Coupon & Credit Setup Guide

Setting Up Coupons

1. Create Coupon:

• Go to the contacts section and select coupons.
• Create a new coupon.
• Name the coupon (e.g., "10% off Welcome Offer").
• Assign a tracking code (e.g., "WELCOME10") for backend tracking.

2. Set Discount Type and Duration:

• Choose the discount type (fixed amount or percentage).
• For a percentage discount, input the percentage (e.g., 10%).
• Set the duration (single-use or forever).

3. Update Automation:

• Go to the message flows in automation.
• Add the newly created coupon to the flow.
• Ensure it applies automatically to the first or next purchase.

Things to consider

• Both credits and coupons are automatically applied to the subscriber's account.
• Customers do not need to input any code as it is managed on the backend.
• Decide between offering a flat dollar discount (use credits) or a percentage discount (use coupons) based on preference.
• Issued as a flat dollar amount (e.g., $5 or $10) or percentage off
• Acts like a gift card and applies to the order total after tax and shipping.
• If the credit balance is greater than the order total, the remaining balance carries over to the next purchase.
• Applied to the order subtotal before tax.
• Single-use or multiple-use options available