Coupons allow you to provide a discount coupon to your prospects that will give them either a dollar or percentage discount off their purchase. When creating a new coupon, you choose a coupon code to represent that discount. Your contacts can then enter that coupon code directly onto the shopping cart page to access the specified discount.
The Coupons page is split into two sections. Located at the top of the page is the search bar. The search bar contains Search by Keyword, Display by Availability and Display by Discount Type. Click the Show/Hide button to expand the search bar to show Display by Availability and Display by Discount Type.
Search by Keyword: allows you to search for a specific coupon name by entering a word or series of characters into this field.
Display by Availability: allows you to search for a coupon based on when it was/is available. Choose the Start date and End date by clicking on the small calendar icon beside each field and selecting your desired date.
Display by Discount Type: allows you to search for coupons by the type of discount they offer. The searchable options include:
All - Selecting this option will return results from all coupons
Product - Selecting this option will return results from coupons that are valid only for a product, or group of products
Category - Selecting this option will return results from coupons that are valid only for a product category, or group of product categories
Order - Selecting this option will return results from coupons that are valid for any order, regardless of products being purchased
% Percentage - Selecting this option will return results from coupons that were created to offer % discounts
$ Dollar - Selecting this option will return results from coupons that were created to offer $ amount discounts
No Tax - Selecting this option will return results from coupons that were created to discount all taxes
Free Shipping - Selecting this option will return results from coupons that were created to enable free shipping
Active - Selecting this option will return results only from coupons that are marked Valid
Inactive - Selecting this option will return results with coupons that are no longer active
Inclusive - Selecting this option will return results from coupons that are inclusive with order discounts and other coupons. The "not to be combined" option is not enabled.
Exclusive - Selecting this option will return results from coupons that have the "not to be combined" option enabled; meaning they are exclusive of order discounts and other coupons.
Next you will find two buttons:
Search - This button initiates the search based on the criteria
you selected above.
Below the button options your previously created coupons are displayed.
You can organize your coupon list based on any
of the columns of information by clicking on the column header; clicking
on the header multiple times allows you to sort the values in ascending
or descending order. Coupon information columns include:
Code - This
column displays and organizes your created coupons by the code you assigned
to each one
Description-
This column displays each coupons description
Active
- This column displays whether or not your coupons are currently marked
as Active
Remaining- This column displays the number of remaining coupons
Expiry
- This column displays the specified expiry date for each coupon
Action -
This column provides two buttons for each coupon:
Clone - Clicking this button will open the specified coupon in a new window.
This allows you to modify any of the fields (you MUST modify the Coupon Code field) and save it as a
new coupon.
Edit
- Clicking this button will open up the coupons details page and allow
you to modify any of the coupons setting
Below the coupon table you will find several links allowing you to export
your search results in several formats (XLS, CSV and TSV) To
export your coupon search results simply click on your preferred export
format and you will be prompted to save your exported file to your local
hard drive.
Note: There are two different types of discounts (product based and order based) and taxes are handled differently. Order based coupons are applied after taxes while product based coupons are applied before. Please note that category discounts are the same as product based.
The end total is correct in either scenario. The follow assumes a $100.00 product is purchased, taxed at 10% with a 50% discount.
