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Prerequisites

Before installing DiscountWisp , ensure your Shopify store meets the following requirements to ensure seamless configuration and top performance:

1. Active Shopify Store​

You need a live Shopify store to install and use DiscountWisp. If you're still planning your store setup, start by creating your Shopify account.

2. Shopify Admin Access​

You must have administrator-level permissions in your Shopify store — this enables app installation, access to settings, and campaign configuration.

3. Stable Internet Connection​

A reliable internet connection is essential to access the Shopify admin, install the app, and run discount campaigns without interruption.

4. Understanding of Discount Strategies​

Familiarize yourself with discounting concepts such as:

  • Discount Campaigns
  • MOQ (Minimum Order Quantity) Logic Discounts
  • Volume Ladder Discount Structures
  • Fixed Price Discount
  • Fixed Percentage Discount

Understanding these will help you design effective campaigns using DiscountWisp.

5. Basic Shopify Product and Customer Management Knowledge​

Ensure you know how to:

  • Organize products into collections or manage individual SKUs
  • Tag or edit customer profiles for tier-based access

This knowledge helps you map campaigns accurately to your store’s inventory and customer segments.

6. Defined Discount Campaign Strategy​

Before installation, it’s helpful to outline:

  • Target customer segments (e.g., VIP, Retail, Wholesale)
  • Inventory or collections for promotions (e.g., clearance, seasonal, flash sale)
  • Desired campaign types (e.g., fixed amount off, fixed % off, MOQ, Volume ladder)

Planning ahead streamlines campaign creation once the app is active.

7. Optional: Store Data Insights​

While not required, having insights into your store’s analytics will be much helpful on knowing:

  • Typical order volumes
  • Customer segmentation (new vs returning, wholesale vs retail)
  • Average Order Value (AOV)

These metrics will help you set effective MOQ, volume thresholds, and incentive tiers.

8. Customer Awareness and Adoption of Tier-Based Discounts via DiscountWisp​

To maximize the effectiveness of DiscountWisp, it’s important to educate your customers about tier-based discounting and how they can benefit from it. Let them know that by submitting a simple classification request, they can be placed into a customer tier that unlocks exclusive deals based on their profile, order history, or purchase intent. This self-service process helps the store offer personalized discounts such as fixed amount off/percentage off, MOQ, or volume-based discounts. Encourage customers to fill out the tier request form and provide accurate information, including business or personal details and any necessary documents.

Promoting this on your storefront and guiding them to the DiscountWisp Customer Guide will ensure a smoother experience, increase discount adoption, and help drive loyalty and higher order value.