Creating coupons and setting usage

An online coupon refers to a discount code or number that can be redeemed on a website.

Like traditional coupons, online coupons are used to attract new customers, incentivize a purchase or increase the loyalty of existing customers.

Coupon codes are sometimes also referred to as discount code, promo codes or vouche


Go to discounts > Coupons > Coupons to start creating them. 

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Setting up coupon information, behaviour and rules

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How to assign specific discount Information

  • Active: Enable active to make the discount available.
  • Internal name‍: The internal name is the tracking ID for internal use.
  • Accounting ID‍: The accounting ID is the tracking ID for accounting use
  • Title: Title is the name of your discount.
  • Coupon available from: Assign a date and time for the discount to be valid from.
  • Coupon available until: Assign a date and time for the discount to expire.

Some things to note: 

  • The code that you set on the information tab, will be used for the coupon name.
  • If there is no accounting ID or internal name, use the same name in all fields: accounting ID, internal name and the field used to identify in the accounting system.

Always set up availability dates and activate the coupon so it can be tested and shared with customers.

How to assign coupons to behavior

  • Fixed amount: Assign a fix amount to be deducted from the original amount.

The amount entered must be before tax (VAT/GST).

  • Free shipping: No amount needs to be assigned.
  • Percentage discount: Assign a percentage to be deducted from the original amount.
  • Promotion application allows you to select "Apply promotion before tax" or "Apply promotion after tax.
  • Priority: The lower the number the higher the priority. If the coupon can be combined with upcharges or discounts, priority will decide thecoupon that's applied, lowest priority number first e.g. 1 then 2 etc. You can also define if the coupon can be combined with other discounts and upcharges.

For example...

Product A has got two discounts assigned to it:

1) 5% off in item level

2) Free shipping in cart level

Both of these coupons have to have the toggle "Coupon combination" on.

Next, the merchant has to set the priority for them (lower number = higher priority).

  • Apply a coupon only once per cart: The default rule is for a discount to be applied more than once per cart. If you want the discount to be applied to only one of the products, check this option.
  • Apply to cart: Choosing this option applies the coupon to a cart total. In the case of a quantity discount, for example, the coupon will be applied based on the total number of items in your cart.
  • Cart item: You can apply a discount to each item individually. In the case of a quantity discount, for example, the coupon will be applied to an individual item, not to a cart level.

How to create coupon rules

  • Type: Select the type of rule that will be applied to your coupon. You can apply more than one rule.
  • Cart total: Enter a value in your currency. Define if the rule should be applied to a value greater than or less than that.

What is the difference between cart and cart total?

Cart is the whole cart - nothing to do with rules (see above: "Apply to cart"). Cart total is one of the rule options.

  • Cart item quantity: Enter a quantity of items. Define if the rule should be applied to a quantity greater than or less than that.
  • Collection: Select all the collections you want to assign to the coupon. Decide if the promotion includes or excludes those. 
  • Product type: Select all the product types you want the coupon to be applied against. You have two options: Stock products or custom products
  • Decide if the coupon is inclusive or exclusive list
  • Product: Select all the products you want as a list and decide if the coupon includes or excludes the product list you've created
  • Product packages: Select all the product packages you want as a list. Decide if the coupon includes or excludes the product packages list

When adding a new coupon, you also have the option to exclude product bundles or packages while including others. 

  • Sales channel: Select all the product packages you want as a list. Decide if the discount includes or excludes sales channel list.

Creating coupons and setting usage

  • You can assign a single or multiple coupons to a discount
  • You can generate coupon codes based on a prefix and suffix. You can also define the number of random characters to be generated in between
  • Enter the maximum usage of a coupon per customer. This requires that your customer has created an account and is logged in

What is the use case for the max usage per customer is set to higher than 1?

If the merchant wants their customers to use the same code more than once, they set at "Maximum usage per customer"

  • Enter the maximum usage overall of a coupon. For example, a coupon can be used a maximum of 5 times

What is the difference between the max usage per customer and max usage overall?

  • Per customer = the number of times a single customer can use the coupon (this requires the customer to have logged in first)
  • Overall = the number of times any customers in the shop can use the coupon.
  • Enable/disable your coupon. 

If a merchant has set up 000's of coupons how can they search them to go back an edit or delete?

They can download the coupon report. They can also view the "Used" status in the Dashboard.

Coupon usage

Our new coupon usage feature has been created to help you track how many times an active coupon code has been applied at checkout.

In the image below, you can see how the coupon code has applied a discount before an order is placed.

And in the dashboard view, you can see how many times this code has been used as well as the max usage amount (or maximum amount of times this coupon code can be applied).