Coupons

Coupons are the codes you hand out to give people a reason to buy now. A percentage off, a fixed amount off, free shipping, buy-two-get-one, better pricing the more they order, or a membership tier for free.

A coupon is built from three separate decisions, and it helps to keep them apart in your head:

1. Which checkout accepts the code - products, events, bookings, memberships, or everywhere.
2. What the discount does - takes money off, waives shipping, grants a tier, and so on.
3. What it applies to - everything in the basket, or only certain products, categories, events, ticket tiers, booking services or membership tiers.

Where to find coupons

Open Operations then Coupons in the sidebar.

The list shows every coupon with its Code, its Type, the Discount, the Rules that narrow it, its Status, its Usages and its Redeemable Until date. Search by code, or filter by type and status.

• Type shows two badges: which checkout takes the code, and what kind of discount it is.
• Discount shows the size for a plain discount (a percentage, or an amount in your own currency). Other kinds have no single number, so the column names the kind instead.
• Rules summarises what narrows the coupon at a glance, with badges like Automatic, Stackable, Members only, Segment only, First order only, Assigned email, Minimum and Per-customer cap. If nothing narrows it, the column reads None.
• Usages shows redemptions against the cap, or against Unlimited.
• Redeemable Until shows the expiry, or No Expiry. If the code has a start date in the future, a small line underneath says when it goes live.

Applies at checkout

This is the first choice you make, and the one you cannot change later. It decides which checkout will even look at the code.

• Product - your store checkout.
• Event - ticket checkout.
• Booking - booking a session.
• Membership - joining a tier.
• Everywhere - any of the above.

What the discount does

The Discount kind decides what actually happens when the code is accepted:

• Discount - takes a percentage or a fixed amount off the matching lines.
• Free shipping - waives the shipping charge. It does not reduce the price of anything else.
• Buy X get Y - buy a number of matching items and get more of them at a reduced price.
• Volume pricing - the discount grows with the quantity ordered, by the tiers you set.
• Free membership - grants a membership tier through a date. It is not a price discount and reduces no amount.

Choosing Membership as the checkout locks the kind to Free membership, since a membership signup has no cart lines to discount.

Percentage or fixed amount

Only the plain Discount kind has a size, and you choose what sort of size it is:

• Percentage - a whole number, capped at 100. Discount value (%).
• Fixed amount - a money value in your own currency, with minor units. Discount amount carries your currency symbol.

A fixed amount is not capped at 100, because it is money rather than a percentage. "20 off" and "20% off" are two very different coupons, and this dropdown is where you say which one you meant.

Buy X get Y

Set Buy quantity, Get quantity, and the Discount on the free items (%). Set that last one to 100 and the extra items are genuinely free; set it to 50 and the third one is half price.

Volume pricing

Volume tiers let the discount grow with the order. Click Add tier and fill in:

• Minimum quantity - the quantity this tier starts at.
• Discount type - Percentage or Fixed amount, per tier.
• The discount itself.

Because each tier carries its own type, one coupon can mix "5 or more, 10% off" with "10 or more, 25 off". Two tiers cannot start at the same quantity.

Free membership

Pick the Membership tier this coupon grants and the date the Granted membership ends. Redeeming the code gives the buyer that tier until the date. This is what the coupon gives; it does not restrict who is allowed to use it.

Applies to

This is the section that changed most. A coupon is no longer limited to store products: it can cover events, ticket tiers, bookings, courses sold as products, bundles and membership tiers too.

Add scope rows one at a time. Pick a Target type on the left, then pick the thing on the right, and it appears as a chip above. The available target types depend on which checkout you chose:

• Everything - everything the buyer orders.
• Product - one product, or Every product. Search by name to find one.
• Product category - one category, or Every product in a category. The dropdown shows your whole category tree, indented, telling you how many subcategories sit beneath each one.
• Collection - one collection, or Every product in a collection.
• Event - one event, or Every event.
• Ticket tier - one tier, shown as the event name and the ticket name, or Every ticket tier.
• Booking service - one bookable service, or Every booking service.
• Membership tier - one tier, or Every membership tier.

A new coupon starts with a single Everything row. Remove a chip with its X.

If you have no categories or collections yet, the picker tells you so and offers a link to create one.

How it is applied

• Apply automatically - the discount applies at checkout without the buyer typing anything. The code is still stored, so you can still report on it.
• Can stack with other discounts - when off, this discount is used on its own.
• Priority - a number from 0 to 1000. When several discounts compete, the higher priority wins. 0 is the default.

Who can redeem it

These are restrictions on the buyer. Every one of them is checked against the account that is actually signed in.

• Required membership tier - only buyers who already hold this tier may redeem the code. This restricts; it grants nothing.
• Required contact segment - only contacts in this segment may redeem it.
• First order only - only for a buyer who has never ordered from you before.
• Redemptions per customer - a per-person cap. Setting this means the code is refused for buyers who are not signed in, because there is no way to count redemptions for somebody you cannot identify.
• Assigned Email - restrict the code to a single address.

Cart conditions

• Minimum order value - the basket has to reach this before the code works.
• Minimum quantity - the same, but by item count.

Leave a field empty for no condition. Empty is not the same as 0, which would be a deliberate zero floor.

When it can be used

• Redeemable from - leave it empty to go live immediately.
• Redeemable Until - the date the code stops working.
• Max Redemptions - a total cap. Leave it empty for unlimited.

A coupon that hits its cap or passes its end date stops working on its own. You do not have to go and switch it off.

Creating a coupon

1. Click Create Coupon.
2. Type a Coupon Code. It is uppercased as you type, so pick something memorable like LAUNCH25 or VIP-FRIEND.
3. Choose Applies at checkout. Remember this is permanent.
4. Add an optional Description for your own records. Buyers never see it.
5. Under What the discount does, pick the Discount kind and fill in whatever it asks for.
6. Under Applies to, add the targets it covers.
7. Set anything you need under How it is applied, Who can redeem it, Cart conditions and When it can be used.
8. Click Create Coupon.

Editing and deleting

From the list, the ... menu on any coupon offers Edit Coupon and Delete Coupon.

Editing lets you change everything except the checkout, which is shown as a read-only badge. The Status dropdown appears when editing: flip a coupon to Inactive to switch it off without losing it, and back to Active to bring it back.

Deleting is permanent, and you will be asked to confirm.

Common patterns

• Launch promo. 25% off everything for the first week of a release, with a Redeemable Until date.
• Flat amount off. A fixed 10 off orders over 50: Discount, Fixed amount, with a Minimum order value.
• Free shipping weekend. A Free shipping coupon set to Apply automatically, with a start and end date.
• Buy two get one. Buy X get Y scoped to one product category, with 100% off the free item.
• Wholesale pricing. Volume pricing with tiers at 5, 10 and 25, so the discount grows with the order.
• VIP comp. A Free membership coupon with an Assigned Email, so your friend gets six months and nobody else can use the code.
• Members-only early access. A product discount with a Required membership tier, so the code only works for people already in the tier.
• Ticket discount. An Event coupon scoped to one ticket tier, for the early-bird price on just one event.

Tracking usage

The Usages column shows redemptions against the cap. Use it to see which codes are pulling their weight. A code with zero redemptions after a month needs better promotion or a better offer, not a longer expiry.

Related

• Store - where product coupons apply
• Events - ticket and tier discounts
• Coaching - booking discounts
• Memberships - where membership coupons grant access
• Segments - restrict a code to a saved audience
• Abandoned checkouts - a coupon makes a good closing argument