Discounts, Coupons, and Gift Certificates

How To Set Up a One-Time Use Coupon

In this example we wish to give a particular customer a coupon for $200 off their purchase. We'll create a Discount records, assigned a coupon code to it, and set the reward to $200. We will also mark it to be usablable only one time.

  1. Key Settings. For any discounting to work, make sure the global "Apply Discounts" setting is enabled on the Discount Settings screen under Settings -> Discount Settings. Also, for coupons to work you'll need to enable either the "Show Coupon Form at Checkout" setting or the "Show Coupon Form on Cart Page" setting, so that a customer is able to enter a coupon code:

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  2. To create a One-Time Use Coupon, navigate to Ecommerce -> Discounts -> Discounts, and click the plus icon to create a discount record representing the coupon:

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  1. You can use the Quick Add form to create the discount record initially:

  • Name: For the name field, enter something descriptive. The customer will see this name in their cart after they apply the discount

  • Code: This is not necessarily the coupon code for the discount, it is simply a unique value that you can use to track the discount in the system

  • Coupon Code: Enter the code that the customer has to use to receive the discount here

  • Reward Type: Select "Amount" for a fixed-amount type of discount. (If you wish the coupon to be a percentage, eg "10% off", select "Percentage" here.)

  • Reward: Enter "200" here for a fixed discount of $200 off. (Note, if the customer's order is less than $200, it will bring the order's subtotal down to $0. If you wish to make it a percentage discount, enter the percentage here, eg "10" for 10% off).

  • Click Add Record to create the discount.

  1. In this example, we only want the coupon to be used once. In order to apply that rule:

  • Click into the discount record's details after it's created.

  • Under "Restrictions" set the Max Times Used field to 1, and click Save Changes. This will ensure that the customer you send the code to will only be able to place one order using the discount.

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  1. You can test applying the coupon by entering the code and seeing it take affect. In this example, we enabled the coupon form to be shown on the cart page.

  • Add an item to the cart, and navigate to the cart page

  • Enter the Coupon Code into the coupon code form

  • You will see a message saying the coupon is taking effect and the new subtotal is shown in the cart:

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  • If you don't complete the order, the coupon code can still be used by the customer after your test