How Do Promo Codes Interact with First-Order Discounts and How Can They Be Managed Effectively in CleanCloud?
Effective discount strategies are a key aspect of managing customer incentives in CleanCloud. This article highlights how promo codes interact with first-order discounts, how to set up promo codes to meet specific goals, and the steps to ensure discontinued or outdated promos no longer apply.
Promo Codes vs. First-Order Discounts
When using both promo codes and first-order discounts in CleanCloud, it's essential to note the following interactions:
Promo codes override first-order discounts and are applied instead of them. For example, if a first-order discount offers 20% off but a promo code for 10% off is entered, the promo code will take precedence and apply instead of the 20% discount.
First-order discounts are only applicable to pickup and delivery orders. If a promo code is set up, it will be applied across eligible orders in place of the first-order discount.
Setting Up Promo Codes to Achieve a Desired Discount
To ensure promo codes align with your promotional goals, configure them carefully:
If you wish to provide a larger discount, such as 30%, to first-time customers, you must configure the promo code to take 30% off. This is because the promo code will override any default first-order discount that may already be set.
Promo codes should reflect your desired discount strategy, as they take priority and replace first-order discounts automatically upon application.
Managing and Disabling Old Promo Codes
Even after a promo is deleted from the Promo Carousel and General settings, it may still apply under certain conditions:
Orders created before the promo was disabled may still receive the discount, as the system respects the original terms of the promo for those transactions. This is why it's important to set clear start and end dates for promo codes and review existing order timelines when discontinuing a discount.
Newly created orders, after the promo has been disabled, should no longer be eligible for the discount. Ensure proper verification of cutoff dates and settings to avoid unexpected application of outdated promos.
Consider potential cumulative discounts where multiple promo codes are applied to customer profiles; these could unintentionally lead to stacking effects such as providing 100% discounts unintentionally. Ensure careful review and management of these settings.
SummaryBest Practices for Configuring Discounts and Promos
Clearly document discount rules and their intended audience during setup.
Limit "all future orders" discounts or use them sparingly to avoid unintended stacking.
Regularly review promo code activities and usage to ensure no errors or unwanted accumulations.
Communicate with team members about any major revisions to discount rules.
Troubleshooting Discount Application Issues
Common Issues with Discount Application
Promo Code Exclusion for Business Accounts
Discount rules may be configured to exclude business accounts. If the customer is associated with a business account, the discount will not apply. This setting is found in CleanCloud’s discount configuration and can be modified to include all customers.
Discount Configuration Errors
A discount may appear as though it is not functioning due to setting misconfigurations. For example, a scheduled weekend discount might be active but not reflected in some orders because of how specific order settings or criteria are defined.
Cumulative Discount Application
When multiple promo codes are applied to a customer profile, especially "Discount on All Future Orders" settings, their effects can stack. For instance, two 50% discounts applied to a profile could result in a 100% discount for all subsequent orders.
Troubleshooting Steps
Follow these steps to identify and resolve issues:
Check Discount Rules and Settings
Navigate to: Settings → Admin → Discounts & Promos → Discount Rules.
Review whether the discount is configured to exclude any customer categories, such as business accounts, and modify the rules if required.
Verify Discount Configurations
Double-check scheduled discount campaigns and their parameters in CleanCloud.
Review recent affected orders by inspecting the order history to confirm whether the discount was applied.
If issues persist, document specific cases to identify patterns for further troubleshooting.
Review Promo Code Activity
Navigate to: Settings → Admin → Discounts & Promos → Promo Codes.
Investigate whether multiple promo codes have been added to a profile.
Remove or modify cumulative "all future orders" discounts to prevent stacking.
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