A coupon provides a credit on a customer’s invoice as a flat amount or percentage-based amount. You can apply a coupon to an account at any time during the account’s active lifecycle.
Create a Coupon
Overview
Creating a Coupon
Getting Here: Click Marketing > Coupons
- Click New.
The Create New Coupon screen displays
- If you are creating a new coupon, enter your own coupon code in the Coupon Code field, or click Generate to have Aria automatically generate a coupon code for you.
Note: If you are editing an existing coupon, the coupon code cannot be changed.
- In the Description field, enter details about the coupon.
Note: This description will not be displayed to your customers.
- In the Coupon Message field, enter a message that you wish to display to your customers after a coupon has been applied to their account.
- From the Coupon Application drop-down, select the appropriate level to which the coupon should be applied. Available options include:
- Account: The coupon is applied at the account level.
- Master Plan Instance: The coupon is applied at the Master Plan Instance level.
- Account and Master Plan Instance: The coupon is capable of being applied at the Account level, as well as at the Master Plan Instance level.
- Select a Start Date from the calendar to specify the date that the coupon will be available for application.
Note: If you leave the Start Date field blank, the coupon will be available immediately for application. The start date cannot be in the past.
- From the Will coupon have usage limits? drop-down, select one of the following options:
- No: Specifies that the coupon will never expire and that there is no limit placed on the number of times that it can be applied across all of your accounts.
- Yes: Specifies that the coupon will expire after a particular date and/or that there is a limit to the number of times that it can be applied across all of your accounts. If you select Yes, the End Date and No. of Uses fields display, requiring further input.
- If you indicated that the coupon should have usage limits, select a date from the calendar to specify the date after which the coupon can no longer be applied to an account in the End Date field.
Note: If you leave the End Date field blank, the coupon will never expire.
- If you indicated that the coupon should have usage limits, enter the maximum number of times that the coupon can be applied across all your accounts in the Number of uses field.
Note: Each coupon can be applied to an account only once. The number of uses refers to the number of times that a coupon can be applied across all accounts. If you leave the Number of uses field blank, then the coupon can be used across an unlimited number of accounts.
- From the Type of Discounting drop-down, select the type of discount that the coupon should be based on. The second tab at the top of the page will change and offer more options depending on which Type of Discounting is selected. Available options include:
- Credit Templates: Selecting this option displays the Templates tab. A credit template must be defined before saving the coupon.
- Discount Rules: Selecting this option displays the Discount Rules tab. Discount Rules must be defined before the saving the coupon.
- Discount Bundles: Selecting this option displays the Discount Bundles tab. You can create bundles or select predefined bundles here.
- Click on the secondary tab (which changes depending on which Type of Discounting you have chosen) to expand the options and select the discounting type desired.
Drag and drop a discount type into the box at the bottom of the page to add it to the Coupon.
- Click Save.
The coupon displays on the Coupons page in the list of available coupons.