Coupon codes

Insight, then Coupon codes. A code the customer types at checkout or that you apply to a quote.

The fields

Field	Meaning
Code	What the customer types, for example WELCOME10
Name	What it is, for your reference
Type	Percent or fixed amount
Value	The percentage, or the amount off
Minimum order	Below this, the code does not apply
Maximum redemptions	Total uses allowed
Redemption count	How many times it has been used
Customer	Scope it to one organisation, or leave blank for anyone
Valid from and Valid to	The window
Active	Off disables it without deleting it

Coupons against promotions against pricing rules

Three mechanisms that all reduce a price, for three different reasons:

Mechanism	Applied	Use for
Pricing rule	Automatically, by scope	Standing commercial terms: club rates, volume breaks
Promotion	Automatically, by condition	Offers everyone qualifying should get: buy 100 get 10 free
Coupon	Only when entered	Marketing you want to attribute and control

If you find yourself giving every customer the same coupon, it should be a pricing rule instead.

Writing codes that behave

• Always set a minimum order. Without one, a 25 off code applies to a 30 order.
• Always set an expiry. Codes without one turn up in a customer's email two years later, and honouring them is awkward.
• Cap redemptions on anything you post publicly.
• Scope to a customer for a goodwill gesture, so it cannot be shared.
• Keep codes short and unambiguous. Avoid characters that get misread: O and 0, I and 1.

Tracking

The redemption count on the list tells you what is actually being used. A code with zero redemptions after a campaign is a message about the campaign, not the code.