How to Create and Use a Coupon/Promo Code - One Step Form

Using Coupon or Promo codes with your audience can generate more sales and allow you to offer specific products and deals to specific leads or customers. This article quickly explains how to use a Coupon within the One Step Order Form in the Funnel Builder.

NOTE: This article assumes that you have already created a funnel and associated product(s) and have a One Step Order Form in the funnel. If you haven't done these items, we highly recommend you first check out the other videos in the Funnel Builder section. Additionally, the Coupon Feature doesn’t support subscription/recurring products, it only supports one-time products. However, Promo Codes will work for recurring purchases.

Part 1: Adding Coupon Codes 

Step 1: Create Code

  • Navigate to the Marketing & Sales > Payments Page, and select “Coupons”
  • Click on the ‘+ Create Coupon button on the top right side.

From here, fill out the necessary fields:

  • Coupon Name: Choose a descriptive and memorable name for the coupon.
  • Generate or Create Code: You have the option to generate a code automatically or create one manually.
  • Select Coupon Type: Determine whether the coupon will offer a percentage-based discount or a fixed discount.
    • Percentage Coupon: Offers a discount based on a percentage of the order value.
    • Fixed Coupon: Provides a set discount regardless of the order value.

  • Select Start and End Dates: Choose the duration during which the coupon will be valid. Optionally, schedule the coupon to start at a later date.

  • Limit Coupon Use (Optional): Decide whether to limit the number of times the coupon can be redeemed.
  • Product-Specific Usage (Optional): If desired, restrict the coupon's usage to specific products or services.
  • Set Discount: Specify the amount of discount the coupon will provide.
  • Add Products (Optional): If applicable, designate which products or services the coupon can be used for.
  • Limit the Number of Months a Coupon Is Applied on a Subscription: Set a specific duration for a coupon to apply to a subscription, limiting it to a defined number of months rather than applying "forever," regardless of the payment frequency.

Step 2: Add to the Checkout

  • Navigate to the funnel or website where you have the One or Two-Step Order Form you would like to add the Coupon Code.
  • Go to the Checkout Page > Edit it > Click on the order form.
  •  Click ‘Advanced Settings.’


  • Toggle ‘ON’ “Enable Coupon Codes”
  • Save + Preview to see your updated Checkout Form.

100% Off Coupons and Enabling/Disabling Credit Card details requirements

  • Your customer can redeem a coupon code to get 100% off on the cart value.
  • You can disable the Require Credit Card option within your funnel settings to simplify the process for customers purchasing $0 products by removing the need for credit card details. If the checkout is more than $0 they will be prompted to fill in their credit card details.

  • Only Stripe can be used to give 100% off on order amounts, this will not work with Paypal. In case both Stripe and Paypal exist, the Paypal option will not show up.
  • “Card details will be used for verification purposes” will show beside the card element during the $0 checkout when the option is enabled.

FAQ's

Do coupons apply to all product types?

No, Coupons are applicable only on one-time products

What are the different types of coupons I can create?

Two types: 

Percentage discount: Offer a percentage-based discount on an order value

Fixed discount: Offer fixed discount irrespective of order value, Are coupon codes unique?

Yes, coupon codes are unique and no two coupons can be created with the same coupon code

What are the rules for creating a coupon code?

Coupon codes can only contain alphanumeric values and are not case-sensitive. Using the Generate ability, the user can generate a 7-character alpha-numeric coupon code

What is the coupon name? Is it unique?

Coupon names can be used to refer to and relate to coupons for internal purposes. They must not be unique for every coupon, but we highly recommend using unique coupon names for proper identification

What is meant by limiting the total number of times a coupon code can be redeemed?

Using this, you can limit the total number of successful redemptions you want to offer for the coupon code. This only includes successful redemption and is not dependent on the number of users redeeming the coupon code

What is meant by limiting to selected products?

Using this, you can restrict the coupon usage to selected products only. This means that if you restrict coupon usage to product A, then the coupon can only be applied to product A

What is the redemption count shown in the list view?

This displays the total number of successful redemptions of the coupon code done to date

Will the coupons text box start appearing automatically in order forms?

If you have created a valid coupon code that can be applied to an order form, then the coupon text box will start appearing on the order form. In case of an order form where no applicable active coupon exists, the order form will not show the coupon application text box

Are upsells included in the “Require Credit Card” feature?

Yes, free checkout settings also apply to upsell purchases within the checkout process.

Does the “Require Credit Card” feature support both one-step and two-step order forms?

Yes, it is compatible with both types of order forms and online store checkouts.

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