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Smart Coupons for WooCommerce – Feature Walkthrough

Last updated on July 30, 2025

Overview

Smart Coupon for WooCommerce is a specialized plugin designed to cater to diverse coupon-specific functionalities.

Features offered

  • Generate coupons based on the shipping method, payment method, user roles, and country.
  • Offer BOGO (Buy X Get Y) discounts.
  • Import coupons.
  • Create and manage Store Credits.
  • Signup coupons.
  • Abandoned coupons, and many more.

Getting started

  • First of all, install and activate the plugin.
  • From your WordPress dashboard, navigate to Smart Coupons.
Smart Coupons for WooCommerce - Main menu
Smart Coupons for WooCommerce – Main menu

Under the Smart Coupons menu, you can access the following features :

  • All coupons
  • Add coupon
  • Coupon category
  • Import coupons
  • Store credit
  • Abandoned cart
  • Signup coupons
  • General settings

All coupons

This window displays all available coupons along with coupon details like Coupon code, Coupon type, Coupon amount, Shortcode, and many more, as shown :

Smart Coupons for WooCommerce - All coupons window
Smart Coupons for WooCommerce – All coupon window

There are three types of lists in this section.

  • All – Lists all available coupons.
  • Published – Lists active coupons.
  • Trash – Lists recently deleted coupons.

This window also contains some other features, such as Add coupon and Smart coupon settings, which will be discussed later in this article.

Add coupon

This window allows for the creation of new coupons and customization of them with a variety of options.

Smart Coupons for WooCommerce - Add coupon window
Smart Coupons for WooCommerce – Add coupon window

The window is divided into two sections: Add new coupon and associated Coupon data.

Add new coupon

Create a new coupon here.

Smart Coupons for WooCommerce - Add coupon window
Smart Coupons for WooCommerce – Add coupon window
  • Coupon code – The code that customers will use to redeem the coupon. It must be unique, as it serves as an identifier. Click on Generate coupon code to generate a random code.
  • Description (optional)  Information about the coupon, like the date in effect, Promotion, Compensation, and Ticket number.

Alternatively, use the Duplicate function in the All coupons page to create a copy of an existing coupon.

Smart Coupons for WooCommerce - All coupons window
Smart Coupons for WooCommerce – All coupon window

Coupon data

Customize coupons with a variety of options. Under the Coupon data meta box, there are seven sections:

  • General
  • Usage restriction
  • Usage limits
  • Checkout options
  • Giveaway products
  • Purchase history

General

Smart Coupons for WooCommerce - Coupon general settings
Smart Coupons for WooCommerce – Coupon general settings
  • Discount type – There are five types of discounts to choose from. Select the required discount type from the drop-down menu.
    • Percentage discounts – Offer a percentage discount on the total value of the eligible products. For example, if the cart contains three (3) t-shirts at $30 each, a coupon for 10% off applies a discount of $9.
    • Fixed cart discount – Offer a fixed discount for the total cart value. For example, if the cart contains three (3) t-shirts at $30 each = $90, a coupon for $10 off gives the cart a discount of $10.
    • Fixed product discount – Offer a fixed amount discount for each eligible product in the cart. The customer receives a fixed amount of discount per item. For example, three (3) t-shirts are $30 each with a coupon for $10 off, and a discount of $30 is applied.
    • Store credits – allow shop owners to create store credit coupons manually from the back end. Unlike regular coupons, store credits can be redeemed multiple times until their amount is exhausted. Shop owners can also restrict store credits by product, category, coupon validity, etc.
  • Coupon amount – A fixed value or percentage, depending on the discount type selected. Don’t use a currency unit or a percent sign. For example, enter the value ’10’ for £10 or 10%.
  • Allow free shipping – Enable to remove shipping costs on coupon redemption. Also, enable Free Shipping from WooCommerce settings.
  • Apply coupon automaticallyIf the criteria are met, enable automatic coupon application on checkout.
  • Coupon applied message – Set a custom message to show when a coupon is applied. Leave blank to display the default message.
  • Display coupon in -Select the location(s) where the coupons should appear. There are three options: My Account, Checkout, and Cart.
  • Coupon start date – Set the start date and time for the coupon.
  • Coupon expiry date – You can set a coupon’s expiry date. This works based on the site’s time zone setting at Settings > General > Timezone on WordPress.
  • Coupon active on – The coupon will only be active on select days of the week.
  • Enter coupon expiry in days – While enabled, the coupon expiry time will be set based on days instead of a particular date and time. For example, enter the number ‘2’ in the coupon expiry date section, and the coupon will expire exactly after two days from when it is created.

