Discount Codes Set-up & Types

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

Overview

Bold Subscriptions V1 allows your store to create discount codes that can only be used for customers that are purchasing a subscription product. These discount codes allow you to set specific conditions and requirements, which help prevent discount codes from being abused by customers.

 Caution

Discount codes created through Shopify are unable to be used within the subscriptions checkout. To avoid this limitation, try creating a discount code in Bold Subscriptions with the same discount names created in Shopify.

The main benefit to offering discount codes through Bold Subscriptions is to create incentives to your customers to purchase a product as a subscription.

For example: "Subscribe & Save 10% off!"

Discount codes are also great to use during promotional periods, such as Black Friday or Cyber Monday events to help increase subscription sales.

Learn more about all the different types of discount codes that can be created within Bold Subscriptions V1, and our recommendations for great ways to use these codes, here:

 


 

Standard discounts are the most common type of code to offer within Bold Subscriptions V1. This discount type will often be used either on the initial purchase of a subscription product, or can be applied to your customers existing subscription.

With this discount type, you are able to offer your customers a set amount off, a percentage amount, or free shipping.

 Example

The most common promotional type of discounts are:

  • Get X amount/percentage off of your first order
    For example: "Subscribe & Save 25% off your first order!"
  • Get X amount/percentage off of a specified amount of orders
    For example: "Subscribe & Save 15% off of your first 3 orders!"
  • Get X off When Purchasing Over Y Amount
    For example: "Save 25% with purchases over $80!"
  • Free Shipping

To create a discount code in Bold Subscriptions V1, please follow these steps:

  1. From within Bold Subscriptions V1, select Subscriptions, then Discount Codes.
  2. Select Add a discount code.
  3. Enter a Discount code in all caps and no spaces (ie, SPRING).
  4. Under Discount Type, select Standard Discount, Cancellation Discount, or Bulk Discount Group.
  5. Under Discount Offer, select $ CAD, % Discount or Free Shipping.
  6. Enter the Take or Free Shipping Amount value.
  7. Select the Off for or And applies to value (if applicable).
  8. Select the applicable settings and limits for this codes usage.
  9. Select Save.

Once a discount code has been created, you can either apply the discount code to a customer's subscription or your customers can apply the discount code on the Manage Subscriptions Page.

Please see the following most popular methods of setting up discount codes that can be created through Bold Subscriptions V1:


Get 100% off your first order

Your subscription service may be new, and you're looking to promote it or offer a free initial order to loyal customers or popular bloggers. This is also recommended for stores that offer subscriptions on trial-sized products.

This style of discount code will only work in the subscription checkout, and won't apply to an existing subscription.

Note: Specify which product(s) you want this coupon to apply to, so it will only take 100% off the product(s) you have on promotion; or apply it to all products, it’s up to you. Set an expiry date if it's a limited time offer.

To create this offer type, you would set the discount type to % Discount at 100% off all orders. Then you would ensure that the option for only valid on the initial subscription order in the checkout, not existing subscriptions was checked off.

This setting will ensure that the 100% off discount code is only applied to the first order within that customers subscription.


Get 50% off your First 2 Orders

To give your customers a percentage discount that only applies to a specific number of orders in their subscription, you can use a coupon code. The percentage and the number of orders can be adjusted to whatever you would like to display in your campaign.

Note: If a customer creates another subscription order (so they now have two separate subscriptions), and they apply the same code, it counts as one use and they will lose the discount they would have gotten on their next subscription order.

To create this type of code, please follow these steps:

  1. From within Bold Subscriptions V1, select Subscriptions, then Discount Codes.
  2. Select Add a discount code.
  3. Under Discount Type, select Standard Discount.
  4. Under Discount Offer, select % Discount.
  5. Under Take, enter 50%.
  6. Select if you would like this to apply to All orders or Orders over a certain dollar amount.
  7. Select if you would like it to apply to all products, or specific products.
  8. Select Start and end date if applicable.
  9. Under Limits and Restrictions, select Limit the number of times each customer can use the discount code to 2.

    Note: Whenever a discount code is used that has the option of limits the usage per customer, your customers will be required to add an email address in the checkout before the discount code is able to be used.

  10. Select Save.

If you want to offer special customers free shipping, there can be a discount code created for this.

When creating any type of discount code, select Free Shipping as the Discount Offer to have the discount code only discount the shipping rate. 

