Coupon and Discount Codes can be a great way to increase sales, clear out inventory, and make customers happy. Here is a quick run-through on how to setup this powerful sales and marketing tool through your WooCommerce WordPress shopping cart.
If you’re brand new to WooCommerce, you’ll need to install the WooCommerce plugin first, then add a few products to your store before creating a coupon code. I will now explain the setup step-by-step.
1. Adding a coupon
To add a coupon, go to: WooCommerce > Coupons. You can edit existing coupons; or create a new coupon by selecting Add Coupon.
A set of options will appear. At the top, fill in these fields:
- Coupon code – Code used by the customer to apply the coupon.
- Description (optional) – Describe the coupon.
There are three sections you can use to add restrictions and limits for the coupon: General, Usage Restriction and Usage Limits.
- Cart discount – A fixed total discount for the entire cart.
- Cart % discount – A percentage discount for the entire cart.
- Product discount – A fixed total discount for selected products only.
- Product % discount – A percentage discount for selected products only.
Coupon amount – Fixed value or percentage off depending on the discount type you choose. Entered without the currency unit or a percent sign as these will be added automatically, e.g., ’10’ for 10£ or 10%.
Coupon expiry date – What date the coupon should expire and can no longer be used. Expiry happens at 12:00 am or 00:00 on the date chosen. If you want a coupon to be valid through Christmas Day but invalid the moment Christmas is over, set the expiration date to YYYY-12-26. It uses your site’s time zone setting at Settings > General > Timezone in WordPress.
NOTE: Apply before tax feature has been removed as of version 2.3. It was removed after find out that applying discounts after taxes is not legal. Discounts must be always applied before taxes, is the law, not user preference.
3. Usage Restriction
Coupons are applied to the product price before tax is calculated.
Minimum spend – This field allows you to set the minimum subtotal needed to use the coupon. You may choose to have a minimum amount that customers add to cart before they can use the coupon.
Note: The sum of the cart subtotal + tax is used to determine the minimum amount.
Maximum spend – This field allows you to set the maximum subtotal allowed when using the coupon. Also this is good for large discounts. You may want to limit up to a certain amount.
Products – Selection of products that the cart must contain for the coupon to be valid; or which products are discounted for Product Discounts.
Exclude sale items – lets you exclude any products or services you have on sale. Make note with the coupon to your customers that it cannot be applied to sales items so they aren’t surprised or confused.
Exclude products – exclude any specific items from the discount. This is good if you have created a cart discount but have some disclaimers on just a few items.
Product categories – same as products except you can use a category. You may have created a category just for these instances.
Exclude product categories – same as products except you can use a category. You may have created a category just for these instances.
Email restrictions – list of emails to check against the customer’s billing email when an order is placed.
4. Usage Limits
You can restrict how many times your coupon can be used – either per customer, or total uses.
For example, I want to restrict my coupon to the first 9 users – great for creating a sense of urgency – and limit it to one use per customer, and one product per cart. With this tab configured, my coupon will expire either after my Usage limit or the specified Expiry date — whichever comes first.
- Usage limit per coupon – sets a restricted amount that the same coupon can be used over and over with all your customers that use it.
- Usage limit per user – sets a restricted number of times a single user or customer can use the coupon.
If you are looking for a more dynamic use of coupons, including gift certificates, etc, there are several extensions here to meet specific needs at WooThemes.
You can also check this video for coupon setup guide.