Usage restriction

Smart Coupons for WooCommerce - Coupon Usage restriction
Smart Coupons for WooCommerce – Coupon Usage Restriction
  • Minimum spend – Minimum subtotal needed to use the coupon. The total of the cart subtotal and tax is used to determine the minimum spend.
  • Maximum spend – Maximum subtotal allowed when using the coupon.
  • Individual use only – Enable the non-use of coupons in conjunction with other coupons.
  • Coupons can be used with – Coupon can be used in conjunction with selected coupons.
  • Coupons can’t be used with – Configure the list of coupons that cannot be redeemed along with the selected coupon.
  • Exclude sale items – Check this box if the coupon should not apply to items on sale.
  • Product/Category restriction – Enable the application of coupons only if the cart meets the product or category restrictions.
  • Individual quantity restriction – Set minimum and maximum quantity restrictions for individual products/categories instead of the entire cart. If disabled, then the Minimum quantity of matching products will be considered.
Product condition
  • Product condition – Select a way to restrict the use of coupons based on products in the cart.
    • Any from the below selection – Apply a coupon if any of the products from the list below are available in the cart.
    • All from below selection – Apply a coupon if the cart contains all the listed products.
  • Products
    • Product – Products that need to be in the cart to apply the discount by satisfying the minimum and maximum quantity restrictions.
    • Min. Quantity – Minimum quantity of the selected product needed in the cart to redeem the coupon.
    • Max. Quantity – Maximum quantity of the selected products allowed in the cart. The coupon won’t be applicable if the cart exceeds this quantity.
  • Exclude products – Products can’t be in the cart for the discount to be applied.
Category condition
  • Category condition – Select a way to restrict the use of coupons based on the category of products in the cart.
    • Any from the below selection – Apply coupon if the eligible quantity of products from any of the below-selected categories is available in the cart.
    • All from the below selection – Select to apply a coupon if the cart contains the eligible quantity of products from all the below-selected categories.
  • Product categories
    • Category – Product categories that need to be in the cart for the discount to be applied.
    • Min. Quantity – Minimum quantity of the products needed in the cart from the selected category to redeem the coupon.
    • Max. Quantity – Maximum quantity of products allowed from the selected category in the cart for the coupon to be applicable.
  • Exclude categories – Product categories that cannot be in the cart for the discount to be applied.
Other restrictions
  • Minimum quantity of matching products – Minimum quantity of the products that match the given product or category restrictions needed in the cart for the coupon to be applicable. If no product or category restrictions are specified, the total number of products is used.
  • Maximum quantity of matching products – The maximum number of products that that can be in the cart that match the product or category restrictions for the coupon to be applicable. If no product or category restrictions are specified, the total number of products is used.
  • Minimum subtotal of matching products – Minimum subtotal of the products that match the given product or category restrictions.
  • Maximum subtotal of matching products – Maximum subtotal of the products that match the given product or category restrictions.
  • Allowed Emails – Whitelist of billing emails to check against when an order is placed. Separate email addresses with commas. Also, use an asterisk (*) to match parts of an email. For example, “*@gmail.com” would match all Gmail addresses.
  • Products tags – Select the product tags that the coupon will be applied to.
  • Products attributes – Select the product attributes that the coupon will be applied to.

Usage limits

Smart Coupons for WooCommerce - Coupon Usage limits
Smart Coupons for WooCommerce – Coupon Usage limits
  • Usage limit per coupon Restricts the coupon usage to the specified count.
  • Usage limit per user – Restricts the coupon usage to the specified count per user.
  • Restrict usage to once per product – Restrict coupon so that the coupon can be used multiple times based on the usage limit, but it can only be used to purchase a particular product once.

On selecting ‘Percentage discount’ in the General section, two additional options will be available in the Usage limit section.

Smart Coupons for WooCommerce - Coupon Usage limits
Smart Coupons for WooCommerce – Coupon Usage limits
  • Limit usage to X items – Apply coupon to the selected number of products in the cart. If left blank, it applies to all products in the cart.
  • Maximum discount value -Set a limit on the discount value when using percentage discounts. For example, provide a 50% discount coupon for a product, but with a maximum discount of up to $100.

Checkout options

Smart Coupons for WooCommerce - Coupon Usage limits
Smart Coupons for WooCommerce – Coupon Usage limits
  • Shipping Methods – Apply coupon if the selected shipping method matches any of the options specified here.
  • Payment Methods – Apply coupon if the payment method used during checkout matches any options selected here.
  • Applicable Roles – Apply coupon if the customer belongs to any roles selected in this field.
  • Exclude roles – Coupon is not valid for selected user roles.
  • Country/State restriction – Restrict the coupon usage based on the Billing address or Shipping address.
    • Include – The Coupon is applicable to only the selected countries or states.
    • Exclude – The coupon does not apply to the selected countries or states.
  • Country – Select the location from the list to restrict coupon usage.

Giveaway products

Under the Giveaway products tab, select the product(s) you want to place under the offer combined with this coupon. These can be the same products already in the cart or any product from the store. Additionally, there is an option to apply a partial discount to the product instead of offering it for free.

