Discount Coupons

    Since there are so many different configuration options for coupon codes, it is easiest to explore this feature using examples.  The following examples are provided solely as illustrations of the coupon code functionality and are in no way recommendations.  We do not suggest what promotions or discounts any store should offer. Those business decisions are made solely by each individual bookstore.

    THE BASICS - CREATING A COUPON

    Navigate to: Store > Coupons > Add New Coupon
    (If you do not see this option, email staff@bookweb.org, and we will activate the module for you.)

    For every coupon, there must be a name, code, discount type, and it must be checked as 'Active' in order to apply to the shopping cart.

    1. Enter ‘Coupon Name’
    2. Enter ‘Coupon Code’
    3. Select the ‘Active’ button
    4. Enter the discount amount
    5. Save Coupon

    SCENARIO 1: 40% OFF BLACK FRIDAY/CYBER MONDAY SPECIAL

    In this case, we will have a 40% off sale, excluding gift cards, for a specific date range.

    1. Enter ‘Coupon Name’ - Example: ‘40% OFF Black Friday Special’
    2. Enter ‘Coupon Code’  - Example: ‘FRIDAY40’
    3. Select the ‘Active’ button
    4. Enter the discount amount - Example ‘40%’
    5. Set the ‘Apply Discount’, for this example, since we are excluding the product class ‘gift cards’ select ‘All Matching Products’
    6. Select ‘Restrict coupon by date’ and enter the appropriate dates
    7. Make sure ‘Maximum number of redemptions’ is left blank - if there is a value, this coupon will be limited to that number of customers on a “first come, first serve” basis.
    8. Maximum number of redemptions (per user) - If you want to limit the number of times a coupon is used by individual customers, add a value here. However, be aware, that all ‘unauthenticated users’ count as the same user. Therefore, anyone not logged in, will have difficulty using this coupon after its first use and you would need to instruct them to log in first before entering the coupon code.
    9. Expand ‘Applicable Product Classes’ - For this example you are selecting all of them except, ‘Gift Card’
    10. Select Save Coupon

    You have now created a coupon providing customers who enter the code ‘Friday40’ during checkout from 11/27/15 to 12/1/2015 a 40% discount. You can promote this code by creating a block and adding it to your site, posting notices in store, sending email announcements and/or simply by word of  mouth.

    SCENARIO 2: $10.00 OFF A PURCHASE OF $25.00 OR MORE

    In this scenario, customers with a minimum order of $25.00 can save $10.00, there are no product restrictions or date restrictions.

    1. Enter ‘Coupon Name’ - Example: ‘$10 off $25+’
    2. Enter ‘Coupon Code’  - Example: ‘SAVE10’
    3. Select the ‘Active’ button
    4. Enter the discount amount - Example ‘10’
    5. Set the ‘Apply Discount’, for this example, since there are no product restrictions select ‘Order Subtotal’
    6. Make sure ‘Maximum number of redemptions’ is left blank - if there is a value, this coupon will be limited to that number of customers on a “first come, first serve” basis.
    7. Maximum number of redemptions (per user) - If you want to limit the number of times a coupon is used by individual customers, add a value here. However, be aware, that all ‘unauthenticated users’ count as the same user. Therefore, anyone not logged in, will have difficulty using this coupon after its first use and you would need to instruct them to log in first before entering the coupon code.
    8. Expand ‘Minimum Order Limits’ and enter your minimum purchase threshold - for this example, $25
    9. Select Save Coupon

    You have now created a coupon providing customers who enter the code ‘Save10’ during checkout who meet the $25 minimum a $10 savings. You can promote this code by creating a block and adding it to your site, posting notices in store, sending email announcements and/or simply by word of mouth.

    SCENARIO 3: ALL STAFF PICKS $5.00

    In this scenario, you are offering all ‘Staff Pick’ books at a price of $5.00. You will want to have a list of all ISBNs or SKUs ready.

