Creating a Coupon
To set up a new discount rule, follow these steps:1
Navigate to Coupons
Go to Products > Coupon in the sidebar and click the Add button.
2
Configure Basic Info
Fill in the primary details for the discount rule.
| Field | Description |
|---|---|
| Name | Internal name (e.g., “Black Friday”). This appears on customer receipts. |
| Type | Choose Percentage off (%) or Fixed amount off ($). |
| Applied to | Select scope: None (Total invoice), Product (Specific items), or Price. |
| Subscription Duration | Once (First invoice only) or Repeating (All future invoices). |
3
Set Usage Limits
At the bottom of the form, configure high-level restrictions:
- Exchange deadline: The date range during which the coupon is valid.
- Limit total redemptions: The total number of times this coupon can be used globally.
- Minimum amount requirement: Specifies the minimum transaction amount required to redeem this coupon.
4
Save
Click Add to create the Coupon.
Managing Promotion Codes
Once a Coupon is created, you must generate codes so customers can redeem it.- Click on the Name of the coupon you just created in the list.
- Scroll down to the Promotion code section.
- Click the small button on the right side.
Code Configuration
When adding a promotional code, you can customize specific constraints:Code String
Enter a custom code (e.g.,
WELCOME10) or leave blank to auto-generate a random string.Customer Limit
Check Limited to specific customers to restrict redemption to specific Customer IDs.
Usage Limit
Set how many times this specific code can be redeemed (distinct from the global coupon limit).
Expiration
Set an Expires on date specific to this code.
Monitoring & Management
The Coupon List
Navigate to Products > Coupon for an overview. You can filter by discount type or duration.- Terms: Shows the rule (e.g., “$2.5 off once”).
- Exchange: Shows the current redemption count.
Coupon Details
Clicking into a specific Coupon provides a detailed dashboard.Disabling Codes: If a code is compromised, you can click the Disable button next to the specific code in the “Promotion code” table. This invalidates the code without deleting the parent Coupon.
Editing & Deleting
- Rename: You can rename a coupon at any time via the Rename Coupon button.
- Delete: Clicking Delete coupon will remove the discount rule.