- Step 1: Create the Discount
- Step 2: Create the Discount Action
- Step 3: Create the Discount Rule
- Clone a Discount
This article is a step by step guide to creating a discount that gives 10% off when a coupon code is entered. Feel free to change the amount off and any other settings to fit your needs. For a more detailed overview of the discount method system, see: Discount Method System Overview.
Step 1: Create the Discount
To get started, navigate to Marketing > Discounts, and Click New. Give the discount a name and then click Save to access the discount actions and method rules:
After clicking Save, Discount Actions will be available below.
Step 2: Create the Discount Action
On the Edit Discount Method screen, Click NewAction in the Discount Actions section:
On the Edit Discount Action Screen, check Action is Active, and set the action to read "Subtract 10 percent from total", then click Save:
Once you save the action, you will be taken back to the Edit Discount Method Screen.
Step 3: Create the Discount Method Rule
For this step, make sure that you are on the Edit Discount Screen before you click New Rule -- this will ensure that a method rule is created, instead of an action rule. Coupon codes will only work as a method rule.
On the Edit Discount Rule Screen, Set Rule Type to coupon code, choose an operator, and input the couponcode into the target field then click Save:
After saving the method rule, save the discount method one more time, and you are finished. Be sure to set the method and action(s) to active once you are ready to make the discount available to your customers.
Clone a Discount Method
Cloning a discount method can be an easy way to create variations of already existing discounts you have setup. For example, you could have a 5% off one product discount, and you may want to make a new discount based on it with 10% off instead.
To clone a discount method navigate to Marketing > Discounts, and select the Clone Discount button. A cloned discount will be created for you to start editing.