Coupons

This topic describes what coupons are and how to use them to apply discounts.

Use coupons to reward customers, generate sales, or to test new pricing strategies. Use coupons to apply different types of discounts to invoices, subscriptions, and pricing plans.

Redeemed coupons are attached to a customer's account. Depending on the coupon restrictions, redeemed coupons are applied from the customer's account to invoices or subscriptions.

After a coupon is redeemed, it cannot be modified. You may deactivate a coupon or create a new coupon, but you cannot reuse the same coupon code. If you have a use case where you must reuse the same code, contact Rebilly.

Coupon workflow:

1. Create a coupon.
2. A customer redeems a coupon or a coupon is redeemed on the customer's behalf. When the coupon is redeemed, it is attached to the customer's account.
3. An invoice is generated for the customer. The redeemed coupon is automatically applied to the invoice.

Create a coupon

Use this process to create and configure a coupon.

1. In the left navigation bar, press Settings .

2. In the Pricing section, press Coupons.

3. In the right of the screen, press Create coupon.

4. In the Description field, enter a description for the coupon.

5. In the Issued time date picker, select a date and time when the coupon will be active.

6. Optionally, to set an expiration date and time, clear the No expiration date checkbox, then enter a date and time.

7. In the Discount section, configure the discount amount and currency.
   Note: Coupons with a fixed type are only applied to invoices of the same currency.

8. In the Coupon restrictions section, select from the following:

   Important

   If you do not set restrictions, all redeemed coupons apply to every invoice.

   Discounts per redemption

   Restricts the number of times that the coupon can be applied by one redemption. For example, use this restriction to configure a coupon that can only be applied to the first subscription renewal of a particular product.
   Minimum order amount

   Sets a minimum order amount for a coupon application. For example, if the restriction amount is $20, the coupon is only applied to invoices with a total amount of $20 or more.
   Redemptions per customer

   Restricts the number of times that a coupon can be redeemed by one customer. For example, use this restriction to limit the number of redemptions to one per customer.
   Total redemptions

   Restricts the number of times a coupon can be redeemed by different customers. For example, if this restriction is set to '10', the coupon can only be redeemed 10 times in total.
   Restrict to countries

   Restricts a coupon for use in specific countries. For example, if this restriction is set to 'United States', the coupon can only be redeemed by customer located in the United States.
   Restrict to invoices

   Restricts a coupon so that it can only be applied to specific invoices.
   Restrict to customers

   Restricts a coupon so that it can only be redeemed by specific customers.
   Restrict to customer tags

   Restricts a coupon so that it can only be redeemed by customers with specific tags. Depending on the configuration of this restriction, customers must have one or all of the specified tags to redeem a coupon.
   Restrict to exclusive application

   Restricts a coupon so that it cannot be used in combination with other coupons. If more than one coupon is active, a coupon with this restriction is only applied if it provides a larger discount than the other coupons combined.
   Restrict to plans

   Restricts a coupon so that it can only be applied to specific pricing plans.
   Restrict to products

   Restricts a coupon so that it can only be applied to specific products.
   Restrict to subscriptions

   Restricts a coupon so that it can only be applied to specific subscriptions.
   Paid by time

   Specifies the date and time when the redeemed coupon is no longer valid and is removed from the invoice. This differs from coupon expiration date because this is specifically for redeemed coupons. The discount is automatically removed when the deadline passes.
   Restrict to BxGy

   Provides "buy X get Y" promotions. These promotions encourage new customers to buy and also reward existing customers. This restriction type enables you to add discounted plans to an invoice when a certain quantity of other plans are purchased. For example, if a customer buys two or more books, they get one free bookmark.

9. Press Save coupon.

Redeem a coupon

Use this process to redeem coupons.

When you redeem a coupon you are attaching a coupon to the customer's account. Redeemed coupons are automatically applied to the customer's invoices, unless restricted. To apply a coupon to an invoice, it must be redeemed before the related order or invoice is generated.

1. In the left navigation bar, press Data tables, press Customers, then select a customer.
2. In the right of the screen, press , then press Redeem coupons.
3. In the dropdown, select a coupon.
4. Optionally, to notify the customer by email that the coupon has been redeemed, select the Send email to customer checkbox.
5. Press Redeem.

View and edit coupons

Use this process to view and edit coupons.

1. In the left navigation bar, press Settings .
2. In the Pricing section, press Coupons.
3. In the ID column, press a coupon.
   Coupon information is displayed.
4. To edit a coupon, press Edit coupon.

View or cancel redeemed coupons

Use this process to view or cancel redeemed coupons.

1. In the left navigation bar, press Settings .
2. In the Pricing section, press Coupons.
3. In the right of the screen, press View redemption list.
4. Optionally, to cancel a redemption, on the right of a redeemed coupon, press Cancel.