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Panel

Main MenuConfiguration ("Checkout" Section)Coupons

 


Creating a Coupon

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Now click on the New button as shown below.

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Field

Description

Required

Code

The base code for the coupon. This should be a short value such as 10OFF for a coupon that gives $10 off the subtotal.

Info
titleCoupon Codes Are Not Case Sensitive

Please note that the coupon code redemption logic is not case sensitive, so do not create multiple coupons with the same code.

Example Improper coupon codes that will cause the coupon to not be applied:

"BUY1GET1" & "buy1get1" will be treated as the same code, resulting in the checkout rejecting the coupon code.

Yes

Description

A description of the coupon.  This information is displayed to the customer on the their order.  A good idea is to describe the marketing channel that this coupon will be used through.

Yes

Expiration

If the coupon has an expiration, enter that date here. Please note you can enter a date or date and time.

 


Usable By

Who can use the coupon. The most common setting is anyone, but you may want to restrict it based upon your marketing offer

Yes

Valid with Other Coupons

Set this to No if the coupon can not be used with any other coupons.

Yes

Discount

Each coupon will have a set of configurable options for the discount type that the coupon provides

Yes

Quickbooks Code

If you are using QuickBooks, then you will need to specify the QuickBooks Item that this coupon matches up with so the order can import 


Affiliate

If an affiliate is selected, then the affiliate will receive credit for the sale if this coupon is used by the user. 


Restrict Usage to Zip Code(s)

Limits the usage of the coupon to people ordering within certain zip codes. Useful for coupons distributed at local conferences, etc.

 


Editing Existing Coupons

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.

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Info
titleHiding coupon entry field

Please note that by default the coupon entry field is suppressed when there are no active coupons configured.

In addition to the suppression configuration field listed above there is another on located in the first tab of the screen branding themes editor, which allows for selective suppression of the coupon field based upon the screen branding theme.

Also note that even with the coupon suppression enabled, coupon codes can be applied to a purchase via inclusion to a buy link or buy form (see: " Parameters that can be passed to UCEditor")

 


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.

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Info

Please note that the coupon entry field will only appear in the checkout once one or more active (non-expired) coupons exist in the account.

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After you have configured your first coupon the default behavior of UltraCart is to display a coupon entry field on the checkout. The screen shot below shows the coupon entry field on the regular checkout.

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