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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A summary of available coupon types appears in the table below:
Coupon | Description – "Allows a merchant to:" |
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Amount off subtotal | discount a specific amount off the cart's subtotal. |
Amt off subtotal & free shipping w/certain size purchase | a specific amount off the cart's subtotal and free shipping (specified method) with certain size purchase. |
Amt off subtotal w/purchase of item block | a specific amount off the cart's subtotal for each block (qty) of a certain item. |
Amount off subtotal with purchase of items | a specific amount off the cart's subtotal for purchase of specified qty of specified items. |
Percentage off subtotal | discount a specific percentage off the cart's subtotal. |
Percentage off subtotal (limited) | discount a specific percentage off first (specified amount) of subtotal |
Percentage off subtotal and free shipping method | discount a specific percentage off the cart's subtotal and offer free shipping for a specified shipping method. |
Percentage off subtotal with a certain size purchase | discount a specific percentage off the cart's subtotal with a purchase of a minimum dollar amount. |
Amount off shipping method | discount a specific amount off a specific shipping method. |
Percent off shipping method | discount a specific percentage off a specific shipping method. |
Free shipping method | offer free (specified) shipping method. |
Free shipping method with subtotal | offer free (specified) shipping method with minimum subtotal. |
Amount off item(s) (with optional limit on quantity) | offer specific amount off specified items, with an optional limit on purchase quantity. |
Tiered amt off an item (with optional limit on quantity) | offer tiered discount off specified item and quantity, with an optional limit on purchase quantity. |
Tiered percent off subtotal | offer tiered percent off subtotal towards an optional specified set of items. Otherwise, all items qualify for the discount. |
Tiered dollar off subtotal | offer tiered amount off subtotal towards an optional specified set of items. Otherwise, all items qualify for the discount. |
Percent off item(s) (with optional limit on quantity) | offer specific percentage off particular item(s), with an optional limit on purchase quantity. |
Percent off item(s) with purchase of item(s) (with optional limit on quantity) | offer specific percentage off when specific item(s) are purchased, with an optional limit on purchase quantity. |
Percent off item(s) with purchase of certain number of item(s) (with optional limit on quantity) | offer specific percentage off when specified number of specific item(s) are purchased, with an optional limit on purchase quantity. |
Fixed shipping cost for shipping method with subtotal | Set a fixed shipping amount for specific shipping methods. optional based on subtotal |
Free item with purchase of another item (with optional limit on quantity) | offer specified free item(s) when specific item(s) are purchased, with an optional limit on purchase quantity. |
Free item with purchase of subtotal (with optional limit on quantity) | offer specified free item(s) with minimum purchase subtotal with an optional limit on purchase quantity. |
[Qty] free of item with every [Qty] purchase of another item (with optional limit on free quantity) | offer a specified quantity of a specified item free, with a purchase of a specified quantity of a specified item, with an optional limit on purchase quantity. |
[Qty] free of item with every [Qty] purchase of another mix and match group item (with optional limit on free quantity) | offer a specified quantity of a specified item free, with a purchase of a specified quantity of a specified mix and match group, with an optional limit on purchase quantity. |
No Discount | only prints coupon description on order |
Next you will need to configure the details of the coupon. The screen shot below shows the minimum fields that you should configure for the coupon.
Coupon Editor Field Descriptions
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Field | Description | Required | |||||||
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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.
| 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.
| Yes | Valid with Other Coupons |
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Super - This setting allow the coupon to override any other coupon setting for the Valid with. This allow this coupon to always be applied. |
Yes
Discount
Each coupon will have a set of configurable options for the discount type that the coupon provides
Yes
Valid with Other Coupons
Set this to No if the coupon can not be used with any other coupons.
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Super - This setting allow the coupon to override any other coupon setting for the Valid with. This allow this coupon to always be applied. |
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.
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Automatically apply additional coupons | This feature allows you to apply additional coupons to be applied to the cart if the customer enters the coupon into the checkout. If there are already coupons being automatically applied then no additional coupon will be applied in this way. |
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 | ||
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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
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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
There are two type of Auto Apply Coupons that can be configured, the first is a subtotal :
- Subtotal based coupon
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- (this means that when the customer hits the required subtotal the coupon will be applied to the cart automatically
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- Based on an item coupon, (IF the customer purchases a specific item apply coupon to the order)
In this example we are using item BONE_PACK to apply the coupon. When this item is added to the cart the coupon assigned AUTOBONEPACK will automatically apply to provide the customer with a discount on the item.
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Import Note Regarding Auto Apply Coupons
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It is important to note that when using this feature the auto applied coupons will not be displayed as coupons to the customer in the checkout. The customer will see any discount applied to either the subtotal or the item/s, but they will not see that a coupon is being applies. |
Deleting Existing Coupons
To delete a coupon, click the red "delete" button to the right of the coupon you want to remove. This action is permanent.
Note |
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If you delete a coupon code that was used in an e-mail marketing campaign, all of the custom coupon codes created that reference this coupon will no longer function. |
You can also batch delete coupons (including one-time use codes). At the bottom of the coupon list you can enter the coupon codes that you want to delete and then click the delete codes button.
Hide Coupon Entry on Checkout
Some merchants only want to allow coupons to be used when they are part of a buy link that they send out on a marketing email. If you want to suppress the display of the coupon entry field on your checkout you can enable that setting on the coupon list as shown below.
This setting is shown below the list of coupons.
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Adding a Coupon Code to a Buy Link
UltraCart makes adding a coupon to a buy link really easy. When you are in the link builder for your item use the Advanced Buy Link screen. Just enter the coupon code into the form and it will display the proper link for you.
To access the Advanced Link Builder go to
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The coupon field will typically appear in the lower right portion of the checkout page:
Using a Coupon in a Marketing Campaign
This topic is covered in more detail in the email marketing section of our documentation, but the example below shows how to use a coupon in a marketing campaign so that each customer receives a unique one time user coupon code.
Frequently Asked Questions
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