Creating Coupon Codes

TRANSCRIPT:

If you want to offer a discounted rate for something that people are buying through JourneyCARE, the typical way to do that is via a coupon code.

One thing to know upfront is that you should NOT use a coupon code for a 100% off situation. If you want to give someone something for free, make a different form that simply doesn't have a payment element on it, give that form link to anyone who should have complimentary access.

The reason for this is that even though you can create a coupon code that gives 100% off, if the payment element on your form is required, it's still gonna make someone put in their credit card info in order to submit the form. No one wants to submit their credit card info to get something for free.

It's better to give them a form that doesn't require a payment element First. Click on payments in the left navigation and then choose coupons at the top. On this page, you will see any existing coupons for your account. To create a new one, simply click the blue button at the top right that says, create coupon.

When creating your coupon, you'll have options for how exactly you want your coupon to work. Start by giving your coupon a recognizable name and the code that you want people to use. Coupon codes can only contain letters and numbers. No special characters. If you don't want to come up with your own code, you can click the generate button and one will be created for you.

Next, you will choose whether your coupon gives people a dollar amount off or a percentage off, and you'll set when your coupon can be used. The start date is required. You don't have to put in an end date if you don't want the coupon to ever expire. Finally, you will choose how many times this coupon can be used.

For example, maybe you only want it to work for the first six people who respond. You can limit it to be used only on specific products. You can limit it to only be used once per person. And in the situation of recurring charges, you can choose if this coupon is only supposed to apply to the first charge or to future charges.

When you have everything set the way you like, click the create button.

There's one more step that you may need to do. If you are using forms with a payment element. By default, the coupon code option does not show, so you'll need to go into your form, click on the payment element, and toggle the setting to enable the coupon code option. Once you've done that, people will be able to use the coupon code on that form to get the discount.