Coupon Fields

Coupon Fields

  • Internal Name
    • Coupon name (for Admins internal use, does not display to customers)
  • Coupon Code (required)
    • The code used to search for and attach the coupon to Scheduled Orders

Configure Discount

Discount Type (required)

  • Reduce Subtotal By Percentage
    • Reduces Scheduled Order subtotal by percentage according to the 'Amount' value set
  • Reduce Subtotal By Amount
    • Reduces Scheduled Order subtotal by the currency amount according to the 'Amount' value set
  • Reduce Shipping By Percentage
    • Reduces Scheduled Order shipping rate total by percentage according to the 'Amount' value set
  • Reduce Shipping By Amount
    • Reduces Scheduled Order shipping rate total by the currency amount according to the 'Amount' value set
  • Set Shipping To Amount
    • Sets shipping rate total to the amount specified for the 'Amount' value set
  • Reduce Product Price By Percentage
    • Reduces the price for each of the product targeted by the percentage according to the 'Amount' value set
    • Must select a product
  • Reduce Product Price By Amount
    • Reduces the price for each of the product targeted by the currency amount according to the 'Amount' value set
    • Must select a product

Discount Settings

  • Coupon Amount/Percentage (required)
    • The amount of the discount used to calculate based on DiscountType

Additional Coupon Type Settings

  • Reduce Subtotal By Percentage

    • Maximum Percentage Discount Amount
      • Maximum (currency) discount amount allowed for a single customer's Scheduled Order(s) before coupon is no longer valid for customer
  • Reduce Subtotal By Amount

    • Limit discount
      • Coupon discount cannot exceed the total value of the Scheduled Order (subtotal must be 0 or more)
    • Do not limit discount
      • Coupon can exceed subtotal, credit will carry forward until the entire amount of the discount is applied).
      • Use with recurring discounts to apply remaining credit automatically.

Recurring Discounts

  • Apply the discount to all future Scheduled Orders
    • Coupon will apply to all future processing cycles unless removed
  • Apply the discount for the next __ Scheduled Order Cycles
    • Coupon will only apply to the number of successful processing cycles listed
    • Once the cycle count is met, the coupon will no longer be valid
  • Not Recurring. Apply the discount one-time only
    • Coupon will only apply to the next successful processing cycle before it will no longer be valid

Advanced Options

  • Is Stackable
    • Default: FALSE
    • Identifies if coupon may be used with other Qpilot coupons
  • Expiration Date
    • Date after which the coupon cannot be applied to Scheduled Orders
    • Date Format: 'mm-dd-yyyy'

Conversion Limits

  • Maximum Uses Per Customer
    • Maximum times a customer's Scheduled Order(s) may process successfully (with the coupon applied), before the coupon is no longer valid to be used by the customer
    • Default: 1
    • Leave empty for 'unlimited'
  • Maximum Overal Uses
    • Limit the total overall number of times that this coupon can be assigned to any Scheduled Order for all customers
    • Leave empty for 'unlimited'

Match Conditions

Cycles

  • Min Scheduled Order Cycles
    • Minimum times a Scheduled Order is successfully processed before coupon may be applied
  • Max Scheduled Order Cycle
    • Maximum times a Scheduled Order is successfully processed before coupon is no longer valid

Shipping Address

  • Country
    • Limit coupon to customers with Shipping Addresses within a specific country
  • State
    • Limit coupon to customers with Shipping Addresses within a specific state
  • City
    • Limit coupon to customers with Shipping Addresses within a specific city
  • Postcode
    • Limit coupon to customers with Shipping Addresses within a specific postcode

Items

  • Min Units
    • Minimum number of Scheduled Order items required for coupon to apply
  • Min Subtotal
    • Minimum subtotal of Scheduled Order required for coupon to apply
  • Min Weight
    • Minimum weight of a Scheduled Order before coupon is valid for the Scheduled Order
  • Max Weight
    • Maximum weight of a Scheduled Order before coupon is no longer valid for the Scheduled Order
  • Unit of Weight
    • Weight units Min / Max weights are measured in
    • QPilot automatically converts and calculates item weights for weight-based validations

Customers

  • Include all customers
    • Does not limit the coupon by customer emails
  • Include only specific customer emails
    • List of customer emails that the coupon is valid for (included customers)
  • Exclude specific customer emails
    • List of customer emails for which coupon is not valid for (excluded customers)

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