How To Add a Sale on Shopify: A Step-by-Step Guide
By Sam Thomas Davies Head of Content
@ Sleeknote

Adding a sale on Shopify can be a highly effective strategy for boosting your ecommerce business. Whether you’re looking to generate more revenue, clear out excess inventory, or attract new customers, running a sale on Shopify can help you achieve these goals. In this comprehensive guide, we will walk you through the process of adding a sale on Shopify, step-by-step.

Why Adding a Sale on Shopify is Important for Your Ecommerce Business

Running a sale on Shopify offers several benefits for your ecommerce business. Firstly, it can help you attract new customers and encourage existing ones to make a purchase. A sale can create a sense of urgency and excitement, motivating shoppers to take advantage of the discounted prices before they expire. Additionally, sales can help you clear out excess inventory, ensuring that your store remains fresh and up-to-date with the latest products. Finally, adding a sale on Shopify can boost your brand’s visibility and reputation, as customers are more likely to share their positive experiences with others.

Understanding the Benefits of Running Sales on Shopify

Before diving into the process of adding a sale on Shopify, it’s essential to understand the various benefits it can offer your ecommerce business. One significant advantage is the ability to increase your sales volume. By offering discounted prices, you can entice customers to buy more products, ultimately resulting in higher revenue. Additionally, running a sale can help you build customer loyalty and encourage repeat purchases. When customers have a positive experience during your sale, they are more likely to return to your store in the future. Moreover, sales allow you to gather valuable customer data and insights. By analyzing customer behavior during a sale, you can gain insights into their preferences and buying habits, helping you tailor your marketing strategies accordingly.

Exploring Different Types of Sales You Can Implement on Shopify

When adding a sale on Shopify, you have a variety of options to choose from. Understanding the different types of sales will enable you to select the most suitable one for your business objectives. One common type is the percentage-based discount, where you offer a specific percentage off the original price. This type of sale can be effective in attracting customers who are price-sensitive. Another option is the fixed amount discount. With this type, you offer a flat amount off the original price, which can be appealing to customers looking for a specific bargain. Additionally, you can consider implementing buy one, get one free (BOGO) promotions, where customers receive a free item when they purchase a specific product. BOGO promotions can be excellent for introducing customers to new products or encouraging them to try different variations within your product range.

Setting Clear Goals and Objectives for Your Shopify Sale

Before adding a sale on Shopify, it’s crucial to establish clear goals and objectives for your promotion. By defining what you hope to achieve, you can better plan and execute your sale strategy. Some common goals for a Shopify sale include increasing total sales revenue, attracting new customers, boosting average order value, or enhancing customer loyalty. Setting specific and measurable objectives will help you track the success of your sale and make data-driven decisions for future promotions.

Identifying the Best Products to Include in Your Shopify Sale

When adding a sale on Shopify, it’s essential to carefully select the products you want to include. Start by analyzing your inventory and identifying items that have been stagnant or are overstocked. These products are suitable candidates for inclusion in your sale, as discounting them can help you generate sales and clear out excess inventory. Additionally, consider featuring your best-selling products or items that have high-profit margins. Offering discounts on popular or high-margin products can encourage customers to make larger purchases and boost your overall revenue. By strategically selecting the products you include in your sale, you can maximize the impact of your promotion.

Researching and Analyzing Competitive Pricing for Your Shopify Sale

Pricing plays a crucial role in the success of your Shopify sale. Therefore, it’s important to research and analyze competitive pricing in your industry. Start by exploring the pricing strategies of your competitors and determine how you can differentiate yourself. Consider offering more significant discounts or value-added bundles to attract customers. Additionally, analyze your own pricing and profit margins to ensure that you can offer discounts without compromising your profitability. By pricing your sale competitively, you can capture the attention of customers and stand out from the competition.

Creating Eye-Catching Graphics and Promotional Materials for Your Shopify Sale

To effectively promote your sale on Shopify, you need eye-catching graphics and promotional materials. Start by designing attention-grabbing banners or sliders that prominently feature your sale. Use compelling visuals, such as product images or lifestyle photos, to create a sense of desire and urgency in your customers. Additionally, ensure that your sale’s messaging is clear and concise, clearly communicating the discount percentage or value. You can also create social media graphics, email templates, and other promotional materials that align with your brand’s visual identity. By creating visually appealing and cohesive promotional materials, you can capture your customers’ attention and drive traffic to your Shopify store.

