SOP: Creating and Managing Coupons and Discounts
Objective:
To create and manage coupons and discounts for memberships and store items efficiently.
Key Steps:
Navigate to the Admin tab and select Billing and Coupons.
Determine the type of discount needed (percentage or fixed amount).
Create a new coupon by specifying the discount percentage or amount.
Decide whether to apply the coupon directly to the product or generate a promo code for checkout.
Set an expiration date for the coupon, if applicable.
Choose between one-time use or recurring discounts.
Copy and distribute the promo code to members.
To edit a coupon, create a new code or adjust settings in the Stripe dashboard.
Cautionary Notes:
Ensure the accuracy of the discount percentage or amount.
Double-check the expiration date to avoid confusion.
Be cautious when editing or deleting coupon codes to prevent errors.
Tips for Efficiency:
Utilize promo codes for easy application at checkout.
Communicate clearly with members about the discount details.
Regularly review and update coupons to keep them relevant and effective.
Link to Loom