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
Navigate to Settings → Admin → Discounts & Promos and select “Promo Codes”.
Access a dedicated page to manage active, expired, and deleted promo codes. Start creating new codes by clicking on “Add Promo Code”.
When creating a new promo code, choose the Promo Type, selecting between:
Percentage discount for one order – One-time use per customer (recommended for limited-time campaigns).
Percentage discount on all future orders – Applies permanently to a customer’s account unless manually removed.
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.
Set additional options:
Maximum uses
Expiry date
Visibility in POS
Optionally link customers to a specific business account for a targeted approach in the Assign Customer to Business section.
After defining all fields, click “Add Promo Code” and “Submit” to save changes.
Managing Promo Codes
All your created promo codes are visible in one place, making it easy to monitor, manage, and track them.
Settings → Admin → Discounts & Promos → Promo Codes. Here you can filter by Active, Expired, or Deleted codes for better organization and oversight.
View Promo Code Activity
Click the “View Activity” button next to any promo code to see a detailed usage history—this includes the code, promo type, usage date, customer who used it, and more. Monitoring this regularly helps refine your promotional strategies and prevent misuse.
Limitations of Promo Codes
Keep in mind:
Promo codes apply only to entire orders, not individual items.
Only percentage-based discounts are supported (no flat-rate or per-pound discounts).
Permanent discounts remain on customer accounts unless manually removed.
Best Practices
Always test new promo codes before launching a major campaign.
Use ‘Maximum Uses’ strategically to avoid abuse.
Train staff to double-check code conditions in-store.
For time-sensitive promotions, always go with “discount for one order” rather than permanent options.
Frequently Asked Questions
Q: Why can't I add a discount to zero-priced orders in the system?
A: CleanCloud doesn’t support applying discounts to zero-priced orders. If staff needs to quickly create a drop order with a discount, they should use the Notes section to specify the discount. This note can be referenced during product processing to apply the discount manually.
If this is a frequent scenario, we recommend setting up promo codes tailored to these needs. That way, staff can quickly apply them and streamline the discount process.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.