Creating Discounts & Offers

Step 1: Accessing Discount Creation

• Go to Offers → Discounts from the sidebar

• Click "Create" at the top right

• You’ll see the discount creation form

Step 2: Setting Up Discount Code

• Discount Code: Enter a code customers will use (e.g., "SAVE20")

• Generate Code: Click the refresh icon to auto-generate

• Code must be unique

• Use letters and numbers only

Step 3: Choosing Discount Type

• Type: Select from dropdown:

• Percentage: Discount as a percentage (e.g., 20% off)

• Fixed Amount: Fixed dollar/currency amount off (e.g., $10 off)

• Value: Enter the discount amount

• For percentage: Enter number (e.g., 20 for 20%)

• For fixed: Enter amount (e.g., 10 for $10)

Step 4: Setting Dates (Optional)

• Check "Set start and end dates"

• Start Date: When the discount becomes active

• End Date: When it expires

• Leave unchecked to keep it active indefinitely

Step 5: Limiting Usage (Optional)

• Check "Limit discount" to set a usage limit

• Usage Limit: Maximum number of times the code can be used

• Example: Enter 100 to allow 100 uses total

Step 6: One-Time Usage Per Customer (Optional)

• Check "One time usage per user"

• Each customer can use the code once

• Useful for first-time customer promotions

Step 7: Choosing Where to Apply

• Select one option:

• All Products: Applies to everything

• Select Tags: Applies to products with specific tags

• Select Products: Applies to specific products only

Step 8: Selecting Tags (If Applicable)

• If you chose "Select Tags":

• Enter tags in the Tags field

• Press Enter or comma after each tag

• Example: "sale", "clearance", "winter"

Step 9: Selecting Products (If Applicable)

• If you chose "Select Products":

• Click "Select products"

• Choose products from the popup

• Click "Done" or "Save"

• Selected count is shown

Step 10: Setting Status

• In the Summary panel on the right:

• Status: Choose "Active" or "Disabled"

• Active: Code can be used

• Disabled: Code is inactive

Step 11: Reviewing Summary

• Summary panel shows:

• Discount code

• Status

• Usage count

• Usage left

• Start and end dates

Step 12: Saving Discount

• Click "Save" at the bottom

• You’ll see a success message

• Discount is created and ready to use

Common Issues and Solutions

Discount Not Working

• Solution: Check status is "Active", verify dates are correct, check usage limit not reached, ensure products match selection

Code Already Exists

• Solution: Use a different code, codes must be unique, try generating a new code

Discount Not Applying to Products

• Solution: Verify product selection is correct, check product tags match, ensure discount is active, verify date range

Usage Limit Reached

• Solution: Increase usage limit, create new discount code, check usage count

Can't Edit Discount

• Solution: Verify you have edit permissions, refresh the page, check if discount exists

Best Practices

1. Discount Creation

• Use clear, memorable codes

• Set appropriate discount values

• Choose right application method

• Set realistic usage limits

1. Campaign Management

• Monitor active campaigns regularly

• Deactivate expired discounts

• Test before launching

• Keep campaigns organized

1. Performance Tracking

• Review usage statistics

• Compare campaign performance

• Learn from successful campaigns

• Adjust strategies based on data

1. Customer Experience

• Make codes easy to remember

• Communicate discounts clearly

• Set reasonable expiration dates

• Honor all active discounts

1. Business Strategy

• Plan campaigns in advance

• Use discounts strategically

• Don't over-discount

• Track profitability