Coupon or automatic discount: how to prepare a campaign
Choose when a discount activates, which products qualify and how to check the final price before launch.
Choose how the offer activates
An automatic promotion fits an offer that every qualifying cart should receive. A code is useful when you want to distribute a particular offer through email or another campaign. The customer should know whether they need to enter anything.
In Promotions, create a new promotion with an internal name and choose its activation method. The internal name helps you organise it; a separate customer-facing label can explain the discount at checkout and in the order email.
Define the reward and products
You can offer a percentage discount, a fixed amount or a buy-X-get-Y reward. In the last case, the discount applies to the cheapest qualifying item. Explain the offer with specific products rather than leaving the customer to calculate the conditions.
Scope can cover all products, selected categories or selected items. If you use a smart category, check its limit: the promotion covers the products the category displays, not necessarily every product matching its rule.
Set conditions and check stacking
A minimum amount, minimum item count, start, end and total usage limit help bound the offer. Exclude products already on sale when needed so that you do not spend more margin than planned.
An order can receive at most one automatic promotion and one code promotion when combination is allowed. Within each group, the best offer for the customer is selected. The bank-transfer discount is calculated afterwards, so check that scenario too.
Test before announcing the launch
Try one cart below the threshold and another exactly at it. Add qualifying and non-qualifying products, enter the code and inspect the discount line. If the campaign has a time window, check the dates and whether the promotion is active.
Only after checking should you add the message to the shop and campaign materials. If there is a problem, pause the promotion with its toggle without deleting it. Keep the conditions clear so that a good offer does not become a checkout surprise.
Frequently asked questions
Does every promotion require a code?
No. Automatic promotions apply when the cart meets the conditions.
Can I temporarily stop the offer?
Yes. The toggle enables or pauses the promotion without deleting it.
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