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.
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Enter promotion details
- Click the Selected products tile.
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Choose Selected products
Adding products
- Click the Manage products button.
- Click Manage selected products.
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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.
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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.
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Select a discount type
- Check or uncheck boxes as required.
- Click Save.
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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.
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Review choices
NOTE
On the checkout page in the client area, each selected product must have one mandatory product to apply a discount. To apply discounts to two selected products, add two mandatory products to the cart.
Editing a promotion
To modify a promotion:
- Open the Promotions page.
- Click the three dots.
- Click Manage promotion.
- Make changes.
- Click Save.
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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.
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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.
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Auto-apply enabled
- If you disable the auto-apply option, the customer must enter the discount code and click the Add button.
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Auto-apply disabled
Updated 12 days ago