created or activated

Update assets

To apply product promotions, the Liquid snippets must be added to your theme.
The 'green folder' icon indicates that the asset is up to date and no action is required.

The 'blue folder' icon indicates that the asset is missing and will be added.

By clicking on Install/Update assets, they are automatically added.

Modify the price.liquid snippet

To display promotions on your product and collection pages, you must also modify the price.liquid snippet. You will need to manually add the code snippet.

Before you begin, ensure that the status of this step is "awaiting your action."

1. Select the entire snippet and copy the selection

2. Click on Edit the snippet

3. You will be redirected to the price.liquid page for code editing. Paste the snippet just before the start of the HTML code

4. Click on Save in the upper right corner

5. Return to the installation assistant and click on Check Again

The status of the step is now Completed

Le code HTML est écrit à l'aide de balises placées entre crochets (< >), tandis que le code Liquid est écrit à l'aide de balises placées entre crochets et de signes de pourcentage ({% % }).

It may happen that the price.liquid file is not found. In this case, the step will be marked as failed.
To add the snippet, locate the folder that contains price.liquid and paste the snippet.

Embed the app

The last step of the Setup Wizard is to add the app to your theme so it can be displayed in your store.

1. Click on Embed the app. You will be redirected to the customization page for  your theme

2. In the app embeds side panel, click on the toggle switch next to Sales Genius

3. Click on Save

4. Go back to the Setup Wizard and click on Check again

The status of the step is now completed.

You have now completed the installation of Sales Genius, and you can start creating your first promotion!

Enabling Sales Genius on the shop

To apply the custom prices on the products in the product, collection, cart and checkout pages, you need to enable the custom prices.

1. Go to Configuration

2. In the General section, tick the box Enable the custom prices on the shop

3. Click Save

Custom prices are now displayed on your store!

Create discounts

There are 3 types of discounts:

• Catalog: the discount applies to one/multiple collections or the entire catalog

• Product: the discount applies to a selected set of products

• Cart: the discount is applied directly in the cart and/or at checkout

  • Free gift: a product is offered when the cart total falls within a predefined amount range

  • Buy X, get Y free: coming soon

  • Free shipping: coming soon

Catalog discounts

In the tab All discountscatalog discounts you can create a new catalog discount that will apply to an entire selected collection. To do this:

1. Click on Create a catalog discount

2. Define a name and set its priority

3. Choose the type of discount to apply and specify its value

   

4. Enter the start and end dates

5. Decide whether the promotion will be available to all customers or only to logged-in users.

6. Select the segments, markets, and collections

   

7. In the Magic Link section, check the box to apply the discount only when customers use the secret URL

8. Click Generate a random code to create a unique secret code, or enter one manually

9. Select the page where customers will be directed when using the magic link

   

10. Click Save at the top of the page

Your new catalog discount is now visible in the table, and you can access the selected details. From this table, you can modify or delete the discount. For those with a magic link, you can obtain the link by clicking on the copy to clipboard icon.

Product discounts

In the tab All discountsProduct discounts it is possible to create a new product discount that will apply to a specific product or product variant. To do this:

1. Click on Create a product discount

2. Click on Select a product to choose the product or product variant for the discount

3. Associate the discount with a specific group for better organization and define its priority

   

4. Choose the type of discount and its value

5. Enter the start and end dates

6. Choose whether all customers or only logged-in customers will have access to the discount

7. Select the segments and markets

   

8. Click on Save at the top of the page

Your new product discount is now visible in the table. You have access to the chosen information. From this table, you can modify or delete the discount.

Cart discounts - free gift -

In the tab All discountsCart discounts - free gift - it is possible to create a gift product in the cart based on a defined amount. To do this:

1. Click on New cart discounts - Free gift -

2. Define a name for the discount

3. Enter a minimum and maximum for the cart amount

   

4. Select the gift product and the quantity

   

5. Click on Save at the top of the page

Your new cart discount is now visible in the table. You have access to the chosen information. From this table, you can modify or delete the discount.

