Creating Coupons in Commerce7

A coupon creates a discount that can be applied to a product, collection, or store. You can give all customers access to a coupon, or limit access to specific customer tags, or club levels.

To receive the discount, a customer must activate a coupon by entering a coupon code in their cart. They must apply the coupon code on their own in order to receive the discount.

Do you want the discount to apply automatically instead of using a coupon code? You can up a promotion instead of a coupon. Learn more about setting up promotions here.

This documentation includes:

How to Create a Product Coupon

How to Create a Shipping Coupon

How to Setup a Promotion Set

How to Create a Product Coupon

To create a product coupon in Commerce7 - first navigate to Store > Promotions, then click 'Add Coupon'. 

Coupon Type: For a coupon that will apply a discount to a product, select Product.

Code: Create a "code" for your coupon. This will be the code a customer must enter to receive your discount. 

Title: Then create a title for your coupon. This title is not consumer facing. 

Product Discount Type: Select the product discount type. 

  • Percentage Off: Gives a percentage off of the order
  • Dollar Off: Discount the specified dollar discount amount and whether it's once per order or per each item

Coupon Applies To: Specify which products you'd like your coupon to apply to. Product coupons can apply to:

  • The entire store
  • One or more departments
  • One or more collections
  • One or more specific products

If the coupon will be available for a specific department, collection, then use the "Add" button to select the department or collection that is included. Once you have click on the "Add" button, you will see it populate underneath the drop down. Repeat to include all departments or collections that the coupon will apply to.

If the coupon will be available for specific products, then use the search field to find the product. Select the "+" icon to add each product to the coupon. 

Coupon Available To: Then, decide who this coupon will be available to. You can make all coupons available to:

  • Everyone
  • Members of one or more specific clubs
  • Members of one or more specific customer tags

If the coupon will be available for club members or for a specific customer tag, then choose use the Add button to add in each club or customer tag that the coupon applies to. Once you have click on the Add button, you will see that club(or tag) populate underneath the drop down. Repeat these steps to add additional clubs(or tags) to the coupon.

Cart Requirements: These are requirements that must be met in the cart before the discount is triggered. You can create minimum quantity requirements as well as minimum dollar value requirements, or leave as none.

Start and end date: You can add a start and end date on the coupon (this is optional).

Status: Choose enabled or disabled

Usage Limit Type: Choose from unlimited, per customer(limits the number of times a customer can use), or per store(limits the number of time this coupon can be used across the entire store)

Action Message: You can also add an action message to a coupon. If a coupon is available to a visitor on your website, they'll see your action message next to all applicable products. 

The action message will appear like this on your website: 

Note: Coupons apply across all order channels i.e. POS, inbound and web order. You cannot have a promotion apply to a specific order channel.

 

How to Create a Shipping Coupon

To create a product coupon in Commerce7 - first navigate to Store > Promotions, then click 'Add Coupon'. 

Coupon Type: For a coupon that will apply a discount to a product, select Shipping

Code: Create a "code" for your coupon. This will be the code a customer must enter to receive your discount.

Title: Then create a title for your coupon. This title is not consumer facing. 

Product Discount Type: Select the shipping discount type. 

  • Percentage Off: Gives a percentage off of the shipping
  • Dollar Off: Discount a dollar amount off of the shipping cost
  • Flat Rate: Sets the shipping at a flat rate (i.e. $15 shipping)

Coupon Applies To: Specify which shipping services you'd like your coupon to apply to. Shipping coupons can apply to:

  • All shipping services
  • Specific shipping services

If the coupon will be available for specific shipping services, then first choose the shipping zone, and then use the "Add" button to select the shipping services that is included in this coupon. Once you have click on the "Add" button, you will see it populate underneath the drop down. Repeat to add each shipping zone and shipping service that will be included in this shipping coupon. 

Coupon Available To: Then, decide who this discount will be available to. You can make all coupons available to:

  • Everyone
  • Members of one or more specific clubs
  • Members of one or more specific customer tags

If the coupon will be available for club members or for a specific customer tag, then choose use the "Add" button to add in each club or customer tag that the coupon applies to. Once you have click on the "Add" button, you will see that club(or tag) populate underneath the drop down. Keep selecting all clubs(or tags) that the coupon will apply to. 

Cart Requirements: These are requirements that must be met in the cart before the discount is triggered. You can create minimum quantity requirements as well as minimum dollar value requirements, or leave as none.

Coupon Must Contain One Of: Choose whether the coupon applies only if the cart includes specific products, or are from a specific department, or from a specific collection.

If the coupon must contain items from a specific department or collection, then use the "Add" button to select the department or collection that are applicable to this coupon. Once you have click on the "Add" button, you will see it populate underneath the drop down. Repeat to include all departments or collections that are applicable to this coupon.

If the cart must include specific products for the shipping coupon to apply, then use the search field to find the product. Select the "+" icon to add each product to the coupon. 

Start and end date: You can add a start and end date on the coupon (this is optional).

Status: Choose enabled or disabled

Usage Limit Type: Choose from unlimited, per customer(limits the number of times a customer can use), or per store(limits the number of time this coupon can be used across the entire store).

Action Message: You can also add an action message to a coupon that will be visible to your customers on the website.

 

What is a Promotion Set?

The final feature in promotions and coupons is the option to add a coupon to a set. If a customer is eligible for 2 or more promotions/coupons, and said promotions and coupons are not in a set, the customer will receive only the best available promo/coupon. 

If 2 or more promotions/coupons are in the same set, a customer can receive all available promotions/coupons stacked together. 

When coupons and promotions are in a promotion set together they calculate all the percentage off coupons first and then the dollar off coupons.

How to Create a Promotion Set

To create a promotion set, navigate to Promotions > Promotion Sets, then click "Add Promotion Set".

Give your set a title, this title is not customer facing. 

Once your promotion set title saved, it will appear under Promotion Sets in a list with all promotions sets you create. Open the promotion set by selecting the tile from the list. Now you can add the individual coupons and/or promotions to the set.

Use the drop down menu to select from the promotions you have created and then select "Add" for each promotion that you want included in this set.

Use the drop down menu to select from the coupons you have created and then select "Add" to each coupon you want included in this set.

Then click "Save Promotion" at the bottom of the screen.