Manage Coupons
Written By Anand Raj
Last updated About 2 months ago
The Coupons module helps Agencies close deals faster by offering promotional discounts to Businesses. Create generic coupons for broad campaigns or business-specific coupons for targeted offers — and apply them on the Business Billing page during onboarding.
What you can do here
Browse all coupons — See every coupon you've created with its Code, Type (Generic or Business), Business / Usage, Discount, Validity Period, Apply By Date, and Status (Active or Archived).
Search & filter — Use the search bar to find a coupon by code, the Type filter to switch between Generic and Business coupons, and the View filter to toggle between All / Active / Archived coupons.
Edit a coupon — Click the pencil icon on any row to update its name, discount, validity, or apply-by date. Note: only Business-specific coupons can't have their type changed after creation.
Archive / Unarchive — Use the archive icon to deactivate a coupon without deleting it. Archived coupons stop working immediately and can be restored anytime from the Archived view.
Apply on Billing — Active coupons can be applied to a Business from its Business Billing page to discount the package price.
Editing a coupon
The Edit panel lets you update the coupon's Name, Code, Discount (% off or flat amount), Apply By Date range, and Validity Period (in months). The Coupon Type (Generic vs Business) is locked once the coupon is created.
Archiving a coupon
Click the archive icon on any coupon row and confirm in the dialog. Archived coupons:
Stop being applicable to any new Business going forward.
Continue to honor any existing application that was already attached to a Business package.
Can be restored from the Archived view at any time.