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Creating and tracking coupons

Discount codes: making them, seeing which ones are being used, and when each expires. Redemptions are the only honest measure of whether a campaign reached anybody.

Who can use this
Marketing

The marketing role. You can look coaches up from the coupon builder, but you cannot open or edit a coach — the lookup is read-only and deliberate.

Steps

  1. 1

    Open Commerce → Coupons.

    Open Commerce → Coupons.

    You should see · The coupon list ① with each code, the coach it belongs to, its status, how many times it has been redeemed and when it expires.

    What it means · The redemptions column is the campaign result. A code with none after a week did not reach anybody, whatever the send report said.

  2. 2

    Press Create coupon.

    Press Create coupon.

    You should see · The creation form ①.

    What it means · The code is what members type, so it is worth being deliberate: short, unambiguous, and impossible to confuse a zero with an O.

  3. 3

    Open a coupon to see who redeemed it.

    Open a coupon to see who redeemed it.

    You should see · Its detail page with the redemption history.

    What it means · This is the only place the individual redemptions are visible. The list page shows the count, not the people.

How to tell it worked

  • ✓The new code appears in the list with a status of active.
  • ✓A member entering the code in the app gets the discount.

Problems

A member says the code does not work

Why · It has expired, or it has hit its redemption limit.

Fix · Open the coupon and check the expiry and the redemption count against its limit.

You need to stop a code immediately

Why · Codes do not have a delete that un-does past redemptions.

Fix · Expire it. Redemptions already made stay valid — that is the point of a record.

What cannot be undone

  • ⚠ Redemptions that have already happened cannot be taken back by changing or removing the coupon.

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