Coupons

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.

Coupons offer a fantastic way for companies to engage potential customers and boost sales by providing discounted rates. This manual will guide you through the process of generating, personalizing, and managing your coupons within the system. You’ll discover how to create unique coupon codes, select discount methods, and control promotion periods to get the best results. Additionally, the guide will explain how to set limitations on redemptions, focus on specific products, and handle recurring payments. Whether you’re offering a percentage or fixed amount discount, this manual will arm you with strategies to improve your marketing campaigns and attract more customers. Key Information: Coupon codes are not case-sensitive and will automatically be transformed into uppercase. Special characters and spaces cannot be used when creating coupon codes. How to Generate a New Coupon To start creating a coupon, click on the "Create Coupon" button to access the relevant data entry page. For now, coupons are only valid for one-time product purchases and bump products in V2 Funnels. Support for subscription coupons will be introduced soon. Keep in mind that coupon codes do not apply to one-click upsells. Assigning a Name to Your Coupon The coupon name is used internally for easier management and identification of different promotional offers. While it’s not mandatory to give each coupon a unique name, doing so will help in organizing and tracking your campaigns effectively. Creating a Unique Coupon Code Coupon codes function as distinct identifiers, ensuring that each promotion has a unique code. These codes consist of alphanumeric characters and are automatically converted to uppercase. Spaces and special characters cannot be used when generating these codes, and a discount amount greater than 0 is required. You can also use the auto-generate feature to quickly create a 7-character code. Choosing the Discount Type There are two main methods to offer discounts with your coupons: Percentage Discount: A discount calculated as a percentage of the total order value. Flat Rate Discount: A specific, fixed discount applied to the total, regardless of the order amount. Setting the Start Date and Time Select the exact date and time when your coupon will become active. This will ensure the discount is only available from the date and time you specify, giving you more control over your campaign's duration. Defining the End Date and Time Similarly, you can set the expiration date and time for your promotional offer. Use the calendar tool to select the date, and specify the exact time when the offer will end. Setting Redemption Limits You can limit the total number of times a coupon can be redeemed successfully. This feature ensures you can manage the scale of your promotion by capping the number of redemptions while keeping track of how many times the code has been used. Restricting Coupon Usage to Specific Products This feature allows you to limit the coupon's usage to particular products. For instance, if you choose to apply the coupon only to Product A, the discount will only be applied to purchases of that product, ensuring that the promotion is exclusive to the selected items. Limiting Use to One Redemption Per Customer You can choose to restrict each customer to one redemption of a coupon. By default, this option is turned off for both new and existing coupons. Applying Coupons to Recurring Payments Enabling this option ensures that the coupon’s discount will be applied to every transaction for a recurring product. If disabled, the discount will only apply to the first payment made by the customer. By following these guidelines, you will be able to craft coupon codes tailored to your business goals, manage your promotions effectively, and increase customer engagement with your offers. Frequently Asked Questions Q: Are coupon codes one-of-a-kind? Yes, each coupon code is unique, and no duplicates are allowed. Q: Will the coupon field automatically show up on order forms? If you create a valid coupon, the text box for entering the code will appear on the order form. If no coupon applies, the box will not be displayed. Q: How do I remove the coupon field from my order form? You can turn off the "Enable coupon codes" setting in the order form’s builder. Q: Where can I find details on coupon usage? Coupon codes and the corresponding discounts applied will be displayed in the order details. Q: Can I offer a product for free using a coupon? Yes, you can use a coupon to provide a 100% discount. However, customers will still need to provide card details, which may be required for upsells or downsells.