How to Create and Use a Coupon Code for One/Two-Step Order Forms

Coupons and promo codes are excellent tools to incentivize purchases, drive sales, and reward customer loyalty. In the platform, you can easily create and manage coupons for use with One-Step and Two-Step Order Forms. This guide will walk you through creating a coupon, applying it to your order forms, and optimizing the customer experience.

Creating a Coupon

Follow these steps to create a coupon:

Step 1: Navigate to Payments

1. Log in to your account.
2. In the dashboard, go to Payments in the left-hand menu.
3. Click on Coupons under the Payments section.

Step 2: Create a New Coupon

1. Click on the Create Coupon button.
2. Fill out the coupon details:
   • Coupon Name: Enter a unique name for the coupon (e.g., SUMMER10).
   • Type: Choose either a Fixed Discount (e.g., $10 off) or a Percentage Discount (e.g., 10% off).
   • Discount Value: Enter the discount amount or percentage.
   • Usage Limit: Set a limit on how many times the coupon can be used, or leave it unlimited.
   • Start and End Dates: Specify the validity period of the coupon.

1. Assign the coupon to specific products or services by selecting them from the list.
2. Click Save to finalize the coupon.

Applying the Coupon to an Order Form

Step 1: Create or Edit an Order Form

1. Navigate to Funnels under the Sites tab.
2. Select an existing funnel or create a new one.

1. Add a One-Step Order Form or Two-Step Order Form element to your funnel page.

Step 2: Configure the Order Form

1. Click on the order form element to open its settings panel.
2. In the settings, locate the Payment Settings section.
3. Ensure that the correct product or service is selected.
4. Enable the Coupon Code option:
   • Toggle the Allow Coupon Code switch to "On."
   • This will add a field to the order form where customers can input the coupon code.

Step 3: Save and Publish

1. Save the changes to your funnel.
2. Publish the funnel to make the updated order form live.

Testing the Coupon

Before making the coupon live, it is crucial to test its functionality:

1. Open the published funnel in a browser.
2. Fill out the order form and apply the coupon code in the designated field.
3. Verify that the discount is applied correctly to the total amount.
4. Ensure that the form behaves as expected for both valid and invalid coupon entries.

Best Practices for Using Coupons

1. Clear Expiration Dates: Always communicate the validity period of the coupon to customers to create urgency.
2. Limited Use: Use the "Usage Limit" feature to create exclusivity and control discount availability.
3. Specific Targeting: Assign coupons to particular products or services to promote them effectively.
4. Combine with Marketing: Use email campaigns, social media, and SMS to promote your coupons and drive traffic to your order forms.
5. Monitor Performance: Track coupon usage in the Coupons tab under Payments to analyze the effectiveness of your promotions.

Troubleshooting Common Issues

• Coupon Not Applying: Ensure the coupon is active and associated with the correct product.
• Invalid Code Error: Check for typos or expiration issues.
• Coupon Field Missing: Verify that the Allow Coupon Code toggle is enabled in the order form settings.

FAQ’s

1. Can I combine coupons with other promotions or discounts?
This depends on the platform’s settings. Check your system configuration to see if multiple discounts can be stacked.

2. How do I promote my coupons to customers?
Use marketing tools such as email campaigns, social media posts, or SMS to share coupon codes and drive traffic to your order forms.

3. What if I want to disable a coupon temporarily?
You can deactivate the coupon in the Coupons section by editing its status, making it inactive until needed again.

4. Do coupons work for recurring subscription products?
Ensure the product type supports coupons. For subscriptions, verify compatibility during the coupon setup process.

5. Can I specify a minimum order value for a coupon to be valid?
This depends on platform settings. Check if a minimum order value condition is available when creating the coupon.

6. Is it possible to apply a coupon automatically without requiring manual input?
Some platforms offer automatic coupon application features. Verify if this functionality is available in your system.

7. What format should the coupon code be in?
Coupon codes can include alphanumeric characters and should be unique (e.g., SUMMER10 or DISCOUNT50).