Smart Coupons for WooCommerce - Giveaway products
Smart Coupons for WooCommerce – Giveaway products
  • Free Products – Select the product(s) for giveaway.
  • Quantity – Select the amount of the selected product for the giveaway.
  • Giveaway discount – If left blank, the product is entirely free. Enter a number to give a specific discount on the giveaway product. The discount value can be entered as a percentage or currency.
  • Apply tax only on discounted value – Enable tax to be applied to the product’s final value after all discounts. For example, consider offering a $10 discount on a $100 product; then, the tax will only apply to the effective price of $90.

Purchase history

The Smart Coupon for WooCommerce plugin can generate coupons for returning customers who have made a specific number of successful purchases.

Smart Coupons for WooCommerce - Purchase history
Smart Coupons for WooCommerce – Purchase history
  • Number of orders – Choose a number to specify the minimum order count required to use this coupon. There are two options in this section.
    • Equals – The coupon will apply if the order count is equal to the entered number.
    • Greater than or equal to – The coupon will apply if the order count is greater than or equal to the entered number.
  • Order status – Select the order statuses from the drop-down to which the coupon can be applied. If left blank, then the coupon will be made applicable to all the order statuses.
  • Total amount – Enter the aggregate order amount to which the coupon can be applied. If left blank, then the coupon can be redeemed without any amount constraints.
  • Product purchased – Coupon is only eligible for customers who purchased the selected product.
  • Exclude already awarded customer – On checking this checkbox, the customer can only use the coupon once.

Coupon category

Group coupons by category using the Coupon category option.

Smart Coupons for WooCommerce - Coupon catogory
Smart Coupons for WooCommerce – Coupon catogory

Add New Category

To add a new/custom category, enter the following details.

  • Name – Name for the coupon category.
  • Slug – The “slug” is the URL-friendly version of the name, and it will be automatically created. However, it is also possible to add a custom slug.
  • Parent category – Assign a parent category if required.
  • Description – Enter a description for the coupon category.
  • Finally, click on Add new category button to save the category.

BOGO

BOGO offers, or “Buy One, Get One” offers, are powerful promotion strategies that boost sales and attract more customers to your WooCommerce store. Whether “Buy X, Get X” or “Buy X, Get Y,” these discounts incentivize customers to add more items to their cart, ultimately increasing your store’s average order value. From this tab, you can create and manage enhanced BOGO offers that cater to various discount strategies.

BOGO offers
BOGO offers
  • + Add new – Create a new BOGO offer.
  • – Edit existing offer.
  • – Duplicate a BOGO offer.
  • – Delete a BOGO offer
  • – Enable or disable a BOGO offer.

Click the gear icon at the top right corner of the BOGO offers list to access the general settings for BOGO campaigns.

BOGO General settings icon
BOGO general settings icon

General Settings

Bogo - general settings
Bogo – general settings
  • Apply tax on:
    • Discounted price – Apply BOGO offer, then calculate tax on remaining subtotal.
    • Original price – Calculate tax for the original cart, then apply BOGO offer.
  • Auto add products for Buy X Get X/Y giveaways
    • Add only free products to cart – Add only free products to the cart automatically.
    • Add all discounted products to cart – Add all discounted products to the cart automatically.
  • Allow customers to select their giveaway product :
    • Inside the cart – Tiveaway products are displayed under the cart table.
    • In a popup – Giveaway products displayed inside a popup once the offer is applied.
  • Primary color for BOGO product display – Color theme to use while the giveaway products are displayed.
  • Offer applied message – Message shown when an offer is applied to the cart.
  • Product added message – Message shown when a product is added to the cart through a BOGO offer.
  • Discount info under each item in cart – A text shown under BOGO giveaway product to mention it is a giveaway product.
  • “Choose product” title – Title of the page when the customer is asked to select a product from given options.
  • Message for `Select any product from store` – Message displayed to notify the customer to select any product from the store when a BOGO offer with a giveaway product from the entire store is applied.
  • Message for “Select Any product from specific category” – Message displayed to notify the customer to select a product from a specific category when a BOGO offer with a giveaway product from a selected category is applied.

Create new BOGO offer – Buy product X, get product X/Y

Buy product X, get product X/Y BOGO offer template provides various options to create a BOGO offer in the form of Buy product X, get product X/Y. The configuration is divided into multiple sections for easy configuration.

Customer gets

This section defines what customers get once the offer is applied. Based on the configuration, the options available may differ from those shown in the images.

