Store automation · Runs every month
Review the cost of discount codes.
Code usage, discounts given, and estimated additional revenue. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Review the cost of discount codes — Sep 1
Automation run • Sep 1
Review the cost of discount codes
Output
TRAILHEAD15, THANKS25 and CAMPFIRE20 appear to cost more than they earn for Harbor & Pine. Their combined $800 in discounts exceeds an estimated $420 in additional gross profit.
Reviewed June 3 through August 31, 2026. Revenue is merchandise revenue after discounts, excluding tax, shipping and returns. Each use represents one order.
| Code | Uses | Revenue | Discount given | Estimated additional sales before discounts |
|---|---|---|---|---|
| WELCOME10 | 100 | $9,000 | $1,000 | $3,000 |
| TRAILHEAD15 | 20 | $1,700 | $300 | $300 |
| BFCM25 | 0 | $0 | $0 | $0 |
| HOLIDAY20 | 0 | $0 | $0 | $0 |
| FREESHIP | 30 | $3,000 | $180 shipping | $600 |
| THANKS25 | 12 | $900 | $300 | $200 |
| RESTOCK10 | 40 | $3,600 | $400 | $1,200 |
| CAMPFIRE20 | 10 | $800 | $200 | $200 |
WELCOME10 attracted first-time buyers, while RESTOCK10 coincided with increased orders beyond the recent product baseline. FREESHIP showed a smaller lift. The three flagged codes mostly accompanied repeat purchases of products already selling steadily without discounts, suggesting many purchases would have happened anyway. BFCM25 and HOLIDAY20 had no usage.
These estimates assume a 60% merchandise gross margin before discounts and comparable product demand. They are directional, not proof of causation. The other used codes clear that estimated profit threshold, including waived shipping for FREESHIP.
Proposed next step: test narrower eligibility for the three flagged codes. No codes were changed.
Automation steps. The agent follows these 4 steps each time it runs, using your connected store.
- 1
Review my store's discount codes over the last 90 days.
- 2
For each, show how often it was used, revenue from those orders, and the discount given.
- 3
Estimate whether it brought in additional orders or discounted purchases likely to happen anyway, using evidence such as repeat purchases and demand for the products.
- 4
Identify codes that appear to cost more than they earn.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Separate first-time buyers from repeat customers.
- Use product costs to estimate profit after discounts.
- Compare code performance by product category.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your store without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your store. Connect Shopify, BigCommerce, or WooCommerce to Fieldwork. The automation uses whichever you connect.
More automations for store.
Questions about this automation.
- How do I set this up?
- Connect Shopify, BigCommerce, or WooCommerce and activate the monthly automation. It reviews the preceding 90 days, with monthly runs scheduled for the 1st at 9am.
- Will it change my discount codes?
- Scheduled runs have read-only store access. They report findings without changing codes or creating messages.
- Can I change the analysis?
- Ask in chat for a different period, customer segment, or profit assumption. You can run it on demand or ask to schedule the adjusted version.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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