Promo Codes

Use the Promo Codes screen to manage the discounts shoppers get at checkout. A promo code can take a percentage or a fixed amount off, give free products, free shipping or free enrollment packs, and apply either when a shopper enters it or automatically.

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Where to find it

In the admin sidebar, under We-Commerce, click Commerce > Promo Codes.

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What’s on the screen

The page header shows Promo Codes and the New Promo Code button. The table lists your promo codes.

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Tabs

• All: every promo code.
• Active: codes whose Status switch is on.
• Inactive: codes whose Status switch is off.
• Droplet: codes an installed droplet created. See What is a droplet promo code?

The Active tab doesn’t check dates. A code whose end date has passed still shows under Active until you turn off its Status switch.

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Columns

• Code: the code shoppers enter. A Droplet badge marks codes a droplet created. If the code has a description, it shows in gray under the code.
• Status: Active or Inactive.
• Method: Code if shoppers enter it, or Automatic if it applies at checkout on its own.
• Type: the discount type. A Fixed Amount code shows as Flat here.
• Combines With: Other Discounts, Other Product Discounts, Other Shipping Discounts, or a dash if the code doesn’t combine with anything.
• Used: how many completed checkouts used the code.

Search finds codes by their code. Use the sort menu to sort the table. Click a row to open the code. Each row’s actions menu has Edit and Delete. To delete several codes at once, select their rows and choose Delete n rows.

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The promo code page

New Promo Code and each code you open use the same page. The main column holds the Promotion, Settings and Eligibility cards. The right column holds the Status, Promo Code, Usage and Active Dates cards. The header has Create on a new code, or Update on a saved one. The button stays grayed out until you enter a code and, for Percentage and Fixed Amount, a value. On a saved code, the Actions menu has Duplicate and Delete.

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Promotion

• Discount Code (required): the code shoppers enter. Spaces are removed as you type. Click Generate to fill in a random code. Codes aren’t case-sensitive, so SPRING20 and spring20 are the same code. Each code must be unique among your company’s promo codes. A deleted code’s name is free to use again.
• Apply automatically at checkout: when this is on, the discount applies without a code. It applies to every cart that meets its rules, as long as the code is active, inside its active dates, and under its total use limit. You still need a code, which works as the promo’s name.
• Description: an internal note, up to 1,000 characters. The field reads Internal only, with the hint Only your team sees this note. Shoppers never do. The placeholder summarizes the discount as you set it up. Click Use suggestion to copy that summary into the field.
• Discount Type (required): choose one type. See Discount types.

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Settings

The Settings card sets which products the discount covers, how it treats subscriptions and volume, how often it can be used, and what it combines with. Applies to. Choose one:

• Applicable for all: every product in the cart.
• Specific collections: products in the collections you pick. Under the picker: “Discount is applied to all products within the collection if the total sum of items in that collection meets the minimum purchase requirement.”
• Specific products: only the products you pick.
• Exclude specific products: every product except the ones you pick.
• Specific enrollment packs: only products added to the cart from the enrollment packs you pick.
• Exclude specific enrollment packs: every product except those added from the packs you pick.

Under both enrollment pack choices, the page notes that the discount doesn’t apply to the enrollment fee. It also notes that packs made of subscription products only match when Discount applies to subscription products in the cart is on. Subscriptions and volume:

• Discount applies to subscription products in the cart: on by default. Turn it off to leave subscription products at full price.
• Continue applying the discount to future subscription renewals: on by default for a new code. It needs the setting above, so it’s grayed out while that one is off. Free Products codes don’t show this option, because they never apply to renewals.
• Apply discounts to volume: lowers each discounted line’s volume (CV) in proportion to the discount, so commissions are calculated on the discounted amount. Leave it off to keep the full volume. On a Free Enrollment Packs code, the page warns: “For a Free Enrollment Packs promo the pack lines are 100% off, so enabling this zeroes the pack’s commission volume (CV) — sponsors earn no commission on these enrollments and they won’t count toward rank. Leave off to keep enrollments fully commissionable.”

Maximum discount uses:

• Limit number of times this discount can be used in total: caps uses across all customers. Enter the limit in the field that appears. Every completed checkout counts as a use, even if the order is later canceled or refunded.
• Limit to one use per customer: each email address can use the code once. This works on its own, apart from the total limit. The shopper must enter an email before the code applies.

