Guides

Promo Codes

As a Foxtrot admin user, I can manage and create different promo codes for web and mobile app application.

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Overview

Promo Codes are flat or percentage off discounts that a user must apply to their order at checkout. Discounts associated with a promo code typically apply to an entire order, but with select configurations can apply to individual products. Configuration of promo codes are managed in Foxtrot.

Active promo codes can be applied at checkout in the 'Apply promo code' field on web or mobile apps.

See below for an example of an applied promo code:

Promo codes must first be created through a Marketing Campaign. To manage promo codes after they are created, navigate to the Promo Codes page in Foxtrot.

Promo Codes: List View

When a user navigates to the Promo Codes page, user sees a list view of all created Promo Codes.

  • Code: Code that customer needs to add at checkout in order for discount to apply
  • Enabled: Shows if the code is active
  • Display: The customer facing message that is shown when code is applied at checkout
  • Discounts: The discount amount the promo code gives to the customer. This is either a flat (dollar off) or percent (percentage off) discount.
  • Limitators/Limitants: Key information about promo code including start and end dates and details such as if it is one time use only, remaining usages and order minimum.

Search and filter by the below fields to view a select promo code.

  • Search and filter by Code

Promo Codes: Create and Update

Under corresponding Marketing Campaign, navigate to the Promo Code tab

  • Select Create New Promo Code

Scope

  • Scope: Can scope by all typical segments. If no specific scope, leave as global.
    • If scoped, promo code will only apply to users who fall within the scoped segment.
  • Scoped Fulfillment Method: Can scope by selected fulfillment method
    • Promo codes apply only when the cart has items with the selected fulfillment method
    • Discounts only apply to items with the scoped fulfillment method
      • Ex: if promo code scoped to standard and cart has express + standard, discount only applies to standard items
        Note: Scoping by fulfillment method is only applicable if enabled for your organization. If this does not apply to your organization you can skip this field.

Details

  • Check Enable to activate the promo code. If this is unchecked, even if the promo code is within the start & end dates, it will not be live.

  • Enabled Checkout Display: Check to display the promo code at checkout. When enabled, the promo code will appear as a card in the available promo code modal, with the following details: Display Title, Display, Code, Expiration Date.

    • The following restrictions apply:

      • Promo code will only be shown between its start date and end date
      • Promo code will not be shown when it's not Enabled
      • Scoping and conditions are not taken into account in the display logic. We recommend to explicity state any conditions in the promo code's Display field.
        • Example: a promo code eligible for first time customers only will still be visible to all users
      • The modal can display a maximum of 20 promo codes at a time
      • Promo codes that can't be combined with others will be greyed out. See Unlimited Stacking for additional information
      • The "View available promo codes" link at checkout will only appear when there's at least 1 promo code to display
  • Code: Enter the code that the customer needs to add at checkout in order for the discount to apply
  • Display Title: Customer-facing title shown in the available promo code modal. Only applies if Enabled Checkout Display is enabled.
  • Display: Customer-facing message shown when code is applied at checkout
  • Offer Type: Non-required field for internal use to tag the type of offer. If no specific offer type, choose none.

Checks

Options to limit availability of promo code

  • Unlimited Stacking: Determine whether the promo code can be combined with other promo codes. Rules below:
    • Customers can apply as many Unlimited Stacking promo codes as desired
    • Customers can apply at most non-Unlimited Stacking promo code
  • First Order Only: Code can only be applied if the account has never placed an order.
  • At Least One Order: Code can only be applied if the account has placed at least 1 order.
  • One Use Per Account: Code can only be applied one time for a certain account. This field checks for repeated user device id and user shipping address.

