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Create shop offer codes

Give shoppers a percentage or dollar amount off with a code they enter at checkout, then change or archive it when you're done.

Who can do this: Owner, Administrator and Programs. Finance, Fundraiser, Front desk and Viewer can see the list of codes, but don't see "New code", or the three dots (⋯) with "Edit" and "Archive".

Quick steps: Programs & Sales › Retail › "Offer Codes" › "New code" › "Code", "Discount type", amount, "Applies to" › "Create code".

Before you start

  • You need the Owner, Administrator or Programs role. Changes in the next release: Front desk can also create, edit and archive shop codes.
  • Your products must be in your shop. See Add or edit shop products and event items.
  • An offer code is a word a buyer types at checkout in your online shop to get money off.
  • Decide: the code word, the percentage or amount off, which products it covers, any minimum order, how many orders may use it, and the dates it works.
  • Codes for memberships and events are made elsewhere.

Create a shop offer code

Page: /dashboard/retail/offer-codes

  1. In the left-hand menu, under "Programs & Sales", click "Retail". A short list opens under it.
  2. Click "Offer Codes". The page is headed "Offer Codes".
  3. At the top right, click "New code". A box called "New offer code" opens.
  4. In "Code", type the word buyers will enter, for example "SPRING10". It must be 3 to 60 characters.
  5. Under "Discount type", choose one:
    • "Percent off": this percentage comes off each product the code covers. It starts selected.
    • "Amount off": this many dollars come off the products the code covers, never more than they cost.
  6. In the box below ("Percentage off" or "Amount"), type the number, for example 10. For "Percent off", type a number up to 100.
  7. For "Percent off" only: in "Maximum discount ($) (optional)", type the most the code may take off one order, for example 20. Leave it blank for no maximum.
  8. Under "Applies to", leave "All products, including any you add later" selected. Or choose "Selected products" and check each product the code covers. The product list is long, so scroll down inside the box for the next fields.
  9. In "Minimum order (optional)", type an amount if the code should work only once the covered products add up to it, for example 50. Leave it blank for no minimum.
  10. In "Max redemptions (orders)", type how many orders may use the code. Leave it blank for no limit. One order counts once, however many products it has.
  11. Pick "Valid from" and "Valid until" if the code should only work between two dates. Leave them blank for no date limits.
  12. If you use campaign groups, you can choose one in "Campaign Group (optional)". It starts on "No group".
  13. In "Internal note (optional)", type a note for your team. Buyers never see it.
  14. At the bottom right, click "Create code".
  15. You'll see "Offer code created", and the code appears in the list with the status "Active" (or "Scheduled" if its start date is still ahead). That means it worked.
Offer Codes page
New offer code box

If you see a red message under a field, fix it and click "Create code" again:

  • "Code must be between 3 and 60 characters."
  • "Enter a discount value." or "Discount value must be greater than zero."
  • "Percentage must be between 0.01% and 100%."
  • "Select at least one product, or choose “All products”."
  • "Enter the minimum order in dollars, for example 50, or leave it blank."
  • "Enter the maximum discount in dollars, for example 20, or leave it blank."

If you see "Could not save the offer code" or another message at the top of the screen, the code wasn't saved. Try again.

Change a code

Page: /dashboard/retail/offer-codes

  1. Open "Offer Codes", as in steps 1–2 above.
  2. On the code's row, at the far right under "Actions", click the three dots (⋯).
  3. Click "Edit". A box called "Edit offer code" opens.
  4. Change what you need.

Important: Saving changes what buyers pay with this code from then on.

  1. Click "Save changes".
  2. You'll see "Offer code updated". That means it worked.
Row menu

A code that anyone has already used can't be changed. Its box says "This code has already been redeemed and can no longer be edited. Archive it instead and create a new one." It has no "Save changes" button.

Archive a code

Archive a code to stop buyers using it. Orders that already used it keep it on their record.

Page: /dashboard/retail/offer-codes

  1. On the code's row, click the three dots (⋯) under "Actions".
  2. Click "Archive", in red. A box called "Archive offer code" opens.

Important: Clicking "Archive code" stops the code working at once. There's no button to bring it back.

  1. Click "Archive code".
  2. You'll see "Offer code archived", and the code leaves the list. That means it worked.

To keep the code, click "Cancel" instead.

Changes in the next release: after archiving, the message reads "Offer code archived." with an "Undo" button. Clicking "Undo" brings the code back, and you'll see "Offer code restored."

What the labels mean

  • "Discount type" and "Discount value": how the saving is worked out, for example "$5.00 off", "10% off", or "20% off, up to $20.00".
  • "Applies to": the products the code covers.
  • "Redemptions": how many orders have used the code, out of the limit, for example "12 / 200". "∞" means no limit.
  • "Valid window": "Always", or the dates the code works.
  • "Status": "Active" (works now), "Scheduled" (starts later), "Expired" (its end date has passed), "Maxed out" (it reached its limit) or "Archived".

What buyers see

  • At checkout in your online shop, on the order review step, there's a "Have an offer code?" link.
  • Clicking it shows an "Offer code" box ("Enter your code") and an "Apply" button.
  • Once applied, it shows "Code …" with "Remove code", and a line such as "Code SPRING10 saves you $5.00.".
  • Below the minimum order, it says "Spend $… on eligible items to use this code."
  • If the code covers none of the products in the cart, it says "Code … doesn't apply to the items in your cart."

Special cases

If you make a mistake

  • Wrong details, not yet used: edit the code and click "Save changes".
  • Wrong details, already used: archive it and create a new code.
  • Archived by mistake: this can't be undone in the screens. Create a new code.