Discounts｜Creating and Editing a Discount Campaign

Creating a Discount

1. Start a new discount: In the Subotiz admin, go to Discounts > Discounts and select Create Discount.

2. Enter discount information:
   • Discount type:
     • Percentage off: Enter a whole number (e.g., 10 = 10%).
     • Fixed amount off: Enter a currency value (e.g., 20 = $20.00).
   • Discount name: Enter a name (up to 20 characters). This name appears on customer invoices.
   • Discount code: Enter or generate an alphanumeric code (2–20 characters). Codes support only uppercase letters and numbers.

3. Select applicable products: By default, the discount applies to all products. To limit the scope, enable the product selection option and choose items from the catalog.

4. Set redemption limits:
   • Total redemption limit: Cap the number of redemptions across all customers, or leave unlimited.
   • Minimum purchase amount: Require a spend threshold before the discount applies.

5. Configure scheduling:
   • Start date: Leave blank to activate immediately, or set a future date.
   • Expiry date: Optionally set an end date.
   • Recurring discount: Apply across defined billing cycles, or configure as ongoing.

6. Save and publish:
   • Save: Keep the campaign as a draft for future editing.
   • Save and publish: Activate the campaign right away or at its scheduled start time.

7. View and manage discounts: After creation, the discount appears on the Discounts page with details such as name, status, code, value, and redemption counts.
   • To edit, open the discount, adjust configurations, and save changes. Edits apply to future transactions only and do not affect completed invoices or payments.
   • Manage status with actions such as Draft, Ongoing, Not Started, or Completed from the list or details page.

Best Practices

• Use clear codes: Keep discount codes short and easy to recognize (e.g., WELCOME10). Avoid complex strings that are hard for customers to enter.
• Set redemption limits: Define a maximum redemption count to prevent overuse and protect margins.
• Apply product restrictions carefully: Limit discounts to selected products or plans when targeting specific promotions.
• Schedule strategically: Use start and end dates to align campaigns with seasonal sales or marketing initiatives.