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WHAT IS IT?
Set personalized pricing strategies tailored to distinct markets and customer segments.
Import and display pricing for sales events, bulk discounts, B2B.
HOW DOES IT WORK?
DISPLAY PRICES
With real-time display of discounts on your products and collection pages, help your customers to quickly find the best deals.
Targeted promotions
Easily create promotions that apply to specific collections, your entire catalog, or selected products.
Set up Buy X Get Y, offer a free product when your customers reach a certain amount in their cart, use magic links for private sales, and much more!
TEST DISCOUNTS
Access all information about your discounts and see which ones apply to a specific product according to a market, segment, the date and the magic link.
IMPORT
With the help of our sample CSV file, you can effortlessly import your discounts sets by downloading and filling it.
Specify the markets and customer segments that you want to target, select a starting and ending date for your sales, and define the priority of each discount. Check for errors and rectify them with ease.
INSTALLATION
Follow the steps of the Setup Wizard for an automated and quick installation.
With Sales Genius, you can offer personalized pricing, private sales, promotions, and bulk discounts to specific customers and markets.
Go to the Shopify App Store
Install the app
Access it through the Apps section of your Shopify Store
Once the Setup Wizard steps are completed, head over to the Getting started tab and follow the mini-tutorials to explore Sales Genius.
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 where you want to run the installation.
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.
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
To apply product discounts, 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.
To display discounts 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."
Select the entire snippet and copy the selection
Click on Edit the snippet
You will be redirected to the price.liquid page for code editing. Paste the snippet just before the start of the HTML code
Click on Save in the upper right corner
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.
The last step of the Setup Wizard is to add the app to your theme so it can be displayed in your store.
Click on Embed the app. You will be redirected to the customization page for your theme
In the app embeds side panel, click on the toggle switch next to Sales Genius
Click on Save
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 discount!
To apply the custom prices on the products in the product, collection, cart and checkout pages, you need to enable the custom prices.
Go to Configuration
In the General section, tick the box Enable the custom prices on the shop
Click Save
Custom prices are now displayed on your store!
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
In the tab All discounts › catalog discounts you can create a new catalog discount that will apply to an entire selected collection. To do this:
Click on Create a catalog discount
Define a name and set its priority
Choose the type of discount to apply and specify its value
Enter the start and end dates
Decide whether the discount will be available to all customers or only to logged-in users.
Select the segments, markets, and collections
In the Magic Link section, check the box to apply the discount only when customers use the secret URL
Click Generate a random code to create a unique secret code, or enter one manually
Select the page where customers will be directed when using the magic link
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.
In the tab All discounts › Product discounts it is possible to create a new product discount that will apply to a specific product or product variant. To do this:
Click on Create a product discount
Click on Select a product to choose the product or product variant for the discount
Associate the discount with a specific group for better organization and define its priority
Enter the start and end dates
Choose whether all customers or only logged-in customers will have access to the discount
Select the segments and markets
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.
In the tab All discounts › Cart discounts - free gift - it is possible to create a gift product in the cart based on a defined amount. To do this:
Click on New cart discounts - Free gift -
Define a name for the discount
Enter a minimum and maximum for the cart amount
Select the gift product and the quantity
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 allows you to set up multiple discounts in a single operation using a pre-filled file that applies the settings in bulk.
Two different files can be downloaded from the Import Product Discount 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.
Before filling out the file, you must configure the format of the file that will be used during imports.
This configuration also allows you to download sample files with the appropriate formatting.
To do this, go to the Configuration › csv files section.
On this new page, choose:
The column separator : semicolon, comma, tab, pipe
The text delimiter : double quote, quote, none
The date format : yyyy-mm-dd, mm-dd-yyyy, dd-mm-yyyy
You will need to provide the following information about your discounts in the file:
The id of a product is the unique identifier assigned to a variant product.
To know the ID of a product of your store:
Go to Products
Select the product you want to apply custom prices and go to the product page
In the URL, select the numbers after /products/
The SKU (stock keeping unit) is a unique alphanumeric code of a product.
