The Create a Coupon Batch page can be used to send a unique coupon code to a group of customers.
key concept Prior to using the Create a Coupon Batch page, Customer Groups should be in place. Customer Groups can be created by going to Customers > Add a Customer Group.
Each event created will have a unique random coupon ID code. Information about the coupons you create may also be emailed to the batch of customers.
To create a new Coupon Batch:
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Go to Modules > Event Engine > Add an Event.
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Populate the various sections of the event editor. They are all explained in detail below.
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Click Save Changes to this Event when done.
Order of Operations
Processing Order
Events are processed by the shopping cart according to the processing order. The lower the number, the higher the priority.
When this Event is triggered
Use this option to specify what the store will do in respect to other events, once this event is triggered. The options are to Continue processing Events, Stop processing more Events, and Ignore the following Events. This is a useful tool to prevent customers from taking advantage of multiple events simultaneously.
General Information
SID (System ID)
The SID (System ID) is a unique number that identifies the event to the system. This number is set by the software and cannot be changed.
Event Type
Select whether the event is an Automated Event or a Coupon Code. Coupon codes are inputted by customers during the checkout process.
Event Name
Input a name for the event. The name can be displayed to customers in the storefront.
Description
Optionally describe the event. The description can be displayed to customers in the storefront.
Start Date
Select a date to start the event. The dropdown menu will default at the current date automatically. The event will be valid beginning at 12:00 am on the specified date.
End Date
Either select Never Expires, or select Expires On... and input the expiration date. The event will be valid through 11:59 pm on the specified date.
Active
An active event will be live and processed in the store. Inactive events will not be processed.
Public
If selected, customers may be able to view information about the event in the storefront.
Redeem Limit
This determines the total amount of times the event can be redeemed.
Reusable
If Yes, the same customer may be able to redeem the event multiple times. If No, the customer may redeem it one time only
Retain Balance
If this event is a coupon code, this setting is used to allow customers to retain the balance of any leftover amount when the coupon code's value is more than the grand total of the basket.
How to apply the Triggers below
This option is used to select whether the event requires all triggers to be matched, any triggers to be matched, or none at all. If none is selected, the event will be processed automatically unless it is a coupon code. In that case, the customer must input it during checkout.
Add a Trigger to this Event
Trigger Type
There are several types of event triggers available:
affiliate
This option can be used to trigger specific behavior if a customer has a specific affiliate tracking ID present on their computer. This is useful option if you'd like to create special pricing for specific affiliates.
basket
This is used to trigger specific behavior if the customer's basket's subtotal or grand total meets the specified criteria.
category
Used to trigger specific behavior if a customer's basket, subscription, or order history contains or does not contain products belonging to the specified category.
customer
Used to trigger behaviors if the customer belongs or does not belong to a specified customer group.
product
Used to trigger specific behavior if a customer's basket, subscription, or order history contains or does not contain specified products.
vendor
Used to trigger specific behavior if a customer's basket, subscription, or order history contains or does not contain products belonging to the specified vendor.
Add a result to this Event
Result Type
There are several types of event results available:
product added to basket
Use this result to automatically add a product to the customer's basket. It can also be used to modify the price of that product.
product pricing
Used to increase or decrease the price of a specified product.
order pricing
Used to increase or decrease the price of an order.
shipping modification
Used to increase or decrease the price of shipping methods in the store.
tax modification
Used to increase or decrease the price of tax methods in the store.
coupon code
This feature will generate a coupon code for the value specified.
email series
This will automatically subscribe the customer to a Modular Mailer email series.
Event Notes
Notes
Notes are hidden and displayed to store administrators only.
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