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How do I Create an Online Ordering Coupon?

This article provides step-by-step instruction on how to create a coupon for Online Ordering.

Updated over 2 months ago

**Prefer to watch a learning module on this topic? Check out the related module(s) here.**

Overview

Creating a coupon in Paytronix Online Ordering is simple. It's an effective way to increase brand loyalty, build repeat customers and gain new customers.

How do I create a new coupon?

1. Log into your Paytronix Online Ordering account.

2. From the Dashboard, select Settings > Coupons.

3. Click Add Coupon.


Add coupon button


4. Give your coupon a name and brief description. Note: Avoid using special characters for coupon names/codes, such as $, £, _, +, etc.

Settings > Coupons




5. Decide if tax on the order should be calculated for the total order amount before or after the coupon is applied.

Tax Pre-Coupon Value




6. Ensure the coupon is set to Active: otherwise, the coupon won't be available for customers to use. The default setting when creating a coupon is Active.

Ensure coupon is active






7. Set menu item requirements (other items that need to be part of the order for the coupon to apply), if any.

Add item requirements and combos




8. Decide if your coupon is for a flat dollar amount or a percentage of the total order (in our 5OFF example, we're using a $5 flat amount).

Flat Dollar Amount or Percent of Total Order




9. Configure options for free delivery, if the coupon should remove all taxes or if the coupon has auto discount.



Free settings




10. Configure your Free Items (if applicable).

Set free items





11. Configure any Discounted Items (if applicable).

Discount Items








12. Determine the dates (or even hours) you want you coupon to be effective. These fields can be left blank if the coupon will be active indefinitely.


Determine dates





13. Specify a Minimum Order Amount, if needed (in our 5OFF example, we've set it for 20, so the customer's order total must be at least $20 to be able to apply the coupon).


Minimum order amount





14. Decide on how many times a customer (or customers) can use the same code, as well as maximum daily uses (if applicable).


Number of uses





15. Hit the Submit button to save your changes. You're all set!

How can I generate a coupon for a specific guest


There are also ways for you to send a one-time use version of that coupon to specific customers. For example, if you want to send a coupon to an individual who has provided feedback, the easiest way is through a Custom Feedback Action. See: How to create a Custom Feedback Action

Alternatively, if the customer you want to send a coupon to did not contact you through the feedback feature, you will need to send it to them in a different way. The easiest method is through the Send a Coupon option on the Order History page. See: Managing Past Orders

How can my guests redeem a coupon?


To redeem a coupon manually, the guest would enter the coupon code on the Checkout page.

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