This guide provides instructions on how to set up and manage discount coupons within the Realview Hub application. Coupons can be configured for individual customers, specific customer groups, or for your entire business, offering flexible discount options.
Prerequisites
Access to the Realview Hub web application.
Appropriate user permissions to access and modify "Settings" and "Coupons".
Steps
1. Access the Coupons Section
From the main navigation menu, click on Settings.
In the left-hand sidebar under Settings, select Coupons.
Visual Aid: The "Coupons" tab is located under "Finance" in the left navigation panel, as shown in the provided image.
2. Create a New Coupon
On the Coupons management page, click the + Create Coupon button located on the right side of the page.
3. Enter Basic Coupon Details
Coupon Code: Enter a unique code that your customers will use to apply the discount.
Name: Provide a descriptive name for the coupon (e.g., "Summer Sale Discount").
Description: Add a brief description explaining the coupon's purpose or terms.
4. Set the Discount Type and Amount
Choose whether the coupon will apply a Percentage discount or a Fixed Amount discount.
Enter the corresponding percentage value or fixed monetary amount.
5. Define Coupon Application Scope
You can specify where the coupon applies:
Entire Order: Applies the discount to the total order value.
Selected Services: Applies the discount only to specific services.
Selected Packages: Applies the discount only to specific packages.
Travel Fee Only: Applies the discount exclusively to the travel fee.
Visual Aid: The image shows examples like "Travel Fee Only" and "Entire Order".
6. Set Coupon Validity Dates
Start Date: Specify the date from which the coupon becomes active.
Expiry Date:
To make the coupon valid indefinitely, leave the expiry date field empty or select an option for no expiry.
To set an expiry, choose a specific date when the coupon will no longer be valid.
7. Assign Coupon to Customers or Groups
You can assign the coupon to:
All Customers: The coupon is available to all your customers.
Specific Customer: Select individual customers who can use the coupon.
Specific Customer Group: Select a predefined group of customers who can use the coupon.
Visual Aid: The image shows "All customers" as an assigned option for existing coupons.
8. Set Usage Limitations
Total Usage: Set a limit on the total number of times the coupon can be used across all customers.
Per Customer Limit: Define how many times a single customer can use the coupon.
Per Customer Group Limit: Set a limit on how many times customers within a specific group can collectively use the coupon.
9. Set Minimum Order Amount
Specify a Minimum Order Amount that must be met for the coupon to be applicable.
10. Configure Stackability
Check the option to make the coupon Stackable if you want it to be combinable with other stackable coupons.
Visual Aid: The image shows a "Stackable" tag on some coupons.
11. Allow Customer Credit Stackability
Determine if Customer Credit can be stacked with this coupon. Enable or disable this option based on your promotional strategy.
12. Define Interaction with Group Discounts
You can specify how the coupon interacts with existing group discounts:
After Group Discount: The coupon discount is applied after any group discounts have been calculated.
Before Group Discount: The coupon discount is applied before any group discounts are calculated.
With Group Discount: The coupon discount is applied concurrently with group discounts.
No Group Discount: The coupon cannot be used if a group discount is already applied.
Visual Aid: The image shows "Before group discount" and "After group discount" as options.
13. Save Your Changes
After configuring all desired settings for your coupon, click Save Changes to activate it.
Tips
Coupon Code Clarity: Choose coupon codes that are easy for customers to remember and enter.
Stackable Coupons: If you enable stackability, ensure all coupons intended to be used together also have the "Stackable" option enabled.
Testing: Always test newly created coupons with a test customer account to ensure they function as intended before making them widely available.
Monitoring: Regularly review coupon performance and usage to optimize your promotional strategies.
Conclusion
By following these steps, you can effectively create and manage various types of discount coupons in Realview Hub, providing flexible promotional opportunities for your customers and business.