- Created in Mention Me - Mention Me automatically creates and configures the discount in your Shopify store when a reward is issued. You control the scope, eligibility and combination rules from the reward form.
- Managed in Shopify - You pre-create the discount in your Shopify admin and link it to the reward in Mention Me. This is the original Shopify fulfilment flow.
The “Created in Mention Me” option requires a connected Shopify App (installed via the Shopify App Store) with discount creation permissions. If your store only has a legacy API-key configuration, you’ll see the “Managed in Shopify” flow only.
Before you begin
You’ll need:- A Shopify store with the Mention Me app installed
- A Mention Me account with the Referral product enabled
- Permission to manage rewards in the merchant dashboard
Choosing a management option
When you select Shopify as the fulfilment method on a reward, you’ll see the question “How should the discount be managed?” with two options.Created in Mention Me
Choose this option to have Mention Me create discounts directly in your Shopify store. This is the recommended approach for most merchants - it reduces manual steps and keeps discount configuration in one place alongside your reward setup. When you select this option, you configure:Managed in Shopify
Choose this option if you prefer to create and configure discounts directly in your Shopify admin. You’ll select an existing discount node from a dropdown, and Mention Me will issue codes against it. This is the original Shopify fulfilment flow and may suit merchants who need full control over discount configuration in Shopify. For help creating and configuring discounts in your Shopify admin, see Shopify’s Managing discounts guide.Setting up a reward created in Mention Me
1
Navigate to reward settings
Go to Campaigns, select your campaign, and open a draft experiment. Click Design & Settings then Rewards.
2
Select Shopify fulfilment
Create a new reward or edit an existing one. Set the Fulfilment method to Shopify.
3
Choose Created in Mention Me
Under “How should the discount be managed?”, select Created in Mention Me (we create the discount in your store).
4
Select your Shopify store
Choose the connected Shopify store from the dropdown. Only stores with active connections and discount creation permissions are shown.
5
Configure item scope
Choose which products the discount applies to:
- All products - The discount applies to everything in the store
- Specific collections - Type to search and select one or more collections
- Specific products - Type to search and select one or more products
For free delivery rewards, the item scope setting does not apply since free delivery discounts apply to shipping, not items.
6
Set combination rules
Under Combine with, tick the discount types this reward can be used alongside:
- Order discounts
- Product discounts
- Shipping discounts
7
Set customer eligibility
Choose who can redeem the discount:
- All customers - Any customer can use the code
- New customers only - Only first-time customers can redeem
- Specific customer segments - Select one or more Shopify customer segments
For referrer rewards, “New customers only” is not suitable because a referrer is always an existing customer. The form will display a warning if you select this option on a referrer reward.
8
Configure the discount code format
Set a Code prefix (e.g.
REF or FRIEND) and Random length (the number of random characters appended). These determine the format of the generated discount code.For example, a prefix of REF with a random length of 8 might produce codes like REF4KX9M2PL.Alternatively, switch to a personalised template to build memorable codes from the referrer’s name (e.g. THANKS-SAM20) instead of a prefix plus random string. See Personalised discount codes for the available tokens and rules.9
Save the reward
Click Save. The discount configuration is stored with the reward and will be used when the reward is allocated to a customer.
Editing managed rewards
Once a reward is live, the Shopify discount management settings (store, scope, eligibility, combination rules) are locked and cannot be changed. To modify these settings, create a new draft experiment with updated reward configuration. The code prefix and random length settings remain editable.Switching between management options
The two management options are mutually exclusive. Switching from one to the other clears the previous option’s configuration:- Switching to Created in Mention Me removes any linked Shopify discount node
- Switching to Managed in Shopify removes the store selection, scope, eligibility and combination settings
Related guides
Set up a reward
Step-by-step guide to creating rewards for campaign experiments.
Reward fulfilment
Overview of all fulfilment methods including coupon codes, links and webhooks.
Install the Shopify app
How to install and configure the Mention Me Shopify app.
Troubleshooting rewards
Common reward issues and how to resolve them.