Coupons

Last modified October 25, 2017

Within the Coupons area of the Dashboard, you can create a coupon to be used by customers. Creating a coupon allows you to offer a promotional product discount to a select group of customers; that is, only those customers who have a coupon code (sometimes called a promotion code) can take advantage of the offer. You can create as many different coupons as you need.

To use a coupon, customers must enter the coupon's unique ID in the Coupon Code / Promotional Code field of your Storefront. Coupons can be used in Web Storefronts, Popup Storefronts, or using the FastSpring API.

On a Web Storefront, the Coupon Code field can appear in one of a few different locations. Here is an example of the Coupon Code field on the Homepage of a Web Storefront.

Homepage of a Web Storefront with the Coupon Code field highlighted at the lower right-hand corner

Tutorial Video

Check out our tutorial video on placement of the Coupon field in a Web Storefront:   How to Hide or Show the Coupon Field.


Please click on one of the links below to jump to the corresponding section of the document.


To create a coupon

Tutorial Video

Check out our tutorial video on creating coupons:   How to Create a Coupon.
  1. From the Dashboard, select the Coupons menu.

    Coupons menu

  2. Click .
  3. The Add Coupon popup window will appear.

    Add Coupon popup window
  4. In the Coupon ID field, enter an ID that will help you identify this promotion in the future. This field accepts only letters, numerals, dashes and underscores. The value entered here will be used in reporting, and it need not be part of the coupon code(s)  that will be used by customers. 
  5. The discount type selector has a default value of Percent Off. Clicking the drop-down lets you choose whether the discount amount will be calculated as a percentage of the order total, or will be a specific amount. If you want to coupon to provide a specific discount amount, select Amount Off instead.
  6. In the field next to the discount type selector, enter the percentage or amount of the discount that the coupon will provide. If you selected Amount Off in the previous field, you can enter a specific discount amount in each currency supported by your Store.
  7. The Coupon Codes which will trigger the discount field is where you provide a code (or a list of codes) that must be entered by customers in order to use the coupon. If you enter more than one code, please include a separate code on each line. This field is considered case-insensitive and will accept letters, numerals, dashes and underscores.

    If you want to have just one coupon code that all customers can use, you may do so. By default, the codes you provide here will be accepted an unlimited number of times unless you edit the coupon and enter a value in the the Limit Coupon by Number of Uses field.



    Add Coupon popup window with coupon ID, amount off and coupon codes specified
     

  8. Click ADD to complete the initial coupon creation. Once the coupon has been created, it is recommended that you proceed to editing the coupon for more control over the promotional offer.

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To edit a coupon

 

  Searching and Sorting Coupons

 

The Search field just below the Coupons sub-menu lets you search the list of coupons, and you can sort the list using the Sort By field.

The value you enter in the Search will be compared to coupon IDs / names. The search is case-sensitive and does not support the use of wildcards.

By clicking the Sort By drop-down selector, you can sort the list by the coupon names, Start Date or End Date. By default, the list is sorted by Name.

  1. From the Dashboard, select the Coupons menu.

    Coupons menu

  2. In the tile of the coupon you want to edit, click EDIT DISCOUNT.

    Example of a coupon tile in the list of coupons, with the EDIT DISCOUNT command highlighted
  3. The Edit Discount popup window will appear. You can adjust the amount (or percentage) of the coupon discount in the topmost section of the window. The discount type (percent or amount) is based on how the selected coupon was most recently saved, but you can change that if need be.

    Discount amount or percenage section of the Edit Discount popup window
  4. If the coupon will be applied to subscriptions, the Discount duration field lets you control the total number of billings that will have the discount deducted from the total. Enter 1 if you only want the very first transaction to receive the discount; enter 2 if you want the first two transactions to get the discount, and so on. The field is set to "Unlimited" by default, which means the coupon will be applied to ALL future subscription billings. If you need to change it from some other value to "Unlimited", simply delete the field's value (do not enter 0).

    Discount duration field
  5. The Combine Discounts check box allows you to control whether or not the coupon discount will be applied when there is already a product-level discount (i.e. a discount on a product, bundle or subscription configured under the Products menu). Select this check box if you want both the coupon discount and the product-level discount to be applied. Clear this check box if you do not want the coupon to apply when a product-level discount is in effect.

    Combine Discounts check box
  6. In the Applied Discount Reason field, you can optionally enter an explanation for the discount that will be visible to customers on the Storefront once the coupon has been applied. For example, for a holiday-themed coupon, you might enter a reason such as "Holiday Sale!". If your Store supports multiple languages, you can click the language drop-down selector and enter the reason in each supported language.

