Coupons

How to Create a Coupon

1. Go to the Whautomate app, Select the Settings menu option, and Click the "Coupons" option in the Finance section to continue. 👇

1. Click the "+ Add New Coupon" button to continue.

1. Enter Coupon Name

   Provide a name for the coupon. Eg. New Year Sale

2. Enter Description

   Optionally, provide a description of the coupon.

3. Enter Coupon Code

   Input a unique code for the coupon. Eg. NEWYEARSALE70

4. Set Discount Value

   Choose whether the discount is a percentage or a fixed amount. For Eg. I have selected Percentage and entered the value as 70. 👇

1. Select Valid Date Range Specify the start and end dates for the coupon's validity. Eg. Valid from Jan 1, 2025, to Jan 31, 2025.

2. Set Total Redemption Limit

   Enter the total number of times this coupon can be used across all customers. Eg. 100

3. Set Customer Redemption Limit

   Enter the maximum number of times an individual customer can use this coupon. Eg. 1 👇

1. Save the Coupon Once all details are entered, click the "Save" button to create the coupon successfully. 👇

Testing and Sharing Your Coupon Code in Whautomate

1. Create a Test Invoice

   • Open the Whautomate app and create a test invoice.

   • Apply the newly created coupon code to verify that it works as expected.

2. Share the Coupon Code with Customers

   • Once tested, share the coupon code with your customers.

   • They can use the coupon while:

     • Booking an appointment

     • Enrolling in a class

     • Purchasing an order

How to Check Your Coupon Usage

1. Navigate to the Coupons Section

• Open the Coupons section in your Whautomate app.

• Select the "View Analytics" icon for the coupon you want to analyze.

1. Open the Coupon Analytics Click on a recently created coupon to view its analytics.

2. Review Coupon Details

   • In the analytics view, you can find the following details:

     • Date Range: Validity period of the coupon.

     • Total Redemptions: Number of times the coupon has been used.

     • Total Discount: A cumulative discount amount is given.

     • Client: List of customers who redeemed the coupon.

     • Discount Value: Percentage or fixed discount value.

     • Discount Amount: Amount discounted per use.

     • Created At: The date the coupon was created.