How to Create a Promo Code for a Group of Items
Discount code for selected items
This article shows you how to create a promotion code that applies a single discount to one or more products. You also learn how to 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 store-wide discounts, create a single discount code for every product or service.
- 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 name.
![a-1.png 1244](https://files.readme.io/6fa749c-a-1.png)
Enter promotion details
- Click the Selected products tile.
![a-2.png 1696](https://files.readme.io/23d2f04-a-2.png)
Choose Selected products
Adding products
- Click the Manage products button.
- Click Manage selected products.
![a-3.png 600](https://files.readme.io/5463bb5-a-3.png)
Click Manage selected products
- On the new window, expand the tabs.
- Check the box next to each item you want to include in this promotion.
- Click Save.
![a-4.png 1746](https://files.readme.io/0470a0a-a-4.png)
Select items for promo code
Setting the discount and conditions
Scroll down the page and customise the settings.
- Select a discount type: fixed amount or percentage.
- Enter a discount value.
![a-5.png 1547](https://files.readme.io/f6cdda8-Screenshot_2024-04-22_at_10.47.50.png)
Select a discount type
- Check or uncheck boxes as required.
- Click Save.
![a-6.png 1286](https://files.readme.io/28482a2-a-6.png)
Customise terms
By default, the Limit quantity box is unchecked. If you check this box, add a minimum and maximum quantity.
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 Moka coffee pots 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 mandatory 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 a client. (optional)
- Review the Recurring count option.
- Review the checkboxes and customise as required.
- Click Save.
![b-7.png 862](https://files.readme.io/569af51-b-7.png)
Review choices
Editing a promotion
To modify a promotion:
- Open the Promotions page.
- Click the three dots.
- Click Manage promotion.
- Make changes.
- Click Save.
![b-8.png 1680](https://files.readme.io/a209550-Screenshot_2024-06-02_at_09.07.27.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.
![b-9.png 1085](https://files.readme.io/1273d03-b-9.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.
![g-1a.png 1270](https://files.readme.io/c2a029a-g-1a.png)
Auto-apply enabled
- If you disable the auto-apply option, the customer must enter the discount code and click the Add button.
![G-2.png 1244](https://files.readme.io/e58a4ac-G-2.png)
Auto-apply disabled
Updated about 2 months ago