Coupons

⏱ ~5 min read · create a discount code, set its type, scope, expiry, and limits, then track redemptions on the order.
In short. Coupons are the discount codes your customers type at checkout. Each one has a code, a discount type (percentage, fixed amount, or free shipping), a scope (the whole cart, specific products, or specific categories), an optional expiry date, and usage limits — a total cap and a per-customer cap. When a code is redeemed, the count climbs and the order keeps a reference to it for your records. The Coupons area lives in your store's admin, and the store module must be turned on for your site.

On this page: Where to find it · The coupon record · Create a coupon · Discount types · Scope targeting · Redemption tracking · Manage existing coupons · Worked examples · Troubleshooting · Vocabulary


Where to find it

Sign in to your SGEN dashboard, open Site Manager, find your site, and choose Manage site → Login to staging (or live). In your site's admin, choose Coupons in the store-management group of the sidebar. You'll land on the coupon list — every coupon on the site, with its code, type, scope, expiry, usage, and status.

The store module must be enabled for your site. If Coupons is missing, an admin can turn it on in Modules Config.

The Coupons list showing each coupon's code, type, scope, expiry, usage count, and status, with an Add New button above the table.
Coupons list: code, type, scope, expiry, usage, status columns; Add New button above the table.

The coupon record

A coupon is a discount rule. Each record carries:

FieldWhat it controls
CodeThe string customers enter at checkout (case-insensitive)
Discount typePercentage / fixed amount / free shipping
Discount valueThe number for the type — e.g., 20 for 20% or 10 for $10 off
ScopeEntire cart / specific products / specific categories
ExpiryDate after which the coupon stops working (or none)
Usage limit — totalMaximum redemptions across all customers
Usage limit — per customerMaximum redemptions per customer
StateActive / expired / disabled

Create a coupon

From the Coupons list, click Add New (usually top-right) to open the New Coupon screen. Fill in the details — code, discount type and value, scope, optional expiry, and any usage limits — then save. The new coupon appears in the list and is live for customers as soon as it's saved and active.

Tip: keep codes short, memorable, and uppercase (the platform matches them case-insensitively, so customers don't have to). A clear code like LAUNCH20 reads better in emails than a random string.
The New Coupon screen with fields for code, discount type, discount value, scope, expiry date, and usage limits, with a Save button.
New Coupon screen: code, discount type and value, scope, expiry, usage limits, Save button.

Discount types

TypeBehavior
PercentageApplies N% off the scoped subtotal
Fixed amountApplies a flat $N off the scoped subtotal
Free shippingOverrides shipping cost to zero (typically gated by minimum cart value)

Scope targeting

ScopeWhat it covers
Entire cartDiscount applies to the cart subtotal across all products
Specific productsDiscount applies only when the cart contains the named products (or any subset)
Specific categoriesDiscount applies to products in the named categories

For scoping to specific products, see Products. Redemption records appear in Orders.

Redemption tracking

When a coupon is redeemed at checkout:

  1. The coupon record's usage count increments.
  2. The order record carries the coupon reference for audit.
  3. Per-customer limits enforce against subsequent orders from the same customer.

This is what lets you see, at a glance in the list, how a campaign is performing — a high usage count against an unlimited cap tells you the code is landing; a count stalled at zero tells you it isn't reaching anyone.

Manage existing coupons

The Coupons list is also where you maintain campaigns over time.

  • Edit a coupon by opening it from the list — change the value, extend or set an expiry, or adjust limits. Changes take effect immediately for new redemptions.
  • Duplicate a coupon to reuse one as a starting point: look for a Duplicate or Copy action in the row menu. If the action isn't present, create a new coupon and copy the details across.
  • Act in bulk by ticking the checkboxes next to the coupons you want (or the master checkbox to select all), choosing from the Action For Selected dropdown, and clicking Apply — the fastest way to retire a batch of expired codes at once.

Worked examples

GoalWhat you do
Launch a percentage promoAdd New → code LAUNCH20 → Percentage → 20 → Entire cart → set a 30-day expiry → leave usage uncapped → Save. Distribute by email; watch the usage count climb.
Category saleAdd New → code SPRING10 → Percentage → 10 → scope to the Spring category → Save. The discount applies only when the cart contains Spring-category products.
Cap a VIP offerAdd New → set the total usage limit to 100. On the 101st attempt the code is rejected and the order proceeds at full price.
Free shipping over a thresholdAdd New → Free shipping type → gate by a minimum cart value → set an expiry → Save.
Reuse a past campaignDuplicate last quarter's coupon from the row menu, then edit the code and expiry on the copy.

Troubleshooting

  • The Coupons area won't load. Confirm you're signed in as a site admin and on the right site (staging vs live). If the store feature is off, turn it on in Modules Config, then refresh and retry.
  • A code is rejected at checkout. Check the coupon's state (active, not expired or disabled), its expiry date, and whether a usage cap — total or per-customer — has already been reached.
  • The discount applied to the wrong items. Review the coupon's scope. A category- or product-scoped coupon only discounts matching items, not the whole cart.
  • There's no Duplicate action. Not every coupon offers one — create a new coupon and copy the details from the original instead.

Vocabulary

TermDefinition
CouponOne discount-rule record
CodeThe string customers enter at checkout
ScopeWhat the discount applies to — cart, products, or categories
Usage limitPer-coupon total cap or per-customer cap
RedemptionOne successful application of the coupon to an order

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