Coupon codes allow you to run promotions for your products by offering a discount to clients who have a specific code.
To add a coupon code, click on “Marketing” in the top menu. This by default will land you on the “Coupons” page.
Once you’ve clicked on the “Add Coupon Code” button, a modal will appear as shown below:
From the dropdown list, select the product you would like to attach a coupon code to. You can also select the coupon code to be applicable to all products if you’d like.
A coupon code will be generated by default, but if you’d like to choose a code that is more specific to your promotion, you can update the “Coupon code” field. For example, you could set the code as “1YEAR” and only give it to customers who’ve been with you for over a year.
You can choose from the 2 discount types: Percentage or Fixed amount discount.
If you opt for the "Percentage discount" choice, you have the ability to provide customers with a discount based on a percentage of the original price using the coupon code. Alternatively, when you choose the "Fixed amount discount" option, you can specify a specific amount that will be deducted as a discount for your customers.
If you want to restrict the usage of your coupon code to a specific number of times, simply uncheck the option to enter your desired limit.
This sets the number of times the coupon can be used overall, not how many times it can be used per customer. Consider making the code for a specific product if you want it to only be used once per customer. Or, set up separate coupon codes with one usage each.
Another option is to make the coupon code expire on a certain date, which is great for adding some urgency to your promotion. You can do this by unchecking the box for “Coupon expiry date” and choosing a date.
Coupon expiry is based in UTC. So if a coupon is set to expire on January 1st, it will expire as soon as it's January 1st at 00:00 UTC.
This option appears only when a specific pricing plan (e.g. recurring, fixed payment plans and etc.) is selected when setting up the coupon.
To provide your customers with an ongoing discounted offer, select the "Forever" option. If you prefer a one-time discount, choose "Once." By selecting "Multiple months," you can specify the exact number of months for which the customer can avail of the offer.
Once you’re finished, simply click on the “Create Coupon Now” button and your coupon will be created!
You can come back to this page at any time to see how often your code has been used. Select “Edit” to update the details if you need to. Or, click the “X” button to delete the code.
Coupon Codes
Unique coupon codes can be generated based on a promotion code by selecting the Coupon Code button on the Promotion Codes screen. When the Coupon Code button is selected, the below screen will open.
Generation Option. Select the down arrow and choose a generation option for the coupon. The following options are available: Alpha-Numeric, Alpha, Numbers, or Custom.
Generate Number of Coupons. Enter the number of coupons you wish to generate.
Coupon Length. (Unavailable when "Custom" is selected for the generation option.) Select the down arrow and choose a character length for the coupon code. You can choose a character length between 8 to 20 characters.
Prefix. (Only available when "Custom" is selected for the generation option.) Enter the prefix you want to use for the coupon code.
Suffix. (Only available when "Custom" is selected for the generation option.) Enter the suffix you want to use for the coupon code.
Exclude Characters. (Only available when "Custom" is selected for the generation option.) Enter the characters you want to exclude from the coupon code. You can separate the characters with a comma.
Format. (Only available when "Custom" is selected for the generation option.) Enter a supported character format. The supported characters are listed in the pane above this field. These are U - For Upper Alpha Characters, X - For Upper Alpha Numeric Characters, or N - For Numbers.
Status. The status of the coupon generation will display here. This will display a count for the number of coupons generated and a batch code for the coupon generation.
View. Select to view the details of the coupon generation.
Generate. Select this button to generate the coupons.
Select the View button to open a viewing screen for coupons.
Batch Code. The batch code for the coupon generation.
Coupon Id From. The first coupon Id in the batch.
Coupon Id To. The last coupon Id in the batch.
Number of Coupons. The number of coupons created in the batch.
Date Created. The creation date for the coupons.
Inactivate Coupons. Select to open the Update Coupons screen and inactivate coupons.
Export Batch. Select to batch export the coupons as a file.
Select the Inactivate Coupons button to open the Update Coupons screen. From this screen, you can search for coupons and inactivate them.
Batch Code. The batch code for the generated coupons.
Coupon Code. Enter a coupon code to filter the search by a particular coupon code in the batch. You can also enter a wild card search. For example, you can enter a % sign followed by the first couple of digits or letters in the coupon code.
Coupon. The coupon code is displayed in this column.
Inactivate. This column indicates if a coupon is marked for inactivation. Double click on a coupon to mark it and select the Apply button to inactivate it. Warning! If you click Inactivate without selecting any coupons, all coupons are inactivated and this action is not reversible.
Search. Select to search for a coupon code based on the criteria entered into the Coupon Code search field.
Inactivate. Select to inactivate all displayed coupons.
Apply. Select to only inactivate the coupons you have selected in the grid.
See Also
Promotion Codes
Generating and Exporting Coupon Codes
Applying a Benefit Coupon to a Reservation