After reading this article you will be able to create a coupon code in Shop+ and know what every box on the Create Coupon form controls.
A coupon in Stackably is a code — for example WELCOME10 — that takes a percentage or a dollar amount off a sale when it is entered at the Shop+ register or, if you allow it, by a customer at online checkout. Coupons are created and managed in Shop+ on the Coupons tab.
Where do I create a coupon in Shop+?
Coupons live in Shop+ on the Coupons tab. In the left sidebar click Shop+, then click Coupons in the row of tabs at the top (Products, Memberships, Coupons, Settings). The Coupons page shows a Search box, a + button (its label for screen readers is "Add Coupons"), an Active / Expired switch and the list of coupons you already have.
Click Shop+ in the left sidebar.
Click Coupons in the top row of tabs.
Click the + button to the right of the Search box. The Create Coupon form opens.
When it worked, you see a form titled Create Coupon with four sections: Campaign Basics, Applicability, Discount Structure and Distribution & Usage.
What goes in Campaign Basics?
The Campaign Basics section of the Create Coupon form names the coupon and sets when it can be used.
Campaign Name — the name you will see in the Coupons list, for example Spring Welcome 10. Customers never see it. Required.
Coupon Code — the code staff or customers type at checkout, for example WELCOME10. Each code must be unique in your account. Required.
Generate — fills the Coupon Code box with a random code if you do not want to invent one.
Start Date — the first day the code works. It defaults to today.
Expiration Date — the last day of the promotion. It defaults to one month from today. Click the box to pick a date from the calendar.
What does Product Type mean under Applicability?
The Applicability section of the Create Coupon form decides which part of Stackably the coupon is for.
Product Type — choose ShopV2 / POS for a coupon that works at the Shop+ register and in your online store. The list also offers Products, Memberships, Course, Forms, Events, Checkout Page, Services and Invoice for coupons that apply to those other parts of Stackably; for those types an Eligible … box appears so you can limit the coupon to specific items (for example specific memberships), or leave it empty for all. Required.
Status — Active means the code can be used as soon as its Start Date arrives; Inactive saves the coupon switched off.
Note: The Product Type list runs Products, Memberships, Course, Forms, Events, Checkout Page, ShopV2 / POS, Services, Invoice. Only ShopV2 / POS coupons show the POS Discount Options section described next.
What are the POS Discount Options?
When Product Type is ShopV2 / POS, a POS Discount Options section appears on the Create Coupon form. Its Discount Type list sets the kind of promotion.
Standard Discount — a plain percentage or dollar amount off, set in Discount Structure below. Use Apply to Categories (leave empty for all) to limit it to one or more product categories, or Or Apply to Specific Products to limit it to chosen products. Leave both empty to apply the discount to all products.
Category Discount — the same as Standard but meant for category promotions. Pick the categories in Apply to Categories. At checkout the code only applies when the cart contains an item from one of those categories.
Time-Based Discount — adds Active Days (leave empty for every day) and a Start Time and End Time (hour, minute, AM/PM). The code only works inside that window.
Combo Deal — adds Required Items in Cart and Discount Applies To (Order Total or Specific Item). The code only works when every required item is in the cart; with Order Total the percentage in Discount Structure comes off the whole order.
Buy One Get One Free and Buy One Get One % Off — buy-one-get-one offers. See the article BOGO offers in Shop+: creating a buy one get one free or buy one get one % off coupon.
Custom Discount — settings for discounts that staff enter by hand at the register (Enable on POS, Require Note, Allowed Discount Modes). This article does not cover it.
Tip: The Or Apply to Specific Products list only shows products that are published to the POS channel. If a product is missing, check its Channels on the Shop+ Products tab.
How do I set the discount amount in Discount Structure?
The Discount Structure section of the Create Coupon form sets how much the coupon takes off.
Apply to Categories (leave empty for all) — optional category limit, as described above.
Or Apply to Specific Products — optional product limit, as described above.
Discount Type — By Percentage takes a percentage off the cart subtotal; By Amount takes a fixed dollar amount off.
Percentage (%) (or Amount ($) when By Amount is chosen) — the size of the discount. A percentage can be 0 to 100. Required.
Minimum Purchase ($) — an optional cart subtotal the coupon is intended for; the value is shown in the MIN PURCHASE column of the Coupons list.
Maximum Discount ($) — an optional cap on the saving. For example, a 50 % coupon with a Maximum Discount of $1.00 takes $1.00, not $2.50, off a $5.00 item. The cap is shown in the UP TO column of the Coupons list.
What do Available Quantity and Available on public shop do?
The Distribution & Usage section of the Create Coupon form limits how many times the code can be used and whether customers can enter it themselves.
Unlimited uses — a switch for a code that should never run out.
Available Quantity — how many times the code can be redeemed in total. It defaults to 100; type 50 for a code good for 50 sales.
Current Balance — shows the same number for a new coupon; it is read-only.
Available on public shop — tick this if customers should be able to enter the code themselves at online checkout. Leave it unticked for a code only your staff use at the register. In the Coupons list this setting is the PUBLISHED switch.
Save Coupon — saves the coupon. Cancel closes the form without saving.
Note: Save Coupon stays greyed out until Campaign Name, Coupon Code, Product Type and the Percentage or Amount are filled in.
What happens after I click Save Coupon?
When the coupon saves, a green Success: Coupons added message appears at the top of the Shop+ Coupons page and the new coupon is the first row of the Coupons list, showing its campaign name, code, start and end dates, discount (for example 10 %), product type (shopv2), what it applies to (All, or the categories or products you picked), the remaining quantity (for example 50/50) and its STATUS and PUBLISHED switches.
To see what the list shows and how to pause a coupon, read Managing coupons in Shop+: the Coupons list, Status and Published switches, Active and Expired tabs, search and copying a code. To use the code at the register, read Applying a coupon code in Shop+ Checkout and what the discount lines mean.