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    Coupon Codes

     

     

    Coupon Codes are alphanumeric codes generated and managed by ONTRAPORT that, when entered on an Order Form, adjust the price of a Product. A terrific sales tool to increase engagement and stimulate sales, ONTRAPORT’s Coupon Codes come in two varieties, Personal Coupons and Group Coupons.

     

    Personal Coupons are single-use coupon codes generated by ONTRAPORT that are restricted to a specific contact. These codes can be delivered via email Messages, SMS or Postcards using the familiar Merge Field function. Use cases include targeting a contact after a page visit, promoting add-on sales for items similar to existing purchases, spurring new sales and re-engagement of Contacts near the end of their engagement lifetime.


    Group Coupons are a general code you can customize for mass consumption. Eligible for use by existing contacts or new prospects, these codes can be posted publicly or privately on websites, Facebook pages, or in PPC ads or delivered via email Messages, SMS or Postcards. Use cases include targeting a specific market or channel, encouraging opt-ins on your website, or awarding existing customers with a general discount.

     

    All Coupon Codes can be configured with a discount value or percentage on specified Products, start date and end date and a total number available. Reporting options include seeing at a glance how many have been redeemed, how many are left to be redeemed, total sales with a coupon, new contacts added as a result of the Coupon, and individual transaction information recorded in each Contact's Purchase History record.

     

    About the discounts

    A percentage off will be applied to all qualifying products on the order form, even if the customer increases the quantity, selects more than one eligible product, etc. Be careful with steep discount percentages, such as "100%".

     

    A specific value amount coupon will subtract the amount from the subtotal if qualifying products are equal to or more than the value of the coupon. A $100 coupon applied to a $50 product will reduce the price to $0 (but not below). If the customer increased the quantity to three, the discount would be $100 and the net price $50.

     

    Creating Coupon Codes

    To create Coupon Codes select the Sales collection, then Settings and COUPON CODES. Choose the Coupon type.

    Creating a Group Coupon

    Group Coupons use the same code for everyone, such as "20OFF". While any purchaser can use the Group Coupon, you still have the ability to set the total number of Group Coupons available for redemption and the start and end date for the coupon. It can be configured for a specific discount amount such as $20, a percentage discount such as 10%, or free trial period expressed in number of days (for subscription products). The coupon can be enabled for use with any Product, any group of Products, or for "All" products.


    Group Coupon Fields:

    • Coupon Name (Required)

    • Coupon Code (Required)

    • Products (Required)

    • Value - Amount, Percentage or Trial Period (Required)

    • Number Available ("Unlimited" if left blank)

    • Valid Dates (Optional)

    Creating a Personal Coupon

    Personal Coupons are unique, custom coupon codes generated by ONTRAPORT for one-time use by a specific Contact. The coupon can be configured for a specific discount amount such as $20, a percentage discount such as 10%, or free trial period expressed in number of days (for subscription products). The coupon can be enabled for use with any single product, any group of Products, or for "All" products.

     

    Personal Coupons have two different types of valid date settings. You can specify specific start and end dates just like a Group Coupon. Because the Personal Coupon is generated dynamically, you can also create coupons valid for a period of time after the coupon is generated. This allows you to create a limited-time Personal Coupon, add the Merge Field for the coupon to a Message step in a Sequence and send it to a contact. A contact receiving the coupon today will have the number of hours you specify to redeem it, and so would a contact receiving the Message two years from now. This allows using Personal Coupons in drip marketing sequences without worrying about the specific expiration date.

     

     

    Personal Coupon Fields

    • Coupon Name (Required)

    • Coupon Code (Required)

    • Products (Required)

    • Value - Amount, Percentage or Trial Period (Required)

    • Valid Dates (Optional)

      • Enter a Start and End date, or

      • Enter the number of Days and Hours coupon is active

      • If left blank, coupon will always be valid.

    About the discounts

    A percentage off will be applied to all qualifying products on the order form, even if the customer increases the quantity, selects more than one eligible product, etc. Be careful with steep discount percentages, such as "100%".

     

    A specific value amount coupon will subtract the amount from the subtotal if qualifying products are equal to or more than the value of the coupon. A $100 coupon applied to a $50 product will reduce the price to $0 (but not below). If the customer increased the quantity to three, the discount would be $100 and the net price $50.

     

    Suggested Naming Conventions

     

    Add a prefix such as "PER:" for Personal Coupons or "GRP:" for Group Coupons to make it eaiser to differentiate them when using Merge Fields. The image below highlights the coupon code without a prefix; note how it does not indicate if it is a Group or Personal coupon.

    Using Coupon Codes

    After creating a Coupon Code it can be added to a Smart Form. The coupon codes available for a Product are listed when adding or editing the Product on the Smart Form. Select "Insert coupon code" from the configuration menu.

     

     

    The "Enter coupon code" field will be displayed on the order form. If an incorrect coupon code is entered a notice is displayed. If a valid coupon code is entered a line is inserted below the coupon code showing the description and discount amount or percentage:

     

    In the Contact record, the Purchase History will include the coupon details.

     

    FAQs

    Q. Does a coupon discount every payment on a recurring subscription?

    A. No, the coupon will apply the discount to the first payment only.

    Q. Can I have more than one coupon code on an order form?

    A. No, only one coupon code is allowed on an order form.

    Q. Can I make a coupon code required?

    A. No, the order form will still process if the coupon code section is left blank.

    Q. Can a coupon reduce the price below $0, causing a credit balance?

    A. No, a coupon can reduce the price to zero, but not below.

    Q. I have a coupon set to expire in two days. At what time does the coupon expire?

    A. The coupon is active throughout the last day, expiring at midnight.

    Q. I have a coupon set to expire in two days. At what time does the coupon expire?

    A. The coupon is active throughout the last day, expiring at midnight.

    Q. I exported personal coupon codes to include them with a postal mailing promotion. When do they expire?

    A. The coupon timing starts at the moment of export. Allow sufficient time when creating the coupon to allow for this.

    Personal coupon code export warning

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