Coupons in Rhythm allow you to offer your contacts discounts on orders, specific products, or product shipping. These can be configured in the Orders and Inventory, Membership, and Meeting and Shows applications. This article will show how to create coupons in the Orders and Inventory application.
Basic Coupon Setup
- Go to the Orders and Inventory application
- Click Setup
- Click Coupons and Discounts
- Click Discount Products
- When you elect to use a Separate Discount Line Item as the way a coupon is applied to an order, this is the product that will appear on the line item
- Select a Business Unit and enter a Name for the Product
- Click Save Changes
- Click Coupons
- Click Create Coupon
- Name the Coupon
- Select the Discount Type
- A fixed amount off the order total
- A fixed amount off each item in the order
- A percentage off each item in the order
- A fixed amount off the shipping total
- Free Shipping
Helpful Hint: If you use the fixed amount off the order total this will be a separate discount line item. The remaining options will be an inline type coupon.
- Enter an amount of percentage, depending on the discount type you select
- Coupon Restrictions- These allow you to limit the use of a coupon based off:
- Only allow the coupon to be applied if the purchase is over a certain amount
- Limit the use of coupon to certain categories
- Categories can be configured by clicking merchandise> categories and then applied to merchandise products
- Limit the coupon usage to certain products
- If you plan to link Coupon generation to the purchase of a product, you can enter some information that should be sent to the purchaser of that product
- Click Save Changes
Coupon Codes
- On the Coupon 360 screen click Create Coupon Code
- Enter an ID
- This is what the code a user enters in the portal to apply the coupon
- Decide if the coupon code should only be used once or if it should be used multiple times
- Optionally you can assign this code to a particular contact or organization and those assigned will automatically see it in the portal under My Coupon Codes
- Under General Restrictions decideā
- How many times can one customer use this code
- How many times can an individual from a single organization use this code
- How many times can this code be used, across all your contacts
- When can this coupon be used
- Optionally you can say that only a specific contact and or organization can use this code
- Finally, you can set up eligibility criteria for those that fit a certain criteria can use this code
Code Generation Process
If you plan to tie a coupon code distribution to the purchase of a product please follow these steps below
- Click Code Generation Processes
- Click Create Code Generation Process
- Enter a name for the process
- For the Coupon Code Template, you can enter the various wild card characters to make a more unique code
- Lastly, create your confirmation email that will send a contact the code. Please add the Coupon Code merge field. If you entered information into the coupon code generation html field when creating the coupon, please add that field.
- Click Save Changes
Add a Coupon to a Product
- In the Orders and Inventory application click Merchandise
- Search for the merchandise you want to add a coupon code to
- Click Edit this Merchandise
- Enable Coupon Codes
- Click Link a Coupon
- Select the Coupon Type
- Select the Coupon
- Decide if this code can be used once or many times
- Select the Code Generation Process
- Set the Quantity of Codes given
- Select if and when the code should expire
- Optionally, restrict if the code can be used by specific contacts or organizations
Comments
0 comments
Article is closed for comments.