This guide provides a detailed walkthrough on creating discount coupons within the platform, empowering administrators to offer promotions and manage pricing with ease. Whether for events, memberships, or services, these steps will ensure you can provide value to your customers while maintaining control over your discounts and special offers.
Step-by-Step Guide:
1. Entering the Control Center:
Access the StatStak dashboard and identify the ‘Admin Portal’ box at the top of the sidebar. This serves as your gateway to the settings. Click on the ‘Admin Portal’ box to unfold the administrative options available to you.
2. Locating Coupon Settings:
Once in Admin Portal, navigate to the ‘Settings’ option, which is typically found below the ‘Admin’ category. Select ‘Settings’ to proceed to the comprehensive settings menu.
3. Accessing Coupons:
In the settings menu, you will find various options for platform customization. Look for and select the ‘Coupons’ feature, usually represented by an icon resembling a tag, to manage and create new coupons.
4. Initiating a New Coupon:
In the coupon management area, there will be a list of existing coupons and an option to create a new one. Click on ‘Create a new coupon’, highlighted in orange, to start crafting a new discount offer.
5. Defining the Coupon Name:
A form will appear, prompting you to input details for the new coupon. Enter a distinctive name in the ‘Name’ field, which will be used to identify this particular coupon in the system.
6. Selecting the Applicable Facility:
If your organization operates across multiple facilities or locations, you’ll need to associate the coupon with the correct one. You can use the dropdown menu to select the facility where the coupon will be valid.
7. Establishing the Coupon Code:
Enter the coupon code in the designated field. This code is what users will input at checkout, so it should be unique and memorable. Remember, the coupon code is case-sensitive, so be mindful of the letter case used.
8. Setting the Coupon Value:
Decide on the discount value of the coupon, which can be a percentage off or a fixed amount. Input this value in the ‘Value’ field, selecting the appropriate discount type from the adjacent dropdown menu.
9. Specifying the Coupon Usage:
In the ‘Good for’ field, define what the coupon can be applied to — lessons, events, rentals, etc. Select the appropriate category from the dropdown menu to ensure the coupon is used correctly.
10. Applying an Expiry Date:
Determine when the coupon should expire. Click on the ‘Good until’ field to bring up a calendar pop-up. Select the expiration date from the calendar, ensuring the promotion runs for the intended duration.
11. Setting a Maximum Discount Amount:
If you wish to cap the discount amount, enter this limit in the ‘Good up to ($)’ field. This prevents the discount from exceeding a certain dollar value, regardless of the order total.
12. Determining Coupon Availability:
Specify how many times the coupon can be used by setting a quantity in the ‘Quantity’ field. This controls the total distribution of the coupon, limiting its use to the number entered.
If your coupon is for a membership , you’ll see one more field:
“Applies to memberships for first _ payments.
This determines how many recurring payments the coupon should affect. Enter 3 if you want the discount to apply to the first three billing cycles.
Again, keep in mind that membership coupons ignore dollar caps . Whatever value you set will apply fully to each of the selected payments.
13. Finalizing and Saving the Coupon:
Review all the details you’ve entered to ensure they are correct. Click ‘Create new coupon’ to save the coupon and make it active. Once created, the system will confirm the successful addition of the new coupon.
💬 Carefully consider the implications of coupon use on your pricing strategy and inventory. Establish clear terms and conditions for each coupon to avoid misuse and ensure customers understand the benefits and limitations of the offer. Regularly review your coupon performance and adjust your promotional strategies accordingly to maximize the benefits for both your organization and your customers.
14. Confirmation and Return:
Your coupon is now live and ready to use at checkout—based on the rules you just set.
✅ Pro Tip: Before rolling it out, test the coupon yourself. Go to your public site, run through checkout, enter the code, and make sure it applies correctly.
And that’s it. You’ve successfully created a custom coupon in StatStak. Use them to boost signups, run special promos, and reward your most loyal customers.
The guide focuses on ensuring that administrators can navigate creating a coupon code with ease. This systematic approach ensures a consistent and reliable administrative experience within the StatStak Labs platform.
Created with Tango.us