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Getting started

Auto Coupons

Getting started

Auto Coupons is always available — there is nothing to switch on. To use it you need the promotions permission.

When rules run: the first time an order is marked Delivered or Complete. Each order is checked once, so moving it back and forth between statuses never creates a second code. Guest orders don't get codes, because a code belongs to a customer account.

Before you start

  • Customers need an email address on their account. Guest orders don't get a coupon email.
  • You can change the wording of the email in Settings → Communications → Email Templates → Auto Coupon.

Create your first rule

  1. Open Marketing → Discounts → Automatic codes and click Create Rule.
  2. Fill in:
    • Name — for you, e.g. "Thank you — first order".
    • Trigger — First Order.
    • Discount Type — Percentage (%) or Fixed Amount.
    • Discount Value — see the note below.
    • Min Order — the smallest cart the code can be used on, in paise (e.g. 50000 = ₹500). Leave 0 for no minimum.
    • Coupon Prefix — the start of each code, e.g. THANKYOU.
    • Max Uses — leave at 1 so each code is used once.
    • Valid Days — how long the code lasts, e.g. 30.
    • Tick Send coupon via email to customer.
    • Status — Active.
  3. Click Save.

Entering amounts: the boxes take small units. For a percentage, 100 = 1%, so type 1000 for 10%. For a fixed amount and the minimum order, type paise: 10000 = ₹100.

Test it

Place a test order as a customer with an email address, then mark the order Delivered or Complete in Sales → Orders. The code should appear under the rule in Auto Coupons and the email should be sent (check Settings → Communications → Email Logs).