Coupons

This topic describes what coupons are and how to use them to apply discounts.

Use coupons to reward customers, generate sales, or to test new pricing strategies. Coupons enable you to apply different types of discounts to invoices, subscriptions, and pricing plans.

Redeemed coupons are attached to a customer's account. Depending on the coupon's restrictions, the redeemed coupons are then applied from the customer's account to subsequent invoices or subscriptions.

Once a coupon is redeemed it cannot be modified. You may deactivate a coupon or create a new coupon, but you cannot reuse the same coupon code. If you have a use case where you must reuse the same code, contact Rebilly.

Coupon workflow:

  1. Create a coupon .
  2. A customer redeems a coupon or a coupon is redeemed on the customer's behalf . When the coupon is redeemed it is attached to the customer's account.
  3. An invoice is generated for the customer. The redeemed coupon is automatically applied to the invoice.

Create a coupon

Use this process to create and configure a coupon.

  1. In the left navigation bar, click Settings icon , then click Coupons .
  2. In the right of the screen, click Add coupon .
  3. In the Description field, enter a description for the coupon.
  4. In the Issued time date picker, select a date and time from which the coupon will be active.
  5. Optionally, to set an expiration date and time, clear the This coupon does not expire checkbox, then enter a date and time.
  6. In the Discount section, configure the discount amount and currency.
    Note: Coupons with a fixed type are only applied to invoices of the same currency.
  7. In the Coupon restrictions section, select from the following:
    Important

    If you do not set restrictions, all redeemed coupons apply to every invoice.

    • Discounts per redemption : Restricts the number of times that the coupon can be applied by one redemption. For example, use this restriction to configure a coupon that can only be applied to the first subscription renewal of a particular product.
    • Redemptions per customer : Restricts the number of times that a coupon can be redeemed by one customer. For example, use this restriction to limit the number of redemptions to one per customer.
    • Restrict to countries : Restricts a coupon for use in specific countries.
    • Restrict to invoices : Restricts a coupon to specific invoices.
    • Restrict to products : Restricts a coupon to specific products.
    • Restrict to plans : Restricts a coupon to specific pricing plans.
    • Restrict to order subscriptions : Restricts a coupon to specific order subscriptions.
    • Minimum order amount : Sets a minimum order amount for a coupon application. For example, if the restriction amount is $20, the coupon is only applied to invoices with a total amount of $20 or more.
    • Total redemptions : Restricts the number of times a coupon can be redeemed by different customers.
    • Restrict to BxGy : Provides "buy X get Y" promotions. These promotions incentivize new customers to buy and also reward existing customers. This restriction type enables you to add discounted plans to an invoice when a certain quantity of other plans are purchased. For example, if a customer buys two or more books, they get one free bookmark.
  8. Click Save coupon .

Redeem a coupon

Use this process to redeem coupons.

When you redeem a coupon you are attaching a coupon to the customer's account. Redeemed coupons are automatically applied to the customer's invoices, unless restricted. To apply a coupon to an invoice, it must be redeemed before the related order or invoice is generated.

  1. In the left navigation bar, click Data tables icon , click Customers , then select a customer.
  2. In the right of the screen, click Action icon , then click Coupons .
  3. In the dropdown, select a coupon.
  4. Optionally, to notify the customer by email that the coupon has been redeemed, select the Send email to customer checkbox.
  5. Click Redeem .

View and edit coupons

Use this process to view and edit coupons.

  1. In the left navigation bar, click Settings icon , then click Coupons .
  2. In the ID column, click a coupon.
    Coupon information is displayed.
  3. To edit a coupon, click Edit coupon .

View or cancel redeemed coupons

Use this process to view or cancel redeemed coupons.

  1. In the left navigation bar, click Settings icon , then click Coupons .
  2. In the right of the screen, click View redemption list .
  3. Optionally, to cancel a redemption, on the right of a redeemed coupon, click Cancel .