Campaign Coupons

Owned by Tom Knuth
Last updated: Nov 14, 2023 by Brandon Redmond
4 min read

Coupons are used to give discounts on orders. This document explains all the coupon options available to you.

 

Create Coupons

Navigate to CRM>Campaigns and edit the campaign that needs a coupon. Scroll down to the Coupons section. Click “Create Coupon”.

 

Enter the following:

  • Coupon Code - The code the consumer will enter to apply the discount

  • Apply To - Choose if the coupon will apply to the product or to shipping

  • Discount Type - Choose if the coupon is a flat amount deduction or a percentage deduction

  • Products - Choose one or more products on this campaign that will receive the discount. Whole Order coupons apply to all products on the order.

  • Apply To Products By Tag - Apply coupons to products by tag instead of specific products.

  • Apply To First Product Only - Apply a product or product tag coupon to the first matching product on the order only. This is ignored on Whole Order coupons.

  • Apply To All Campaigns - Apply coupon to all campaigns. This applies to Whole Order and product tag coupons only.

    • This coupon will be removed from all campaigns if deleted.

  • Single Use Coupon Per Customer - Restrict a coupon to a single use by a particular consumer on this campaign.

  • One-Time Coupon - Restrict a coupon to a single use across all consumers on this campaign.

  • Default Coupon - Assign a coupon to be automatically applied to all orders on this campaign.

  • Recurring Coupon - Choose if the coupon applied on an initial order will also be automatically applied to all subsequent rebills.

  • Use Range Profiles - Set variable discount based on amount or quantity ordered.

  • Discount - The amount or percentage that the coupon will deduct from the order

  • Start Date - The date on which the coupon begins. Optional.

  • End Date - The date after which the coupon expires. Optional.

Click ”Create Coupon”

 

Edit Coupons

Navigate to CRM>Campaigns and edit a campaign that contains coupons. Scroll down to the Coupons section. Click “Edit” on the appropriate coupon.

Most of the options are the same as when creating a coupon. Edit as needed. There is one new option:

  • Use Range Profiles - set a variable discount based on quantity or amount ordered. See below for additional details.

Click "Update" to save the settings.

 

Range Profiles

 

Range Profiles allow you to set a variable discount based on quantity or amount ordered. Multiple ranges may be entered. There are 4 Profile Type options:

  1. Price

    1. Enter start and end order amount and the discount given within that range. The Discount column is based on coupon Discount Type (flat price or percentage). For example, if a consumer orders between $100 and $200 of coupon products, give a 10% discount (start=100, end=200, discount=10).

  2. Quantity

    1. Enter start and end quantity and the discount given within that range. The Discount column is based on coupon Discount Type (flat price or percentage). For example, if a consumer orders 3 or more coupon products, give a $10 discount (start=3, end=999, discount=10).

  3. Buy X Get Y (Price)

    1. Enter start and end order amount (X), the discount given within that range, the product to discount, and the quantity to discount (Y). The Discount column is based on coupon Discount Type (flat price or percentage). The Product column must be a specific product. The Quantity column is the quantity to discount. For example, a “Buy $100 in shoes Get a pair of socks 50% off” coupon would be entered as start=100, end=9999, discount=50%, product=Socks, quantity=1. The consumer MUST put the shoes and socks into the shopping cart. The discounted product is NOT added to the cart automatically.

    2. When using “Same Product” the discount is given on the lowest-priced coupon product on the order.

    3. A Buy X Get Y (Price) coupon cannot be used with a Whole Order coupon. You must specify coupon products.

    4. A Buy X Get Y (Price) coupon cannot be used with the “Same Product” option. You must specify a product to discount (“get”).

    5. To give away free product, set Discount=100%

  4. Buy X Get Y (Quantity)

    1. Enter start and end quantity (X), the discount given within that range, the product to discount, and the quantity to discount (Y). The Discount column is based on coupon Discount Type (flat price or percentage). The Product column can be Same Product or a specific product. The Quantity column is the quantity to discount. For example, a “Buy 1 shoe Get 1 shoe 50% off” coupon would be entered as start=1, end=999, discount=50%, product=Same Product, quantity=1. The consumer MUST put 2 products into the shopping cart. The 1 discounted product is NOT added to the cart automatically.

    2. When using “Same Product” the discount is given on the lowest-priced coupon product on the order.

    3. A Buy X Get Y (Quantity) coupon cannot be used with a Whole Order coupon. You must specify coupon products.

    4. To give away free product, set Discount=100%

 

Coupon API

Coupons can be added, edited, deleted, and fetched via API. Grant an API user access to the Coupons access level. Then follow instructions here.

 

Order and Upsale API

If using a Direct API integration, coupons are passed on orders and upsells using the couponCode parameter. Multiple coupon codes may be included separated by commas. Discounts will be calculated upon import. Follow instructions here and here.