Send discount codes for birthdays and tier promotions
Generate a unique discount code for a member birthday or tier promotion. Deliver it through Roadmap or a Klaviyo event.
Discount Code Generator creates a unique, per-customer code when a member has a birthday or reaches a new tier. Deliver it by email through Roadmap or a Klaviyo event.
It is the discount-based alternative to awarding points. Use it for percentage-off loyalty perks.
In Roadmap’s Discounts section, create a discount and choose Discount Code Generator.
Pick the trigger
Give the generator a Name for admin reference. Then choose a trigger:
On member birthday — choose On their birthday, First of the birthday month, or Days before birthday.
On member promotion — runs when a customer moves into a selected tier.
Other triggers, When review is published and When specific products are purchased, belong to the Discounts & GWP guides.
Configure the discount code
Set:
Percentage or fixed amount.
Code prefix. Generated codes can look like
ROADMAPA83XO123.Applies to — all products, or selected products, variants, or collections.
Purchase Type — one-time purchase or subscription.
Minimum spend and Quantity limit.
Expires after — leave blank for no expiry.
Customer Eligibility — all customers or members of selected tiers. Leave the tier field blank to match all tiers.
Choose how the code is delivered
Under Mail Template, choose one option:
Send mail via Roadmap — Roadmap emails the customer directly.
Trigger a Klaviyo event — Roadmap fires a metric and your Klaviyo flow sends the email.
For a Klaviyo event, use a recognizable metric name. For example, Roadmap: Birthday Discount For Tier 1.
Roadmap creates the metric after the Klaviyo integration setup. The event properties include the generated code. Use Klaviyo’s event-property Liquid snippet in your flow email.
Where generated codes live
Shopify Discounts stores every generated code. Search the customer’s email in Shopify admin if they lose it.
Tier-promotion promotions
On member promotion uses the same configuration. Choose the trigger and target tier, then configure the amount-off or percentage-off code.
Use it when the tier perk is a discount. Use Customer Rewards when it is a specific free product.
Related guides
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