How to create discounts
A good discount code brings a new customer in, rewards a regular, or turns a slow week into a busy one. A discount code (also called a coupon or promo code) takes money off an order at checkout, and you decide exactly who gets it, how much, and for how long.
Find it under Discounts & Credits > Discounts.
Creating a code
- Click New Discount.
- Pick the Discount Type (see below).
- Type the code customers enter under Customer Code, or click Generate a Code.
- Give it an Internal Name for your team and a Display Name that customers see.
- Click Add & Edit. The full discount page opens.
Codes are not case sensitive: WELCOME, welcome and Welcome all work.
Discount codes have a minimum length, set with the Min Code Length setting in admin settings. The minimum applies to a new discount and to a changed code. Codes you already have keep working. To see which of your current codes are easy to guess, open the Easy-to-Guess Codes tab in Stored value: gift card and credit balances, tax, and expiry.
Discount types
The Discount Type list shows the types your site uses, for example:
- % Off the order.
- $ Off the order, a flat amount.
- Free Order, the meals on the house. Delivery and order fees are also waived by default (see Free Order discounts and fees, below).
- Meals for $X each, a fixed price per meal.
- Free Meals, a number of meals for free.
- Delivery Discount, off the delivery fee only.
- Meal Plan Discount, for plan orders only.
Gift cards are not in this list: they have their own Gift Cards page. See Gift Cards page: find, change and track every gift card.
Setting it up
The discount page groups its settings into sections.
- Active Rules: Active, and when it ends: an expiry date, or Never Expires. A new discount starts inactive, so tick Active when it is ready.
- Users: All Users, or New Users Only for a customer's first order.
- Amounts: the percentage or the amount, depending on the type.
- Restrictions: Minimum Items Per Order, Minimum $ Amount Per Order, Maximum Items Per Discount and Maximum Uses Per Customer.
- Other Flags & Settings: Allow on Plans, Only on Plan Orders, Waive Delivery Fees and Waive Order Fees.
- Category Exclusions: keep the discount off chosen categories, such as merchandise.
Click Update to save.
Free Order discounts and fees
A Free Order discount waives the cost of meals in the cart. Two boxes under Other Flags & Settings decide the rest: Waive Delivery Fees takes off the delivery fee, and Waive Order Fees takes off your order fees.
- Both boxes are optional, and available to be set on any discount. A Free Order discount starts with both boxes ticked by default, so the whole order can be free.
- Optional fees, or ones that depend on the customer, are not waived: for example, a late fee or a tip the customer decides to add.
Copying a discount
To make a discount like one you already have, click Copy on its row in the list, or on its page, and confirm. The copy opens with the same settings, its code gets -COPY at the end, and its Internal Name gets "(copy)". It starts turned off: check it, change the code if you like, then tick Active. Copying needs the Manager role.
Ready-made codes in one click
On the Discounts page, Create Common Discounts adds ready-made welcome, first-responder, trainer, owner and thank-you codes that your site does not have yet. Edit them like any other discount.
Ideas
- A welcome code for New Users Only, shared in your email signup and your site banner.
- "Free delivery over $75": a discount with Waive Delivery Fees and a Minimum $ Amount Per Order of 75.
- A thank-you code for your regulars, with Maximum Uses Per Customer set to 1.
Keywords: sale, deal, offer
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