Help Center

Using coupons in your subscription-based business can attract new customers, increase their loyalty, and drive sales.

The coupon code name is unique within the scope of an account. Merchants cannot create multiple coupons with the same name unless the existing one is archived.

With coupons and coupon codes, you can:

• apply discounts to all invoices, a single invoice, or for a predefined period
• reduce the total amount of an invoice by a fixed amount or a certain percentage

Additionally, you can set up coupons that need to be redeemed by a certain date or have a maximum redemption limit for all customers.

Coupon

To support customer savings and promote sales, coupons can be converted into discounts during the payment process.

Coupons have flexible configurations. They can apply a fixed amount or percentage discount. Coupon duration includes one-time use, unlimited, or limited time options. Additionally, the usage limits can be set by redemption count or specific expiration date.

The following sections serve as a guide that walks you through the comprehensive management of coupons, including their creation, customization, and tracking. You learn how to set parameters like discount type, duration, redemption limits, and expiration dates, all of which are crucial for executing effective promotional strategies.

In the dashboard, coupons are listed and identified by unique names. These names act as internal labels for easy reference and management, streamlining the process of handling various coupons. They are not visible to customers, but choosing descriptive and meaningful names is key for efficient management.

Percentage and fixed amount are the main types of discounts. Each type functions differently in how it reduces the invoice amount, and understanding these differences is crucial for effective coupon management.

Percentage

This type of coupon reduces the invoice by a specific percentage. The discount amount is dynamically calculated based on the total value of the customer’s purchase.

For promotions such as “20% off on your first purchase”. If a customer opts for an online course costing $50, the coupon would grant them a $10 discount, which is 20% of $50.

Important to mention that if a 100% discount is applied to the invoice, the purchase is not entirely free. The customer is charged the minimum currency unit.

Fixed amount

Unlike percentage discounts, this coupon type subtracts a fixed amount from the invoice. These coupons are usually applicable only once per billing cycle.

The fixed amount is set in the currency of your choice, like $25. For instance, a coupon with a fixed amount of $25 would reduce the customer’s invoice by $25, regardless of the total amount.

Please be advised that, similarly to the percentage discount, the purchase is not entirely free for the customer when using this type of discount. The fixed discount amount may exceed the total value of the purchase.

There is no option to set a minimum purchase value to apply these discounts, but it is considered for implementation in the future.

It is essential to choose the appropriate duration type to align with your marketing objectives and customer engagement strategy.

Once

With this setting, the coupon applies a discount only once and is not usable again after being redeemed. It is particularly useful for promotions targeting new subscriptions or one-off purchases.

Forever

Choosing this duration means the discount is applicable continuously for as long as the subscription remains active. This can be an effective way to retain customers over an extended period.

Limited time

You can use this setting to specify the number of billing cycles during which the coupon remains active. It is well-suited for seasonal promotions or limited-time offers.

The redemption limit sets the maximum number of times a coupon can be used. For example, a limit of 5 means the coupon expires after 5 redemptions. This limit counts redemptions across all customers.

The expiration for a coupon can be set to a specific date and time. The coupon becomes active immediately and remains so until the chosen expiration time.

Create coupon

1. Go to Billing > Coupons.
2. Click on the + Create coupon button.
3. On the coupon information page, specify the required information:
   • Coupon name and description
   • Discount in percentage or fixed amount
   • Duration
   • Redemption limit
   • Expires at date
4. Click on Create coupon to save a new coupon.

Delete coupon

When deleting a coupon, there are certain limitations and considerations to keep in mind:

• No redemptions
  The coupon can be freely deleted when it has not been redeemed by any customer.
• Irreversible action
  Once a coupon is deleted, it is removed from the coupon listing and cannot be restored. This makes it unavailable for any future uses. Additionally, deleting a coupon also removes all its associated coupon codes.

It is important to be certain about your decision before proceeding with the deletion. This action is irreversible and may impact ongoing promotional strategies.

1. Go to Billing > Coupons.
2. Find the coupon you need and click on it.
3. In the top-right corner, click on Delete coupon.
4. In the pop-up window, click on Delete to confirm.

Archive coupon

If a coupon has been redeemed one or more times, the only option available is to archive it, rather than delete it.

• Visibility
  An archived coupon remains visible in the coupon listing for record-keeping purposes.
• Immutability
  Once archived, no further actions or modifications can be performed on the coupon. It becomes a read-only item in your system. Archiving a coupon also archives all its associated coupon codes.

