How to Create an Advanced Promo Code
Different codes for different products
This article shows you how to create a promotion code that applies different discounts to different 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 a group discount, create a single code that applies a single discount to multiple items.
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 1274](https://files.readme.io/3dab9ca-a-1.png)
Enter details
- Click the Individual promotion per product tile.
![c-1.png 1816](https://files.readme.io/7d31eca-c-1.png)
Choose Individual promotion per product
Adding products
- Click the Manage products button.
- Click Attach new product.
![a-2.png 580](https://files.readme.io/cec3f6f-a-2.png)
Attach new product
- On the new window, click the field and select a product.
![a-3.png 921](https://files.readme.io/12e2d7f-a-3.png)
Select product
- Select a discount type: fixed amount or percentage.
- Enter a discount value.
![a-4.png 2013](https://files.readme.io/cc2fc6a-Screenshot_2024-04-22_at_10.47.50.png)
Select a discount type
- Scroll down the page and customise the settings.
- Check or uncheck boxes as required.
- Click Save.
- Repeat steps to add another product.
By default, the Limit quantity box is unchecked. If you check the box, add a minimum and maximum quantity.
![a-5.png 2024](https://files.readme.io/67423ee-a-5.png)
Limit quantity box
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 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.
![a-6.png 862](https://files.readme.io/9dc7c1c-a-6.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.
![c-2.png 1680](https://files.readme.io/c661fe8-Screenshot_2024-06-02_at_09.12.56.png)
Click the 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-3.png 1548](https://files.readme.io/e22695a-b-3.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-6.png 1156](https://files.readme.io/2066540-d-6.png)
Auto-apply enabled
- If you disable the auto-apply option, the customer must enter the discount code and click the Add button.
![d-5.png 1064](https://files.readme.io/5da44ae-d-5.png)
Auto-apply disabled
Updated about 2 months ago