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Creating a coupon campaign ​

For
Manager, Administrator
Where
Back office
Permission
Manage promotions
Checked on

A coupon campaign rewards a purchase: a sale that meets its conditions prints a coupon at the end of the receipt, which the customer uses on a later purchase. This guide creates a typical campaign: for $50 of purchases, a $10 coupon on a later purchase of $50.

Before you start ​

  • Decide on the reward before you enter it: once coupons are printed, it can no longer change.
  • To limit the minimum to categories or brands (optional), your role also needs the Manage the catalogue permission (code catalog_manage); without it, the screen asks for their identifiers. With no choice, every item counts.

A coupon can only be used online: at the register, it is checked online before it is accepted. When offline, the sale goes on at the regular price.

A sale gives at most one coupon. When it meets the conditions of several campaigns, the highest Priority wins.

Create the campaign ​

To create a campaign:

  1. Open Catalog > Coupons, then click New campaign.

    The Coupons title, its description and the New campaign button, circled

  2. Under General, type the name in Campaign name, for example Thank you for your purchase. This name is printed on the coupon.

    The General section: the name Thank you for your purchase, circled

  3. Under Issuing, type 50 in Minimum purchase to receive a coupon. Choose Before taxes or After taxes in Amount measured, then type the date and time in Issuing starts. Leave Issuing ends empty to give out coupons with no end date.

    The Issuing section: 50 in Minimum purchase to receive a coupon, circled, before taxes, issuing starts on November 1, 2026

  4. Under Reward, keep Fixed amount and type 10 in Discount ($). For a percentage discount, choose Percentage: the screen then asks for Discount (%) and an optional Discount cap ($). Type 50 in Minimum purchase to use the coupon ($) to require a minimum purchase when the coupon is used.

    The Reward section: Fixed amount, a $10 discount circled, a $50 minimum purchase to use the coupon

  5. Under Validity, type 3 in Number of days of use (from 1 to 365, first day included). Choose From the next day or The same day in Use starts.

    The Validity section: 3 days, circled, from the next day, all stores

  6. Under Holder, choose The bearer so that anyone can present the coupon, or The customer to tie it to the identified customer of the original sale: only that customer can use it. A sale with no identified customer then gives no coupon.

    The Holder section: The bearer chosen and circled, The customer beside it

  7. Under Priority, keep 0, unless several campaigns can apply to the same sale: then enter a number from 0 to 1,000, and the highest priority wins.

  8. Under Coupon preview on the receipt, check the coupon as the register prints it. Its code, dates and barcode are examples.

    The top of the coupon preview: YOUR COUPON, Thank you for your purchase, $10.00 off on your next purchase

  9. Click Save, at the top of the screen.

The screen returns to the list and shows “Campaign saved.”. The campaign goes to the registers of its stores at their next sync.

The Coupons page and the Campaign saved. notice

By default, the campaign applies to all stores, for issuing and for use. To limit it, clear All stores under Issuing or Validity and check the stores you want: the stores where the coupon prints and the stores where it can be used are two separate choices.

Stop issuing ​

To stop giving out coupons without losing the ones in circulation:

  1. Type the campaign name in Search, click Search, then click the arrow on its row.

  2. Click End early….

    The campaign row and its details, End early… circled

  3. Click End now.

    The confirmation End “Thank you for your purchase” now?, the End now button circled

The campaign stops printing coupons and moves to the Past tab. Coupons already printed stay valid until their own date.

Archive removes the campaign for good, and coupons already printed stop being valid: a customer presenting one is told “unknown code”. To only stop issuing new ones, use End early….

Follow the campaign ​

Click Coupon report, at the top of the Coupons page, to see the coupons Issued, Used and Cancelled by campaign and by issuing store, with the Usage rate and the Discounts given.

Troubleshooting ​

The reward is locked ​

As soon as coupons are in circulation, the form shows “Coupons in circulation: the reward is locked.”: the type, amount, percentage, cap and minimum purchase can no longer change, because the receipt promised that value. The name, the stores where it can be used, excluded products and stacking can still be edited. For another value, archive the campaign and create a new one.

“The start of issuing is required.” ​

Fill in Issuing starts under Issuing.

See also ​