How to Manage Exclusions with Instant AI Coupons

Sometimes you need more control over how coupons are applied. For example, you may want to:

• Limit discounts to certain products or collections

• Control how discounts combine with other offers

• Set custom rules for free shipping or maximum discount amounts

In these cases, you’ll need to create and manage your coupons in Shopify, then connect them to Instant AI.

How to Create a Discount with Exclusions in Shopify

1. In your Shopify admin, go to Discounts → Create Discount.

2. Select the type of discount you want (e.g. Amount off products, Percentage off, or Free shipping).

3. Add your discount details (value, code name, usage limits, start/end date).

4. Under Applies to, select whether the discount applies to specific collections or products, and exclude any items you don’t want discounted.

5. Under Minimum requirements, set any spend or quantity rules.

6. Under Combinations, decide whether this coupon can be used with other discounts.

7. Save the discount.

Once this is set up, you can connect it to Instant AI.

Connecting Your Shopify Coupon to Instant AI

1. In Instant AI, go to ⚙️ Settings → Coupons.

2. Select Shopify Coupons and choose your existing Shopify discount.

3. Instant AI will generate unique, single-use codes, per shopper, from this parent discount, automatically respecting all of your Shopify rules.

How Instant AI Applies Coupons

• If at least one product in the email is eligible, the coupon will be included.

• If no products are eligible, the coupon will be skipped.

• The expiry date and minimum spend from your Shopify settings will automatically display on the coupon.

• At checkout, Shopify will always validate the discount, ensuring excluded products never receive a discount.

Adjusting Coupon Settings in Instant AI

Click the ⚙️ Settings on the Coupons page,  to refine how coupons work:

• Choose which flows the coupon will apply to (e.g. Browse, Cart, Checkout, Welcome). The same coupon applies across all selected flows.

• Decide when the coupon should appear in the flow (Beginning, Middle, End). By default, coupons are placed in the Middle of all flows except Welcome.

• Optionally allow coupons to stack with shipping discounts.
  
  

FAQs

Can I use exclusions with Smart Coupons?

No. Smart Coupons are automatically generated by Instant AI and apply to all products. If you need exclusions or custom rules, use Shopify Coupons.

What happens if an excluded product is featured in an email?

Instant AI checks eligibility before sending. If no products are eligible, the coupon will be skipped.

Do Shopify rules still apply at checkout?

Yes. Shopify always enforces exclusions and rules at checkout, even if a coupon was shown in an email.

Can I apply different coupons to different flows?

The one coupon amount you select will apply across all flows you enable it for.