How to create coupons?

How to create coupons?

How to create coupons?

Coupons are an excellent tool for incentivizing purchases for users and increasing overall content traction. You will be able to create coupons if E-commerce is enabled and configure them granularly to offer targeted discounts to your users.

 

Creating Coupons

Here's how you can begin creating a coupon:

  1. Switch to the Admin view from your Learn account.
  2. Enable E-commerce if it isn't.
  3. On the top navigation bar, click on E-commerce and then click on "Coupons".
    • If you do not have any coupons created, you'll be taken to create a coupon screen
    • If you have created coupons in the past, you will be taken to coupon listing page. You can click on the + button at the bottom right to start creating a coupon

You will see two sections on this page:

  1. Basic Details
  2. Advance Details

Let us take you through the options in each of these.

 

 

Basic Details

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  • Coupon Code - This is the unique code that users will use on the checkout page to redeem the coupon being configured. You can click on 'Generate Coupon code' to generate a random alphanumeric code or enter one yourself. No two active or scheduled coupons can have the same coupon code. 

 

  • Description - You can enter the description for the coupon. This will be visible to the learners on the checkout page when they're browsing for the coupon.

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  • Discount - You can select the offered discount for a coupon to be:
    • Flat Discount - If you select this option, the discount value entered will be a deduction applied to the total of a user's cart value.
    • Percentage Discount - If you select this option, the discount value entered will be considered a discount percentage that will be applied to the eligible content in a user's cart.  
      • Maximum Discount Value - If you select a 'Percentage' discount, then you will also see an option to enter the maximum discount value. Using this, you can put a limit on the maximum discount a user can get on the cart. Leaving it blank will put no such restriction.
Let's consider an example to demonstrate the difference between Flat and Percentage discounts.
Consider that a user has 3 courses added to their cart, priced at $100 each.
Out of these, two courses are eligible for a coupon discount.

Case 1: Discount type for the coupon is "Flat Discount" and the discount value entered is 25.
In this scenario, a simple deduction will be made on the total cart value.
This does not account for the number of eligible courses.
Total Payable amount will be $300 - $25 = $275

Case 2: Discount type for the coupon is "Percentage" and the discount value entered is 25.
The amount of discount is calculated as 25% of the total value of eligible courses.
Since two courses are eligible, 25% of $200 will be the discount offered, i.e $50.
Total Payable amount will be $300 - $50 = $250

Note:
In the second case, if the maximum discount value had been entered,

the lesser value out of the discount calculated and the maximum discount value will be applied.

 

  •  
  • Minimum Cart Value -  You can configure a coupon such that it will only be usable if the total cart value is greater than a certain amount. You can leave it blank if you do not want to restrict it.

 

  • Validity - You can select the starting and end dates and times between which the coupon can be used.
    • Start Date and Time - The coupon will be active and can be redeemed only after the entered date and time. 
    • End Date and Time - The coupon will expire when it reaches the end date. If you do not wish to expire the coupon based on time, then you can leave out the end date

 

  • Content - You can select the content you want the coupon to be applicable to.
    • All Trainings - By default, the coupon would be applicable for all training. If you wish to restrict it to certain training types, then untick the unnecessary ones
    • Specific Trainings - You can also select specific trainings that you want the coupon to be available to.
      • On pop-up go to the relevant tab - courses/paths and pick the ones you want to choose
      • You can search for training by its name
      • When you have selected the trainings, you can click on Save and continue
      • The popup will close and you'll see the selection reflected under the Specific Trainings section.
      • You can continue to edit the list by clicking on 'Edit' or proceed to the next configuration.

 

Advance Details

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  • Redemptions - A redemption is counted when a user applies an eligible coupon on their cart, checks out, and completes the transaction.  Using the Redemptions field, you can restrict the number of times that a coupon can be used on the platform. This can be any number that is greater than 1. Leaving it blank will allow a coupon to be redeemed an infinite number of times. 

 

  • Usage Limit per user - You can further limit the number of times a single user can use a coupon. This can be any number less than the redemption limit and more than 1. Leaving it blank will allow a user to redeem a coupon as many times as the redemption limit allows.

 

  • Coupon Type - You can control the visibility of a coupon using this option.
    • Private - A 'Private' coupon will not be visible to eligible users in the list of available coupons on the course/path details page and checkout page. 
    • Public - A Public coupon will be visible to all eligible users in the list of available coupons on the course/path details page and checkout page. 

 

  • Users - You can select the users you want to make the coupon available to.
    • All Users - By default all users belonging to the selected user type(s) will be able to use the coupon. You can untick the user type(s) you want to restrict from using the coupon
    • Specific Users - You can also select specific users that can use the coupon
        • You'll see a popup that will have all the users on your branch listed.
        • You can search for users by their name using the search function. 
        • You'll also have a tab within the popup for teams that you can select.
Note: If a team is selected, new members added in the team will automatically be made eligible.
You'll see an option within the popup to "Add Guests", which will allow you to invite people 
who are not yet on your platform. Once they register on Learn with the same email ID,
they'll be eligible for the coupon as well.
        • When you have selected the individuals or teams, you can click on Save to continue
        • The popup will close and you'll see the selection reflected under the Specific Users section.
        • You can continue to edit the list by clicking on 'Edit' or proceed to the next configuration.
If you Remove all selections within the popup,
the primary selection under Users will be reverted to "All users".

 

  • Branch - If you're an admin in the primary branch for an organization, you can choose to make a coupon available for more branches.
    • All Branches - This option will make the coupon available for all branches.
    • Specific branches - A popup will open and allow you to choose the branches you want to make the coupon available for. 
    • Edit Branch Users - Enabling this option will allow branch admins to edit the "Users" configuration within their respective branches. The changes they make to the user selection will be only applicable to their own branches.
All other configurations of the coupon will be inherited and carried over to other branches.

 

  • Terms & Conditions - Depending on the configurations you make, the T&C of the coupon will keep on updating.
    • You can also click on "Edit" adjacent to the T&C field to manually enter the terms you want.
    • Once you've made any manual changes to the T&C, the system will not automatically update the content in the section.
    • You will also see an option to 'Reset' the T&C. Clicking on this will revert the T&C to the system-generated defaults.
You will always be able to preview a coupon on the right side of the Coupon creation page. 
This is meant to be an exact representation of how the coupon is visible to the user.

 

Once you've configured all the changes, you can either:

  • Save & Exit - This will save the coupon in a 'Draft' state.
  • Publish - The configured coupon will be published in either the 'Active' state or the 'Scheduled' state. (depending on the start date and time)
Continue reading: Operations on coupons
Continue reading: List of Coupons
Continue reading: Coupons: Details Page

 



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