How to Create Coupons and Coupon Series | Promotion
Creating coupons series can significantly enhance your promotional strategies when setting promotional offers.
Video Guide
Click Promotions
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Click Coupon Series
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Click + Icon
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Fill in Fields
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Type in Code
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Name Coupon Series
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Coupon Valid Days
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With or Without Range
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Fill in the following fields:
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Series |
Select a number series from the drop down menu. |
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Code |
Create a code for the coupon series to help identify it later. |
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Name |
Name the coupon series. Ex. Christmas coupons |
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Coupon valid days |
The number of days the coupon series will be valid/active. Ex. 30 (valid for a month) |
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Without range |
Select the checkbox if you want to create one single coupon for this series. Unselect the checkbox if you want to control the number of coupons created within the series. This is the recommended option. Once unselected: Coupons range from – the number the coupon count begins on. Ex. 1001 Coupons range to – the number the coupon count ends on. Ex. 1100 (this creates a limit of 100 coupons. If you want more coupons, enter a higher limit) |
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Coupon as voucher |
Select this checkbox if the coupon is a monetary value (ex. $10 off) Unselect this checkbox if the coupon is a percent discount. This allows customers to use the coupon to the fullest. Ex. If a customer has a coupon for $10 but they only purchase something for $6, they can return another time and use the remaining $4. |
Click Create
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Click Save
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In the sub menu under Promotions, go to Coupons
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Click + Icon
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Number the Coupon
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Select Coupon Series
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Locked Field
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Reserved
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Fill in the following fields:
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Number |
Number the coupon being created. |
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Series
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In the previous steps, we created a number series. Associate the series created by selecting it in the drop down menu.
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Partner Code |
This does not need to be selected... |
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Locked |
This setting locks the coupon for the time being (from a specific date until the date the coupon should begin) to allow the creation of coupons in advance. |
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Reserved
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Select this to reserve coupons. If this is selected, you cannot lock coupons.
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Click Create
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Click Save Button
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Click Promotions
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Click + Icon
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Click Coupon Discount
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Name the Promotion
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Promo Group
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Set Priority
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Set Max Multiply
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Set Dates, Days & Times
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Set Happy Hour
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Calculation Type
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Fill in the following fields:
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Field name |
Description |
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Description |
Name of the promotion |
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Printing name |
Name of the promotion |
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Promo group |
You can select a promotional group; this will allow you to manage your promotions more easily. |
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Priority |
If there are other promotions, which priority does this coupon created receive. |
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Max multiply |
The amount of coupons a customer can use in one purchase. |
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Show by items |
Leave blank. |
Set Dates, Days & Times
Set a date, time and days of the week for the promotion.
Pro tip - Click on the calendar icon as highlighted in BLUE on the visual for the pop up calendar and clock.
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Field name |
Description |
| Start date - time | The start of the promotion |
| End date - time | The end of the promotion |
| Start and end happy hour | If the coupon applies to happy hour or a specific time in the day, adjust the start and end time. |
| Price calculation type |
By promotion value - this is the recommended choice as it allows for the promo value you created to be active. According to deduction percent - By value without VAT - |
Scroll down and click on the General tab to open
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Fill in the following fields:
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Field name |
Description |
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Buy type and Value |
Buy type: The type of purchase needed to be made in order to receive the coupon.
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Spend coupon type |
The coupon series you wish to attach this promotion to. |
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Discount type and Value |
.Percent: the coupon is a percent discounted Ex. Value: 20 (20% off) Sum: the coupon is a monetary amount discounted Ex. Value 20 ($20 off) |
Spend Coupon Type
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Set Discount & Value
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Scroll down and click on the Populations tab to open
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Click + Icon to the right
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Fill in the following fields:
Image AttachedSelect the type of items to be included in the coupon.
In Type you can either select a broad category to include multiple items or select specific items by selecting item code.
Once you select the Type, the value will open up. Select the value of the items to include.
Ex. Type: Item code/ Value: Americano
If I want to include all types of coffee's in this coupon deal, I can click add (to the right) and add them one by one or in Type choose the category for hot drinks.
Click Add
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Click Confirm button
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Click Create button
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Click Save Button
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