Customer gets
Customer gets
Customer gets
  • Select the offer product:
    • Specific product(s): Selected products will be added to the customer’s cart when the trigger is met. You can choose whether to add all products to the cart or only one of the selected products.
      • Any one of the above: The customer can choose any one of the selected products under Specific product(s).
      • All of the above: All chosen products under Specific product(s) will be added to the cart.
    • Same product as in cart: Add the same product that triggered the offer to the cart.
    • Product from a selected category: Add product (s) from the selected categories to the cart. The customer will be asked to add a product from the selected category.
    • Any product from the store: When the trigger activates, add random products from the store to the cart.
  • In quantity of – The number of each chosen product customers receive.
  • With a – Type of offer you want to provide.
    • Discount – Provide a discount on the selected product
      • Free – Provide chosen product(s) for free.
      • Percentage – Provide the selected product(s) at a percentage discount.
      • Fixed discount – Provide the selected product(s) at a fixed value discount.
    • Final Price – The selected product will be offered at the specified final price, but only if its original price is greater than the provided final price
  • Include free shipping – The shipping charge is waived for the entire cart on the offer application.

Trigger

This section defines the conditions for the offer to apply. Once the trigger set here matches the cart, the offer will be automatically applied to the cart. The options available may differ from the shown images based on configuration.

WooCommerce BOGO - Trigger
WooCommerce BOGO – Trigger
  • Trigger:
    • Spend subtotal of – Set trigger based on the cart subtotal.
      • Min amount of each item – Minimum cart subtotal required for the offer to be applied.
      • Max amount of each item – Maximum cart subtotal that the offer can be applied to. The offer won’t apply after this point.
    • Buy quantities of Set trigger based on the number of eligible products in the cart
      • Min quantity of each item – Minimum individual quantity of eligible products needs to be in the cart.
      • Max quantity of each item – Maximum individual quantity of eligible products that can be in the cart. The offer won’t apply after this point.
  • Customer buys – The offer only applies if the set product or category conditions are met.
    • Product restriction:
      • The specific product(s) only – The offer only applies if the selected products are in the cart.
      • Any product(s) except – The offer won’t apply if the selected products are in the cart.
    • Category restriction:
      • From specific category only –The offer only applies if products from selected categories are in the cart.
      • From any category exceptThe offer won’t apply if the products from selected categories are in the cart.
👉

Combine conditions with AND/OR Options: You can layer conditions to make the offer even more targeted.

  • OR Condition: The offer applies if any of the chosen conditions are met.
  • AND Condition: The offer applies only if all chosen conditions are met.

  • Add optional conditions: You have a few extra conditions that can be applied to the trigger.
    • Cart conditions:
      • Quantity of each product: Each product in the cart should meet your specified quantity range.
      • Subtotal: The subtotal of the entire cart / the products selected under customer buys must meet the specified price range.
      • On-sale items: Choose to limit the offer to either sale items or non-sale items.
        WooCommerce BOGO - Restrict offer based on cart conditions
    • User Restrictions:
      • User role: Restrict offer only for selected user roles.
      • Allowed emails: Restrict offer based on email address. Offer won’t be auto-applied for guest users when email restriction is enabled.
         WooCommerce BOGO - Restrict based on user
    • Usage limits:
      • Usage limit per user: Limit how often each customer can redeem the offer.
      • Usage limit per offer: Set the maximum number of times the offer can be redeemed. (Across all users)
      • Combining offers: Enable to restrict combining this offer with other discounts.
        WooCommerce BOGO - usage limits
    • Checkout:
      • Payment method: Restrict the offer to users using selected payment methods.
      • Shipping method: Restrict the offer for users using selected shipping methods.
      • Location: Restrict the offer state or country of the user based on billing or shipping address.
        Restrict offer based on user checkout options
    • Purchase history:
      • First time buyers: Offer only applicable for first purchase on the store.
      • Recurring Customer: This feature allows you to offer discounts or special deals to customers who have placed a specific number of orders. You can further refine the eligibility criteria by setting additional conditions, such as:
        • Order Subtotal: Specify a minimum subtotal requirement for the selected orders.
        • Date Range: Define a time period during which the selected orders must have been placed.
        • Order Status: Apply the offer only to customers whose selected orders meet a specific order status (e.g., completed, fulfilled, etc.).
        • Product Inclusion: Restrict the offer to customers whose selected orders include a specific product.
WooCommerce BOGO - Purchase history restrictions
WooCommerce BOGO – Purchase history restrictions
WooCommerce BOGO - Purchase history restrictions
WooCommerce BOGO – Purchase history restrictions

Apply offer

Set how frequently the offer will be applied once the cart meets the trigger condition.

Offer application frequency
Offer application frequency
  • Once: The offer applies a single time based on the defined conditions.
  • Repeatedly: The offer repeats each time the conditions are met. You can set a limit for repeating the offer.
    • For instance, “Buy 2, Get 1 Free” could scale to “Buy 4, Get 2 Free” or “Buy 6, Get 3 Free” and so on.
    • Set a limit of 3, and the offer applies up to “Buy 6, Get 3 Free“and never triggers again.
  • Custom: Customize the offer frequency based on spend or quantity thresholds. Define intervals that specify when the trigger activates again, allowing for completely personalized offers.