Discounts

  • Add Credit from Overage:This only applies to flat discounts (dollar off). If this is checked and a customer doesn't use all of the discount (e.g. only uses $15) the rest of the amount ($5) would go to the customer's credit. This is only applicable if credits are enabled for your organization.
  • Free Ground Shipping: If this is checked, a customer will not be charged delivery fee for their order. This can be created in combination of other discounts. For example, free delivery fee and 10% off selected variants.
  • Percent Discount: Percentage off that the promo code will apply.
  • Flat Discount: Dollar amount off that the promo code will apply.
  • Discount Limit: This is the maximum dollar amount a percent-off promo can apply. Add limit if discount is capped at a certain amount. If no limit, leave blank.
  • Only Apply Percent Discount To Selected Variants: Check only if the percent discount of the promo code should be calculated based on selected variants instead of the order total. This only applies to Percent Discounts. The % off will be calculated based on the selected variants in cart instead of the total order amount.
  • Promo Variant Targeting Group: This field allows you to tie the promo code to a promo variants. This allows customers to receive a promo variant when they apply the promo code, in addition to any discounts set up on the promo code. You can enter any value on this field (must be unique across promo codes). To complete the setup, go to the desired Promo Variant’s page and select this value in the Promo Code Groupdropdown. For full details of this feature please reference the Promo Variant user guide.

Inventory

  • Enabled: This must be checked in order to apply remaining usage rules
  • Remaining Usages: This is where you can enter a number to cap the amount of redemptions of the promo code. This will update as the promo code is redeemed.

Limitations

  • Start Date and End Date shows the dates the promo code is live and can be successfully applied by customers.
  • Order Minimum: Add minimum if discount only applies to orders above a certain amount. If no minimum, leave blank.

Marketing Reporting

  • Marketing Campaign: Will auto-populate to show the marketing campaign the promo code is associated with since you have to be within a marketing campaign to create a promo code.
  • Channel: Select the channel where the promo code is going to be distributed. Unless it is for a specific marketing channel, select Onsite / In App. This is for internal use only.
  • Marketing Leads: Internal stakeholder managing the promo code. This is for internal use only.

If applicable for your organization, select P&L Allocation and Transaction Type for reporting purposes.

Variants

If promo code should only apply to certain variants, add them here.

  • If variants are added and Only Apply Discount To Selected Variants is checked, the discount % will be calculated off of the value of those items in the users cart.
  • If variants are added and Only Apply Discount To Selected Variants is NOT checked, those items are required to apply the promo code but the discount % will be calculated off of the order total.
  • Can search variant individually or upload by CSV. You can also Bulk Add Variants to this section by clicking that button.

Variant Rules

Minimum Optional Variant Quantity Required: If there are optional items within the variant rules, this is the amount of those optional items that must be added to cart in order for the promo code to apply. This is typically set to 1, otherwise it can be left blank.

Add Variant Rule (optional):

This is where you can add a rule that says the promo code is valid only if Variant X is added to cart with Quantity Y or a rule that one variant requires multiple quantities of one item to be added in order for the promo code to apply.

  1. Search for a variant or brand
    1. If variant, the rule will apply for that one item
    2. if brand, the rule will apply for items within that brand
  2. Set the quantity required
  3. If applicable, select is optional. This field coincides with the Minimum Optional Variant Quantity Required.
    1. Select is optional if the rule is not required. If this is unchecked, the rule is required.
    2. If you add multiple optional variant rules and Minimum Optional Variant Quantity Required is set to 1, at least 1 of those optional variants must be in the users cart in order for the promo code to apply.
    3. If you add any required variant rules, all of those required variants must be in the users cart in order for the promo code to apply. In this case the Minimum Optional Variant Quantity Required field is not applicable.
  • Typically you will select is optional if there are multiple optional rules added for a customer to choose from.

Promo Codes: Tips/Uses

  • For general giveaways, users can create a promo code with a % discount of 100% for the giveaway item
  • For buy one get one, users can create a promo code with Variant Rules with a mandatory purchase qty of 1 for the buy one item and a % discount of 100% for the giveaway item
  • There are no limits to the amount of promo codes that can be applied at the same time as long as each of those codes have the ‘Ignore Total Order Code Limit’ field checked off.

Updated about 1 month ago