If you don’t have the id of the product, you can fill in the SKU.
To know the SKU of a product of your store:
Go to Products
Select the product you want to apply custom prices
In the Inventory section, copy the SKU
Paste the SKU in the SKU column of the file
The title section corresponds to the name you want to give to your discount.
In the title column of the file, type the name. If you don’t write any name for a discount, the name of the discounts set will be used.
The priority of the discount refers to the order in which that discount will be applied.
When two different discounts apply on the same product and have the same priority, the one with the highest discount, resulting in the lowest price, will apply in priority.
the highest priority is 1
The segment section refers to a group of customers that meet specific criteria of filters determined by the merchant.
To create a customer segment on your store:
Go to Customers › Segments
Click Create segment
Apply criteria and click Save segment
Choose a name for the segment and click Save
To integrate a segment in the csv file, simply enter the name of the segment in the segment column.
You can choose if you want your discount to apply to all customers or only customers logged in to your store.
You can select the market where the discount will be applied. To create a market:
Go to Settings › Markets
Click Add market
Enter a name for the market and select a country in the list
Click Add market
To target a market, you have to enter the name you choose for the market in the csv file. To activate a market, there need to be shipping rates added to the market.
Enter the beginning date in the following format: Y-M-D.
Enter the end date in the following format: Y-M-D.
Five different types of discounts can be applied.
Absolute price
The ABSOLUTE_AMOUNT discount replaces the original price by the value defined in your discount in your file.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | ABSOLUTE_AMOUNT | 99.99 |
Amount on the original price
The AMOUNT_COMPARE_AT_PRICE discount subtracts the value defined in your discount from the original price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | AMOUNT_COMPARE_AT_PRICE | 99.99 |
Amount on the final price
A final price of a product means that a Shopify discount has already been applied to the product.
The AMOUNT_PRICE discount subtracts the value defined in your discount from the final price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | AMOUNT_PRICE | 99.99 |
Percentage on the original price
The PERCENTAGE_COMPARE_AT_PRICE discount means that the percentage entered as a value applied to the original price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | PERCENTAGE_COMPARE_AT_PRICE | 10% |
Percentage on the final price
A final price of a product means that a Shopify discount has already been applied to the product.
The PERCENTAGE_PRICE discount means that the percentage entered as a value applied to the final price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | PERCENTAGE_PRICE | 10% |
The value entered in the value column of your file when creating your discount.
The value can be either
a number in the currency of the market in question
or a percentage to apply
You can either import a new discounts set or update an existing one.
If you are importing a new discounts set, you have to enter a name for the discounts.
Go to Import product discounts
In the left box, select New discounts set and enter the name
If you are importing an existing discounts set, you will erase and replace the previous discounts by the new ones you are importing.
Go to Import product discounts
In the dropdown menu, select the discounts set you want to update
To import your file:
Go to Import product discounts
Click Add file and select your file
Click Proceed
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 discounts 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
Once imported, you can check the discounts applied to one product using its SKU or ID.
Go to Test discounts
Enter the SKU or the ID of your product
Choose the country in which you want the discount of your product to be tested
Choose the segment on which you want the discount of your product to be tested
→ Select Not logged in customers if you don’t want to test on any particular segment
Type the date or use the calendar to select the date you want to test your product
If needed, select a secret code
Click on Run the test
You get a preview of your product with a list of discounts ranked by priority. The discount's line applying is in bold green.
The currency displayed is automatically the currency of the selected market.
If no discount is applied to your product, you will get a message “No discount for this product”.
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.
In order to test discounts, it is mandatory to enter either the SKU or the ID of the product you want to test.
The SKU and ID are to identify your product.
In order to test your product you have to choose a country in which discounts are applied.
To test the product on a market involving multiple countries, choose one of the countries part of the market.
Select a specific segment to which the discounts will be applied. If you don't have a segment or your discounts aren't tied to any segment, you can simply choose the not logged in customers option.