    1. Enter ‘Coupon Name’ - Example: ‘$5 Staff Picks’
    2. Enter ‘Coupon Code’  - Example: ‘5StaffPick
    3. Select the ‘Active’ button
    4. Enter the discount amount - Example ‘=5’ - it is very important you include the = here to set the sale price as $5.00
    5. Set the ‘Apply Discount’, for this example, since you are discounting specific products select ‘All matching products’
    6. Make sure ‘Maximum number of redemptions’ is left blank - if there is a value, this coupon will be limited to that number of customers on a “first come, first serve” basis.
    7. Maximum number of redemptions (per user) - If you want to limit the number of times a coupon is used by individual customers, add a value here. However, be aware, that all ‘unauthenticated users’ count as the same user. Therefore, anyone not logged in, will have difficulty using this coupon after its first use and you would need to instruct them to log in first before entering the coupon code.
    8. Expand ‘Applicable SKUS’ and enter all ISBNs and/or SKUs you want to include in the discount.
    9. Save Coupon

    You have now created a coupon which reduces the cost of the ISBNs and/or SKUs entered to $5.00 each when the coupon code is entered on any order containing them.

    SCENARIO 4: $20.00 PROMOTIONAL CERTIFICATES

    In this scenario, you are creating 20 random promo codes in bulk for individual use at your online store which you plan to supply to the first 20 in store customers of the day for future use online.

    1. Enter ‘Coupon Name’ - Example: ‘$20.00 Promo Certificates’
    2. Enter ‘Coupon Code’  - Example: ‘20PC’
    3. Expand ‘Bulk Coupon Codes’ and select ‘Enable bulk generate on coupon codes
    4. Select the number of codes you want to generate, for this example, we’re generating 20 codes
    5. Select a ‘Code Length, for this example, we’re choosing 8
    6. Select the ‘Active’ button
    7. Set the amount of the promo certificate -  For this example $20
    8. Set the ‘Apply Discount’, for this example, since there are no product restrictions select ‘Order Subtotal’
    9. Make sure ‘Maximum number of redemptions’ is set to 1, otherwise, the customer will be able to use the code more than once.
    10. Save Coupon

    You can then view and print your certificates to be given to customers:

    1. Select the ‘View’ icon for your promotional certificate
    2. You can choose to print 1 at a time or print all
    3. Provide printed certificate to customer for use

    You have now created a bulk batch of $20 promotional certificates to be given to your customers for one time use.

    SCENARIO 5: 15% OFF ORDERS $100 OR MORE APPLIED AUTOMATICALLY

    In this scenario, you are creating a coupon to apply 15% off of orders $100 or more for all customers automatically.

    1. Enter ‘Coupon Name’ - Example: ‘15% off $100+’
    2. Enter ‘Coupon Code’  - Example: ‘SAVE15%’
    3. Select the ‘Active’ button
    4. Enter the discount amount - Example ‘15%’
    5. Set the ‘Apply Discount’, for this example, since there are no product restrictions select ‘Order Subtotal’
    6. Make sure ‘Maximum number of redemptions’ is left blank - if there is a value, this coupon will be limited to that number of customers on a “first come, first serve” basis.
    7. Maximum number of redemptions (per user) - If you want to limit the number of times a coupon is used by individual customers, add a value here. However, be aware, that all ‘unauthenticated users’ count as the same user. Therefore, anyone not logged in, will have difficulty using this coupon after its first use and you would need to instruct them to log in first before entering the coupon code.
    8. Expand ‘Minimum Order Limits’ and enter your minimum purchase threshold - for this example, $100
    9. Select Save Coupon

    You have now created your coupon but still need to add rules and conditions to make it apply automatically.

