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Integrating Recharge with Okendo
Integrating Recharge with Okendo

Integrating Recharge with Okendo

Simon Mainwaring avatar
Written by Simon Mainwaring
Updated this week

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

πŸ”” 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.

  1. For Reviews, navigate to - Reviews > Rewards > Coupons > Edit

    **Skip this step if using Okendo Loyalty for rewards

  2. For Referrals, navigate to - Referrals > Settings > Rewards

  3. **Repeat for each reward rule

πŸ”” 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.

πŸ”” 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

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.

πŸ”” 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

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