If you want to offer discounts, promotions, or special incentives to your audience, this guide will walk you through how to create and manage coupon codes in Ivorey
.
This guide is perfect if you're looking to:
Create a new coupon code
Choose how to collect payments with coupon codes
Use a coupon code on an order form on your website/funnel
Use a coupon code on a paid calendar
Creating a coupon code in Ivorey
lets you give discounts to your customers. You can choose between percentage-based or fixed amount discounts, set start/end dates, limit how many times it can be used, restrict it to certain products, and decide if it applies to just the first payment or to ongoing subscription payments.
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)
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
Select the coupon type:
Percentage: A % discount that works for all currencies
Fixed: A set amount (e.g. $10 off). This uses the default currency from your account’s Business Settings based on your business address
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
(Optional) Add restrictions:
Limit total redemptions: e.g. 100 uses in total
Limit to specific products: Leave blank for site-wide, or choose products the discount applies to
Limit to one use per customer: Prevents the same email from reusing the code
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)
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)
Coupons can be applied to subscription products with flexible options that determine how long the discount remains active. This gives you more control over your promotional offers and recurring billing.
From the Ivorey
main menu, go to Payments > Coupons > and open an existing coupon or click [Create New Coupon]
In the discount settings, decide how the coupon should apply to subscription payments:
Once – The discount applies only to the first payment (default)
Apply to recurring/future payments - Tick the checkbox, to apply the discount to future recurring payments > then choose how long the discount should apply:
Forever – Discount applies to every renewal
Multiple Months – Discount applies only during the number of months you specify
Click [Save] to confirm your coupon settings
You will be able to view the duration in:
Coupon Details and Management Views
Subscription Details Page
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.
Using a coupon code inside a payment link lets you offer discounts directly at checkout without needing a full sales page or funnel. This is ideal for offers you don't yet have a proper sales page for, and you can even customise the payment link to pre-populate your contacts name, auto-apply the coupon code, and even set an expiry date.
Create a payment link with coupon code:
Go to Payments > Payment Links and click [Create New Payment Link]
From the dropdown, choose the offer/product you want to sell
Adjust your checkout settings:
Decide if you want to collect phone numbers or addresses
Important: Tick [Allow Coupon Code] so the coupon box appears at checkout.
If unticked, the box will be hidden
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)
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
Switch the payment link to Live Mode and click [Save]
Share your payment link:
Standard Link: After saving, click [Copy Link] to get a general link you can send to anyone (via email, social media, etc.)
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
Using a coupon code on a funnel or website checkout lets customers enter a discount code directly on your sales page. This works for any funnel or website page with an order form.
Enable coupon codes on a funnel or website checkout:
From the Ivorey
main menu go to Sites > Funnels or Sites > Websites (depending on where your sales page is built)
Open the funnel or website, then click the [order/checkout page] where the purchase will happen
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
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
Click [Save] in the Page Editor
Link the order form to a product:
Go back to the main funnel/website view where you see all the pages
Select your order page and click the [Products] tab
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)
Click [Save]
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.
You can enable coupon codes for your course offer checkouts. This allows you to run targeted promotions for specific courses, reward select students, or create limited-time offers directly within your course sales flow.
From the Ivorey
main menu, go to [Courses] > hover over Courses in the top menu bar > and select [Offers]
Find the course offer you want to enable coupons for, and click the
icon to Edit the offer
On the right-hand side, under Enable Discount Codes, toggle "Let customers use promo codes during purchase" ON
Click the [Save & Publish] button, at the bottom right corner
Hit the support chat widget inside Ivorey
- we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey
account. Or if you are looking for done-for-you support, you can browse our current services here 