    MAKE IT APPLY AUTOMATICALLY

    Navigate to: Configuration > Workflow > Rules

    1. Select ‘Add New Rule’
    2. Enter the ‘Name’ - Ex.: Automatic 15% Discount
    3. Set the ‘React on Event’ to ‘Check for Automatic Discounts’
    4. Save
    5. Find your new rule in the list and select ‘edit”
    6. Select “Add Action”
    7. Set the ‘Action to Add’ to ‘Apply a coupon to current order’ and continue
    8. Select the coupon - ‘15% off 100+’
    9. Set the ‘Mode” to “Apply this coupon as an automatic discount.”
    10. Save

    You have now set the rules and conditions and customers will meet the $100+ requirement will receive this discount automatically.

    SCENARIO 6: Automatic Coupons For A Specific Role

    In this scenario, you are creating a coupon to apply a 20% discount automatically to members of a specific ‘role. Automatic Coupons are a convenient way to provide a discount for a group of people within a certain role without having to give out multiple coupon codes or requiring the user to enter a code each time. For the example below we are creating a Automatic Coupon for people with the role of Staff Member.

    NOTE: Setting up a role requires ABA to create a unique role under your account for that group of users. If you have not done so already please send an email requesting a new role be created for your website. ABA wll confirm when the role has been created. Ex.: Please create a new role of ‘Staff Member’ for my website. We will be creating a special discount coupon for those customers.

    CREATE COUPON

    Navigate to: Store > Coupons > Add New Coupon

    1. Enter ‘Coupon Name’ - Example: Staff Member Discount
    2. Enter ‘Coupon Code’ - Example: StaffDiscount
    3. Select the ‘Active’ button
    4. Enter the discount amount- Example: 20%
    5. Adjust the ‘Maximum number of redemptions (per code)’, for this example we went to leave it blank
    6. Find ‘Role Restrictions’, then confirm ‘Allow this coupon only for users with the roles listed below’ is selected.and Enter the role name Example: Staff Member
    7. Save Coupon
    You have now created your coupon but still need to add rules and conditions.

    SET RULES AND CONDITIONS

    Navigate to: Configuration > Workflow > Rules

    1. Select ‘Add New Rule’
    2. Enter the ‘Name’ - Example: Automatic Staff Discount
    3. Set the ‘React on Event’ to ‘Check for Automatic Discounts’
    4. Save
    5. Find your new rule in the list and select ‘edit”
    6. Select ‘Add Condition’
    7. Set the ‘Condition to Add’ to ‘User has role(s) and Continue
    8. Set the ‘User - Data Selector” to ‘current-order:customer’
    9. Choose the role
    10. Save changes
    11. Select “Add Action”
    12. Set the ‘Action to Add’ to ‘Apply a coupon to current order’ and continue
    13. Set the ‘Mode” to “Apply this coupon as an automatic discount.”
    14. Change the ‘Coupon Label” if you wish to customize it
    15. Save

    You have now set the rules and conditions and may begin applying users to this role. Those users will then receive this discount automatically.

    ASSIGNING A USER A ROLE

    If this is a user who previously signed up, ask them for the email address associated with their account. If the user has never signed up, ask them to first sign up and provide you with the email address they use.  You must know the email address associated with the user account in order to proceed with the steps below and successfully assign the user a role.

    Navigate to: Store > Configuration > Store Roles

    1. Fill in the ‘User’ field with the email address of the user
    2. Change the ‘Role’ field to the appropriate choice
    3. Click ‘Assign Role’

    You should see the user details appear in the list below. At this point you have assigned them the role, if they were previously logged in while you we’re assigning them a role they should log out and log back in to gain any special permissions their new role provides (in this example a 20% discount applied to their subtotal).

     

    CONCLUSION

    Keep in mind these different scenarios can be modified to fit the needs of your sale.  For instance, If you wanted to offer 25% off of Staff picks, simply combine what you have learned in Scenario 1 and Scenario 3. There are also other settings that can be used during the creation of your coupon to adjust it to fit your needs. You’re always welcome to reach out to us with questions on how to set up a specific coupon.
     

    Want to learn about using coupons for Product Bundles? Review our documentation on Creating Product Bundles.