Coupon Reference Guide

Coupon Details

Internal Name

Enter any descriptive name for the coupon. It’s helpful to name the coupon something that is easy for you to recognize. If possible, use a name that describes what type of discount this coupon will provide so that you can easily recognize it.

Coupon Code

This is the code that your customers will use to receive a discount on the Scheduled Order it’s assigned to.

• The code cannot contain spaces
• Must be comprised only of letters, numbers and/or special characters.
• Special characters you may include within coupon codes are: %, @, +, -, , _ and .

Configure Discount

Discount Type

Discounts can be applied to Scheduled Order Subtotals and Shipping as flat amounts or percentages.  You can select one Discount Type for each coupon your create.

• Reduce Subtotal by Percentage
  • Reduces the pre-tax subtotal of the Scheduled Order by a percentage % value
  • Example: a Coupon Amount of “50” will apply a 50% discount to the Scheduled Order
• Reduce Subtotal by Amount
  • Reduces the pre-tax subtotal of the Scheduled Order by a specific amount
  • Example: a Coupon Amount of “50” will apply a $50.00 discount to the Scheduled Order
• Reduce Shipping by Percentage
  • Reduces the pre-tax shipping total of the Scheduled Order by a percentage % value
  • Example: a Coupon Amount of “10” will apply a 10% discount to Shipping
• Reduce Shipping by Amount
  • Reduces the pre-tax shipping total of the Scheduled Order by a specific amount
  • Example: a Coupon Amount of “10” will apply a $10.00 discount to Shipping
• Set Shipping to Amount
  • Sets the cost of Shipping to a specific amount
  • Example: a Coupon Amount of “0” will set the cost of Shipping to $0.00
• Reduce Product by Percentage
  • Reduces the pre-tax price of target product on the Scheduled Order by a percentage % value
  • Example: a Coupon Amount of “50” will apply a 50% discount to every product on the Scheduled Order targeted by the coupon
• Reduce Product by Amount
  • Reduces the pre-tax price of target product on the Scheduled Order by a specific amount
  • Example: a Coupon Amount of “50” will apply a $50 discount to every product on the Scheduled Order targeted by the coupon

Coupon Amount

Specify the amount for the coupon to apply a discount in one of two ways:

• As a flat amount in your site’s currency
  • Example: a Coupon Amount of “10” or “10.00” is 10
• As a percentage with up to four decimal places
  • Example: a Coupon Amount of “15” or “15.0” is 15%

In the case of percentage-based discounts, the final calculated discount will be rounded to the nearest cent based on the subtotal of the Scheduled Order.

Percentage Discount: Additional Options

• Maximum Percentage Discount Amount: Sets a maximum amount that can be discounted by the percentage discount
  • Example: Entering an amount of “100” will limit a 50% discount to a maximum amount of $100.

Flat Amount Discount: Additional Options

• Limit discount (discount cannot exceed the total value of the Scheduled Order)
  • Use this default setting for coupons that should only apply the discount once. If the total amount is not applied, the coupon will still only apply the discount once.
• Do not limit discount (credit will carry forward until the value of the discount is applied)
  • Use this setting to allow the coupon to apply any remaining discount amount as credit to apply when the Scheduled Order continues to process.

Product Coupon: Additional Options

• Select Product

  • Select a specific product or a Product Group to target for the discount

• "Do not apply to products that have a sale price" option

  • Enable to prevent the discount from applying to products in the Scheduled Order that have a Sale Price.

    Note: The Sale Price is the product's Recurring Price. If no Recurring Price is set, then the regular product price set in your connected site will apply.

Recurring Discount Options

When you create a coupon, the default behavior for the coupon will be set to “Apply the discount initially and to future Scheduled Orders”. 

In order to update this setting, you will need to either select a cycle count or make it not recurring.

Apply the discount to all future Scheduled Orders

This (default) option enables the coupon discount to be applied to the Scheduled Order as a recurring discount to the Scheduled Order when it is created and as it continues to process and create recurring orders.

• Example Usage: Offer this coupon to customers who want to receive a recurring 10% discount on their Scheduled Order.  The coupon will continue to apply the 10% discount with this coupon applied to their Scheduled Order.

Apply the discount for the next “X” Scheduled Order Cycles

This option enables the coupon discount to be applied to the Scheduled Order discount when it is created and for a set number of processing cycles: the next “X” cycles.

