Coupon Discounts

Topics Covered:

• Introduction
• Getting Started
• Discount Requirements
• Simple Coupon Codes
• Complex Coupon Codes
• Importing Coupon Codes
• Final Steps in Creating Coupons
• Consumption Reports

Introduction

Admin users in Configio can create custom (such as COUPON2025) or random (Coupon1354aef) Coupon Codes through the Discounts module. Coupon Codes in Configio are customizable in that you can manually create each code or have Configio randomly generate codes per the guidelines you set. Each Coupon Code has its own settings and reporting options for further control.

Getting Started

To begin, navigate to Settings > Discounts. Then, select the + New Discount button. Here, you will complete the applicable fields to begin creating the Discount:

Shipping: By selecting this, the Discount will only apply to the Product's shipping cost.

Rollup Discount: When selected, the Discount will not appear as a separate line item in the cart.

Once all applicable fields have been completed, ensure the Active toggle is set to Active so that the Discount can be used, and select Save to finalize changes.

Discount Requirements

To make this Discount act as a Coupon, a Coupon Requirement must be added. To do this, select the gear icon next to the Active toggle to access the Edit Requirements module. Here, you will be able to view all Requirements currently built on this Discount. To add a Coupon Requirement, select the + Requirement button. This will open the New Requirement window where you will enter the Title of the Requirement and select the Discount Type, in this case, Coupon, and select Save.

Once Save is selected, you will now be able to create Coupon Codes three different ways:

• + Code: Create a simple Coupon Code by manually typing in new Coupon Codes - can used for creating a small number of Coupon Codes

• + Complex Codes: Create multiple, complex, system-generated Coupon Codes - can be used to create as many Coupon Codes as needed while meeting user-defined requirements

• Import: Import an XML file of Coupon Codes into Configio

Let's start by looking at how to create simple Coupon Codes using the + Code button. 

Simple Coupon Codes

When you select + Code, a new line will appear where you can enter the details of the Coupon Code:

• Code: This is the field where you will enter the Coupon Code that customers will use at checkout. This field is case-sensitive, your customers will need to enter the code exactly as it is entered here. Example: FREECOUPON2023!
• QTY Available: The amount of times this Coupon Code can be used. If you want to create single-use coupons, the quantity available should be set to 1.
• QTY Purchased: The amount of times this Coupon Code has been used. This field cannot be edited, but will automatically update each time the code is used.
• Title: The name of the Coupon Code, this is for internal purposes and is not what customers will enter at checkout.
• Export Value: This is an internal, optional field that will only be used when exporting Coupon Codes.
• Inactive: When selected, this Coupon Code will no longer work.
• Update: When you are done entering the Coupon Code details, select UPDATE to save the code.
• Cancel: If you have made changes to the Coupon Code by accident, select Cancel to not finalize the changes.

Complex Coupon Codes

If you wish to create multiple, system-generated coupons, select the + Complex Coupon button. Here, you will be able to enter constraints of the Complex Codes:

• Quantity: The number of unique Coupon Codes that will be generated.
• Total Length: The character length of the generated codes.
• Title: The name of the Coupon Code, this is for internal purposes and is not what customers will enter at checkout.
• Prefix: An optional field - if you want all codes to begin with the same text, you can enter this here. Example: if FREE is entered into this field, the Coupon Codes may generate as FREE21, FREE22, FREE23, etc.
• Suffix: An optional field - if you want all codes to end with the same text, you can enter this here. Example: if MUSIC is entered into this field, the Coupon Codes may generate as 123MUSIC, 124MUSIC, 125MUSIC, etc.
• Uses Per Code: The amount of times this Coupon Code can be used. If you want to create single-use coupons, the quantity available should be set to 1.
• Format Options: 

  • Use Lower Case: include lower case letters in Coupon Code

  • Use Upper Case: include upper case letters in Coupon Code

  • Use Numbers: include numbers in Coupon Code

When all desired fields have been entered, select Generate Codes to create the unique Custom Codes. This will take you back to the Edit Requirement page where you can view all active Requirements. You'll notice that the Simple Code that was created earlier is formatted differently: you can quickly edit the code, amount available, title, and export value; whereas the Complex Codes do not have these options available. You can edit the individual Complex Codes by selecting the Edit button next to the individual Complex Code:

Importing Coupon Codes

If you have created a list of Coupon Codes that you'd like to import into Configio rather than manually entering them, you can use the Import process. Watch the video below to learn how to import Coupon Codes:

Final Steps in Creating Coupons

Before a Coupon can be used, make sure that the Coupon Requirement is set to Active and is Saved, and that the Discount is applied to the Product, Category, or Region. For more information regarding setting Assignments, please reference the Assignments article.

Consumption Reports

For more information on the usage of Coupon Codes, you can download a Coupon Consumption Report anywhere you see the button. For an example of a Consumption Report, view the attachment linked to this article.

This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.