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On this page
  • 1. Overview
  • 2. Coupon
  • 2.1 Create new coupon
  • 2.2 Update Coupon
  • 2.3 Delete Coupon
  1. CUSTOMER

Coupon

Here you can set up and manage discount codes for customers.

PreviousCustomer SourceNextConversation

Last updated 1 year ago

Creating promotional programs is an indispensable strategy in business, especially in online business. To compete with many other shops, you also need to create numerous attractive promotional codes to draw in customers. So how do you effectively manage the discount codes you release? How do you keep track of which codes have been used, which have expired, and which are still valid? It seems this is also quite a headache!

Don't worry too much, Nobi Pro will help you "untangle" this issue right away.

For customers, when they are given a promotional code, each code can only be used once. The promotional code will be applied when placing an order.

After an order with a promotional code is placed, that code will change to a "Used" status. If the order is canceled, the code will be returned to the customer.

The discount amount when applying a promotional code will be in the discount section of the order. After entering the promotional code into the order, the discount will be immediately deducted from that order.

Each order can apply multiple promotional codes, and the promotional codes must be from the same branch that is adding the order.

To add new and manage promotional codes, in the Nobi Pro admin page, go to Customer -> Coupon. The interface will be displayed as shown below.

1. Overview

Here we compile all the statistics on the number of promotional codes: New granted coupon, Coupon used, Coupon is valid, Expired Coupon.

The smart filter allows you to easily filter the number of coupons by employee within a certain time period.

2. Coupon

To create and manage discount codes, go to Customer -> Coupon

Before creating a discount code, you need to set up the promotion type and add customers to receive the promotion code.

2.1 Create new coupon

The steps to add a new coupon are as follows:

Step 1: Click "Create new coupon" -> Add New Coupon Form is displayed

Step 2: Enter the following information into the new form:

  • Coupon: he system will automatically generate a code

  • Customer

  • Start discount

  • Promotion expires (If the promotion is indefinite, leave this field blank)

  • Coupon Type

  • Staff in Charge

  • Channel Type

  • Note

Step 3: Click "Create"

2.2 Update Coupon

To update the discount code, please follow these steps:

Step 1: Click on three dot to the right of the coupon

Step 2: Click "Update" -> Update Form is displayed

Step 3: Enter information in the form

Step 4: Click "Modify"

2.3 Delete Coupon

To remove the discount code, please follow these steps:

Step 1: Click on three dot to the right of coupon

Step 2: Click "Delete"

Step 3: Click "Agree"