Follow

Coupon Codes

 

Coupon Codes

Coupons codes can be associated with shopping cart price rules to apply a discount when a set of conditions is met. For example, a coupon code can be created for a specific customer group, or for anyone who makes a purchase over a certain amount. To apply the coupon to a purchase, the customer can enter the coupon code from the shopping cart page, or possibly at the cash register of your “brick and mortar” store.

 

Here are a few ways that you can use coupons in your store:

  • Email coupons to customers
  • Produce printed coupons
  • Create in-store coupons for mobile users

Coupon codes can be sent by email, or included in newsletters, catalogs, and advertisements. You can even create in-store coupons with a quick response code that shoppers can scan with their smart phones. The QR code links to a page on your site with more information about the promotion.

image3.png

Enter Coupon Code in Shopping Cart

 

To set up a coupon code:

1. Follow the instructions to create a shopping cart price rule.

2. On the General Information page, do the following:

    a. Set Coupon to “Specific Coupon.”

    b. Do one of the following:

  • Enter a numeric Coupon Code to be used with the promotion.
  • Select the Use Auto Generation checkbox.

    c. To limit the number of times the coupon can be used, complete the following:

  • Uses per Coupon
  • Uses per Customer

For unlimited use, leave these fields blank.

    d. To make the coupon valid for a limited period of time, complete the From Date and To Date fields. To select the date, click the Calendar button next to each field. If you leave the date range empty, the rule will never expire.

image35.png

Price Rule Coupon Code Settings

3.  Follow the standard instructions to complete the shopping cart price rule.

 

Auto-Generated Coupon Codes

Batches of discount coupon codes can be formatted and generated automatically. Coupon codes can also be exported, and incorporated into other applications. For example, you might use a series of auto-generated coupon codes to produce printed coupons with unique codes.

image24.png

Generated Coupon Codes

 

To configure auto-generated codes:

1.  On the Admin menu, select System > Configuration. Then in the panel on the left under Customers, select Promotions.

2.  Click to expand the Auto Generated Specific Coupon Codes section.

image18.png

Auto Generated Specific Coupon Codes

3.  To create a specific format for your codes, enter the following:

  • Code Length
  • Code Format
  • Code Prefix
  • Code Suffix
  • Dash Every X Characters

4.  When complete, click the Save Config button.

These settings can be overridden from the Shopping Cart Price Rule page.

 

To generate a batch of coupon codes:

1.  On the Admin menu, select Promotions > Shopping Cart Price Rules.

2.  Select an existing rule, or create a new one.

3.  Set Coupon to “Specific Coupon.” Then, do the following:

  •   Select the Use Auto Generation checkbox.
  •   Complete the other rule settings as needed.

4.  Click the Save and Continue Editing button.

5.  In the panel on the left, select Manage Coupon Codes. Then, do the following:

  •   In the Coupon Qty field, enter the number of codes to be generated.
  •   Adjust the code format settings, as needed.
  •   Click the Generate button.

The generated coupon codes appear below. The list shows how many times each coupon code has been used.

 

To delete coupon codes:

1.  In the list, select the checkbox of each code that you want to delete.

2.  Set the Actions control to “Delete.”

3.  Click the Submit button. When prompted, click OK to confirm.

 

To export coupon codes:

1.  In the list of generated codes, use the filter controls at the top of each column to display the codes that you want to export.

2.  Set Export to to the file format that you want to use for the data file.

3.  Click the Export button.

image5.png

 

Free Shipping Promotion

Free shipping can be offered as a promotion, either with, or without a coupon. A free shipping coupon, or voucher, can also be applied to customer pick-up orders, so the order can be invoiced and “shipped” to complete the workflow.

Some shipping carrier configurations give you the ability of offer free shipping based on a minimum order. To expand upon this basic capability, you can use shopping cart price rules to create complex conditions based on multiple product attributes, cart contents, and customer groups.

Process Overview:

Step 1: Enable Free Shipping

Step 2: Create the Shopping Cart Price Rule

Step 3: Test the Rule

 

Step 1: Enable Free Shipping

1.  Enable the Free Shipping method in the configuration of your store.

2.  Complete the free shipping settings for any carrier service that you want to use for free shipping.

 

Step 2: Create the Shopping Cart Price Rule

1.  On the Admin menu, select Promotions > Shopping Cart Price Rules.

2.  Follow the steps below to set up the type of free shipping promotion that you want to offer.

3.  When complete, click the Save Rule button.

When you create a new price rule, it might take an hour or so for it to become available. Allow enough time for it to get into the system. Then, test the rule to make sure that it works correctly. Unless otherwise specified, price rules are automatically processed with other system rules each night.

Example 1: Free Shipping for Any Order

1.  Complete the General Information settings as follows:

  a. Enter a Rule Name for internal reference.

  b. Set Status to “Active.”

  c. Set Website to “Main Website.” (Click to make sure the entry is selected.)

  d. Select the Customer Groups to which the rule applies.

  e. Do one of the following:

  • To offer a free shipping promotion without a coupon, accept the default, “No Coupon” setting.
  • To use a coupon with the price rule, set Coupon to “Specific Coupon.” If necessary, complete the instructions to set up a coupon.

2.  In the panel on the left, select Actions. Then, do the following:

  •   Set Apply to “Percent of product price discount.”
  •   Set Apply to Shipping Amount to “Yes.”
  •   Set Free Shipping to “For shipment with matching items.”

image22.png

Price Rule Action

 

3.  In the panel on the left, select Labels. Then, do one of the following:

  • Enter a Default Rule Label for All Store Views. This label is visible to the customer.
  • If your store is available in multiple stores, enter a label for each view, as needed.

4.   When complete, click the Save Rule button.

 

Example 2: Free Shipping for Orders Over $Amount

1.  Complete the General Information settings as follows:

  •   Enter a Rule Name for internal reference.
  •   Set Status to “Active.”
  •   Set Website to “Main Website.” (Click to make sure the entry is selected.)
  •   Select the Customer Groups to which the rule applies.
  •   Do one of the following:

l  To offer a free shipping promotion without a coupon, accept the default, “No Coupon” setting.

l  To use a coupon with the price rule, set Coupon to “Specific Coupon.” If necessary, follow the instructions to set up a coupon.

2.  In the panel on the left, select Conditions.

3.  Click the Add button to insert a condition. Then, do the following:

  •   In the list under Cart Attribute, click Subtotal.
  •   Click the underlined is link, and select “equals or greater than.”
  •   Click the “more” link, and enter a threshold value for the Subtotal, such as 100, to complete the condition.

4.  In the panel on the left, select Actions. Then, do the following:

  •   Set Apply to “Percent of product price discount.”
  •   Set Apply to Shipping Amount to “Yes.”
  •   Set Free Shipping to “For shipment with matching items.”

5.  In the panel on the left, select Labels. Then, do one of the following:

l Enter a Default Rule Label for All Store Views. The label is visible to the customer during checkout. l If your store is available in multiple views, enter a label for each view, as needed.

6.  When complete, click the Save Rule button.

 

Step 3: Test the Rule

When you create a new price rule, it might take an hour or so for it to become available. Allow enough time for it to get into the system. Then, test the rule to make sure that it works correctly. Unless otherwise specified, price rules are automatically processed with other system rules each night.

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments