This integration enables brands to let customers apply Okendo generated discount codes on new and recurring subscriptions powered by Recharge.
❗ Please note that this integration does not support legacy Recharge checkout
🔔 Okendo leverages Shopify's discount mechanism behind the scenes to power the experience, implying that all of Shopify's rules and restrictions around discount codes apply as they are.
In this article, you'll learn about:
Configuring subscription discount settings
A few pre-requisite configurations are necessary to allow customers to apply discount codes on subscription orders.
Step 1: Navigate to Settings > Rewards to enable additional Shopify permissions
Step 2: Configure rewards within each Okendo product to make Okendo generated discount codes applicable on subscription orders.
For Reviews, navigate to - Reviews > Rewards > Coupons > Edit
**Skip this step if using Okendo Loyalty for rewards
For Referrals, navigate to - Referrals > Settings > Rewards
For Loyalty navigate to - Loyalty > Point Rules > Redeem Rewards > Edit
**Repeat for each reward rule
For Quizzes, navigate to - Quizzes > {edit Quiz} > Configure > Rewards
For Surveys, navigate to - Surveys > Channels > {select channel} > {edit Survey} > Rewards
🔔 Okendo discount code settings mimic those within Shopify. To learn more about how Shopify discounts work, refer here
Subscription limits
When using subscription rewards, you can limit the number of recurring payments the reward is applied using one of the following options:
Label | Definition |
Limit discount to first payment | The discount will only be applied to the next recurring payment once. |
Limit discount to multiple recurring payments | The discount will be applied once to each "x" number of recurring payments. |
Discount applies to all recurring payments | The discount will be applied once to each recurring payment for the lifetime of the subscription. |
🔔 Enter the number of times a reward should be applied in the "Number of Recurring Payments" field. Anything greater than two or more will result in multiple payments having a reward applied.
Completing the steps above will enable your customers to apply Okendo discount codes at Shopify's checkout on one-time and subscription purchases.
Authorizing Okendo to access Recharge
Before customers can apply discounts via Recharge's customer portal, Okendo generated discount codes must be synced to Recharge. For Okendo to sync discounts to Recharge, a few authorization settings are required. Follow the steps below to authorize Okendo.
Step 1: Recharge configuration
Open the Recharge application and navigate to Apps -> API Tokens.
Click on "Create an API Token"
Enter a Token nickname and Contact Email
Enable "Read and Write" scope against the Discounts permission
Click "Save" at the bottom of the page
Once saved, you should see a token record as shown below. Copy the value under API key.
Step 2: Okendo configuration
Open Okendo and navigate to Settings > Integrations > Subscriptions > Recharge
Paste the API key copied from Recharge into Okendo and click "Save".
Establishing the connection will automatically sync all Okendo discount codes generated from that point onwards into Recharge, implying that customers can apply discount codes via Recharge's customer portal.
Tracking discounts in Shopify and Recharge
Once the integration is set up, discount codes can be tracked via Shopify and Recharge.
🔔 All Okendo generated discounts are prefixed with "OKR".
❗️Please note that discount statuses within Shopify and Recharge do not always match due to different functionality in each system