Operations on coupons

Operations on coupons

Operations on coupons

The actions you can perform on a coupon are primarily going to be dependant on the state that the coupon is in. Overall, you can perform the following actions:

  • Edit a coupon
  • Publish or Unpublish a coupon
  • Duplicate a coupon
  • Delete a coupon

Edit a coupon

If you want to edit a coupon, follow the steps below:

  • After identifying the coupon you want to duplicate, click on the 3-dots menu (from either the list view or the details page).
  • Select Edit.
  • You will be redirected to the coupon configurations page and will be able to edit all fields and settings for it.
If you're editing a coupon that was shared with your branch from the parent organization:
- Either you will not be only be able to edit the coupon
- Or you'll only be able to edit the users you want the coupon to be available within your branch.
Note: 
- "Save & Exit" will save the changes but retain the state of the coupon.
- "Publish" will save the changes and change the state of the coupon to active or scheduled.

 

Duplicate a coupon

If you want to duplicate a coupon, follow the steps below.

  • After identifying the coupon you want to duplicate, click on the 3-dots menu (from either the list view or the details page).
  • Select Duplicate.
  • You will be taken to the coupon creation page with all data pre-filled with the configurations of the coupon you intended to duplicate.
  • If the original coupon that you chose to duplicate was either Scheduled or Active, you will see an error in the Coupon Code field stating that the entered coupon code is already in use. Enter a new coupon code that is not in use by another active or scheduled coupon on the platform.
  • You can make edits to other fields if you see fit. 
  • Either click on Save & Exit to save the new coupon as a Draft, or click on Publish the coupon to make it available for use in its Active or Scheduled state. 
Note: 
- The duplicate coupon will be assigned a unique coupon ID, different than the original.

- The duplicate coupon will have its actual redemption count and usage counts reset.

 

Unpublish/Publish a coupon

If you want to unpublish an active or scheduled coupon, simply click on the 3-dots menu and click on Unpublish. This will change the state of the coupon to Inactive.

An inactive coupon can be made active or scheduled by clicking on the 3-dot menu for the corresponding inactive coupon and clicking on Publish. Assuming that the redemption limit has not been reached, the coupon will be published in the Active or Scheduled state.

 

Delete a coupon

Only the primary admin can delete a coupon. If you're not the primary admin and want a coupon to be unusable, you can unpublish the coupon.

If you are the primary admin,

  • Click on the 3-dots menu
  • Select Delete.

The coupon will be deleted from the database and any data pertaining to it will no longer be retrievable.



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