    Applied Discount Reason field
  7. The Limit Coupon by Number of Uses field lets you specify how many times each coupon code will be accepted for this coupon ID. Selecting this check box will display an additional field, allowing you to specify the limit. For example, if you select this check box and enter 1, each code will only be accepted a single time (so be sure to provide plenty of coupon codes). If this check box is not selected, each coupon code will be accepted an unlimited number of times.

    Note

    Adding usage limitations applies only to orders with coupons that are placed after you have saved the change. Orders that had a discount from a specific coupon code before you added the limitation will not count against the total number of uses allowed for that code.



    Limit Coupon by Number of Uses field with the check box selected

  8. The Limit Promotion Availability by Dates field allows you to optionally specify a date range before or after which the coupon will not be accepted for new purchases. Selecting this check box will display new fields so that you can enter the Start Date, Start Time, End Date and End Time for this promotion. Clicking any of these fields will pop down a calendar date selector tool. You are not required to enter any of these values. If no dates are entered, the coupon will be valid indefinitely.

    Limit Promotion Availability by Dates
  9. The Products field lets you restrict the discount to certain products, bundles or subscriptions only. By default, the discount will be applied to all items in an order, but if you want it to be applied to only certain specific items, you can click this field and begin typing the name of the first item to which the discount will be applicable. Search results will instantly appear below the field, and you can use your mouse or the arrow keys and the Enter / Return key on your keyboard to select the desired item from the search results. You can repeat this process as many times as needed until all products are listed, and you can use the Remove link next to any product to remove it from this list. Products not on this list will not have the discount applied to them.

    Specifying one or more products to receive the coupon discount

    Once selected, a product can be removed by clicking the red Remove command

  10. If the Products field is empty–meaning that you did not select one or more specific products to which the coupon discount will be applied, so the coupon will apply to everything in the current order–then you will have the option to prevent the cost of the optional Extended Download Service and the optional shipping fee from being reduced by the coupon discount.  By default, the Does not apply to Extended Download Service and Does not apply to Shipping Fee check boxes are both selected. In case you do want the coupon discount to be applied to the cost of the Extended Download Service and / or the shipping fee, clear the corresponding check box(es).



    Note

    If you have specified at least one product in the Products field, these check boxes are automatically hidden since the coupon discount will only be applied to the specified product(s), and not to the Extended Download Service or shipping fee.
  11. Click SAVE to save your changes and finish editing the coupon.

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To delete a coupon

  Searching and Sorting Coupons

 

The Search field just below the Coupons sub-menu lets you search the list of coupons, and you can sort the list using the Sort By field.

The value you enter in the Search will be compared to coupon IDs / names. The search is case-sensitive and does not support the use of wildcards.

By clicking the Sort By drop-down selector, you can sort the list by the coupon names, Start Date or End Date. By default, the list is sorted by Name.

  1. From the Dashboard, select the Coupons menu.

    Coupons menu

  2. In the tile of the coupon you want to delete, click the MORE drop-down command and then select Delete.

    Example of clicking the MORE command to delete a coupon
  3. Click DELETE when prompted, to confirm that you want to delete the coupon.

    DELETE confirmation popup window

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To manage codes for an existing coupon

  Searching and Sorting Coupons

The Search field just below the Coupons sub-menu lets you search the list of coupons, and you can sort the list using the Sort By field.

The value you enter in the Search will be compared to coupon IDs / names. The search is case-sensitive and does not support the use of wildcards.

By clicking the Sort By drop-down selector, you can sort the list by the coupon names, Start Date or End Date. By default, the list is sorted by Name.


  1. From the Dashboard, select the Coupons menu.

    Coupons menu

  2. In the tile of the coupon whose codes you need to manage, click one of the following commands:

     



Command Description Example
VIEW CODES View a list of all remaining valid coupon codes for this coupon,
  1. including the number of uses remaining for each.
Example of clicking VIEW CODES
ADD CODES Add new coupon codes to this coupon; the character limitations
  1. that apply during coupon editing apply here as well.
Example of clicking ADD CODES
REMOVE CODES Specify coupon codes to be removed from this coupon,
  1. preventing those codes from being accepted for future orders.
Example of clicking REMOVE CODES
DISABLED CODES View a list of all valid coupon codes - not deleted codes -
  1. that will no longer be accepted because the limit of their
  2. uses has been reached.
Example of clicking DISABLED CODES


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