Coupon System

The Coupon System in AgencyHandy provides superadmins and admins with the tools to create, manage, and apply discount coupons on services. This system allows flexibility in offering discounts, enabling customers to use one or more valid coupons during checkout. It supports various discount types, usage restrictions, and service-specific applications.

Feature Purpose:

This feature allows agencies to attract and retain clients by offering targeted service discounts. It supports applying multiple coupons at checkout, accommodating one-time and recurring discounts. The coupon system allows businesses to create customized, tailored promotions.

Preconditions to Use the Feature:

• Users must have an AgencyHandy account.

• Users must be logged into that account.

• At least one service must exist in the Service section.

• Users must be Super Admin/Admin to create coupons.

1. Creating a New Coupon:

Steps to use :

• Access the Coupon Section:

  • Log in to AgencyHandy.

  • Navigate to the "Services" section and click on "Coupons."

• Click “Create New Coupon”:

  • Start a new coupon by selecting “+ Add Coupon.”

  
• Enter Coupon Details:

  • Name: Provide a unique, descriptive name.

  • Services: Choose applicable services (single or multiple).

  • Coupon Type: Select between a percentage-based or fixed-amount discount.

  • Discount Amount: Specify the discount amount (percentage or fixed). You can provide upto 100% discount here.

  • Total Number of Redeems: Include details of how many times the coupon can be redeemed.

  • Expiration Date: Optionally, set an expiry date for the coupon.

• Set Additional Criteria:

  • Duration of the Code Redeem: Define the duration of the code. It has three options now - Forever: The code will be applicable Forever. - Once: The code will be applicable for Once. - Multiple Cycles: Choose how many times the code will be active.

  • Coupon Code: Provide the Coupon Code here.

  • Usage Limits: Specify restrictions, e.g., one-time per customer or new customers only.

  • Specify the Purchase Availability: Specify restrictions, e.g., one-time per customer or new customers only, or even limit options for specific clients.

  • Coupon Code Activate Option: Choose whether to keep the coupon code active or not.

• Save and Publish Coupon:

  • Once details are filled in, Click "Save" and publish the coupon to make it active.

  

  Coupon Code Create Form

Coupon Code Created Successfully

2. Managing Coupons:

Steps to use :

• Edit or Deactivate Coupons:

  • Access the “Coupons” section to edit or toggle activation for each coupon.

• Delete Coupons:

  • Permanently delete unused or expired coupons by selecting “Delete” in the coupon’s options. Note that this action is irreversible.

3. Redeeming Coupons at Checkout (Client Portal):

Steps to use :

• Applying Coupons:

  • Clients enter valid coupon codes during checkout.

  • The system verifies coupon eligibility based on activation status, service applicability, and minimum order amount.

• Multiple Coupons:

  • Clients can apply multiple valid coupons, and the system will calculate the combined discount on the order total.

• Review and Complete Purchase:

  • Discounts appear in the order summary, allowing clients to review the adjusted total before finalizing the payment.

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Important Notes:

• Expiration Warning: A comprehensive warning will be displayed before proceeding with the deletion of an active coupon. This warning is designed to inform users that any recurring discounts, subscriptions, or associated benefits linked to this coupon will cease to continue once the deletion is finalized. Users are encouraged to review and assess the impact of this action on ongoing transactions or customer relationships to avoid unintended disruptions. Consider saving any necessary data or configurations before proceeding to ensure

• Handling Fractional Discounts: Coupons may be subject to specific currency restrictions. In situations where a coupon is used for a service priced in a currency that does not allow decimal values, any resulting amounts from the coupon's application will be adjusted by rounding to the closest whole number.

• New Customer Definition: The system defines a “new customer” as an individual whose email address was not previously recorded in our purchase database. When a customer purchases, the system automatically checks the email address against existing records to determine if it is a first-time purchase. If the email does not match any in the existing customer database, the system classifies the transaction as being made by a new customer. This process ensures accuracy in identifying and providing benefits or offers applicable to new customers, enhancing personalized marketing strategies and customers.

• Managing Currencies in Coupons: When dealing with multi-currency coupons, it is crucial to accurately configure each currency-specific value to ensure consistency in the discounts applied. This involves determining the equivalent discount amounts in different currencies and avoiding any discrepancies arising from currency fluctuations. To achieve this, regularly update exchange rates and align them with the pricing strategy deployed across your offerings. Double-check the values to guarantee that customers in different regions receive equitable promotions while maintaining the integrity and profitability of your campaign.

• Coupon Deletion During Billing Cycle: When a coupon is deleted in the middle of a billing cycle, it is important to know that any discounts associated with that coupon on active recurring subscriptions will be discontinued immediately. This means that subscribers benefiting from that coupon will lose the discount, potentially leading to an increase in their billing amount for the subsequent payment cycles. It is crucial to meticulously plan the deletion of any coupons to mitigate dissatisfaction or surprise among clients. Clients should also be given adequate notice about the impending change to their billing, allowing them to adjust or address any concerns. Here are some considerations: Communication: Inform customers in advance about the coupon's deletion date and how it will impact their billing. This can be done through email notifications or updates within their account dashboards. Strategic Timing: Whenever possible, align coupon deletions with the end of a billing cycle. This helps minimize immediate financial impacts and gives customers enough time to decide whether to renew or change their subscription plans. Alternative Offers: Consider offering alternative discounts or offers to customers using the deleted coupon. This can help maintain goodwill and customer satisfaction. Support Preparedness: Ensure that customer support is informed and prepared to handle inquiries or complaints resulting from changes in billing due to coupon deletions.

• Incompatibility with Specific Currencies: Certain currencies have unique characteristics and may not support decimal or fractional discounts. This limitation necessitates a comprehensive understanding of how currency-specific rounding behaviors operate within AgencyHandy. It is crucial to ensure that the system accurately applies the intended discount amounts despite potential incompatibilities. Users should thoroughly review the settings and configurations related to currency handling, ensuring that discounts do not inadvertently round to unintended values. This practice will help maintain precision in financial transactions and uphold the integrity of pricing strategies by adapting to the peculiarities of different currencies. These currencies do not support decimal points and will round to the nearest whole number when applied to invoices.

  • BIF (Burundian Franc)

  • CLP (Chilean Peso)

  • DJF (Djiboutian Franc)

  • GNF (Guinean Franc)

  • JPY (Japanese Yen)

  • KMF (Comorian Franc)

  • KRW (South Korean Won)

  • MGA (Malagasy Ariary)

  • PYG (Paraguayan Guarani)

  • RWF (Rwandan Franc)

  • UGX (Ugandan Shilling)

  • VND (Vietnamese Dong)

  • VUV (Vanuatu Vatu)

  • XAF (Central African CFA Franc)

  • XOF (West African CFA Franc)

  • XPF (CFP Franc)