How to Create and Use a Coupon/Promo Code in a Two-Step Order Form

Coupons and promo codes serve as incentives that can motivate potential customers to make a purchase. They can be particularly effective in e-commerce funnels, where the goal is to convert visitors into paying customers. This guide is divided into two main parts: setting up coupons and setting up promo codes.

Part 1: Setting Up Coupons

Overview

Coupons in the CRM allow you to offer fixed or percentage discounts on products. Please note that the coupon feature is designed for one-time products and does not support subscription-based products.

Step-by-Step Guide

Create a Coupon Code:

• Navigate to the Payments Page and select "Coupon."

• Fill out the necessary fields, choosing between a fixed or percentage discount.

• Set the active time range for the coupon.

Add to the Checkout:

• Note that a 100% off coupon requires customers to enter card details for verification, especially if upsells are involved. This feature is compatible with Stripe but not with PayPal.

Part 2: Setting Up Promo Codes

Overview

Promo codes work by revealing a hidden discounted product in the order form when the code is entered, simultaneously hiding the full-price product. This setup is ideal for offering special prices to a select audience.

Step-by-Step Guide

Prepare Your Products:

• Ensure you have the products added to your funnel.

Custom Code for Promo Code:

• Edit the funnel step containing the two-step order form.
• In the Order Form Settings, head to the Advanced Settings and toggle on the “Enable Coupon Codes” option. 

Test Your Code:

• Preview your page and test the promo code to ensure the discount product offer appears as expected.

Troubleshooting Tips and FAQs

My promo code isn't working. What should I do?

• Ensure that the discounted product is correctly set up in the funnel.

Can I use promo codes for subscription products?

• Promo codes are designed for one-time purchase products within the two-step order form. They are not intended for subscription products or for use with bump or upsell products.