How do I setup a discount coupon?



Neto features a number of ways for you to offer discounts and promotions to your customers. These include discount coupons, pricing promotions, multi-level pricing, user price groups and customer specific discounts.


Discount coupons can be used to discount orders, products and shipping methods or to add free items to orders.

There are 3 ways a discount coupon can be applied to a customers shopping session:

  • Manually (customer enters discount code during shopping session to apply discount)
  • Automatically (system automatically applies discount based on requirements being met)
  • Through a URL (customer visits specially coded URL which automatically applied discount to their shopping session)
  
How to add a new discount coupon:

 

There are four sections available to edit when adding a new discount coupon:

  • Details - discount name, code, expiry date etc
  • Requirements or Triggers - what is required to activate the discount (eg: order subtotal must be above $x)
  • Events - the discount or free product being offered
  • Lightbox Pop-up - when a discount is applied you can popup a message to the customer in a lightbox
 

1. Add a new discount

Go to:  
Marketing> Discounts & Coupons> Add New Discount



2. Enter discount details
  1. Set the discount status to active or inactive. Only active discounts can be used by customers. This is a required field.
  2. Enter a discount code in the blank field. This is the unique code for this discount or promotion. This is a required field.
  3. Enter a discount name in the blank field. If this field is populated, it will be displayed when the discount is applied.
  4. Enter a discount subtitle in the blank field. If this field is populated, it will be displayed when the discount is applied.
  5. Set the discount type to Public or Private. A public discount will be visible on your website and a private discount will be visible in the back end only. Private discounts can only be applied to orders by staff members.
  6. Set the start date. This is the date that the discount becomes available to use.
  7. Set the end date. This is the date that the discount becomes unavailable. If you do not want to set an end date, leave this field blank.
  8. Set exclusivity. This determines if this discount or promotion can be used with other offers.
  9. Set whether to automatically apply discount. If set to yes, the customer will not need to enter the discount code, the discount will automatically be applied once the discount requirements are met (if applicable). If set to no, the customer will need to enter the discounts code and meet the order requirements (if applicable)
  10. Set the usage rules. This is how often this discount be used by a single user.
  11. Enter the maximum discount allowed in the blank field. This the maximum dollar discount earned from this discount per order. If you do not want to set a limit, leave this field blank.
  12. Set a sort order. This is the order that this discount will appear in relation to other discounts on an single order.


     
 

3. Define discount requirements or triggers

Defining discount requirements or triggers is optional. If you do not define any triggers, customers must enter a discount code to apply a discount. You can add multiple requirements or triggers to a discount. You can also exclude products, product groups and product categories from a discount by using the "exclude" tick box on any trigger added.
 

You can set up triggers / requirements based on the following (or multiple thereof):

  • Category of products on order
  • Product on order
  • Product group on order
  • Shipping identifier of product on order
  • Quantity of product on order
  • Shipping method selected by customer
  • Order subtotal
  • Customer username
  • Customer user price group


 

For example, you may trigger a discount based on someone ordering from a certain category and their order subtotal being above a specified dollar amount.


 

Or for example, you may trigger a discount based on the purchase of a specific quantity of a specific product.
 



 

4. Discount Events


Defining at least one discount event is required. If you do not define a discount event, a discount cannot be applied.


You can setup different types of discount events (or multiple thereof):

  • Order Discount - a percentage or a dollar amount off the order sub-total
  • Product Discount - a percentage or a dollar amount off a specific SKU or a range of SKU’s
  • Shipping Discount - a percentage or a dollar amount off the shipping total
  • Shipping Cap  - cap shipping at a specified dollar amount (maximum paid for shipping)
  • Free Product - product(s) are automatically added to order for free


Discount coupons can have multiple layers. For example, one discount coupon can apply a shipping discount, a product discount and add a free item to an order all at the same time.

By default if you add a new layer to a discount trigger or event it is added as an “AND” case. Therefore if you add two events, both will apply.



 

For example, you might want to have a promotion like "buy two, get one free", in which case you would add the third item here as a free product.


 

Or, for example, you might want to add a multi-layered discount like 10% off the order and a free product. When both events are added, both will apply to the order. Select the additional event from the drop down menu and click add discount event.



 

5. Light box pop-up

If you are using automatic discounts that are triggered when a customer meets a set of

requirements then you can have a lightbox (a box with text) popup  on the customer's screen when the discount is applied. The contents of the light box can be entered when setting up the discount. Lightboxes can contain any text, html, images and even videos!

For example, a popup can notify a customer that they have received a free product.



 


Don't forget to test the discount (perform the action required to activate the discount on your website front-end) to make sure it has been set up correctly.



To delete a coupon

Go to:  
marketing> discounts & coupons> view all
Select the coupon you would like to delete and click "delete selected"

  • Last Modified: 29/10/2015