How to Create a Discount from the Checkouts Editor

"Discount" is a time tested strategy for giving that extra nudge to the prospects sitting on the fence for helping them cross over.  Spiffy makes it easy for you to add a discount to your Spiffy Checkout. There is so much that you can do with Spiffy's discount feature.

You can generate a coupon code that applies either a fixed amount or a percentage of the actual offer price as the discount, and deduct it from the final price that the customer pays. You can also set an expiry date and time for the discount offer, or specify the number of uses the discount will be valid up to. If you wish you can also restrict the number of uses per user for the discount.

If you're selling subscription products you can create subscription coupons. You can set the discount for an ongoing basis for every month or you can set it for a certain number of months. Spiffy's discount feature also allows you to offer a discount on the startup fee. Also, the discount can be used to offer free trials.

Note: The Standard Coupons will work only with Standard Checkouts, similarly you will need to create Subscription Coupons for offering a discount on Subscription Checkouts.

In this article, I will explain how you can use the Discounts feature within your Spiffy checkout...

How to Create a Discount from the Checkout Settings

There are 2 different ways to create a discount, you can create Discounts when editing each individual checkout under Offer > Discount section of the checkouts editor, or you can create and edit Discounts at the account-level settings, under: Profile > Settings > Discounts. 

Here we have listed the steps to create the discount from inside the checkout, the other method will be covered later in the article.

Step 1: Go to Offer & Scroll Down to Discounts

To add the discount to your checkout go to the Offer tab in the visual editor, and scroll down to the  Discounts settings.

Step 2: Add or Select the discount

  1. Click the "Add New" link to create a brand new discount coupon code

  2. Type in the coupon code and select what type of discount you are creating. Standard discounts are for one-time payments and payment plans. Subscription discounts are for subscriptions. If you want to create a 25% off coupon for all products, you can select both Subscription and Standard discounts.


  3. Once you select the type of discount, select a Fixed Amount or Percentage, and enter the amount that you want to discount to apply to the order. Subscritpion discounts have a few extra settings to control how long the discount is valid.


Step 3: Set the Expiry for the Discount (Optional)

You may want to end the promotion at some point in the future.  You can either specify a particular date and time as the deadline for the discount to work, or you can decide the total numbers of orders on which the promo code can be applied. You can follow the below steps to set the expiry...
  1. Turn on the toggle button to enable the expire discount feature and choose the expire setting you want to use: Specific Date or Number of Uses. Enter the number of uses, and/or a specific date that you want the discount to expire.

    Then Click Next.

  2. Now we will need to select which items on the checkout the discount will be applied to. You can select any item on the main checkout to include in the discount. A fixed price discount will be evenly split among the multiple items, where a percentage discount will be applied to all items equally.

  3. Once you've selected the Items you want to be included in the discount, click the "Save" button in that window and Publish the checkout. Customers wil nowl be able to use that coupon code on the checkout!

Preview

See the preview of the checkout where your customers will use the promo code

Once the customer adds the coupon code and clicks the Apply button the discount will be applied. The promo code will also display on the checkout.

If you're displaying the summary of the order on the thank you page of the checkout, the customer will see the summary that includes the original offer price, discount and the discounted price.

Additional Settings

If you don't want your users to type in the promo code on the checkout, you can go to Offers > Discounts and select the "Turn Auto Apply On" option as per this screenshot

When that feature is turned on the promo code will be added and the discount will be applied automatically...


How to Edit Discounts Already Created

Once you publish the checkout, you will not be able to edit the discount offer within the checkout itself. You will need to edit discounts at the account level settings.

To edit your discounts you'll need to follow these steps...

  1. Click the profile icon on the top right corner of the page and go to Settings

  2. Go to Discounts and click on your offer

  3. You can make the changes needed, and click the Save button at the bottom


    We hope you will find this tutorial useful. If you have any other questions please write to us at support@spiffy.co

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