Create new BOGO offer – Most expensive/cheapest product in the cart as giveaway

The most expensive/cheapest product in the cart offer is another approach to BOGO, where we convert the most costly or cheapest product in the cart into a giveaway instead of adding a new product to the cart.

The configuration is divided into multiple sections for easy configuration.

Customer gets

This section defines what customers get once the offer is applied. Based on the configuration, the options available may differ from the shown images.

Customer gets
Customer gets
  • Customer gets:
    • Cheapest item in cart: The Cheapest product in the cart is converted as a giveaway product on trigger.
    • Most expensive item in cart: The most expensive product in the cart is converted as giveaway product on the trigger.
  • In quantity of – The number of each chosen product customers receive.
  • With a – Type of offer you want to provide.
    • Discount – Provide a discount on the selected product
      • Free – Provide the chosen product(s) for free.
      • Percentage – Provide the selected product(s) at a percentage discount.
      • Fixed discount – Provide the selected product(s) at a fixed value discount.
    • Final Price – The selected product will be offered at the specified final price, but only if its original price is greater than the provided final price

Trigger

Trigger
Trigger
  • Cart contain quantity – quantity of products in cart required for the offer to be applicable.
    • min – Minimum individual quantity of eligible products needs to be in the cart.
    • max Maximum individual quantity of eligible products that can be in the cart. Offer won’t apply after this point.
  • Customer buys – The offer only applies if the set product or category conditions are met.
    • Product restriction:
      • The specific product(s) only – The offer only applies if the selected products are in the cart.
      • Any product(s) except – The offer won’t apply if the selected products are in the cart.
    • Category restriction:
      • From specific category only –The offer only applies if products from selected categories are in the cart.
      • From any category except – The offer won’t apply if the products from selected categories are in the cart.
👉

Combine conditions with AND/OR Options: You can layer conditions to make the offer even more targeted.

  • OR Condition: The offer applies if any of the chosen conditions are met.
  • AND Condition: The offer applies only if all chosen conditions are met.

  • Add optional conditions: You have a few extra conditions that can be applied to the trigger.
    • Cart conditions:
      • Quantity of each product: Each product in the cart should meet your specified quantity range.
      • Subtotal: The subtotal of the entire cart / the products selected under customer buys must meet the specified price range.
      • On-sale items: Choose to limit the offer to either sale items or non-sale items.
        WooCommerce BOGO - Restrict offer based on cart conditions
    • User Restrictions:
      • User role: Restrict offer only for selected user roles.
      • Allowed emails: Restrict offer based on email address. Offer won’t be auto-applied for guest users when email restriction is enabled.
         WooCommerce BOGO - Restrict based on user
    • Usage limits:
      • Usage limit per user: Limit how often each customer can redeem the offer.
      • Usage limit per offer: Set the maximum number of times the offer can be redeemed. (Across all users)
      • Combining offers: Enable to restrict combining this offer with other discounts.
        WooCommerce BOGO - usage limits
    • Checkout:
      • Payment method: Restrict the offer to users using selected payment methods.
      • Shipping method: Restrict the offer for users using selected shipping methods.
      • Location: Restrict the offer state or country of the user based on billing or shipping address.
        Restrict offer based on user checkout options
    • Purchase history:
      • First time buyers: Offer only applicable for first purchase on the store.
      • Recurring Customer: This feature allows you to offer discounts or special deals to customers who have placed a specific number of orders. You can further refine the eligibility criteria by setting additional conditions, such as:
        • Order Subtotal: Specify a minimum subtotal requirement for the selected orders.
        • Date Range: Define a time period during which the selected orders must have been placed.
        • Order Status: Apply the offer only to customers whose selected orders meet a specific order status (e.g., completed, fulfilled, etc.).
        • Product Inclusion: Restrict the offer to customers whose selected orders include a specific product.
WooCommerce BOGO - Purchase history restrictions
WooCommerce BOGO – Purchase history restrictions
WooCommerce BOGO - Purchase history restrictions
WooCommerce BOGO – Purchase history restrictions

Apply offer

Set how frequently the offer will be applied once the cart meets the trigger condition.

Apply offer once
Apply offer once
Apply offer repeatedly
Offer applied repeatedly
Apply offer in selected intervals
Apply offer in selected intervals
  • Once: The offer applies a single time based on the defined conditions.
  • Repeatedly: The offer repeats each time the conditions are met.
    • Example:
      • Buy 5 items, convert the 2 least expensive items in the cart to a giveaway.
      • Buy 10 items, convert the 4 least expensive items in the cart to a giveaway.
      • Buy 15 items, convert the 6 least expensive items in the cart to a giveaway, and so on.
  • Custom: Customize the offer frequency based on spend or quantity thresholds. Define intervals that specify when the trigger activates again, allowing for completely personalized offers.
    • Example
      • For 4–9 items, convert the 2 least expensive items to a giveaway.
      • For 10 or more items, convert the 6 least expensive items.
      • For more than 50 items, convert the 10 least expensive items.