Crafting Compelling Product Descriptions and Sales Copy for Your Shopify Sale

When adding a sale on Shopify, it’s important to craft compelling product descriptions and sales copy that persuade customers to make a purchase. Start by highlighting the unique features and benefits of each product you’re discounting. Clearly communicate the discounted price and emphasize the value customers will receive by purchasing during the sale. Use persuasive language that creates a sense of urgency, such as “limited time offer” or “while supplies last.” Additionally, consider including customer testimonials or reviews to build trust and credibility. By crafting persuasive product descriptions and sales copy, you can effectively communicate the value of your discounted products and drive conversions during your Shopify sale.

Utilizing Social Media and Email Marketing to Promote Your Shopify Sale

Once you’ve added a sale on Shopify, it’s crucial to leverage social media and email marketing to promote your promotion to a wider audience. Start by creating social media posts that highlight your sale and its key benefits. Use engaging visuals, compelling captions, and relevant hashtags to increase your reach and engagement. Additionally, consider running targeted ads on social media platforms to reach potential customers who may not be following your brand yet. In parallel, use email marketing to communicate your sale to your existing customer base. Craft personalized and compelling emails that clearly communicate the discount details and encourage customers to take advantage of the offer. By utilizing social media and email marketing, you can amplify the reach of your Shopify sale and increase its chances of success.

Optimizing Your Shopify Store’s Design and Layout for the Sale Period

During the sale period, it’s essential to optimize your Shopify store’s design and layout to create a seamless and engaging shopping experience for your customers. Start by prominently featuring your sale banner or slider on your homepage to catch customers’ attention immediately. Ensure that the discounted products are easily discoverable by organizing them into a dedicated sale collection or using tags and filters to highlight them. Additionally, consider displaying countdown timers to create a sense of urgency and encourage customers to make a purchase before the sale ends. Optimize your store’s design, layout, and navigation to ensure a smooth and intuitive experience for your customers. By optimizing your Shopify store for the sale period, you can enhance customer satisfaction and drive higher conversions.

Installing and Configuring Discount Codes and Coupons on Shopify

To implement your sale on Shopify, you need to install and configure discount codes and coupons. Start by accessing your Shopify admin and navigating to the “Discounts” section. From here, you can create and manage discount codes and coupons. Enter a unique code that customers can use at checkout to apply the discount. Specify the discount type, such as a percentage or fixed amount, and set any additional criteria or limits, such as minimum order value or expiration date. Once you’ve configured your discount codes and coupons, they will be automatically applied at checkout when customers enter the valid code. By installing and configuring discount codes and coupons, you can seamlessly implement and track your sale on Shopify.

Implementing Countdown Timers and Urgency Techniques to Drive Sales on Shopify

To create a sense of urgency and drive sales during your Shopify promotion, consider implementing countdown timers and other urgency techniques. Countdown timers are visual elements that display the time remaining until the sale ends. These timers create a sense of urgency, motivating customers to take action before the deadline. Shopify offers various apps and plugins that allow you to easily add countdown timers to your store. Additionally, consider using urgency techniques such as limited stock notices, limited-time offers, or flash sales to incentivize customers to make a purchase. By implementing countdown timers and other urgency techniques, you can create a sense of urgency and encourage customers to buy during your Shopify sale.

Monitoring and Analyzing Sales Performance During the Promotion Period on Shopify

While your sale is ongoing, it’s crucial to monitor and analyze its performance to make data-driven decisions and optimize your marketing efforts. Shopify provides built-in analytics that can give you valuable insights into your sales performance. Monitor metrics such as total sales revenue, average order value, and conversion rate to assess the effectiveness of your promotion. Additionally, track customer behavior during the sale, such as page views, time on site, and purchase patterns, to understand what resonates with your audience. Use these insights to identify areas of improvement and make real-time adjustments to maximize your sale’s performance.