When the cart is between 100€ and 1000€, the free product is added to the cart.

Importing discounts

Importing promotions allows you to set up multiple discounts in a single operation using a pre-filled file that applies the settings in bulk.

Downloading the file

Two different files can be downloaded from the Import Promotions tab:

• The sample file: a pre-filled file with example data.

• The catalog file: this file contains all your products from the catalog.

Download the file you need and open it with a spreadsheet program (Excel), a code editor (VS Code), or Notepad to edit it.

Once you downloaded the file, simply use either a spreadsheet application (Excel), a code editor (VS Code) or Windows’ NotePad to edit it.

Format and file out the file

Create or update an existing discounts set

You can either import a new discounts set or update an existing one.

Importing the file

To import your file:

1. Go to Import product discounts

2. Click Add file and select your file

3. Click Proceed

View the import

After importing your file, you can view your latest import as well as the last ten imports.

You have access to the following information:

• The date of the import

• The name of the promotion set

• The number of items updated

• The status of the import

By clicking on the file icon, you can re-download the import file within a 10-day period imposed by Shopify.

The arrow at the beginning of the line contains possible errors from the import. It indicates:

• The line with the error

• The ID or SKU of the product

• The source of the error

Testing discounts

Once imported, you can check the discounts applied to one product using its SKU or ID.

1. Go to Test discounts

2. Enter the SKU or the ID of your product

3. Choose the country in which you want the rules of your product to be tested

4. Choose the segment on which you want the rules of your product to be tested

   → Select  Not logged in customers if you don’t want to test on any particular segment

5. Type the date or use the calendar to select the date you want to test your product

6. If needed, select a secret code

7. Click on Run the test

You get a preview of your product with a list of rules ranked by priority. The rule’s line applying is in bold green.

The currency displayed is automatically the currency of the selected market.

If no rule is applied to your product, you will get a message “No discount for this product”.

Testing criteria

The Test discounts feature provides testing criteria that allow for precise testing of a product based on the ID, market/customer segment, a specific date, or the secret code.

Discounts information

When testing a product, a table gathering all the information regarding discounts applied to the tested product is displayed. Each row concerns a discount applied or not to the product. 

Advanced configuration

Enable the debug mode on the frontend

Activating this debug mode allows additional information about the application of promotions to be displayed on the frontend of the site (user interface).

When this option is enabled and the syde_debug parameter is added to the URL of a product page (for example: https://[shop].myshopify.com/products/[product-handle]/syde_debug), two links will appear:

• "Show Sales Genius rules applications details": displays the details of the executed promotions

• "Show Sales Genius cart attributes update details": provides information on the update of cart attributes

This mode is useful for developers when they need to test promotions or diagnose issues related to the display of discounts.

Update the discounts to apply in the cart via the Javascript API

This option allows you to configure the application of promotions in the cart using the JavaScript API.

Enabling this setting requires technical configuration by a developer. If you want the promotions to be updated dynamically via API calls, please contact us to obtain the corresponding technical guide.

Maximum number of automatic discounts

You can define the maximum number of automatic promotions that the application can activate on the store.

Reducing the number of discounts helps prevent conflicts with other applications using app discounts, but it may limit the number of discounts that apply simultaneously in the cart.

Managing rules

In the All discounts section, you can see all the discounts created or imported.

mass action

Search bar

You can search for a rule, a ruleset or a product with the search bar.

1. Go to All discounts

2. Click on the magnifying glass

3. Enter your search

Add a search filter as a view

1. Go to All discounts

2. Click on the magnifying glass

3. Enter your search

4. Click Save as

5. Enter the name of the view and click Save

Your new view is now displayed.

To rename or delete a view, click on the arrow appearing when you select a view.

Grid paging

Use the grid pager at the bottom of the table to navigate between pages.

Sorting criteria

You are able to sort the table according to different criteria by alphabetical or non-alphabetical order:

• Rule

• Product

• Type

• Priority

• Start

• End

Information

In the Rules table, you have access to multiple information about your rules.