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How to Create a Promo Code

Boost sales with promo codes! Easily create and manage discounts. Link customers to specific business accounts for targeted offers.

George avatar
Written by George
Updated over a week ago

Promo codes are like magic wands that can make your sales soar 🚀 and your customers come back for more! Here’s a step-by-step guide to creating and managing promo codes like a pro.


How to Create a Promo Code

  1. Navigate to Settings → Admin → Discounts & Promos and select “Promo Codes”.

  2. Access a dedicated page to manage active, expired, and deleted promo codes. Start creating new codes by clicking on “Add Promo Code”.

  3. When creating a new promo code, choose the Promo Type, selecting between:

    1. Percentage discount for one order – One-time use per customer (recommended for limited-time campaigns).

    2. Percentage discount on all future orders – Applies permanently to a customer’s account unless manually removed.

    3. Customer Credit – Adds store credit to a customer's profile.

      • ⚠️ Important: If you select “% discount on all future orders”, customers who use the code before it expires will retain the discount on their account indefinitely, even after the expiry date. The expiry only prevents new customers from using the code, it does not remove it from those who already applied it. To avoid ongoing discounts after a promo ends, use “% discount for one order” instead.

  4. Set additional options:

    • Maximum uses

    • Expiry date

    • Visibility in POS

  5. Optionally link customers to a specific business account for a targeted approach in the Assign Customer to Business section.

  6. After defining all fields, click “Add Promo Code” and “Submit” to save changes.


Managing Promo Codes

All created codes are conveniently visible on the page for easy monitoring and management. You can filter by Active, Expired, and Deleted promo codes for efficient organization. Or monitor its activity.

View Promo Code Activity

Access the “View Activity” button located next to promo codes to view a detailed history of their activity, including the code word, promo type, date used, the customer who utilized it, and more.


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Explore our Help Center articles for answers. Contact us for further assistance.

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