Article Topics


  • How to Access Your Promo Codes
  • How to Add a New Promo Code
  • Information Requested When Adding a New Promo Code
  • Column Header Overview: Promo Code
  • How to Export Promo Codes
  • How to Print Promo Codes
  • How to Edit a Promo Code
  • How to Delete a Promo Code
  • How to Apply a Promo Code to a Specific Item 
  • How to Apply Promo Code to Total order
  • How to Apply Promo to a Product Category(s)
  • How to Apply a Limited Time Offer Promo Code
  • How to View a Promo Status 

Before Getting Started: Navigate to Promo Codes

 

1. First, on the “Welcome Home” screen, select the “ECOMMERCE” module located to the left-hand side of your screen in the sidebar menu. 

 

2. Next, in the drop-down list select the “Marketing” option, followed by the "Promo Codes" option.

  

3. You will now be prompted with the "Promo Codes" window.

 

 How to Add a New: Promo Codes


To add a new promo code, select the blue “Add New Coupon” button located towards the top right-hand side of your promo codes window.


Note: Listed below is the information that will be requested (with a brief description of each field) when adding a new promo code.

Information Requested When Adding a New Promo Codes


  • Promo Name: Insert the name of the promo you wish to create.
  • Promo Code: Insert the promo code you wish to be applied to your products.
  • Coupon Details: Select which option best suits your needs from the following options: Apply promo to total order, apply promo to specific product only, or apply promo to a product category or categories.
  • Offer Values: Choose a percentage of a fixed amount to be applied to your promo.
  • Amount: Apply the amount you wish to discount a product based on your choice between percentage or a fixed amount.
  • Promo Start Date: Select which date you wish your promo to begin.
  • Promo End Date: Select which date you wish your promo to end.
  • Set Usage Limits: By selecting this option, you will limit the number of times an offer can be purchased in total.
  • Coupon Limit: Insert the number of times a coupon can be applied to a product.
  • Coupon Status: This field will give you the ability to enable or disable the coupon in question.



Once all required fields have been filled out, be sure to save your work by selecting the blue "Submit" button located towards the bottom right-hand side of your screen.

Column Header Overview: Promo Codes


  • ID: This field represents the ID number that will be generated by our system specifically designated to a promo code. 
  • Code: This column will display the promo code.
  • Name: This column will display the name of the promotion in question. 
  • Type: Need Description
  • Start: This column displays when the promo code was established.
  • End: This column displays when the promo is set to end.
  • Status: This column displays the current state of your promo.
  • Action: Need Description



How to Export: Promo Codes


1. When on your Promo Codes screen, select the blue "Export" button located towards the top right-hand side of your screen next to the print button.


2. Next, from the dropdown menu, select which format type you wish to export as.


Note: The following format types are permissible for exportation: Excel, CVS, PDF

How to Print: Promo Codes


1. When on your Promo Codes screen, select the blue "Print" button located towards the top right-hand side of your screen next to the export button.


How to Edit a Promo Code


1. When on your Promo Codes screen, locate the promo code you wish to edit in your list. Then select the blue "Options" button associated with that promo code. 

2. From the drop-down menu, select the "Edit" option.

3. Now when prompted with the Promo Code set up screen, you can edit all your properties previously filled out. Be sure to save your work after completing all the fields.

How to Delete a Promo Code


1. When on your Promo Codes screen, locate the promo code you wish to delete in your list. Then select the blue "Options" button associated with that promo code. 

 

2. From the drop-down menu, select the "Delete" option.

3. Your Promo code will then be permanently deleted from your promo codes list. 

Note: If your promo is properly deleted, you will be prompted with a success message that reads

"Success! Coupon Deleted Successfully"

How to Apply a Promo Code to a Specific Item


Before following the steps below, be sure you are on the Promo Code screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Promo Codes".


1. To apply promo code to a specific item, locate the promo code you wish to use from your promo code list, then select the blue "Options" button associated with that code.

2. Next, select the "Edit" option from your drop-down menu, which will prompt your Promo Codes property window.

3. Next, locate the "Coupon Details" section. Now select the "Apply Promo to Specific Product Only" option.

4. Once selected, a new field will appear below the newly selected option. When the field is visible, insert the name of the product you wish to apply this promo code towards.

5. After all the steps above have been followed and you are satisfied with your changes, select the blue "Submit" options located towards the bottom right-hand side of your window.

How to Apply a Promo Code to a Total Order


Before following the steps below, be sure you are on the Promo Code screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Promo Codes".


1. To apply promo code to a Total Order, locate the promo code you wish to use from your promo code list, then select the blue "Options" button associated with that code.

 

2. Next, select the "Edit" option from your drop-down menu, which will prompt your Promo Codes property window.

 

3. From here, locate the "Coupon Details" section. Now select the "Apply Promo to Total Order" option.

4. After all steps above have been followed and you are satisfied with your changes, select the blue "Submit" options located towards the bottom right-hand side of your window.
 

How to Apply a Promo Code to a Product Category(s)


Before following the steps below, be sure you are on the Promo Code screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Promo Codes".


1. To apply promo code to a Product Category, locate the promo code you wish to use from your promo code list, then select the blue "Options" button associated with that code.

 


2. Next, select the "Edit" option from your drop-down menu, which will prompt your Promo Codes property window.

 


3. From here, locate the "Coupon Details" section. Now select the "Apply Promo to a Product Category" option.

4. Once selected, a new field will appear below the newly selected option. When the field is visible, insert the name of the product category you wish to apply this promo code towards.

5. After all steps above have been followed and you are satisfied with your changes, select the blue "Submit" options located towards the bottom right-hand side of your window.

 

How to Apply a Limited Time Offer Promo Code


Before following the steps below, be sure you are on the Promo Code screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Promo Codes".


1. To apply promo code to a Product Category, locate the promo code you wish to use from your promo code list, then select the blue "Options" button associated with that code.

 


2. Next, select the "Edit" option from your drop-down menu, which will prompt your Promo Codes property window.

 


3. From here, locate the "Promo Start Date" & "Promo End Date" section. Now fill in the desired dates from which you want your promo to begin and end.

4. After all steps above have been followed and you are satisfied with your changes, select the blue "Submit" options located towards the bottom right-hand side of your window.

 

How to View a Promo Status


Before following the steps below, be sure you are on the Promo Code screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Promo Codes".


1. When on your Promo Codes screen, locate the promo code list, which will be front and center.

2. Now find the promo code you wish to verify the status of, then find the "Status" column associated with the promo code in question, and your status will be revealed.