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Coupons 

Promotions and incentives play a key factor in driving customers toward a product and in boosting sales. Chargebee gives you the flexibility and ease of providing buyers with discounts, promotions, and special offers with coupons.

You can set up two types of coupons in your Chargebee site:

  • Fixed Amount Coupons
  • Percentage Coupons

These coupons can be used any time and the discounts will be applied on the next invoice.

Fixed Amount Coupons 

This discount type can be created to deduct a specific amount.

Fixed Amount coupons can be applied only once in a billing cycle. However, if there is a surplus in the discount after applying the coupon once, the surplus discount will be applied again when there is a change in subscription within the same billing cycle.

Say, you gave the customer a $50 worth fixed amount coupon, but the total invoice amount is $10. The discount will be applied and the invoice amount will be $0. At the same time, if the customer updates the subscription to a new plan that costs $100, the balance $40, will be applied to the new charge and customer will pay only $60. To sum it up:

Invoice Invoice Amount Discount Applied Final Amount
Invoice #1 $10 $10(the coupon is left with a balance of $40) $0
Invoice #2 $100 $40 $60

Percentage Coupons 

This discount type will deduct the specified percentage amount instead of just an amount from the invoice.

Example

A 50% coupon applied to an invoice that has a total of $200 will give a total discount of $100. This invoice may contain a plan with a setup fee and multiple addons and consist of various quantities.

Let's take a look at how the coupons works with the different "Apply On" options.

Coupons applied on Invoice Amount 

When a coupon is created to be applied on "Invoice Amount", the discount amount or percentage specified will be applied to the total amount on the invoice. This discount will be applied regardless of the line items on the invoice.

The coupon applied (Early Bird - Discount $10) in the example above is a deduction made on the total amount ($314) of the invoice.

Coupons applied on Each Specified Item 

When a coupon is created to be applied on "Each Specified Item", the discount amount specified will be applied individually to each item specified. You can select which item(s) the discount should be applied to from the following options:

  • Applicable Plans
  • Applicable Addons
  • Applicable Charges

While selecting the applicable items, you can choose the applicability based on the following options:

  • Product Families
  • Currencies
  • Billing Frequencies (for Plans and Addons)
  • Specific Price Points

For example, you can create a coupon and configure it to be applicable on all plan price points that are create for the currency USD.

Or you can create a coupon and configure it to be applicable on all addon price points that have a yearly billing frequency.

For plan or addon price points that are quantity based, the discount is applied on the item total and NOT on each unit. The discount will also NOT be applied to the setup fee of a plan, if any.

Note
  • "Fixed Amount" and "Percentage" coupons applicable to "Each Specified Item" will not be applied to the setup fee of a plan if the plan has a setup fee configured.
  • Discount will be applied before applying the taxes, if any.

Creating Coupons 

To create a coupon in your Chargebee site, follow these steps:

  1. Go to Product Catalog > Coupons > + Create Coupon.
  2. In the Create Coupon page, specify the following details basic attributes of the coupon:
    • Coupon Name: naming your coupon in a detailed way is quite useful during sign up. You should be able to easily understand what the offer is all about without checking the coupon details in the web interface.
    • Coupon Id: the ID is a unique identifier of the coupon and it is used by Chargebee's API to identify the coupon on your website. The Id is a unique identifier of the coupon and when a subscription is created or updated via the API from your app/website, the Id should be used to refer to the coupon.
    • Invoice Name: This name appears on the invoice sent to customers and appears on the HTML generated view of the invoice. You can optionally specify an invoice name or the default Invoice name will be used.
  3. Under Discount, specify the following details:
    • Discount Type: select the discount type from the drop down and enter the discount amount or percentage.
    • Apply on: select if you want to apply this coupon on the invoice amount or each specified items. If you select each specified items, you can choose the applicable plans, addons, and charges after you create the coupon.
  4. Under Duration, select the Duration Type for the coupon. This specifies how long a coupon can be applied to a subscription after being added. There are 3 types of durations:
    • One Time coupons can only be used once in a subscription and cannot be used again after being redeemed. Once the discount is applied on the initial charge, the coupon will no longer be applicable.
    • Forever coupons do not have an expiration time set, and the discount will be applied as long as the subscription is active.
    • Limited Period coupons will have a fixed time duration. Once this time is over, the coupon can no longer be applied to the subscription. Example - If the coupon is set for 3 months, then the discount will be applied only for the next 3 months. After that, normal plan charges will incur.
  5. Under Validity,
    • Select the expiration date in the Valid Till field. Once this date passes, the coupon becomes invalid. For example, you could offer coupons during the festive season, with limited period saying they would be valid until December 25th.
    • Set the number of times a coupon can be redeemed using the Maximum Redemptions field. If a coupon has maxed out the number of redemptions, it becomes void and can no longer be used for new sign ups. For instance, you can apply an Early Bird coupon and set the redemption limit to 20.
  6. Click Save.

Configuring Applicable Items for a Coupon 

Once you have created the coupon, you can configure the applicable Plans, Addons, and Charges in the coupon details page.

To add applicable Plans, click Change and select the applicable Plans/Addons/Charges. You can select from one of the following options:

  • No Plans are applicable
  • Specific Plans are applicable
  • All Plans are applicable

When you choose specific plans are applicable, you can select Plans that you want to add the coupon for. You can use the search box to search for specific product families or plans for selection.

You can use the Families, Currencies, and Billing frequencies filters to select the respective plan price points. You can configure the coupon to be applicable for all/select plan price points of all/select Product Families, Currencies, and Billing Frequencies.