General options

General options related to the coupon include title, apply method, and coupon schedule.

  • Offer name – Title for the BOGO offer(Displayed on checkout page).
  • Description – Short description about the offer for better understanding(Displayed on selected pages along with offer name).
  • Activate coupon – Offer activation method.
    • Automatically – Offer will be automatically applied once the trigger is activated(set conditions are met).
    • Through coupon code – Generate a coupon code, and this code can be used to apply the offer similar to WooCommerce Coupon(Only applies once set conditions are met).
  • Display offer on – Display the offer on selected pages with the offer name and description. The available options are:
    • My Account
    • Checkout
    • Cart
  • Schedule – Set the offer to be active on in a selected date and time frame.
    • Both Dates Set: The offer remains valid within this range.
    • Only Start Date Set: The offer begins on that date and stays active until manually disabled.
    • Only End Date Set: The offer is active immediately and ends on the specified date.
  • Save & Activate – Save and publish the offer.
  • Save – Offer will be saved in the plugin. Activate when needed.

Bulk Generate Coupons

The Smart Coupons for WooCommerce plugin provides an option to generate coupons in bulk, matching the criteria set in the Coupon data section. The generated coupons can be added to the store, exported as a CSV, or emailed to the recipient directly.

Bulk generate smart coupons
Bulk generate smart coupons

Bulk Generate Coupon

  • No of coupons to generate- The number of coupons to be generated.
  • Generate coupons and –
    • Add to store: Adds the generated coupons to the store.
    • Export as CSV: Exports the generated coupons into a CSV file for future use.
    • Email recipient: Emails the respective coupons to the recipients after adding them to the store. This works in combination with the Allowed email option available under usage restriction.

Coupon data

Coupon data is the same as the Coupon data section in the Add coupon window.

Import Coupons

This window allows you to import coupons to the store from your device.

Smart Coupons for WooCommerce - Import coupons
Smart Coupons for WooCommerce – Import coupons

For a clean import, the CSV must include the header and adhere to the format as indicated in our sample file. Columns post_title and discount_type are mandatory for the import. Duplicate coupons will be skipped during import.

  • Click on Upload and choose a CSV file from the system.
  • You can also email coupons to concerned recipients on import by selecting the checkbox. Any email addresses you entered will receive coupons once the coupons are imported.
  • Once the upload is completed, click on the Next: Map columns for import button.
  • Now a window will open as shown below:
Smart Coupons for WooCommerce - Import coupons
Smart Coupons for WooCommerce – Import coupons

Finally, click on Import coupons to import the coupons to the store.

Store credit

Smart coupons for WooCommers offers a comprehensive store credit functionality where customers can easily purchase store credit, email it as a gift card for friends, or use it for themselves. Store credits can be used in combination with other coupons, even for multiple purchases, until the specified value is exhausted or the coupon expires.

Alternatively, the plugin also allows the store owner to email personal store credit vouchers directly to customers using the Email Credit option.

Check out our tutorial on Store Credit to know more about it.

The store credit section is divided into three.

  • General settings
  • Email store credit
  • Gift card templates

General settings

Smart Coupons for WooCommerce - Store credit Gereral settings
Smart Coupons for WooCommerce – Store credit General settings
  • Purchase settings
    • Use templates for store credit – By default, the Store credit is shown as coupons. Select Yes to override the coupon layout with templates.
    • Display templates by category – Select Yes to display templates by category in the purchase page.
    • Associate a product – To make Store credit available as a product in the store, create a zero-priced product using the Add product option in the Smart coupons menu and associate it here.
    • Credit purchase options – Select who can set the store credit value.
      • Predefined only – Allows the admin to create a specific set of values.
      • Custom only – Allows the user to input the required Store credit amount.
      • Predefined and customs – Admin can create specific set of values, although user can input a custom value based on preference.
    • Set amount – Set the predefined values for store credit that must appeare at the front end. And also seperate each value with a comma.
    • Email store credit for order status – Purchased store credit will be emailed only for the selected order status (Completed or Processing).
    • Calculate order total tax – You can choose to apply tax on the store credit, after applying store credit discount, or before applying store credit discount to a product.
Smart Coupons for WooCommerce - Store Credit Product Preview with template
Smart Coupons for WooCommerce – Store Credit Product Preview with template
Smart Coupons for WooCommerce - Store Credit Product Preview without template
Smart Coupons for WooCommerce – Store Credit Product Preview without template
  • Coupon code format
Smart Coupons for WooCommerce - Coupon code format
Smart Coupons for WooCommerce – Coupon code format

Finally, click on Save to save your Store credit settings.

Email store credit

With the help of the Email store credit function, the store owner can directly send a store credit voucher to a specific customer via email.