This discount can be combined with:

• Other product discounts: on by default. Product discounts are every type except Free Shipping.
• Shipping discounts: on by default. Shipping discounts are Free Shipping codes.

See How do promo codes combine?

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Eligibility

Country Eligibility checks the cart’s country:

• Apply to all countries
• Apply to specific countries: pick the countries where the code works.
• Exclude specific countries: pick the countries where it doesn’t.

Minimum Purchase Requirements. Choose one:

• No minimum requirements
• Minimum purchase amount ($)**: enter a **Minimum amount ($). Maximum amount ($) — optional sets an upper limit. If you set a maximum, it must be greater than the minimum.
• Minimum quantity: the number of items the cart must hold.
• Minimum CV: the cart’s volume must reach this number. Maximum CV — optional sets an upper limit, which must be greater than the minimum.

Enter amounts in your base currency. At checkout, Fluid converts them into the cart’s currency. The purchase amount counts paid items only, so free gifts don’t count toward it. For a Free Shipping code, it’s checked after other product discounts are taken off. Customer Eligibility. Choose one:

• All customers
• Specific customer segment: pick Customer, Rep or Guest, or more than one.
• Specific Customers: pick customers by name. The shopper must be signed in as one of them, so guests never qualify.
• First time customers: the code works only if your company has no earlier order with the cart’s email. The shopper must enter an email before the code applies.
• Upload from CSV: click Upload file and choose a CSV file of up to 5 MB. Fluid reads the email addresses from the file’s email column, trims and lowercases them, and removes duplicates. You see Imported n unique email addresses, and the emails appear in a list where you can remove any of them. Click Re-upload file to replace the list. The code works only when the cart’s email is on the list.

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Status

The Status switch turns the code on or off. When it’s on, the card reads This promo code can be redeemed at checkout. When it’s off, it reads This promo code cannot be redeemed. New codes start on.

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Promo Code and Usage

The Promo Code card shows the code with a copy button. The Usage card shows Number of uses, the same count as the Used column.

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Active Dates

• Set start date: pick a Start Date and a Start Time. The time starts at 00:00. If you don’t set a start date, the discount is active as soon as you save it. After you save a code with a start date, you can change the date but you can’t remove it.
• Set end date: pick an End Date and an End Time. The time starts at 23:59. The end date is optional, and a code without one never expires.
• Time Zone: appears once you set a date. It starts on UTC.

Outside its active dates, the code isn’t found at checkout. Inside its dates, a code whose Status switch is off is rejected.

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Discount types

• Percentage: enter a percentage from 1 to 100. When two percentage codes apply to the same item, the second takes its percentage off what’s left after the first. Two 10% codes take 19% off in total, not 20%.
• Fixed Amount: enter an amount in your base currency. At checkout, Fluid converts it into the cart’s currency. How it comes off depends on Applies to:
  • With Applicable for all, the amount comes off once per cart, spread across the cart’s items.
  • With any other choice, the amount comes off each matching line, up to that line’s total.
• Free Products: click the search field to open Select Free Products, and pick at least one product variant. Fluid adds the free products to the cart. If none of them is sold in the shopper’s country, the code is rejected.
• Free Shipping: shipping is free. Under Applies to shipping methods, choose All shipping methods or Specific shipping methods. With specific methods, the code still applies, but shipping is free only when the shopper picks one of those methods.
• Free Enrollment Packs: pick one or more enrollment packs. When a shopper enrolls with one of those packs, the pack’s products are free. The code doesn’t apply if the cart has none of the packs.
  • Waive the enrollment fee: off by default. The hint reads: “Unchecked, the customer still pays the pack’s enrollment fee; only its products are free.”

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Create a promo code

If something is missing, a message appears under the field and in a notice, such as You must select at least one product. If the code is already in use, you see Code is already taken.

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Edit a promo code

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Duplicate a promo code

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Delete promo codes

Deleting a code can’t be undone. Shoppers can no longer use it, and you can use its name for a new code.

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FAQ

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For developers

Developers can manage promo codes through the API. See Retrieve a list of company discounts and the other promo code operations in the API reference.

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Related pages

• Admin portal
• Roles
• Countries
• Shipping