PropperDocs

Coupons

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Discount codes traders type at checkout, in one list with the code you pick beside it, what it sold and what changed.

Coupons in your admin sidebar, under Marketing, are discount codes. A trader types one at checkout and pays less for a challenge: a percentage of the price, or a fixed amount off it.

You need the view_coupons permission to open the screen and manage_coupons to create, change, switch, duplicate or delete a coupon. Somebody with only the first sees everything, with the fields switched off and a line saying why. The revenue in the list and the head, and the Redemptions tab, also need view_payments, and the Activity tab view_activity_logs.

The list

The screen opens on the list alone, across its whole width, and shows no coupon in full until you pick one.

Each row is a coupon with its code and who it is for, the discount with the minimum price and the challenges it covers, how often it was redeemed against its limit, when it expires in your firm's time zone and how long is left, the revenue it brought in per currency (when you may see payments), when it was added and where it stands. As the list gets narrower the less important columns leave first.

A coupon stands in one of five places, read in this order:

  • Expired: its expiry has passed. Nothing else matters any more.
  • Used up: it was redeemed as often as its limit allows.
  • Off: somebody switched it off, so checkout refuses it.
  • Scheduled: switched on, but its start has not come yet.
  • Live: checkout accepts it now.

The line under the name counts every coupon, the live and scheduled ones, the ones your team made when the platform made others too, and how often coupons were redeemed in all. Live, scheduled and your team's are also filters: click one to see only those.

Search finds a coupon by its code, its note, its ID, or the name, email address or ID of the trader it is for. The filter menu sorts the list (newest, code, most redeemed or expiring first) and narrows it by status, by kind of discount, by who it was made for and by who can use it. Search, filters, sort and page live in the address, so a link shows the same list.

Most coupons your team makes. The platform makes the others, and the filter Made for tells them apart:

  • Event prize: a coupon an event awarded to a trader.
  • Affiliate welcome code: the discount a trader gets who signed up through an affiliate's link.
  • Waitlist reward: a personal code for one signup on the waitlist.

J and K move through the list and Enter opens the lit coupon. Right click a row for everything you can do without opening it: switch it on or off, duplicate it, copy its code, ID or link, and delete it.

A coupon

A coupon opens beside the list, which folds into a column, and has its own address, so a link from a payment or the command palette opens on it. The cross or Escape folds the list back to the same filters and page.

The head shows the code (click it to copy), where the coupon stands, and what it takes off which challenges. Under it, what you would otherwise have to look up: the trader it is for, the event or affiliate it came from, the waitlist signup it rewards, whether the waitlist hands it out or a popup shows it, whether it works once per trader, and who on your team made it. Each of those opens where it lives, when you may see that screen. Then the discount, how often it was redeemed with how many uses are left, the revenue with the number of sales, the start and the expiry.

The button in the head is what you most likely want next: Switch off while it is live or scheduled, Switch on while it is off, Duplicate once it is used up or expired. The more menu holds the rest.

Setup

The first tab is the coupon itself, saved with the save dock at the bottom.

  • The code: what the trader types, in capitals, with Generate for a code nobody guesses. Codes are unique within your firm. The note is for your team only, up to 280 characters: who the code is for, or where it was shared.
  • Discount: a percentage up to 100, or a fixed amount, taken in the currency of the challenge bought and never more than its price. A minimum price makes cheaper challenges refuse the code.
  • Who can use it: anyone with the code, or one trader you pick from a search. A code for one trader does not exist for anybody else. When that trader is deleted the code stays theirs, so nobody can redeem it until you pick another trader or open it to anyone. Set how often it can be redeemed in all, and whether each trader may use it only once. A refunded purchase gives that use back.
  • When it works: a start and an expiry in your firm's time zone, both optional, with Now for the start and one click for 1 day, 1 week, 2 weeks or 30 days. Turning Switched on off keeps a code in the list while checkout refuses it.
  • Challenges: every challenge, including ones you add later, or only the ones you tick, grouped by program, with a find field and Whole program to tick a program at once. A challenge the coupon still names but that is no longer on sale is listed apart, to untick when you like.

The column beside the form shows the coupon as a trader meets it at checkout: the code, the discount, who it is for, the price on the cheapest and the dearest challenge it covers, and when it works. Under that are the terms in short. Before you save it warns about:

  • a missing code or discount, or a percentage over 100
  • a code that makes a challenge free, especially one without a limit, and a fixed amount that covers the whole price of some challenges
  • a fixed amount over challenges priced in more than one currency
  • a code renamed after it was handed out, since the old code stops working
  • an expiry before the start or in the past, and a limit already reached
  • no challenge ticked, a minimum price no covered challenge reaches, and covered challenges that are switched off or no longer on sale
  • a code for one trader with no trader picked yet
  • a deal running on the same challenges at the same time, when that deal gives the lower of the two prices rather than taking the coupon on top
  • a coupon that is switched off

Only what you changed is sent. If somebody switched the coupon off from the list while you had it open, fixing a typo in the note does not switch it back on.

Redemptions

What the coupon brought in, per currency: the revenue, the number sold, what the code took off, and how many traders used it. Refunded purchases, payments still open and abandoned checkouts are counted in the line above. Under it, each challenge bought with the code with what it sold, and the latest fifty purchases with the trader, the challenge, every amount the payment recorded and where it stands. Each purchase opens its payment. A change to the coupon later changes none of this, because a payment keeps the prices it was made at.

Activity

When the coupon was made and every change your team saved to it, each shown as the old and the new value. The Activity log has the same lines with every filter. A redemption is not a change, so it shows on the Redemptions tab instead.

A new coupon

New coupon opens an empty coupon in the inspector, and the save dock creates it. It works from the moment you create it, unless you give it a start.

Duplicate opens a new coupon filled from another one: the next free code (SUMMER becomes SUMMER-2), the note, the discount, the trader, the limits and the challenges. A start or expiry that is still ahead is copied too, one that has passed is left empty. The copy starts switched on. When the trader of the original was deleted, the copy stays a code for one trader with nobody picked yet.

Switching and deleting

Switch off and Switch on act at once and keep everything else as it is. An expired coupon cannot be switched: give it a new expiry instead, or duplicate it.

Delete asks first and only works on a coupon nothing was bought with. A coupon with purchases stays as the record of what they paid, and the menu says why and to switch it off instead. The dialog says what else loses the code: a popup that shows it, the waitlist when it is the waitlist's reward, and the event prize, affiliate welcome or waitlist signup it was made for.

In the older designs

Propper - OG and Tactical keep their earlier list of coupons and a separate page to create or edit one. The search, filters and sorting, the Redemptions and Activity tabs, switching a coupon from the list, duplicating it, the note, a code for one trader, once per trader, the warnings and the summary are only in the standard design.

What the standard design sets still holds in the older ones: checkout enforces the trader and once per trader whatever design the firm runs, and saving a coupon on the older page leaves its note, trader and once per trader as they were. A coupon with purchases cannot be deleted in any design.