Coupon Codes

1. To create a new coupon code, from the Ivorey main menu, go to Payments > Coupons > [Create New Coupon]. Enter an internal name (for your own reference) and a coupon code (that customers will use at checkout)
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   You can choose to type your own (e.g. BLACKFRIDAY) or click [Generate] for a random code. Using something short and easy to remember is recommended​

2. Select the coupon type:​

   1. Percentage: A % discount that works for all currencies​

   2. Fixed: A set amount (e.g. $10 off). This uses the default currency from your account’s Business Settings based on your business address​

3. Enter the discount amount (e.g. 50% or $20) and set the start date/time and optional end date/time. These use your account’s time zone, which is set in Settings > Business Settings​

4. (Optional) Add restrictions:​

   1. Limit total redemptions: e.g. 100 uses in total​

   2. Limit to specific products: Leave blank for site-wide, or choose products the discount applies to​

   3. Limit to one use per customer: Prevents the same email from reusing the code​

5. If the coupon is for a subscription or payment plan, decide if it should only apply to the first payment (default) or to recurring payments. To discount future payments, tick Apply to recurring payments and set it to either “Forever” or a set number of months (e.g. first 3 months)​

6. Click the [Create] button to save. The coupon can now be used anywhere in Ivorey that accepts coupon codes (order forms in websites/funnels and payment links)

1. From the Ivorey main menu, go to Payments > Coupons > and open an existing coupon or click [Create New Coupon]

2. In the discount settings, decide how the coupon should apply to subscription payments:

   1. Once – The discount applies only to the first payment (default)

   2. Apply to recurring/future payments - Tick the checkbox, to apply the discount to future recurring payments > then choose how long the discount should apply:

      1. Forever – Discount applies to every renewal

      2. Multiple Months – Discount applies only during the number of months you specify​

3. Click [Save] to confirm your coupon settings​

4. You will be able to view the duration in:​

   1. Coupon Details and Management Views

   2. Subscription Details Page

   3. Order Details Page​

Note: This applies the discount only for the duration you set, not the subscription frequency, and it begins from the subscription’s start date for scheduled subscriptions. Existing coupons will not be affected, with the default set to Forever if recurring payments were previously enabled, or Once if they were not.

1. Create a payment link with coupon code:

   1. Go to Payments > Payment Links and click [Create New Payment Link]

   2. From the dropdown, choose the offer/product you want to sell

   3. Adjust your checkout settings:

      1. Decide if you want to collect phone numbers or addresses

      2. Important: Tick [Allow Coupon Code] so the coupon box appears at checkout. If unticked, the box will be hidden

   4. Choose your call-to-action button text (e.g. Pay, Book, Donate). Add branding, terms & conditions, and (optional) an expiry date for the entire payment link (optional)
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      ​Note: Coupon codes can already have their own expiry date in coupon settings (Products > Coupons). The payment link expiry date stops the entire checkout from working after that date

   5. Switch the payment link to Live Mode and click [Save]​

2. Share your payment link:

   1. Standard Link: After saving, click [Copy Link] to get a general link you can send to anyone (via email, social media, etc.)

   2. Custom Link for a Contact: Click [Customise Link], choose a contact from your list, and (optional) select a coupon code to auto-apply. This creates a link pre-filled with the person’s name and discount so they can checkout faster

1. Enable coupon codes on a funnel or website checkout:​

   1. From the Ivorey main menu go to Sites > Funnels or Sites > Websites (depending on where your sales page is built)​

   2. Open the funnel or website, then click the [order/checkout page] where the purchase will happen​

   3. Click [Edit] to open the page editor and click on your [Order Form] - you should see an orange outline appear around your form. If your page doesn’t already have an order form, click [Add Element], search for Order Form and drag it onto the page​

   4. In the right-hand settings panel, scroll to Coupon Options and toggle on [Enable Coupon Code Field]. You’ll see the coupon field and Apply button now appear on your order form​

   5. Click [Save] in the Page Editor​

2. Link the order form to a product:​

   1. Go back to the main funnel/website view where you see all the pages​

   2. Select your order page and click the [Products] tab​

   3. From the dropdown, choose the product you want to sell on this checkout form (this will pull in products you’ve set up in Payments < Products)​

   4. Click [Save]

3. Once these two steps are done (coupon field enabled + product assigned), your checkout form is ready to accept coupon codes. Customers will be able to enter any valid code you’ve set up in your coupon settings and receive the correct discount at checkout.

1. From the Ivorey main menu, go to [Courses] > hover over Courses in the top menu bar > and select [Offers]

2. Find the course offer you want to enable coupons for, and click the icon to Edit the offer

3. On the right-hand side, under Enable Discount Codes, toggle "Let customers use promo codes during purchase" ON

4. Click the [Save & Publish] button, at the bottom right corner