Similarly, you can configure applicable addons and charges to the coupon as required.

Note

If a coupon has been added to a subscription, the redemption value reduces by 1 regardless of whether the coupon has been applied to the invoice for the subscription or not.

You can reset the redemption value whenever needed while editing a coupon.

Editing Coupons 

Once a coupon has been created and redeemed, only the Name, Code, Invoice Name, Valid Till, and Max Redemptions can be edited. If a coupon has not been used yet, then all the fields can be edited.
To edit a coupon, click the coupon name, and click the Edit Coupon button on the right side.

Deleting Coupons 

Coupons can be deleted or archived. This depends on whether the coupon has been redeemed or not.

To delete or archive a coupon, select the coupon and then click "Delete Coupon" button on the right side.

When you delete a coupon that has no redemptions, the coupon will be completely removed from the system, and it will not appear on the list of coupons either. You can reuse a coupon name to create a new coupon if needed.

Note
  • Reusing a coupon name is only possible if the original coupon has never been redeemed, renamed or completely deleted. If a coupon has been "Archived", the same coupon name cannot be re-used.
  • You can delete/archive multiple coupons in Chargebee in one-shot. To do this, go to Product Catalog > Coupons, select the coupons to be deleted and click the Delete button that appears above the list.

Cloning Coupons 

Cloning a coupon involves replicating an existing coupon to make changes to it. You can also use this option to increase the discount amount for new subscriptions while keeping your existing subscriptions on the old discount amount. Alternatively, if you want existing subscriptions to be charged onto the new price, you can use the ‘Edit Subscription' option.

You can make the following changes using the Clone Coupon option:

  • Extend or limit the duration of the coupon and the discount amount.
  • Associate new plans, addons or charges with the coupon.
  • Change the validity period of the coupon.

Archiving Coupons 

When you delete a coupon that has been redeemed, it becomes archived. This means that it is not completely removed but is in archive mode, and will appear on the list of coupons. Archiving will also prevent future usage of the coupon but existing users will not be affected.

The same rules of deleting/archiving applies to coupon codes as well.

Coupons Cheat Sheet 

When a coupon's discount amount is more than the plan price 

Imagine you give a buyer a $50 coupon, and they make a purchase for $20 and apply the coupon, the total becomes -$30.

If this is the case, Chargebee will just deduct the total value of the purchase from the coupon and the total price becomes $0.

Example

Plan Price: $10

Addon Price: $5

Fixed Amount Coupon Value: $20

Apply On: Invoice Amount

Total Invoice Amount: $15

Discount Value will be $15

If the coupon value is greater than the total price of the subscription, it will not become a negative total; instead it will be $0.

Do coupons have a recurring option? 

The Duration Type deals with the recurring functionality of coupons. This specifies how long a coupon can be applied to a subscription after being added.

There are 3 types of durations:

One Time coupons can only be used once in a subscription and cannot be used again after being redeemed. Once the discount is applied on the initial charge, the coupon will no longer be applicable.

Forever coupons do not have an expiration time set, and the discount will be applied as long as the subscription is active.

Limited Period coupons will have a fixed time duration. Once this time is over, the coupon can no longer be applied to the subscription.

Example

If the coupon is set for 3 months, then the discount will be applied only for the next 3 months. After that, normal plan charges will incur.

Applying multiple coupons to a subscription 

Multiple coupons can be applied to an existing subscription as long as the coupons are not of the same discount type. If you apply a coupon with the same discount type, then the previous coupon will be overwritten.

Note

If you have a business use case which needs multiple coupons of same type to be applied on a subscription, we cater to that as well. Note that this feature is available only on request, and hence you need to contact [email protected]  to get the feature enabled for your site.

Example

Say you have already applied 2 coupons as shown below:

Discount Type: Percentage (10%)

Discount Type: Fixed Amount ($10)

Here you cannot add another percentage type discount coupon, but you can overwrite the existing coupon and replace it with the new percentage coupon.

So if we apply another percentage coupon, say 15%, it replaces the 10% coupon that has already been redeemed.

Discount Type: Percentage (15%)

Discount Type: Fixed Amount ($10)

The screenshots below show you what happens when you apply the same discount type twice as explained in the example above.

Before applying the same discount type coupon:

After applying the same discount type coupon:

FAQ 

1. Can I add Coupons to the Subscriptions on Customer's request? 

Yes, you can add coupons to the subscription in your Chargebee on customer's request.

There are 3 scenarios where you can add the coupon:

  • While creating a Subscription

    If you are adding a coupon/coupon code on behalf of your Customer while creating a new Subscription for them, navigate to Subscription Details in the ‘Create Subscription' page, and you will find the option to add Coupon/Coupon Code.

  • During Subscription change

    If you're applying the coupon on your Customer's behalf during a Subscription change, you will find the option in the Change Subscription page.

  • Add the Coupon/Coupon Code to the Subscription

    If you're adding the coupon/coupon code for the customer, at any point of time in the billing cycle, navigate to the respective Subscription, find the Apply Coupon/Coupon Code tab to add the Coupon/Coupon Code.


2. Can coupons be added while creating a Quote? 

Yes, learn more about quotes here.

3. Can I apply multiple coupons of same type to a subscription? 

Yes. You can add upto 10 coupons to a subscription, and it can be a combination of any type. The feature is enabled only on request, hence you need to contact [email protected]  to get it enabled on your site.

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