• Example Usage: Setting this to “3” will enable the discount to apply only to the next 3 Scheduled Order Cycles and then no longer apply.

Not recurring. Apply the discount one-time only

This option restricts the coupon discount to be applied only once (1 cycle) after it is assigned to a Scheduled Order regardless of other settings.

• Example Usage: Offer this coupon to customers who will receive a $5 as a one-time discount the next time their Scheduled Order processes (the next cycle).  After this cycle, the coupon will no longer apply.

Advanced Options

Is Stackable

Check this option if the coupon is allowed to be used in addition to other coupons. Leave this option unchecked if the coupon cannot be added to a Scheduled Order when other coupons are already assigned to a Scheduled Order.

Expiration Date

If you set an expiration date, the coupon can no longer be added to Scheduled Orders after the end of that date. 

• Recurring discounts will continue to apply to Scheduled Orders they have already been added to even after the expiration date.

Conversion Limits

You can use conversion limits to restrict the number of times a coupon code can be applied by your customers.

Maximum Uses per Customer

The default setting of “1” restricts the coupon to be assigned to 1 Scheduled Order per customer.  

• Increasing this limit will increase the number of Scheduled Orders that each customer can assign the coupon to.

Maximum Overall Uses

Set a limit on the overall number of times the coupon can be assigned to any Scheduled Order.

• Example Usage:  Set Maximum Uses per Customer to “1” and Maximum Overall Uses to “100” so that only the first 100 Customers to apply the Coupon to a Scheduled Order will receive the discount.

Match Conditions

You can further limit the ability to apply the coupon to only Scheduled Orders that match specific conditions like Cycles, Shipping Address, Number of Items and Customer Email.

Cycles

• Min Scheduled Order Cycles: the minimum number of times a Scheduled Order must have already processed (aka "Cycled") in order for this coupon to apply.
  • Example: Set Min Scheduled Order Cycles to "5" if the coupon should only apply to the Scheduled Order once it has processed at least 5 times.
• Max Scheduled Order Cycles: the maximum number of times a Scheduled Order is allowed to process (aka "Cycled") before it is no longer qualified for this coupon.
  • Example: Set Max Scheduled Order Cycles to "10" if the coupon should only apply to the Scheduled Order before it has processed 10 times.

Shipping Address

Add values for any Shipping Address field that should be used to limit applying the coupon to the Scheduled Order only when it matches each value in the Shipping Address field.

Leave all fields blank if the Coupon can be applied to Scheduled Orders with any Shipping Address.

• “Country” Example Usage: Set country to "US | USA" if the coupon can only apply to Scheduled Orders shipped within the United States
• “Post Code” Example Usage: Set Post Code to "90210" if the coupon can only apply to Scheduled Orders shipped to a 90210 address.

Items

Add values for any Item field that should be used to limit applying the coupon to the Scheduled Order only when the items match each condition.

• Min Units: The minimum number of total units (Product Quantity) required to apply this coupon
  • Example: Set Min Units to "10" if the total quantity of Products in the Scheduled Order must be 10 or more for the Coupon to apply.
• Min Subtotal: The minimum subtotal of the Scheduled Order required to qualify for this coupon
  • Example: Set Min Subtotal to "50" if the subtotal of the Scheduled Order must be at least $50.00 to qualify for this coupon.
• Min Weight: The minimum total weight of all products in the Scheduled Order required to apply this coupon
  • Example: Set Min Weight to “50” (and Unit of Weight to “Pound”) if the total weight of Products in the Scheduled Order must weigh at least 50 lbs to qualify for this coupon
• Max Weight: The maximum total weight of all products in the Scheduled Order allowed to apply this coupon
  • Example: Set Max Weight to “100” (and Unit of Weight to “Pound”) if the total weight of Products in the Scheduled Order may not exceed 100 lbs to qualify for this coupon.

Customers

By default, no customer email addresses are restricted from applying a coupon.  Change this option to include or exclude specific customer email addresses.

• Include all customers
  • Leave this default option enabled to not restrict the coupon to any email addresses.
• Include only specific customer emails
  • Select this option to restrict this coupon to apply only to Scheduled Orders for customers with email address(es) that are entered in the “Customer Emails” field.
• Exclude specific customer emails
  • Select this option to restrict this coupon to only apply to Scheduled Orders for customers with email address(es) that are not entered in the “Customer Emails” field.