> ## Documentation Index
> Fetch the complete documentation index at: https://partner-integrations.voyado.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Multichannel promotions 

Here you'll learn how to integrate and manage promotions between Shopify and Voyado Engage. This allows you to synchronize promotional campaigns, enhancing customer engagement and loyalty.

Before integrating promotions, ensure the following:

* The **Voyado Engage app** should be installed and connected to your Shopify store
* An **API key** must have been generated in Engage to allow secure communication
* The **Promotions module** must be active in your Engage environment (ask your Voyado AM)

<Warning>
  A customer's promotions are only synced when they visit a page containing the **Promotions & Loyalty App Block**. For example, if the app block is placed on the **My Account** page, promotions will only sync when the customer visits that page. To ensure proper syncing, add the app block to all necessary locations on your Shopify site wherever promotions are to be updated.
</Warning>

And here are some things to keep in mind:

<AccordionGroup>
  <Accordion title="Re-syncing used promotions">
    If a customer has used a promotion and that specific promotion is assigned again, Engage will not be able to re-sync it. This happens because both the redeemed and active external codes are required in the Engage API.
  </Accordion>

  <Accordion title="Handling duplicate promotions">
    If a customer has two of the same external codes (and hasn’t used either of them), Shopify will only be able to handle one, meaning both will be redeemed in Engage.
  </Accordion>

  <Accordion title="Promotion usage without login">
    Shopify only fetches available and used promotions from Engage once the customer logs in. However, it is possible for a customer to use a promotion without being logged in. If an offer is already synced to Shopify and the offer is redeemed from another source outside Shopify, it could theoretically be reused within Shopify.
  </Accordion>
</AccordionGroup>

## Enabling promotions sync

To enable the syncing of promotions between the Shopify app and Engage:

<Steps>
  <Step title="Access app settings">
    * Log into your Shopify admin panel
    * Navigate to **Apps** and select the **Voyado Engage** app
  </Step>

  <Step title="Configure promotions sync">
    Within the app settings, locate and enable the **Promotion Sync** option.
  </Step>
</Steps>

## Creating discounts in Shopify

<Steps>
  <Step title="Navigate to Discounts">
    * In Shopify Admin, go to **Discounts**.
  </Step>

  <Step title="Create a discount">
    * Click **Create Discount**
    * Choose discount type (Amount of products, Buy X get Y, Amount of order, Free shipping)
    * Define the discount details, including value, applicability, and usage limits
  </Step>

  <Step title="Set Discount Code">
    * Assign a unique **Discount Code** which will link the Shopify discount to the Engage promotion
  </Step>

  <Step title="Save Discount">
    * After configuring, click **Save** to create the discount in Shopify
  </Step>
</Steps>

### Creating promotions in Engage

<Steps>
  <Step title="Access Promotions">
    * Log into Engage and navigate to the **Promotions** section
  </Step>

  <Step title="Create New Promotion">
    * Click **Create Promotion** and enter promotion details
    * Tick the **Can be used online** box
  </Step>

  <Step title="Assign External Identifier">
    * Locate the **External Promotion Code** field
    * Enter the exact Discount Code used in Shopify to ensure synchronization
    * Enter a **Title** and **Description** in the **Presentation** section. These details will then appear in the checkout extension app block.

    <Tip>
      Multilingual support is not available so you'll need to create and assign separate promotions for each language.
    </Tip>
  </Step>

  <Step title="Save the promotion">
    Press "Save" and you're done.
  </Step>
</Steps>

### Assigning promotion

You will assign the promotion to customers as follows:

<Steps>
  <Step title="Activate the promotion">
    In Engage, activate the promotion
  </Step>

  <Step title="Assign the promotion">
    Assign it to selected customers, either manually or via an automation
  </Step>
</Steps>

### Redeeming promotion

Redeeming a promotion happens as follows:

<Steps>
  <Step title="Apply Discount Code">
    Customers can enter the assigned **Discount Code** during checkout in Shopify.
  </Step>

  <Step title="Validation">
    Shopify validates the code, and if eligible, applies the discount to the order.
  </Step>

  <Step title="Order Completion">
    The customer completes the purchase with the applied promotion.
  </Step>

  <Step title="Promotion redemption">
    Purchase is completed and promotion is marked as "redeemed" in Engage.
  </Step>
</Steps>

## Testing and troubleshooting

**Testing promotions:**

* Create test promotions and conduct trial purchases to verify the integration's functionality

**Troubleshooting issues:**

If promotions aren't applying correctly then:

* Verify the *Discount Code* in Shopify matches the *External Identifier* in Engage
* Ensure the **Promotion Sync** setting is enabled in the Shopify app
* Confirm **Promotions & Loyalty App** block is placed on all necessary pages to trigger syncing