Overview

Coupons and promo codes help incentivize purchases, drive sales, and reward customer loyalty. This guide shows how to create a coupon in Payments, apply it to One-Step and Two-Step Order Forms, and test and troubleshoot common issues.

Available Integrations

This feature does not require a third-party integration. Coupons are managed directly in your account under Payments → Coupons.

How to create a coupon

Step 1: Navigate to Payments

1. Log in to your account.

2. In the left-hand menu, select Payments.

3. Click Coupons.

   

Step 2: Create a new coupon

1. Click Create Coupon.

2. Fill out the coupon details:

   • Coupon Name: Enter a recognizable internal name (example: SUMMER10).

   • Type: Choose Fixed Discount (example: $10 off) or Percentage Discount (example: 10% off).

   • Discount Value: Enter the amount or percentage.

   • Usage Limit: Set a limit, or leave unlimited.

   • Start and End Dates: Set the coupon validity period.

     

3. (Optional) Assign the coupon to specific products or services.

4. Click Save.

Optional: Limit coupon duration on a subscription

You can limit a coupon to apply for a specific number of months (instead of applying forever), regardless of payment frequency.