Using coupons in your subscription-based business can attract new customers, increase their loyalty, and drive sales.
With coupons and their codes, you can:
- apply discounts to all invoices, a single invoice, or for a predefined period
- reduce the total amount of an invoice by a fixed amount or a certain percentage
Coupon
To facilitate customer savings and promote sales, coupons can be converted into discounts during the payment process.
These coupons can have different configurations, such as being a fixed amount or a percentage off, having various durations like once, forever, or limited time, and even having usage limitations based on the number of redemptions or specific expiration dates.
Create coupon
- Go to Subscriptions > Coupons.
- Click on the + Create coupon button.
- Complete the coupon information.
- Click on Create coupon to add a new coupon.
Delete coupon
When deleting a coupon, there are certain limitations and considerations to keep in mind:
- No redemptions
The coupon can be freely deleted when it has not been redeemed by any customer. - Irreversible action
Once a coupon is deleted, it is removed from the coupon listing and cannot be restored. This makes it unavailable for any future uses. Additionally, deleting a coupon also removes all its associated coupon codes.
It is important to be certain about your decision before proceeding with the deletion, especially because this action is irreversible and may impact ongoing promotional strategies.
- Go to Subscriptions > Coupons.
- Find the needed coupon and click on it.
- In the top-right corner, click on Delete coupon.
- In the pop-up window, click on Delete to confirm.
Archive coupon
If a coupon has been redeemed one or more times, the only option available is to archive it, rather than delete it.
- Visibility
An archived coupon remains visible in the coupon listing for record-keeping purposes. - Immutability
Once archived, no further actions or modifications can be performed on the coupon. It becomes a read-only item in your system. Archiving a coupon also archives all its associated coupon codes.
Archiving allows you to retain a history of used coupons while preventing any further redemptions or modifications, thereby safeguarding the integrity of past transactions.
Coupon statuses
Coupon statuses provide valuable insights into the state of each coupon created. They serve as a vital tool for streamlining discount management and enhancing the effectiveness of promotional strategies.
![](https://cdn.solidgate.com/sl-guides/sbs_cpn_1.0.png)
Status | Description | Implications |
---|---|---|
active | The coupon has been created and is available for use. | Customers can apply this coupon to eligible purchases for discounts. The parameters of the coupon can still be modified unless it has been redeemed. |
expired | The coupon has reached its set expiry date and is no longer valid. | Customers can no longer use this coupon for new purchases. Existing redemptions prior to the expiry date remain valid. |
utilized | The coupon has reached its maximum number of redemptions as set in the redemption counter. | The coupon is automatically deactivated and cannot be used for further discounts. Existing redemptions remain valid. |
archived | The coupon has been manually archived by an administrator or user. | The coupon remains visible in the system for record-keeping but becomes read-only. It cannot be applied to new transactions or modified in any way. |
Coupon code
Coupon codes are alphanumeric strings designed for customer use at checkout to apply specified discounts. Created within an internal coupon management system, these codes are the customer-facing component that allows for the application of discounts as defined in the coupon settings.
Create coupon code
In the HUB, you can manually create coupon codes or generate and upload coupon codes from a CSV file.
- Go to Subscriptions > Coupons.
- Find the coupon you need and click on it.
- In the Codes section, click on + Add code.
- In the appeared form, complete the coupon code information:
- Enter the alphanumeric code to use for redeeming the coupon.
- Optionally, set the Redemption limit to control the code usage count.
- Optionally, set the Expires at date to specify when this code becomes invalid.
- Click on the Add button to add the code to the coupon.
- Go to Subscriptions > Coupons.
- Find the coupon you need and click on it.
- In the Codes section, click on + Add code.
- In the appeared form, select Upload coupon codes.
- Prepare a file with coupon codes.
Please note that a file should follow the format provided in the sample:- Download a sample generator file to meet the requirements for the file data format.
- Follow the instructions in the file to create coupon codes.
- Click on Upload your coupon codes to add a file with the codes.
- Once the file is uploaded, click on Add to confirm the upload of the coupon codes.
Please note that the coupon codes upload has some restrictions:
- Each coupon code has a redemption limit equal to 1 and follows the coupon expiration date.
- The file must be in CSV format and contain only coupon codes.
- Coupon codes must consist solely of letters and numbers.
- Each coupon code in the file must be unique.
- The limit is 1,000 coupon codes per file. For more coupon codes, upload additional CSV files.
Delete coupon code
If you need to delete a coupon code, be aware that, once deleted, the coupon code is removed from the listing and cannot be restored.
- Go to Subscriptions > Coupons.
- Find the needed coupon and click on it.
- In the Codes section, find the coupon code you want to delete.
- Hover over the coupon code and click on Delete.
- In the pop-up window, click on Delete to confirm.
Coupon code statuses
Coupon codes also have statuses that indicate their availability and whether they are redeemed. Understanding these statuses is essential for managing coupon campaigns powerfully.
![](https://cdn.solidgate.com/sl-guides/sbs_cpn_1.1.png)
Status | Description | Implications |
---|---|---|
active | The coupon code has been created and is ready for use. | Customers can apply this coupon code to eligible purchases for discounts. The parameters of the coupon code can still be modified unless it has been redeemed. |
expired | The coupon code has reached its expiry date and is no longer valid. | Customers can no longer use this coupon code for new purchases. Any existing redemptions made before the expiry date are still honored. |
utilized | The coupon code has reached its maximum number of redemptions as set in the redemption counter. | The coupon code is automatically deactivated and cannot be used for further discounts. Existing redemptions remain valid. |
archived | The coupon code has been archived either manually by a user or because the parent entity (the coupon) has been archived. | The coupon code remains in the system for record-keeping purposes but becomes read-only. It cannot be applied to new transactions or modified in any way. |
Discount usage
The predefined and the direct flows are the primary ways to apply discounts to customer subscriptions.
Predefined flow
In this method, you can add a coupon directly to a customer’s order. The discount is applied automatically, without the need for a coupon code.
For detailed instructions on integrating this flow into your checkout process, please refer to the comprehensive guidelines provided
In this flow, the coupon ID is embedded and encrypted in the paymentIntent during payment initialization. Once the form is initialized, the applied discount will already be present.
here
.
Direct flow
In this approach, customers can redeem coupon codes to get discounts on their subscriptions. They can enter the code at checkout to receive the discount.
SUMSALE15OFF
). Customers receive this code via email or another notification channel. The checkout page includes a designated field where customers can enter the code to apply the discount.Detailed guidance on how to integrate this option into your checkout process is
In this flow, the coupon code is applied after the payment form has been initialized using a special applyCoupon method.
available here
.
Coupon info
This section provides guidelines on editing coupon details and understanding how discounts interact with trial subscription options.
Available fields for editing
Once a coupon is created, its editable fields are limited to the following:
- Name
- Description
Discounts with trial options
For products that feature a trial period, discounts from coupons are not applied to the trial price. Instead, the discount takes effect on the subsequent recurring payment.
In situations where the expiration date of a coupon precedes the next recurring payment, the system preserves the discount for that particular payment.