Coupons
Coupons allow merchants to offer discounts on various items or costs related to an order. Once you have created your coupon, merchants can display the coupon code on their web site (usually near the Buy Now button) that invites the customer to enter the code during the purchase process (at checkout). You can also generate Campaigns within UltraCart (covered later) which will generate random coupon codes so they can be used only by a single Email recipient (once).
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To edit an existing coupon, click on the "edit" button to the right of the coupon you want to change. You will be taken to the Coupon editing screen. Any of the coupon fields can be edited. However, if you change the Coupon CODE field, all previously issued coupons under the original coupon code will no longer be valid. Click on the "Save" button after making your changes.
'Apply Coupon'
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Suppression
Please note that by default the coupon entry field is suppressed when there are no active coupons configured. Once one or more active coupons are configured in the account, an 'Apply Coupon' section will appear in the checkout.
Visual Builder supported Storefront Themes:
IF you have active coupons but wish to suppress the 'Apply Coupon' section from appearing in the checkout. You can edit the storefront theme using the Visual Builder and then select the coupon code column, then click the "three dots" menu then click the 'Hide' menu option:
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title | Hiding coupon entry field |
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Copying Existing Coupons
To duplicate (copy) a coupon, check the box next to the coupon's code and click on the "Copy" button. When the duplicate appears in the list, you can then make changes as desired.
Generate One Time Codes
This feature is ideal for those merchants that want to disseminate coupon codes via their own devices; newsletter, merchandise show, their own email campaign, etc. When utilized, this routine will create a specified number (up to 1000) of unique, one-time usage codes for distribution to customers. Once you click the "one time code(s)" button, an additional Qty field will appear. Enter the number of codes you need and click the "go" button.
Your coupon list will appear on the next screen in a scrollable window. Using your mouse pointer, drag and select (highlight) the list. Then copy and paste the list into a separate document and save. NOTE: You will not be able to access this list from the UC Marketing section later so be sure to save it on your system for later reference.
Upload One Time Codes
There are times were you need to upload one time use codes that have been generated by an external party. This feature is often used by merchants that are doing a Groupon.com offer. To upload one time use codes click the button as shown below.
Paste the codes into the text field as shown below and then click upload.
The system will add the coupons and then display the results at the bottom of the page. If you need to upload more than 1000 coupons click the next button and upload additional batches.
Once you have uploaded all of your coupons click the Return to Coupon List link at the bottom of the page.
Reporting on Usage
This is an excellent way to obtain data about the customer usage of any particular coupon. Click on the "usage report" button to the right of the coupon desired.
The following screen will appear:
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Accessing Coupon Tools in the 'Three Dots' menu
Each existing coupon will have a 'Three Dots' menu, which contains the tools for:
- Copying an existing coupon code
- Usage Report
- Generate One-Time Code(s)
- Upload One-Time Code(s)
- Download One-Time Code(s)
Copying Existing Coupons
To duplicate (copy) a coupon, click the "three dots menu" to the right of the edit button for the existing coupon code and then click on the "Copy" button.
When the duplicate appears in the list, you can then make changes as desired.
Generate One Time Codes
This feature is ideal for those merchants that want to disseminate coupon codes via their own devices; newsletter, merchandise show, their own email campaign, etc. When utilized, this routine will create a specified number (up to 1000) of unique, one-time usage codes for distribution to customers. Once you click the "one time code(s)" button, an additional Qty field will appear. Enter the number of codes you need and click the "go" button.
Your coupon list will appear on the next screen in a scrollable window. Using your mouse pointer, drag and select (highlight) the list. Then copy and paste the list into a separate document and save. NOTE: You will not be able to access this list from the UC Marketing section later so be sure to save it on your system for later reference.
Upload One Time Codes
There are times were you need to upload one time use codes that have been generated by an external party. This feature is often used by merchants that are doing a Groupon.com offer. To upload one time use codes click the button as shown below.
Paste the codes into the text field as shown below and then click upload.
The system will add the coupons and then display the results at the bottom of the page. If you need to upload more than 1000 coupons click the next button and upload additional batches.
Once you have uploaded all of your coupons click the Return to Coupon List link at the bottom of the page.
Reporting on Usage
This is an excellent way to obtain data about the customer usage of any particular coupon. Click on the "usage report" button to the right of the coupon desired.
The following screen will appear:
For each usage the report will show you the actual code (in case they used a one-time use code), the order ID, the date of the order, and the subtotal of the order.
'Apply Coupon' Suppression
Please note that by default the coupon entry field is suppressed when there are no active coupons configured. Once one or more active coupons are configured in the account, an 'Apply Coupon' section will appear in the checkout.
Visual Builder supported Storefront Themes:
IF you have active coupons but wish to suppress the 'Apply Coupon' section from appearing in the checkout. You can edit the storefront theme using the Visual Builder and then select the coupon code column, then click the "three dots" menu then click the 'Hide' menu option:
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In addition to the suppression configuration field listed above there is another on located in the first tab of the legacy screen branding themes editor, which allows for selective suppression of the coupon field based upon the screen branding theme. |
Auto Apply Coupons
You can automatically apply coupons to a customer's order to provide them discounts. This feature makes it easy to trigger promotional discounts without requiring the customer to enter a code. Please note that customer only receives one level of coupons. A level can have more than one coupon added by separating multiple coupon codes with commas.
Recommended Coupon Types:
- Tiered percent off subtotal
- Tiered dollar off subtotal
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