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
- Adding a Discount in Spiffy
- Adding Automation to a Discount
- Editing a Discount
- Removing a Discount
- Adding a Discount to a Checkout
- Auto-Expire Discount Code and Show Urgency
- Auto-Apply Discounts
- Auto-Apply Discounts with URL Parameters
Adding a Discount in Spiffy
To add 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
Note on Applying Discounts to Subscriptions for a set number of months:
If you are setting up a discount on a subscription that you want to apply only for a set number of payments, it’s important to understand that the “Number of Months” setting is the literal description of what should be entered. This is not number of payments, this is the number of months the discount will be active.
Since customers can choose from different payment frequencies on a checkout – typically monthly, quarterly, and annual – you want the discount to apply evenly regardless of which option is selected.
We want to give people a 25% discount on the first 6 months of their subscription, we would need setup the discount code to be active for 6 months to apply evenly to all payment frequencies. That would apply the 25% discount to the first 6 monthly payments, the first 2 quarterly payments, and the first annual payment.
Click Save when finished. Now you will be able to add this discount to any of your checkouts, from within the checkout’s Offer tab (more on this in a bit).
You can also create discount codes on the fly from within the checkout editor, but once saved any modification to the discount code’s behavior will need to be made from the Discounts section in your account settings.
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.
- Select Discounts in the left navigation menu to view your discount code list.
- Click on the discount that you would like to add automation to. This will open the discount configuration.
- 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.
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.
- To edit an existing Discount, select Discounts in the left navigation menu.
- Select your existing Discount code, make adjustments, and save.
Reminder: If you are editing an existing Discount code to use on a new checkout, be sure to add it to the new checkout. See steps for Adding a Discount to a Checkout below.
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.
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:
- Add the discount as a valid discount code for the checkout.
- 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.
Discounts are able to be applied to items on the main checkout (Standard / Subscriptions / Add-On Offer Bumps). Discounts can not be applied to post checkout items, like one-click upsells.
- In the checkout editor click on the Offer tab.
- Click on Add Existing and select your discount from the list or click Create New if you haven’t created one yet.
- Select the items that the discount should apply to when entered on the checkout.
Tip: If you have several discounts that you use across many checkouts and don’t want to keep removing them from certain checkouts when not needed, you can simply Hide the Coupon Code Input Box.
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:
- Less than 10% remaining uses left — shows number of units remaining
- Fewer than 20 remaining uses left — shows number of units remaining
- Fewer than 3 days remaining — shows countdown
- Less than 20% remaining uses left — shows number of units remaining
- 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:
- In the checkout editor click on Edit Order Summary
- Go to Offer Details
- Turn off the toggle button “Enable Urgency Tag”
Pro Tip: Use our auto-apply discount code features to display offer urgency on the checkout automatically.
Need to expire an entire Checkout (instead of just the Discount Code)? Urgency Tag parameters will still apply. Only use this if you want the entire Checkout to be deactivated on a certain date/time or after a specified number of orders have been placed.
Learn how to Deactivate/Expire a Checkout
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
c= followed by the discount.
- You created a discount code: SAVE25.
- Add this parameter to the end of your checkout URL: ?c=SAVE25
Your checkout URL will look like this:
If you have a discount set to auto-apply in the checkout’s offer settings, using a URL parameter will take priority over this.