Coupons
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Coupons
Employ coupons to customize subscription discounts

Using coupons in your subscription-based business can attract new customers, increase their loyalty, and drive sales.

The coupon code name is unique within the scope of an account. Merchants cannot create multiple coupon codes with the same name unless one is archived.

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
Additionally, you can set up coupons that need to be redeemed by a certain date or have a maximum redemption limit for all customers.

This feature is not enabled by default currently, so please contact us to activate it.

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.

The following sections serve as a guide that walks you through the comprehensive management of coupons, including their creation, customization, and tracking. You learn how to set parameters like discount type, duration, redemption limits, and expiration dates, all of which are crucial for executing effective promotional strategies.

Create coupon

To create coupons in the HUB

  1. Go to Subscriptions > Coupons.
  2. Click on the + Create coupon button.
  3. Complete the coupon information.
  4. 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.

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.

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.

They can be distributed through various marketing channels and are entered by customers during the checkout process. These codes offer a flexible way to incentivize purchases, attract new customers, and measure the effectiveness of promotional campaigns.

Create coupon code

To create a coupon code in the HUB

  1. Go to Subscriptions > Coupons.
  2. Find the coupon you need and click on it.
  3. On the Coupon details page in the Codes section, click on + Add code.
  4. 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.
  5. Click on the Add button to add the code to the coupon.

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.

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.

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.

These approaches offer flexibility in how you can incentivize customers to make purchases or commit to 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 example, you wish to offer a time-sensitive deal, such as a 30% discount on cart items for the first three months if the payment is completed within the next 10 minutes. Instead of customizing new prices in the system, you can set up a coupon and apply it directly to the customer’s order.

For detailed instructions on integrating this flow into your checkout process, please refer to the comprehensive guidelines provided Guide
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.

For example, you create a coupon offering a 15% discount for the next two months and generate a coupon code for it (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 Guide
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

Currently, neither coupons nor coupon codes are available for editing.

Once a coupon is created, its editable fields are limited to the following:

  • Name
  • Description
Coupon codes themselves do not have an option for editing.

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.

For example, a product costs $20 and offers a 1-month trial. If a coupon with a “once-duration” setting expires in the next 20 days, and a user applies this coupon to their subscription, the coupon discount is applied to the first recurring payment after the trial period, regardless of its expiration date.