Smart Coupons for WooCommerce - Email store crdit page
Smart Coupons for WooCommerce – Email store credit page
  • Email address(s) – Enter the emails of the customer to send store credit directly. Separate emails with a comma.
  • Amount – Enter the Store credit amount.
  • Caption – Caption will appear at the top of the gift card template.
  • Description – Description will appear at the bottom of the gift card template.
  • Individual use only  Select Yes to restrict the use of store credit in conjunction with other coupons.

To see a preview of the Store credit voucher, click on Show preview in the Email preview section.

Smart Coupons for WooCommerce - Email store crdit page
Smart Coupons for WooCommerce – Email store crdit page

Once the above fields are filled in, click on send to mail the store credit vouchers to the customer.

Gift card templates

This window is a gallery of available Store credit voucher templates. There are a number of predefined templates in the window also, there is an option to add new template based on preference.

Smart Coupons for WooCommerce - Gift card templates window
Smart Coupons for WooCommerce – Gift card templates window

Don’t forget to click on Update the template list after selecting templates.

To add a new template, click on the + icon at the end of the template grid. And this will open a dialogue box.

Smart Coupons for WooCommerce - Add new template window
Smart Coupons for WooCommerce – Add new template window
  • Template image – Click on Upload to add an image for the voucher.
  • Category – Multiple categories are available to add the voucher. Also, you can add a new category by clicking on Add new category in the drop-down.
  • Top background color – Background color for the top portion of the Gift card.
  • Bottom background color – Background color for the bottom portion of the Gift card.

Finally, click on Add new to add the template to the list.

For advanced store credit options and customization, you can use our dedicated gift card and credit plugin, WebToffee WooCommerce Gift Cards.

Abandoned cart coupons

Smart coupon for WooCommerce plugin helps you to create and assign coupons to customers automatically upon cart/checkout abandonment. After a definite idle time, during which the cart is abandoned, a mail notification will be sent to the concerned customer along with the coupon.

Abandoned cart coupons - Smart coupons
Abandoned cart coupons – Smart coupons
  • Abandoned cart recovery – Enable this option to activate the cart recovery feature.
  • Send Cart Reminder Email – Enable this to send a gentle reminder to customers before sending a discount-based recovery email.
  • Reminder Email Delay – Specify how long the system should wait after cart inactivity before sending the reminder email.
  • Send Cart Recovery Coupon Email – Enable this to automatically send a coupon email to customers who haven’t responded to the reminder.
  • Base Coupon Template – Choose a pre-created coupon from your WooCommerce store. The plugin will use this as a template to generate dynamic coupons for abandoned cart recovery emails.
  • Recovery Email Delay – This defines how long the system should wait before sending the coupon email.
  • Use Same Coupon Code – If enabled, all customers will receive the same coupon code from the selected base template. When this option is unchecked, the plugin will automatically generate a unique coupon code for each customer.
  • You can customize the format of these generated codes using:
  • Prefix – Add a word or label at the beginning of each generated coupon code.
  • Suffix – Add a word or number at the end of each coupon code.
  • Length of coupon code – Set how many random characters should appear between the prefix and suffix. For example, a length of 6 with prefix SAVE and suffix 2025 could generate: SAVEx7t4kz2025.

On abandoning the cart/checkout with the specified idle time, the customer will be notified with an email along with the coupon, as shown below:

Smart Coupons for WooCommerce - Abandoned cart email notification
Smart Coupons for WooCommerce – Abandoned cart email notification

Finally, click on Save to save your changes

Signup coupons

A signup coupon is created and assigned to customers automatically upon signup. To set up a signup coupon, you will have to create a master coupon with the required properties and then associate it to behave as a signup coupon.

The signup coupon window consists of the following options:

Signup coupons - Smart Coupons
Signup coupons – Smart Coupons
  • Signup coupon – Turn this on to start sending coupons to new customers when they register on your store.
  • Base coupon template – Choose a coupon from your store to use as a template. The plugin will generate new coupons based on this, keeping the same discount type, amount, and rules.
  • Use same coupon code – Check this box if you want everyone to receive the same coupon code.
  • Leave it unchecked to give each customer a unique coupon code.
  • Prefix – Add a short word or tag at the start of the coupon code (like SIGNUP). It helps you easily identify where the coupon came from.
  • Suffix – Add a word or number at the end of the coupon code (like 2025). This is useful for tracking or branding.
  • Length of coupon code – Set how many random characters should go in the middle of the coupon.
  • For example, with prefix SIGNUP, suffix 2025, and length 5, the coupon might look like: SIGNUP3kd9g2025.

On signing up successfully, the customer will be notified via email as shown below:

Smart Coupons for WooCommerce - Signup coupon email notification
Smart Coupons for WooCommerce – Signup coupon email notification

Finally, click on Save to save your changes.

General settings

The general settings window is divided into five sections

  • General
  • Customize
  • Help Guide
  • URL Coupon
  • License

General

General Settings - Smart Coupons
General Settings – Smart Coupons

Coupon code format

Smart Coupons for WooCommerce - Coupon code format
Smart Coupons for WooCommerce – Coupon code format

1. Coupon Code Format

Set the format of automatically generated coupon codes.

