Step-by-step guide

Create and Manage a Coupon

Create a shared or single-use coupon, define where it applies, and manage it from Business & Store settings.

Purpose

Create a discount code for products, subscription plans, or both, and control its duration, eligibility, schedule, and redemption limits.

Before you begin

  • Confirm the promotion owner approved the discount, eligible items, dates, and redemption limits.
  • Coupons are managed under the top-right Settings cog; not from the main Dashboard navigation.
  • Creating a real coupon requires the Live account. In Demo mode, Add coupon asks you to switch to Live; sample coupons remain available for review.

Create a coupon

  1. Select the Settings cog in the top-right corner. Open Business & Store, select the Coupons tab, then select Add coupon. Step 1: Open Coupons from Settings
  2. Choose the coupon type:
    • Shared code creates one reusable, case-insensitive code for a campaign.
    • Single-use codes creates individually redeemable codes.
  3. Enter the promo code or identity, optional customer-facing description, discount type, and discount value. For a percentage discount, consider a maximum discount cap. Add a minimum purchase only when the offer requires it. Step 2: Define the coupon
  4. Under Products, keep All products or select Specific products and add each eligible product. The current selector adds one result at a time; repeat the selection to add more products. Step 3: Choose eligible products
  5. Under Subscriptions, keep All subscriptions or select Specific subscriptions and add each eligible plan. Choose whether the discount applies to the first charge, the first number of billing cycles, or all cycles. Step 4: Choose eligible subscription plans
  6. Set any conditions and usage limits. You can restrict the coupon to first-time customers, cap total redemptions, and limit use to once per customer. Step 5: Set conditions and usage limits
  7. Set the start date and, when required, an end date. Review the customer-facing Summary, then select Add coupon only after the terms are correct and approved. Step 6: Review, schedule, and add the coupon

Manage an existing coupon

  1. Return to Settings → Business & Store → Coupons.
  2. Use the status filter to narrow the list.
  3. Select the coupon name to review its details, or use More actions at the end of the row for the available management actions.
  4. Review redemptions and total discount given before changing or archiving a live promotion.

Troubleshooting

  • I cannot find Coupons: Open the top-right Settings cog, then Business & Store → Coupons.
  • Add coupon asks me to switch accounts: You are in Demo mode. Switch to Live only when you intend to create a real customer-facing promotion.
  • Add coupon is unavailable: Complete every required field and ensure at least one product or subscription scope is enabled and valid.
  • I need several specific products or plans: Select each item separately. The selected items appear as removable chips below the selector.
  • The coupon should stop automatically: Turn on Set end date and choose the last valid date before adding the coupon.