Effective Strategies for Upselling and Cross-Selling During the Shopify Sale

During your Shopify sale, it’s an opportune time to implement upselling and cross-selling strategies to increase order value and maximize revenue. Upselling involves offering customers a higher-priced or upgraded version of the product they intend to purchase. Cross-selling, on the other hand, involves suggesting complementary or related products to the ones customers are considering. To effectively upsell and cross-sell during your sale, consider displaying product bundles or recommended products on the product pages or during the checkout process. Use targeted messaging that highlights the benefits and value of the upsell or cross-sell offer. By implementing upselling and cross-selling strategies, you can increase your average order value and generate more revenue from each customer.

Leveraging Customer Reviews and Testimonials to Boost Sales on Shopify

Customer reviews and testimonials are powerful tools that can significantly impact your Shopify sale’s success. Positive reviews and testimonials build trust and credibility, helping prospective customers make purchase decisions. Prioritize gathering and displaying customer reviews on your product pages during the sale period. Use trust badges and highlight positive feedback to enhance customer confidence in your products. Additionally, consider incentivizing customers to leave reviews by offering discounts or other incentives. By leveraging customer reviews and testimonials, you can boost sales and establish a positive reputation for your brand on Shopify.

Maximizing Mobile-Friendly User Experience for your Shopify Sale

In today’s mobile-driven world, it’s crucial to ensure that your Shopify sale provides a seamless and enjoyable user experience on mobile devices. Start by optimizing your Shopify store for mobile responsiveness, ensuring that it adapts to different screen sizes and resolutions. Test your store on various mobile devices and address any issues or inconsistencies. Additionally, simplify the checkout process and reduce friction, allowing customers to quickly and effortlessly complete their purchases. Consider implementing mobile-specific features such as mobile wallets or one-click payments to streamline the mobile shopping experience. By maximizing the mobile-friendly user experience for your Shopify sale, you can cater to a wider audience and drive more mobile sales.

Dealing with Customer Inquiries, Returns, and Exchanges During the Sale on Shopify

During your Shopify sale, it’s important to prepare for and handle customer inquiries, returns, and exchanges effectively. Anticipate an increase in customer inquiries during the sale period, and ensure that you have a dedicated customer support team or system in place to address them promptly. Prepare comprehensive FAQs or knowledge bases that address common questions and concerns. Additionally, establish clear return and exchange policies, and communicate them to your customers. Provide detailed instructions on how customers can initiate returns or exchanges and specify any time limitations or conditions. By proactively dealing with customer inquiries, returns, and exchanges, you can maintain customer satisfaction and ensure a smooth shopping experience.

Evaluating the Success of Your Shopify Sale: Key Metrics to Track and Analyze

Once your Shopify sale has concluded, it’s crucial to evaluate its success by tracking and analyzing key metrics. Start by reviewing your total sales revenue, compare it to your set goals and objectives, and assess if you’ve achieved them. Analyze data such as total orders, average order value, conversion rate, and customer acquisition to gain insights into the performance of your sale. Additionally, calculate your return on investment (ROI) by comparing your promotional expenses to the revenue generated. Evaluate customer feedback, reviews, and testimonials to understand customer satisfaction levels. By evaluating the success of your Shopify sale, you can identify areas of improvement for future promotions and refine your overall marketing strategy.

Continuously Improving Future Sales Strategies on Shopify: Learnings from Past Promotions

As you conclude your Shopify sale and prepare for future promotions, it’s essential to continuously improve your sales strategies based on the learnings from past promotions. Review the data and insights gathered from your previous sales to identify strengths and areas for improvement. Analyze customer behavior and purchasing patterns to better understand their preferences and motivations. Use this information to refine your pricing strategies, product selection, and promotional tactics. Additionally, incorporate customer feedback and reviews into your future sales strategies. Continuously monitoring and adapting your sales strategies based on past learnings will help you optimize your Shopify promotions and drive long-term success.


Adding a sale on Shopify can be an effective way to grow your ecommerce business and achieve specific objectives. By following this step-by-step guide, you can successfully add a sale on Shopify, from setting clear goals and selecting the right products to promoting your sale and analyzing its performance. Remember to continuously learn from past promotions to refine your sales strategies and improve future sales on Shopify. With a well-executed sale strategy, you can attract more customers, increase sales revenue, and establish your brand’s presence in the competitive ecommerce landscape.