When creating your discounts in your file, if you leave the segment column empty, the not logged in customers option will be applied by default.
Choose the date on which you want to check if discounts apply to the selected product.
In the case of a catalog discount, select the secret code corresponding to that discount.
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.
The status column informs you the status of your product discounts.
There are three possible status:
Your discount is skipped because either the market, segment or date doesn’t correspond to your testing criteria. The column in red is the reason the discount is skipped.
A discount could not be applied for various reasons such as:
Priority (discount with the highest priority is applied)
Market (discount apply on the market on which the product is tested)
Segment (discount apply on the segment on which the product is tested)
Date (discount apply to the date on which the product is tested)
Your discount is applied.
Your discount is skipped for one of two possible reasons:
The new price is higher than the price computed by a previous discount
A discount with a higher priority is applied
In the Priority column, you will see the priority chosen when creating your discounts in your file. The priority has an impact on the application of your discounts.
The highest priority is 1, it means when assigning a priority 1, your discount will override all other discounts that correspond to the same criterias in terms of segment, market and date.
The Label column corresponds to the name assigned to your discount in your file.
The Type column informs you on the type of discount chosen for each discount.
5 different types of discounts exist:
Five different types of discounts can be applied.
The ABSOLUTE_AMOUNT discount replaces the original price by the value defined in your discount in your file.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | ABSOLUTE_AMOUNT | 99.99 |
The AMOUNT_COMPARE_AT_PRICE discount subtracts the value defined in your discount from the original price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | AMOUNT_COMPARE_AT_PRICE | 99.99 |
A final price of a product means that a Shopify discount has already been applied to the product.
The AMOUNT_PRICE discount subtracts the value defined in your discount from the final price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | AMOUNT_PRICE | 99.99 |
The PERCENTAGE_COMPARE_AT_PRICE discount means that the percentage entered as a value applied to the original price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | PERCENTAGE_COMPARE_AT_PRICE | 10% |
A final price of a product means that a Shopify discount has already been applied to the product.
The PERCENTAGE_PRICE discount means that the percentage entered as a value applied to the final price.
| SKU | Title | Segment | Market | From date | To date | Type | Value |
|---|---|---|---|---|---|---|---|
| SKU123 | Private Sales | VIP | FR | 2024-04-01 | 2025-05-31 | PERCENTAGE_PRICE | 10% |
The magic link corresponds to a unique URL that, when used, applies a specific discount to the customer's cart or checkout.
The value entered in the value column of your file when creating your discount.
It can be either in the currency of the market in question or in percentage.
The market(s) relevant to the discount.
The segment(s) relevant to the discount.
The customer column indicated the option chosen when creating the discount:
Every customer will be able to see the discount.
Only customers logged in will see the discount.
If the customer field in your file is empty, the discount will automatically apply to every customer logged-in or not. You cannot test a discount combining a logged in customer segment and another segment.
The From date field entered in the discount.
The To date field entered in the discount.
This row displays the price before the discount.
This row displays the price after the discount.
This row displays if the discount was applied or skipped.
If the discount is applied, the discount from your discount is displayed in the preview window.
Your discount is not applied due to either:
Priority
Market
Segment
Start/End Date
The magic link
Activating this debug mode allows additional information about the application of discounts 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 discounts applications details": displays the details of the executed discounts
"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 discounts or diagnose issues related to the display of discounts.
This option allows you to configure the application of discounts in the cart using the JavaScript API.
Enabling this setting requires technical configuration by a developer. If you want the discounts to be updated dynamically via API calls, please contact us to obtain the corresponding technical guide.
You can define the maximum number of automatic discounts that the application can activate on the store.
In the All discounts section, you can see all the discounts created or imported.
By checking the respective box for each discount, you can delete them in bulk.
By checking the respective box for each discount, you select them and can export them in bulk.
You can search for a discount, a discounts set or a product with the search bar.