Free shipping can be offered to your new and existing subscribers, can be specific to a country, and you can specify which shipping rates you want it to apply to by cost.

You can apply free shipping with a discount code to all subscription orders when the How many orders can this discount code be applied to per customer? setting is unchecked in the discount code settings. It could also be checked off to specify how many orders in a row you would like your customers to have free shipping on.

Bold Subscriptions gives you the flexibility to offer discounts to customers that purchase a certain amount of product. This is a great way to incentivize your customers to buy more items to receive a discount.
Minimum_Purchase.png

This discount is set-up like a normal discount code, however limits the functionality to work only over a certain purchase amount. 

Setup

To limit the application of this coupon code, simply select the checkbox next to This discount requires a minimum purchase, then entering a minimum order value.

 

Limitations

When using the minimum purchase with prepaid subscriptions, the discount will only account for the product price. The purchase requirements are unable to include the quantity for the amount of prepaid subscriptions being purchased.

 Example

If your subscription costs $100, and your customer purchases a 12 month subscription, their order price will be $1200. In this scenario, having a minimum purchase amount of $1000 will not work for this order. This is because it has to be applied to the regular product price of $100.

Discount codes can be uploaded in bulk which can be exported in CSV format for use with other applications and services like groupon, referral, affiliate programs, etc.

Under Subscriptions, Discount codes section of the app, the option for Bulk Discount Group can be selected. When this option is chosen, a new Bulk Creation Options area will appear below.

To create a bulk discount code, please follow these steps:

  1. From within Bold Subscriptions V1, select Subscriptions, then Discount Codes.
  2. Select Add a discount code.
  3. Enter a Discount code (IE. SHIPFREE). This should be in all caps with no spaces.
  4. Select a Discount Offer
  5. Enter the Take value. 
  6. Enable the checkbox next to This discount requires a minimum purchase. (optional) 
    • Enter the minimum amount.
  7. Under Coupon Format, select either Series or Random.
    • Series - Creates discount codes in a sequential numerical order starting from 001, 002, 003, etc.
    • Random - Creates discount codes using random letters and numbers at the end of the code, making each discount code more unique and not easily guessable by customers. 
  8. Under Amount of Codes to Generate (Max 5000), add a maximum number of codes. 
  9. Enter a Start and End date for the discount group (optional).
  10. Select the restrictions you would like to apply to the bulk discount group.
  11. Select Save.

To view the contents of your bulk discount group, select the uses link under the group discount: 

Bulk Discount Group Example

The uses link allows you to view each discount that has been generated under the bulk discount group, view the amount of times each discount code has been used, as well as gives you the ability to disable and delete discount groups.

Features

 

Effective Dates

Adding a start and end date to your discount code will allow the code to only be used between a set timeframe. This feature is useful to utilize when offering limited promotional type discounts, such as Black Friday, Cyber Monday, or holiday sales.

 

Limit number of discount code use

Each discount code can have a pre-determined limit to the amount of times in total it could be used. This could be limited in total for all your customers, or for each customer individually.

 Example

If you set a limit of 50 discount codes being used, and 3 customers have applied the discount code to their initial subscription purchase, it would mean that 3/50 discount codes have been used.

Setting a total limit for a discount code is commonly used in contest promotions where you are offering a discounted subscription to a user for X amount of orders. 

 

Limiting number of discounts for each customer

Similar to the total limit feature, there is also a feature that each discount code type can utilize that limits the amount of orders the discount code can be used for each customer. This limits your customers by the email used within their specific order.

 Example

If you wanted a discount code to only apply to the first 3 orders, a limit amount of 3 would need to be used.

Using an order limit is commonly used in early stages of subscriptions where you are offering a "Purchase subscription and use Y discount to get the next X amount of orders off" type of promotion. 

 

Only valid on initial subscription

There is also a feature that only Standard and Bulk Group Discounts can use that restricts the discount code to only be applicable on the first initial subscription order. This allows you to run a discount code promotion that only targets new customers purchasing a product on a subscription, while preventing existing subscribers from being able to use the discount code on their existing subscription. 

Enabling the initial subscription purchase option is commonly used for promotional type of discounts for new customers to help drive subscription purchases. 

Note: Whenever a discount code is used that has the option of limits the usage per customer, your customers will be required to add an email address in the checkout before the discount code can be used.

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