Coupons are promotional codes you can create to offer discounts on your program. They are a great way to incentivize enrollment, reward loyalty, or run seasonal promotions. Managing your program coupons efficiently helps ensure that only valid, up-to-date offers are available for clients to use.
How to Manage Coupons
Managing coupons can be done directly within the program. Here’s a step-by-step guide:
- Accessing the Coupon Manager
Open the desired program.
Scroll down to the Session Dates section.
Click the Manage Coupons button.
This will take you to the program’s coupon management page where you can add, view, archive, and delete coupons.
Adding a New Coupon
Click the + Add New button.
In the Add Coupon modal, enter the necessary coupon details (e.g., code, discount type, value, expiration date).
Click Save to create the coupon.
The new coupon will now appear in your list of active coupons.
Managing Existing Coupons
On the program coupon page, find the coupon you want to manage and click the three dots (⋮) on the corresponding row to view available actions:
View: Click View to open and edit the coupon details.
Archive: Click Archive to deactivate the coupon.
Archiving removes the coupon from the active list, but it will remain valid for any invoices where it has already been applied.
Delete: Click Delete to permanently remove the coupon from the system.
⚠️ Note: Deleting a coupon is permanent and cannot be undone.
Best Practices
- Archive coupons that you may want to reuse or reference later.
- Delete only coupons that are outdated or no longer relevant.
- Regularly review your active coupons to ensure they are up-to-date and aligned with your marketing goals.