Archiving allows you to retain a history of used coupons while preventing any further redemptions or modifications, thereby safeguarding the integrity of past transactions.

Coupon statuses

Coupon statuses provide valuable insights into the state of each coupon created. They serve as a vital tool for streamlining discount management and enhancing the effectiveness of promotional strategies.

Coupon code

Coupon codes are alphanumeric strings that customers enter at checkout to apply discounts. Created in the internal coupon system, they represent the customer-facing discount tool. Using them applies discounts based on coupon settings.

They can be distributed through various marketing channels and are entered by customers during the checkout process. These codes offer a flexible way to incentivize purchases, attract new customers, and measure the effectiveness of promotional campaigns.

The code is an alphanumeric string that serves as a unique identifier for the discount, which customers can enter during the checkout process. While the code should be memorable for easy customer recall, it is essential to maintain a level of complexity to deter unauthorized use.

The redemption limit for coupon codes defines the maximum number of times each individual code can be redeemed.

Each coupon code limit cannot exceed the coupon total redemption limit. On the other hand, multiple coupon codes can each have their own individual limits, based on your marketing strategy.

The system tracks the usage of each coupon code. However, as of now, it does not offer the option to set redemption limits per customer for each code.

Each coupon code can have its own expiration date and time, which cannot exceed the overall expiration date set for the parent coupon. Once set, the coupon code becomes active immediately and expires at the specified date and time, in accordance with the time zone of the account.

Create coupon code

In the Hub, you can manually create coupon codes or generate and upload coupon codes from a CSV file.

1. Go to Billing > Coupons.
2. Find the coupon you need and click on it.
3. In the Codes section, click on + Add code.
4. In the appeared form, specify the coupon code information:
   • Enter the alphanumeric code to use for redeeming the coupon.
   • Optionally, set the Redemption limit to control the code usage count.
   • Optionally, set the Expires at date to specify when this code becomes invalid.
5. Click on Add to add the code to the coupon.

1. Go to Billing > Coupons.
2. Find the coupon you need and click on it.
3. In the Codes section, click on + Add code.
4. In the appeared form, select Upload coupon codes.
5. Prepare a file with coupon codes.
   Please note that a file should follow the format provided in the sample:
   • Download a sample generator file to meet the requirements for the file data format.
   • Follow the instructions in the file to create coupon codes.
6. Click on Upload your coupon codes to add a file with the codes.
7. Once the file is uploaded, click on Add to confirm the upload of the coupon codes.

Please note that the coupon codes upload has some restrictions:

• Each coupon code has a redemption limit equal to 1 and follows the coupon expiration date.
• The file must be in CSV format and contain only coupon codes.
• Coupon codes must consist solely of letters and numbers.
• Each coupon code in the file must be unique.
• The limit is 1,000 coupon codes per file. For more coupon codes, upload additional CSV files.

Delete coupon code

If you need to delete a coupon code, be aware that once deleted, the coupon code is removed from the listing and cannot be restored.

1. Go to Billing > Coupons.
2. Find the coupon you need and click on it.
3. In the Codes section, find the coupon code you want to delete.
4. Hover over the coupon code and click on Delete.
5. In the pop-up window, click on Delete to confirm.

Coupon code statuses

Coupon codes also have statuses that indicate their availability and whether they have been redeemed. Understanding these statuses is essential for managing coupon campaigns powerfully.

Discount usage

The predefined and the direct flows are the primary ways to apply discounts to customer subscriptions. These approaches offer flexibility in how you can incentivize customers to make purchases or commit to subscriptions.

Predefined flow

In this method, you can add a coupon directly to a customer’s order. The discount is applied automatically, without the need for a coupon code.

For instructions on integrating this flow into your checkout process, see the Payment Form documentation.

Direct flow

In this approach, customers can redeem coupon codes to get discounts on their subscriptions. They can enter the code at checkout to receive the discount.

Detailed guidance on how to integrate this option into your checkout process is available in the Payment Form documentation.

Coupon details

This section provides guidelines on editing coupon details and understanding how discounts interact with trial subscription options.

Available fields for editing

Once a coupon is created, its editable fields are limited to the following:

• Name
• Description

Discounts with trial options

For products that feature a trial period, discounts from coupons are not applied to the trial price. Instead, the discount takes effect on the subsequent recurring payment.

In situations where the expiration date of a coupon precedes the next recurring payment, the system preserves the discount for that particular payment.