Coupon and Discounts Management

Code management, Discount types, Dynamic codes, Restrictions, Usage limits, Application history

Description: This tool allows you to create, configure, and manage discount codes, promotions, and special offers that customers can use during the purchase or registration process.

What is it for? (Practical examples)

Use it to meet marketing and loyalty needs, such as:

  • Promotional campaigns: Launch percentage or fixed amount discounts for specific events (e.g., Black Friday, seasonal sales).
  • Conditional offers: Reward customers who reach a minimum spend, purchase a specific product, or belong to certain categories.
  • Affiliate Programs: Automatically generate dynamic and unique discount codes for members of the affiliate program.
  • Purchase incentives: Offer free shipping or gift products upon meeting certain conditions.

Main Features

  • Discount Types: Supports fixed amount (€), percentage (%) discounts, and the offer of free trial periods (days).
  • Dynamic Codes: Ability to generate a special code that automatically adapts to the customer's affiliate codes.
  • Detailed Restrictions: Limit coupon usage to specific products, categories, minimum spend, or quantity of items in the cart.
  • Usage Limits: Define a maximum total number of uses for the coupon and a maximum number of uses per single customer.
  • Usage History: View a detailed report of all orders where the coupon was applied, including user, date, and discount value.

How to Configure

Configuring a coupon is divided into three main sections: General, Restrictions, and Limits.

1. General

OptionDescription
Coupon CodeThe alphanumeric code that the customer must enter to receive the discount.
Use affiliate codesIf selected, the system will use a dynamic code linked to the affiliate system, making the "Coupon Code" field irrelevant.
Apply automaticallySelecting this option allows the coupon to be applied automatically to the cart if defined conditions are met (see Automatic Integrations).
Coupon typeChoose whether the discount is percentage-based, fixed amount, or offers trial days. This changes how the "Value" field is interpreted.
Value (€ / % / Days)The amount of discount or number of trial days offered.
ExpirationDate after which the coupon will no longer be valid. If left blank, the coupon never expires.
Set free shippingSelect to waive shipping costs when the coupon is applied.
Add gift productsAllows selecting one or more products that will be added free to the cart when the coupon is active.
Coupon priorityA numeric value defining application order if a customer uses multiple stackable coupons. Coupons with higher priority are processed first.

2. Restrictions

This section defines who and how can use the coupon.

OptionDescription
Limit by product/categorySelect products or categories to which the discount applies. If nothing is selected, it applies to all products.
Exclude products/categorySelect products or categories that should not benefit from the discount.
Minimum purchased productsThe minimum number of items that must be in the cart to activate the discount.
Minimum spend €The minimum amount the customer must spend to use the coupon.
Not combinableIf selected, this coupon cannot be used together with other discount codes.
Exclude sale itemsPrevents applying the discount to products already on promotion.
Registered customers onlyRestricts coupon use to logged-in users only.
EmailAllows specifying a list of specific email addresses authorized to use the coupon.

3. Limits

OptionDescription
Usage limit per couponThe maximum number of times this discount code can be used in total by all customers. (Enter 0 for unlimited).
Usage limit per customerThe maximum number of times a single customer can use this discount code. (Enter 0 for unlimited).

Automatic Integrations

Conditional Automatic Application

If the option "Apply automatically" is active, you can define complex rules for activating the coupon without requiring users to manually enter the code.

  • Condition Logic: Use the query builder to set filters based on various marketing variables (e.g., "Cart contains Product X," "User comes from Campaign Y," etc.).
  • Operation: If all defined conditions are met, the coupon is automatically applied to the customer's cart.

Dynamic Affiliate Codes

If you select the option "Use affiliate codes" (available if Affiliations module is active), the system does not use a static code but generates a unique discount code for each affiliate corresponding to their identification code. This simplifies managing promotions related to partnership programs.

Usage History

When editing an existing coupon, there is a dedicated section called Usage History providing a comprehensive overview of how and when the coupon has been applied, showing:

  • Order ID
  • Purchase date and time
  • Name of Customer who used the code
  • Order total before discount
  • Discount value applied by the coupon
  • Final order total after discount

This feature is essential for monitoring promotional campaign effectiveness.