Discount Codes or Promo Codes are a great way to give your customers a chance to purchase your offer at a discounted rate.

When creating a discount in Spiffy, you will configure its discount behavior and set up global automation that can trigger actions in your connected system when a discount is used on any applicable checkout.

Table of Contents

• Creating a Discount in Spiffy
• Adding a Discount to a Checkout
• Editing a Discount
• Auto-Apply Discounts
• Auto-Apply Discounts with URL Parameters
• Auto-Expire Discount Code and Show Urgency
• Adding Automation to a Discount
• Removing a Discount

Creating a Discount in Spiffy

To create a discount that can be added to checkouts click on Discounts in the left navigation menu.

In the discount configuration window, you will be able to set up the following:

• Discount Code
• Discount Type (Standard Item / Subscription)
• Standard Item Discount Amount (Percentage / Exact Amount)
• Subscription Item Discount (Amount / Number of months a Discount is Active)
• Discount Code Expiration (Exact Date / Number of Uses)
• Limit Discount Use to One Order Per Customer

Click Save when finished.

Now you must add this Discount to the Checkouts you want the discount to be activated on.
You do this when editing a specific Checkout, from within the checkout’s Offer tab (more on this in a bit).

Adding a Discount to a Checkout

In order to activate a Discount, the Discount code must be added to the specific checkout(s) you want to offer that discount on.

Adding a discount to a checkout is a two-step process:

1. Add the discount as a valid discount code for the checkout
2. Select the items on the checkout that the discount will apply to

You can setup the discount code to apply to all items and option on the main checkout, or just specific items/options on the main checkout only.

1. In the checkout editor click on the Offer tab.
2. Click on Add Existing and select your discount from the list or click Create New if you haven’t created one yet.
3. Select the items that the discount should apply to when entered on the checkout.

Editing a Discount

While you can create Discounts both at the checkout-level settings, and the account-level settings, you can only edit Discounts at the account-level settings.

1. To edit an existing Discount, select Discounts in the left navigation menu.
2. Select your existing Discount code, make adjustments, and save.

Auto-Apply Discounts

From the Discounts section of your Offer tab in the editor, you can set discounts to automatically apply.

Click the ellipsis button of the discount, and select Auto-Apply On. Your discount will display an ‘auto’ indicator, letting you know it is being auto-applied when the checkout is viewed.

You can enable Auto-Apply on multiple discounts, but only the TOP discount with auto-apply enabled will be auto-applied. You can drag the discounts on the list to re-order them. This is commonly used if you have discounts set to expire, and want to automatically apply the next applicable discount.

Auto-Apply Discounts with URL Parameters

You can auto-apply a discount via URL parameters in your checkout link. Use the pram code= or c= followed by the discount.

If you have a discount set to auto-apply in the checkout’s offer settings, using a URL parameter will take priority over this.

Auto-Expire Discount Code and Show Urgency

When your Discount Code is set up to expire on a specific date or after a number of uses, Spiffy will automatically show urgency on your checkout with either a countdown timer or how many offers remain to boost conversions.

The Urgency Tag is triggered automatically when any of the following parameters are met. Depending on the expiration you set for Exact Date and/or Number of Uses, it’s possible for either a countdown timer or number of units remaining to display based on the criteria below:

1. Less than 10% remaining uses left — shows number of units remaining
2. Fewer than 20 remaining uses left — shows number of units remaining
3. Fewer than 3 days remaining — shows countdown
4. Less than 20% remaining uses left — shows number of units remaining
5. Fewer than 7 days remaining — shows number of days remaining

You can change the color of the Urgency Tag in the editor by going to the Design tab and clicking Advanced Color Settings.

If you have a need to turn this feature off, here’s where to find it:

1. In the checkout editor click on Edit Order Summary
2. Go to Offer Details
3. Turn off the toggle button “Enable Urgency Tag”

Adding Automation to a Discount

Spiffy gives you the ability to trigger automation in other connected systems when a promo code is used (ex: applying a tag in your CRM). Automations will fire when the promo code is used on any applicable checkout.

1. Select Discounts in the left navigation menu to view your discount code list.
2. Click on the discount that you would like to add automation to. This will open the discount configuration.
3. Under the Automation section of the discount’s configuration, click Add Action. Following the prompts, select a system you have integrated, and choose an action.

Once done click Save to enable the configured automation.

Removing a Discount

From the Discounts tab, click on the discount you would like to remove and select Delete permanently at the bottom of the configuration window.

Once deleted, this discount will no longer be able to be used on any checkouts. This will not affect any customers that may be on a discounted recurring subscription.

Once a Discount is added to a checkout, you can access your account-level Discount Settings from within the checkout editor for quick adjustments.

From the Offer tab, click on the three dots (…) next to the Discount code and select Discount Settings. This will link directly to your account-level Discount settings to make whatever changes are needed.

Any changes made will affect future new orders only.