Go to All discounts
Click on the magnifying glass
Enter your search
Go to All discounts
Click on the magnifying glass
Enter your search
Click Save as
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.
Use the grid pager at the bottom of the table to navigate between pages.
You are able to sort the table according to different criteria by alphabetical or non-alphabetical order:
Discount
Product
Type
Priority
Start
End
In the All discounts table, you have access to multiple information about your discounts.
You can see the name of the discounts.
The text in the red square corresponds to the title of the discount written in the csv file.
The text in the green square corresponds to the name of the discounts set you enter when importing a csv file.
In the product column, you have access to the name of the product as it is in your store.
You can see the priority of the product. Learn more about the priority here.
The Type column informs you on the type of discount chosen for each discount. Learn more about the discounts here.
The modifier refers to the change applied to the base price of the product.
You can view the market on which the discount applies. Learn more about markets here.
You can view the customer segments on which the discount is applied.
Learn more about markets here.
You can view the start date and the end date of the discount's application.
Sales Genius is compatible with the majority of Shopify themes. However, if your theme is heavily customized, some manual adjustments may be required to ensure discounts display correctly.
If you need help with the integration, contact us.
Sales Genius automatically generates Shopify discounts to ensure that discounted prices appear on both the cart and checkout pages.
Simply go to the setup wizard and restart it. This will automatically recreate the necessary Shopify discounts.
Yes, crossed-out prices apply seamlessly across your entire store: from collection pages and product pages to the cart and checkout.
Check out our use case to learn more about the end-to-end implementation strategy for crossed-out prices on Shopify.
Forty-eight hours after you uninstall the app, Shopify asks Sales Genius to erase your store's data: your discounts, synced catalog data and settings are then deleted. If you reinstall the app before then, you'll find everything as you left it; after that, you start from scratch.
Sales Genius offers multiple plans to meet the needs of businesses of all sizes.
Yes, you can try the plan of your choice with a 7-day free trial. Start your trial now!
You can change your plan from the Billing section of the app. Simply select the desired plan and follow the instructions to update it.
Sales Genius allows you to create various types of discounts:
Cart discount:
Additionally, you can define how the discount is applied by selecting the type of discount method:
There is no limit to the total number of discounts you can create in the app. However, you can set up to 200 distinct discounts per product.
Yes, you can target a specific variant with a discount. Simply select the desired variant when setting up a product discount.
Use the test tool to ensure that all discount conditions are met. Check the criteria: dates, target market(s), and customer segment(s).
Yes, you can target a specific customer segment or market. You can also limit the discount to logged-in customers only.
Additionally, you can create a magic link discount, which grants access exclusively to customers who have the link.
You can use the priority system to determine which discount applies. Each discount can be assigned a priority, with the lowest number indicating the highest priority.
If two discounts have the same priority, the one offering the lowest final price will be applied.
With the test tool, check the application criteria for each discount, such as dates, target markets, and customer segments. This way, you have full control over the active discounts.
It may be due to an incomplete theme integration. Check that the price.liquid snippet has been properly modified to include discounts and that your theme's assets are up to date.
Also ensure that the discount is correctly configured with the testing tool (dates, customer group, ...).
If the issue persists, don't hesitate to reach out to our support team.
From the Import product discounts tab, you can drag and drop your pre-filled CSV file to create multiple discounts at once.
You can choose to export your entire catalog or download a sample file with 50 products to streamline the import process, This will help you understand how to properly structure your file.
Yes, discounts created by import can be modified or deleted from the All discounts tab.
The import file must follow the settings defined in the Configuration tab (column separator, text delimiter, date format) and include required fields such as discount name, type, dates and products ID or SKU.
You will need to modify the file to match the required settings. Go to the Configuration tab to check and adjust the format settings. After making the necessary changes, correct the CSV file to ensure it aligns with the configuration, then attempt to re-import it.
If the import fails, a message will specify the affected line and the type of error to help you solve the problem.
If the issue persists, don't hesitate to reach out to our support team.
