Creating and Managing Coupons

Navigate to – Dashboard → Coupons

  • To create a new coupon, click on the ‘Add New Coupon’ button at the top right side of the page
  • To edit an existing coupon, click on the edit link of the coupon you would like to modify

Coupon Details

Coupon Title* (required) – The title will become the coupon code, so keep it short but descriptive, for example NOV15OFF for a 15% or £15 discount on all products in November.

Coupon Description – Enter a Description (optional) – Info about the coupon for internal use. For example: Name of promotion/event, dates in effect, compensation, ticket number, customer name.

Discount type:

  • Percentage discount – A percentage discount for selected products only. For example, if the cart contains three (3) products at £20 each which equate to £60, a coupon for 10% off applies a discount of £6.
  • Fixed cart discount – A fixed total discount for the entire cart. For example, if the cart contains three (3)  products at £20 each which equates to £60, a coupon for £10 off gives a discount of £10.
  • Fixed product discount – A fixed total discount for selected products only. Customer receives a set amount of discount per item. For example, three (3) products at £20 each with a coupon for £10 off applies a discount of £30.

Coupon amount – Fixed value or percentage, depending on discount type you choose. Entered without a currency unit or a percent sign, which are added automatically, e.g., Enter ’10’ for £10 or 10%.

Allow free shipping – Removes shipping cost when coupon is used. Requires Free Shipping to be enabled.

Coupon expiry date – Date the coupon should expire and can no longer be used. Expiry happens at 12:00 am or 00:00 on the date chosen. If you want a coupon to be valid through Christmas Day but invalid the moment Christmas is over, set the expiration date to YYYY-12-26 as it will expire on YYYY-12-26 00:00.

Restrictions

Minimum spend – Allows you to set the minimum subtotal needed to use the coupon.  Note: The sum of the cart subtotal + tax is used to determine the minimum amount.

Maximum spend – Allows you to set the maximum subtotal allowed when using the coupon.

Individual use only – Tick the box if you don’t want this coupon to be used in combination with other coupons.

Exclude sale items – Tick the box if you don’t want this coupon to apply to products on sale. Per-cart coupons do not work if a sale item is added afterward.

Products – Products that the coupon will be applied to, or that need to be in the cart in order for the fixed or percentage discount to be applied.

Exclude products – Products that the coupon will not be applied to, or that cannot be in the cart in order for the “Fixed cart discount” to be applied.

Product categories – Product categories that the coupon will be applied to, or that need to be in the cart in order for the fixed or percentage discount to be applied.

Exclude categories – Product categories that the coupon will not be applied to, or that cannot be in the cart in order for the “Fixed cart discount” to be applied.

Allowed Emails/Email restrictions – Email address or addresses that can use a coupon. Verified against customer’s billing email. You can also include a wildcard character (*) to match multiple email addresses, for example, ‘*@gmail.com’ would make any gmail address.

NOTE: Leaving ‘Products’ and ‘Exclude Products’ blank allows the coupon to be applied to the entire store.

Usage Limits

Usage limit per coupon – How many times a coupon can be used by all customers before being invalid.

Sending a Coupon

Once coupons are published, go ahead and make available to customers: Copy the title and send, advertise it via email and social media.

Applying a Coupon Manually

Coupons can be added or removed manually for customers from orders in the Edit Order screen. Orders must be unpaid and you need to know the coupon code you wish to apply.

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