Create standalone coupon for multi-use

In this article, we're going to create a standalone code for multi-use. Let's go through the Campaign Manager to see the setup step-by-step. 

Prerequisite

This article assumes you have already familiarized yourself with the Coupons Ultimate Guide.

Contents:

  1. Open the Campaign Manager
  2. Define code details
  3. Add time limits (optional)
  4. Set the discount type & value
  5. Define validation rules
  6. Add metadata (optional)

Open the Campaign Manager

To start creating a standalone code, run the Campaign Manager with the Plus.

Next, choose Discount coupons as your campaign type. 

In the creator, go through the following steps:

Step 1: Define code details

Choose standalone code to create a single code instead of a campaign of unique codes (bulk codes).

Provide additional information on the voucher using category and description (optional). Categories group your vouchers to easily find and track them in the future. 

Set code redemption limit. The redemption limit is set to unlimited by default. However, you may limit the redemptions to a particular number using the  Code redemption limit field.

Define the code or generate a random one using the arrow.

Go to the Next step.


Step 2: Set timeframe (optional)

In the second step define optional time limits on your public code:

  • Start and end date.
  • Particular validity timeframe (for example, only for 3 hours every day).
  • Particular days only (for example, only Wednesdays).

Keep in mind that if you don't set the end date, your code will be valid indefinitely. You can modify the expiration date after the campaign is on. Read more about time-related limits.

fixed code time limits


Step 3: Choose the discount type and value

In the 3rd step, choose the discount type and define its value. Read more in The Complete Discounts Guide.

You can offer your customers different discount types and by using discount effects, decide how the discount will be applied to the order:

  • Whole cart - discount is applied to the total order amount.
  • Items - discount is applied to the subtotal of each item or to subtotals of items specified by validation rules (included products). 
  • For amount discounts, you can choose to divide the discount so each included item is discounted proportionally to its share in the total discounted products amount or proportionally to its quantity.

Read more about discount effects.

Next, you can establish optional validation rules that are going to model your desired redemption conditions. Create new validation rules or choose from the already existing set of rules.

If you chose apply discount to Items effect, you need to define criteria for discounted items. You can also exclude particular products from applying discounts.

Below discounted and excluded products, you can see validation rules that model required redemption conditions. You can add product- or order-specific limits or decide that only customers from the selected customer segment can redeem the gift card. 

If you can't find needed rules, switch to the Advanced Rules Builder with the list of all available validation rules.

The details of building the validation rules are described in this guide.


Step 4: Metadata

The last step enables you to add additional information as metadata. Read more about metadata.

Metadata

When ready, go to the Next step.

Step 5: Summary

In the last stage of the campaign creation, you are going to see the summary of your code – you can make changes and edit the code before making it go live. 

Campaign summary

When the code is ready, save it and the app will generate a standalone voucher. You'll be directed to the code dashboard. 

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