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

Choose Add new coupon

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

2

Provide general details

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

3

Choose coupon type

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 the 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

Set rules

In the Rules tab, set when the coupon is valid and how redemption is limited:

• Valid From and Valid Until – the coupon's validity period

• Minimum Order Total – the minimum order value (and currency) required to apply the coupon

• Applies to – one audience or category scope for the coupon:

  • All customers – anyone can redeem it, including anonymous shoppers

  • Registered customers – only signed-in customers with an account

  • Specific customer(s) – individual customer accounts that can use this coupon; use this for a personal discount for one or more named customers

  • Customer segment(s) – selected customer segments; the coupon code appears in the segment details as soon as you choose Save

  • Categories – limit the coupon to products in selected categories instead of a customer audience. You can include specific categories in the coupon, or exclude specific categories from it.

• Vendor specific – optional restriction to selected vendors, in addition to the Applies to option you chose. For how vendor-restricted coupons work, see Vendor-specific coupons.

Coupon Rules tab

Categories is available only for the Percent and Amount coupon types. Under Applies to, choose either a customer audience or Categories – you cannot combine category limits with customer segment limits.

To target a whole segment from the segment itself, see Adding coupons. To limit a coupon to named accounts, choose Specific customer(s) here.

5

Save the coupon

Choose Save 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, find it on the coupon list and select its row. Modify the coupon per your needs and preferences and choose Save.

You cannot change the coupon code.

Audit Logs

The Audit Logs tab shows the history of changes for this coupon, including what changed and when, with field-level previous and updated values. Actors can include named users, anonymous storefront activity, or system actions.

Coupon Audit Logs tab

For the tenant-wide audit history, see Audit Logs.