How to Create a Basic Promotion Code
Discount code for all items
Create a basic promotion code that your customers can use for all products, services, and price lists. You also create an optional mandatory product which is a required purchase before Upmind applies the promo code discount.
Upmind offers two offer types of discounts.
- For a group discount, create a single code that applies to multiple items.
- For an advanced discount, create a single code that applies a different discount to different products.
Opening the Promotions page
- Log in to your Upmind account.
- Click Settings.
- Click the Promotions tile.
- On the next page, click the Add promotion button.
Setting promotion details
Fill fields and customise options on the Add promotion page.
- Check the box to activate the promotion code.
- Enter a name for the promotion.
- Enter a brief description.
- Enter a code.
![a-1.png 1024](https://files.readme.io/aef2c3d-a-1.png)
Enter code details
- Click the All products tile.
![c-3.png 1710](https://files.readme.io/cccff0b-c-3.png)
Choose All products
Setting the discount and conditions
Customise the settings.
- Select a discount type: fixed amount or percentage.
- Enter a discount value.
![a-5.png 1547](https://files.readme.io/5712f56-Screenshot_2024-04-22_at_10.47.50.png)
Select discount type
- Check or uncheck boxes as required. If you uncheck a box, select an option in the drop-down menu.
![a-3.png 813](https://files.readme.io/bac07c6-a-3.png)
Check or uncheck boxes
Adding a mandatory product
You can make promotion codes conditional upon the purchase of one or more mandatory products.
For example, a 10% discount on any product is not valid unless the customer adds a bag of coffee beans (the mandatory product) to the basket.
- Under the Mandatory products heading, click the Manage products button.
- Click Attach new products.
- Complete the workflow to add a product or service.
Setting availability and eligibility
Scroll down the page and set the conditions for all items attached to this promotion code.
- Set the start and end dates.
- Check the maximum number of uses (all clients). The default is Unlimited.
- Select Single or Multiple if you want to limit the number of times this code can be used by all clients. (optional)
- Check the maximum number of times an individual client can use the promo code. The default is Unlimited.
- Select Single or Multiple if you want to limit the number of times this code can be used by any client. (optional)
- Review the Recurring count option.
- Review the checkboxes and customise as required.
- Click Save.
![b-3.png 862](https://files.readme.io/8f236b8-b-3.png)
Review checkboxes
Editing a promotion
To modify a promotion:
- Open the Promotions page.
- Click the three dots.
- Click Manage promotion.
- Make changes.
- Click Save.
![d-1.png 1788](https://files.readme.io/2fc5413-Screenshot_2024-06-02_at_09.01.35.png)
Click three dots
Removing a promotion
To delete a promotion:
- Open the Promotions page.
- Click the three dots.
- Click Delete.
- Enter the number in the confirmation pop-up window.
- Click Delete
Tracking promo code use
- Go to the Edit promotion page.
- Click the Uses menu tab.
- Upmind shows the clients who have used the code.
![d-2.png 1129](https://files.readme.io/b812754-d-2.png)
Click Uses menu tab
Customer view
Upmind applies the discount at the checkout.
- If you enable the auto-apply option, the discount is applied automatically.
![d-3.png 1129](https://files.readme.io/ed3432b-d-3.png)
Auto-apply enabled
- If you disable the auto-apply option, the customer must enter the discount code and click the Add button.
![d-4.png 1024](https://files.readme.io/4179833-d-4.png)
Auto-apply disabled
Updated about 2 months ago