Guide: Generating and Applying a Discount Code in a Two-Part Order Form

Discount codes and promotional offers are powerful tools that can encourage prospective buyers to complete their purchases. These strategies are particularly useful in e-commerce, where the main objective is to convert site visitors into paying customers. This guide is divided into two sections: how to create coupons and how to create promo codes. Section 1: Creating Coupons Introduction Coupons within the CRM provide a way to apply either a fixed amount or a percentage-based discount to one-time purchases. Keep in mind that this feature does not work with subscription-based items. Step-by-Step Instructions 1. Generate a Coupon Code: Go to the Payments section and select "Coupon." 2. Complete the Required Fields: Fill in the necessary details, including whether the discount is a fixed amount or a percentage. 3. Set a Time Frame: Define the start and end dates for the coupon’s validity. 4. Add Coupons to Checkout: For coupons that offer a 100% discount, customers will still need to provide card information for verification purposes, especially when upsell options are involved. This feature works with Stripe but is not compatible with PayPal. Section 2: Creating Promo Codes Introduction Promo codes allow a hidden discounted item to be shown on the order form when the code is entered, simultaneously removing the full-priced item from view. This method is useful for offering special pricing to a targeted group of customers. Step-by-Step Instructions 1. Prepare Your Products: Ensure that all the necessary products have been added to your sales funnel. 2. Custom Code for Promo Codes: Edit the funnel step that contains the two-step order form. In the Order Form settings, go to the Advanced section and enable the "Coupon Codes" option.   3. Test Your Promo Code: Preview the page and check that the discount appears correctly when the promo code is used. Troubleshooting and FAQs My promo code isn’t working. What should I do? Double-check that the discounted product is properly configured within your funnel. Can promo codes be used for subscription items? Promo codes are only intended for one-time purchases in the two-step order form. They do not apply to subscriptions, bump offers, or upsell items.