  • Prefix: Add a word or tag at the beginning of each generated coupon code.
  • Suffix: Add a word or number at the end of each coupon code.
  • Coupon code length: Set how many random characters appear between the prefix and suffix.

A preview of how your generated coupon will look is shown for reference.

2. My Coupons Page

Enable and customize the “My Coupons” tab on your customer’s account page.

  • Enable My coupons page: Turn this on to show a dedicated coupon tab in the account section.
  • Page title: Customize the tab name (default is “My Coupons”).
  • URL endpoint: Customize the link structure to access the coupon tab.
  • Additionally display:
    • Used coupons: Show coupons that have already been redeemed.
    • Expired coupons: Show coupons that are no longer valid.

3. My Store Credits Page

Enable a separate “My Store Credits” tab for customers to view their credit balances.

  • Enable Store credit page: Add a tab to the account page for store credit visibility.
  • Page title: Name of the tab (default is “My Store Credits”).
  • URL endpoint: Customize the link to the store credits page.
  • Additionally display:
    • Used store credit coupons: Show credits that have been spent.
    • Expired store credit coupons: Show credits that are no longer active.

4. Gift a Coupon Settings

Control how coupons are sent when customers gift them to others from a product page.

  • Email coupon on order status: Choose when the coupon email should be sent (e.g., after the order is “Completed”).
  • Send coupon to buyer: Enable this to email the coupon to the buyer as well (even when they’ve gifted it).
  • Send unique code to each recipient:
    • If enabled, a new coupon code is generated for each recipient.
    • If disabled, the same coupon code will be shared with all recipients.

5. Auto-apply Coupon

Configure how auto-apply coupons work in the cart.

  • Total auto-apply coupons: Displays the number of active auto-apply coupons.
  • Max auto-apply coupons per cart: Set a limit on how many auto-apply coupons can be applied to a single cart.
  • Coupons to be checked for auto-apply eligibility: Define how many coupons should be evaluated to see if they can be applied.

6. Additional Settings

Fine-tune when coupons should be visible.

Display coupons only for eligible carts: Enable this to show coupons only when the cart contains items that match coupon conditions (e.g., category or product-specific coupons).

Finally, click Save changes to save your settings.

Customize Tab

Coupon

Choose and preview layouts for different coupon statuses such as Active, Redeemed, Expired, and Email.

Customize coupon - Smart coupons
Customize coupon – Smart coupons
  • Select a layout for each type by clicking the respective status tabs.
  • Customize the visual style using the available color palettes or apply a custom color combination.
  • Click “Edit layout” to browse and select a different coupon style from the available layout templates.
  • Save your changes or reset to default if needed.

Tip: Use this section to make sure your coupons not only function well but also look visually consistent with your store’s branding.

Coupon Banner

Highlight your active coupon offers with a promotional banner shown across your website.

Coupon banner - Smart coupons
Coupon banner – Smart coupons
  • Enable banner: Toggle on to display a coupon banner.
  • Select coupon: Choose which coupon to highlight in the banner.
  • Pages to show banner: Pick where the banner should appear – e.g., Shop, Cart, Checkout, or My Account pages.
  • Action on expiry: Choose what happens when the coupon expires – either hide the banner or show a custom expiry message.
  • Banner click action: Decide what happens when users click the banner – apply the coupon or redirect to a specific URL.
  • Banner position: Select the location of the banner – top, bottom, or custom placement.
  • Customize layout: Adjust the banner’s colors, title, description, timer, coupon code display, and close button.

A real-time Mini preview on the right gives you a live example of how the banner will appear on your store.

For more details on promotional banners, check out this article: Coupon Banner With Countdown Timer.

3. Messages

Manage and customize the default messages shown to customers when applying coupons.

Coupon messages - Smart coupons
Coupon messages – Smart coupons
  • Each message corresponds to a specific coupon-related scenario (e.g., coupon applied successfully, not eligible, usage limit, etc.).
  • Use the toggle to enable/disable individual messages.
  • Click the pencil icon to edit and personalize the message text.
  • Dynamic placeholders like {coupon_code} and {required_quantity} will be automatically replaced at runtime.

Tip: This helps you create a clear and branded communication experience around your store’s discount strategy.

Help Guide

Help guide - Smart coupons
Help guide – Smart coupons

Use this section to explore helpful hooks and developer options for extending the plugin’s functionality.
Browse through categorized examples to customize coupon styles, clone behaviors, and coupon messages using custom code.

URL Coupon

URL coupons - Smart Coupons
URL coupons – Smart Coupons

Turn every coupon into a shareable link! When clicked, it automatically applies the coupon and redirects users to the cart page, perfect for use in emails, buttons, or ad campaigns.

Use the provided format to create your URL coupon, and find each coupon’s unique link on its respective edit page.