Jérôme Dreyfuss
Application intuitive et fiable, qui s'intègre facilement à notre boutique et répond bien à nos besoins au quotidien. Les fonctionnalités sont claires et faciles à prendre en main.
L'équipe est également réactive et disponible, avec un suivi appréciable en cas de besoin.
Nous recommandons cette application, autant pour ses fonctionnalités que pour la qualité de l'expérience.
Jump
L'application est facile d'utilisation et très complète. Elle permet de gagner beaucoup de temps avec l'import en masse.
Nous avons rencontré des bugs liés à notre thème custom et l'équipe est intervenue très rapidement pour nous aider à trouver des solutions et maintenir nos périodes promotionnelles.
Merci à l'équipe !
Clémence & Vivien
L'application est vraiment très bien pensée. Nous en avons testé plusieurs pour nos ventes privées et celle-ci est, de loin, la plus facile à utiliser.
Tout est intuitif et simple. Si vous avez la moindre question, le support est TRES disponible et réactif.
Je recommande vivement !
Armor-lux
La gestion des réductions, soldes, outlet etc. est particulièrement facilitée avec Sales Genius.
On peut facilement importer ses fichiers, visualiser la bonne prise en compte des remises à des dates ultérieures, gérer l'accès aux discounts en fonction des segments de clients...
Gros avantage : la disponibilité et le professionnalisme de l'équipe ! Les enjeux business sont clairement compris, et la réponse technique toujours claire.
Première campagne de soldes sur Shopify réussie !
Merci à toute l'équipe Syde
ZIPPY
Amazing App with Outstanding Support
We’ve been using Sales Genius for a few weeks to manage private sales, and it’s been flawless—easy to use, reliable, and perfect for exclusive campaigns.
What really stands out is the support team: incredibly fast, always available (even outside working hours), and fully committed to helping us every step of the way.
If you're looking for a private sales solution with top-tier support, this is the app to go for. Highly recommended!
Tichoups
Equipe disponible et très réactive.
Nous avons installé l'application sur notre shopify pour la mise en place de ventes privées et l'application est simple d'utilisation.
Gain de temps pour le paramètrage des promotions et possibilité de publier ou non des promotions en fonction de la typologie clients.
Je recommande+++
Marjolaine
Une équipe réactive et une application performante !
Nous avons récemment intégré Sales Genius sur notre boutique Shopify pour gérer nos remises produits et nous en sommes absolument ravis ! Cette application permet une gestion rapide des promotions, ce qui a considérablement simplifié notre travail.
Ce qui distingue vraiment Sales Genius, c’est leur réactivité exceptionnelle. À chaque problème ou question, leur équipe a été rapide et efficace, proposant des solutions concrètes et adaptées à nos besoins. Que ce soit pour la configuration initiale ou lors de petits ajustements, nous avons toujours eu l'impression d'être pris en charge par une équipe qui comprend réellement nos besoins.
La dernière version de cette application offre une grande flexibilité dans la création de remises sur des produits individuels et d'offres spéciales aux paniers. Grâce à Sales Genius, nous avons pu mettre en place des promotions sur mesure qui ont boosté nos ventes sans complexité.
Si vous cherchez une application pour gérer les remises sur Shopify, Sales Genius est un excellent choix et leur service client fait complètement la différence.
CityModa
I’m truly grateful for the excellent support and assistance provided throughout the process. The app works exactly as it should, meeting all my expectations and needs effortlessly. I am extremely satisfied with the functionality and the results it delivers. Highly recommended!
Pricing
Freemium
Free
Advanced
$450/yr
7-days free trial
Premium
$750/yr
7-days free trial
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A fix for discounts at checkout.
A security fix.
Two storefront display fixes.
An in-app display fix.
Three storefront display fixes.
Compliance with Shopify's data rules.
A stability fix.
A stability fix.
Two fixes: product discounts at checkout, and catalog discounts at the point of sale.
Specific needs or any ideas of enhancements and new features to add to the extension? Tell us more, we'll get back to you shortly!