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In this article, you will learn how to create a coupon and insert it into your order form (payment page).
You will need:
A systeme.io account
A sales funnel (How to create a sales funnel)
An order form (How to create an order form)
1. Creating a coupon
Click Coupons (1) under the Assets tab.
Click Create (2).
In the popup window, enter the following details:
Discount type (3): Choose between a percentage discount or a fixed amount discount.
Coupon name (4): A name for your promo code.
Coupon code (5): The code customers must enter to get the discount.
Discount amount (6): The amount of the discount you wish to offer.
Expiration (7): An expiration date for your promo code.
Limit of use (8): The maximum number of times the coupon can be used. Leave the field blank if you want unlimited use.
Once you have entered the coupon details, click Save (9).
There are two types of discounts you can offer through coupons:
Fixed amount discount: A specific amount deducted from the price plan.
Price plan = $1,000; coupon value = $20. Customer pays: $980
Percentage discount: This type of coupon will discount a percentage of the total price.
Price plan = $1,000; coupon value = 10%. Customer pays = $900
Notes:
1. Discounts for subscriptions or payment plans are applied on the payment due date each month. Example: If the subscription is $100 / month and the coupon discount value is $20, the customer will pay $80 / month.
2. To offer a full discount (free), set the fixed amount equal to the price, or set the percentage discount to 100%.
3. You must select the expiration date using the calendar popup. If you type the date manually, the coupon will not work.
4. To allow unlimited uses, leave the limit box blank.
When choosing the Fixed amount discount (10) type, a new Coupon currency field will appear (11), where you must select the currency of the amount for which you wish to offer a discount.
2. Inserting the coupon into a sales funnel
After creating your funnel and payment page, click on the order form, and scroll down to the Coupons section and click the plus (+) icon (1).
Select the discount type (2) and choose the coupon you created (3). Click Add (4).
You'll see the coupon in the settings of your order form/payment page (5).
Remember, you must add a price plan to your offer before you can sell it. To learn more on how to create a price plan, check out our dedicated help article: How to create and configure a price plan.
Next, click Edit page (6) to open the editor.
Drag the Coupon element (7) onto your page. Click Save (8) to apply your changes.
