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Coupons

This is a module that can add impact and results to your online marketing efforts. You can get to this part of the system by clicking on Marketing > Products.

You can share a coupon code you create with customers in your store, through an email blast from our Marketing part of the system, or through your social media. Doing all three will maximize the effectiveness of your promotion. Please note that Coupons you create will apply to all eligible items added to the shopping cart, so be particularly careful with the option of giving a flat percentage off the entire order. Similarly, if you use the Coupon in the POS Register, it will apply to all eligible items. Click the + New Coupon button in the upper right to create a new coupon, and you can delete coupons by clicking the Delete button on the far right of the item's title bar.

If you click the +New Coupon button, you'll see a blank version of the image below:

1. Title - When creating a new coupon, all fields are required, so first name your coupon by entering a Coupon Title. This is for internal reference only.
2. Code - You will also want to make some kind of easy-to-use code. When you first create the coupon, the system will put a short, random code in that is a mix of numbers and letters, but creating one that is intuitive is usually the best idea. Your Coupon Code cannot have any spaces. Something intuitive that includes both letters and numbers will work well, for example, the Labor Day Clearance Sale listed above uses the code 'LAB21', and that's a good code because it is easy for the customer to type in, and relates directly to the event itself so it's intuitive.
3. Discount - The Discount will either be a set Amount Off, usually with a minimum amount that must be in the order before the discount can apply (see the smaller image below for an example). It may also be a Percent Off like the one pictured further above, where the customer will get 25% off all eligible items in the transaction. You can also set a Required Minimum Purchase amount, as well as a Maximum Discount amount for this type of discount, to make sure that you're not applying the discount to transactions that are too small or too big, respectively. Finally, you can also give Free Shipping as the coupon benefit, and that includes the ability to set a minimum purchase amount to qualify for the free shipping as well as a Maximum Discount dollar amount allowable for the coupon. Click the button for the method you prefer, and enter the appropriate numbers.

4. When - By default, your coupon will be in effect with no date restrictions, unless you set a date range here. You can set a range in days here, either with presets such as This Month, or using a Custom Range with From and To calendars to set your range. The coupon will not be active on dates before or after the named days.                                                 

5. Usage Limits - Leave this setting on None if you want people to be able to use the coupon multiple times during your promotion. If you are making a coupon to reward a single customer, to be used only by that one person a single time, set this to Yes. Once the coupon is used, it will be deactivated automatically and nobody else will be able to use it. If you're doing an especially big promotion, setting this to One-Time Use Per Customer makes sense.

6. Eligibility - Unless you change the settings in this area, the coupon will apply to all items that are eligible for discounts (you can set this either in the Department, or in the Edit Product view of specific items, on the Advanced tab). Please note that setting any Eligibility restrictions in the Coupon will require you to use the Percentage Off discount method, above. Here are the different ways you can restrict your Coupons so they only apply to what you want:

   • Specific Products - You can search for multiple individual products that the Coupon would apply toward, and only the selected products will get the discount.

     

   • Department - You can select as many Departments as you like from your list, and if the department is set for items to be eligible for discount, the products in those Departments will benefit from the discount (please note that the Department list you see on this page will indicate which ones aren't eligible for discounts, and will not allow them to be selected). Also, you may have individual products in those departments that are set to not be eligible for discounts when you look at them in the Edit Product view, on the Advanced tab, and those products will not get the discount.

     

   • Categories - You can select any number of Categories from the list to which the coupon discount will apply. All other products in other Categories will not get the discount.

     

Please note that as long as a Coupon is active in the system and it doesn't have an Expiration Date that has passed, that coupon code will be usable in the web shopping cart and in the Register. To stop a code from being active, you can just change the Coupon Code itself if you want to keep the coupon for future use or apply an end-date that has already passed. Or on the main page for your Coupons, you can delete any of them you need to with the Delete (trash-can) buttons on the right.

You can also use your Coupon Codes in the Register, just enter the code itself, and the system will apply the discount directly to the transaction for all items that are eligible for discounts.