How to locate an old discount code for a customer

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Topic summary

Difficulty locating old, manually created discount codes per customer in Shopify, especially when a loyalty app (Trustoo Loloyal) keeps generating new codes. The Discounts tab lacks search by customer name/email, and codes aren’t reliably visible on customer profiles or in active discounts.

Workarounds suggested:

  • Export discounts to CSV (comma‑separated values) and search in a spreadsheet. Note: only covers discounts that exist in Shopify, not those managed solely by third‑party apps or dynamic discounts.
  • Check the customer timeline; manually created codes may appear if sent through Shopify, but this is inconsistent.
  • Use a naming convention for manual codes that embeds a customer identifier (e.g., “JSmith-10OFF”) to enable partial-code searches.

A Shopify partner offered automation or a small custom app to streamline lookup and management. No native feature currently provides search by customer; this remains a feature gap.

Open question: How to prevent manual codes from being buried by loyalty-app–generated codes. No definitive resolution; discussion remains open.

Summarized with AI on December 10. AI used: gpt-5.
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On the discounts tab it doesn’t appear that you can search for a discount based on the customer’s name or email address. We’re using Trustoo Loloyal and we’re constantly getting new rewards discounts created so manually created discounts are being lost.

Some customer’s forget the codes that we’ve created and when we go to their profiles, we don’t see them. A lot of our customer’s also create their rewards then don’t use them right away, so when checking the active discounts, we still can’t locate old discounts.

Does anyone know a good way to locate old manually created discounts? Or if we could get the option in the discounts tab to search by the customer name and/or email address, that would be awesome.

1 Like
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Hi @caossey :waving_hand: I’m @PaulNewton shopify-partner I do automations or custom apps for stuff like this.

If you have no budget for better tools DIY’ing means spending time trudging through exporting the discount data as CSV and use a spreadsheet.
Note: This is when the discounts actually exist in shopify and does NOT account for third party apps managing discounts or other dynamic things.

If you need automation to lower the friction on this or a small custom-app then reach out to me for customization services.
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I’ve run into this same issue before, especially when loyalty apps keep generating new codes and my manually created ones get buried. Shopify really doesn’t give us a clean way to search discounts by customer name/email, which is frustrating.

A couple things that helped me:

Checking the customer timeline: Sometimes the manually created codes show up there if they were sent through Shopify, but it’s not 100% reliable.

Naming convention: I started tagging manual codes with a customer identifier (like “JSmith-10OFF”), so I can at least search by part of the code later.

Exporting discounts: Every now and then I export the discount list to a CSV—way easier to search by customer there than inside the admin.

But yeah, Shopify definitely needs a proper search/filter by customer. Would save a ton of time.

“f your loyalty app keeps generating new codes, how do you stop your manual ones from getting buried? What system do you use?