Coupons

Manage coupons.

The Coupons dashboard is designed to help you manage coupons for your business customers.

You can also change the default view by using the options available under the orchestration icon.

With the table orchestration, you can add custom columns to the list view, by adding mixin fields as columns. If you have already defined mixin schema for the entity, you'd be able to select the defined mixin fields to display them in the main view.

See example how to do it in the Displaying mixins in entity list view documentation.

You can use the dashboard to perform the following actions:

• Create coupons

• Edit coupons

The Coupons section is located in the Customer Management module of the Emporix Management Dashboard.

Creating a coupon

To create a coupon follow these steps:

1. In Customer management -> Coupons, choose the Add new coupon button.

2. In General tab, provide the name of the coupon and define Code and description.

3. In the Type tab, choose the coupon type and provide relevant values based on that selection:

   • Percent — the coupon provides a percentage discount on the order value (such as 10% off)

   • Free shipping — the coupon deducts delivery costs from the total order value

   • Amount — the coupon provides an absolute discount on the order value (such as $5 off)

   For Percent and Amount coupons, you can decide how to calculate the discount in Calculation base field - whether the discount is deducted from the total or subtotal net order values:

   • subtotal — calculated net sum of prices for all the products in a cart.\

   • total — calculated net sum including the subtotal order value, delivery costs, and additional fees.

4. In the Rules tab, configure the coupon behavior details, such as validity period, minimum order value or a group of customers it applies for. You can make a coupon redeemable by all customers, registered only, specific customers by their id, or by a specific customer segment. You can also restrict the coupon to specific product categories - decide if you want to include or exclude a category in the coupon. If you make a coupon valid for a customer segment, the coupon code is instantly visible in the customer segment details.

Categories can only be defined for the Percentage and Amount coupon types. You cannot combine restrictions to the coupons for both categories and customer segments.

1. Save all your changes to activate the coupon.

The coupon is active within the defined validity period when the rules are met.

Editing a coupon

To edit an existing coupon, you need to find it on the coupon list and click anywhere in its row. Modify the coupon per your needs and preferences and save the changes.

You cannot change the coupon code.