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How can I create new discounts, price promotions and coupons?

Updated

Jobiqo supports the management of price promotions and discounts, allowing you to (temporarily) reduce the price of self-service products. Site administrators can flexibly set up promotions in the backend by defining specific details and conditions. These promotions can either be automatically available to all users who meet the criteria, or restricted to users who enter a specific coupon code.

This article is divided into two sections:

  1. How can I create a new promotion?
  2. How can I set up coupon codes for my promotions?

1. How can I create a new promotion?

  1. Go to the Promotions area in the backend (Path: "Commerce" "Promotions & Discounts")
  2. Click on the button on the right upper corner "+ Add promotion"
  3. "Name" relates to the internal name shown in the backend (e.g. "Christmas Promotion December 2021")
  4. "Display Name" If provided, shown on the order instead of "Discount" (e.g. "Merry X-Mas!")
  5. "Description" optionally allows providing a summary of the promotion for internal reference
  6. An "Offer type" must be chosen. This setting allows to manage the type and amount of provided benefits:
    • Fixed amount off each matching product: Set the discounted amount in the applied currency. Make sure to specify for which product the discount applies.
    • Fixed amount off the order subtotal: Add a fixed amount (in currency) that should be subtracted from the order subtotal.
    • Percentage off each matching product: Similar to "Fixed amount off each matching product" but the site admin can specify the percentage instead of the amount.
    • Percentage off the order subtotal: Similar to "Fixed amount off the order subtotal" but the user can specify the percentage instead of the amount.
  7. You can optionally also add certain conditions to the promotion:
    • Current order total
    • Order contains specific products
    • Order contains specific product types
    • Geographical restrictions (e.g. orders from Germany only)
    • Role restrictions (e.g. registered users only)
  8. Select if all conditions must pass or if only one condition must pass
  9. Set the status to "Enabled". Make sure to set the status to "Disabled" after the promotion is canceled or expired.
  10. Add a start date and if needed, insert an end date.
  11. Adapt the usage limits
    • Insert the total availability (e.g. first 1000 orders)
    • Insert the availability per customer (e.g. can be applied only once per user)
    Note: If you later create one or more coupon codes, you can also manage the usage limits for each coupon.
  12. Set the compatibility that defines if this promotion can be combined with other promotions ("Any promotion" or "Not with any other promotion")
  13. Click "Save" if you don't want to directly add coupons or "Save and add coupons" in case the promotion should only be accessible with coupon codes

2. How can I set up coupon codes for my promotions?

Note: Whenever the promotion should only be applied if users insert a coupon code during the checkout process, please make sure to add a coupon. If promotions should automatically apply without a dedicated code, you don't need to set up coupon codes.
  1. As a first step, please select your recently generated promotion and go to "Operations" "Coupons".
  2. Now you can choose if you wish to (a) generate only single coupon codes or (b) generate codes in bulk.

2a) Generate single coupon codes

If you wish to set up only one coupon code, please click "Add Coupon". Now enter a specific coupon code, make sure the status is set to "enabled", and set the availability of the coupon:

  • "Total available": Number of times the coupon can be used across all clients
  • "Total per customer": Number of times the coupon can be used by a single client

2b) Bulk generate coupon codes

Alternatively, you can auto-generate multiple codes at the same time. All of the generated codes will have the same configurations in terms of code pattern and availability.

To do so, please press "Generate coupons" and insert the following information:

  • Insert the number of coupons that should be auto-generated
  • Define the coupon code pattern based on four elements on the format type, possible prefix and suffix, and the length.
Format Prefix Suffix Length Outcome
Alphanumeric 15-SAVE- -2022 5 15-SAVE-ghrn3-2022
Alphabetic 15-SAVE- -2022 5 15-SAVE-EBHMV-2022
Numeric 15-SAVE- -2022 5 15-SAVE-75090-2022

This table provides an example of how coupon code patterns can be defined based on the format, prefix, suffix, and length.

Redeeming coupons in the frontend

If you want to learn more about how employers can redeem coupons in the frontend, please read the article "How can I redeem a coupon?".