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Smart Coupons for WooCommerce – Feature Walkthrough

Last updated on April 17, 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 Coupon data meta box, there are seven sections:

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

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 = $90, 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 normal 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 sum total of the cart subtotal+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 below selection – Apply a coupon if any of the products from the below list is 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 applied 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 giving it away completely 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 based on category by 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.

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 inside a pop-up.
  • Offer applied message – Message shown when a offer is applied to the cart.
  • Product added message – Message shown when a product is added to the cart through 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 button when the customer is asked to selected 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 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 configuration, the options available may differ from the shown 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 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 applied to. 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. 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 configuration, the options available may differ from the shown images.

Customer gets
Customer gets
  • Customer gets:
    • Cheapest item in cart: 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 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 WooCommerce Coupon(Only applies once set conditions are met).
  • Display offer on – Display the offer on selected pages with 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

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

Smart Coupons for WooCommerce - Bulk generate
Smart Coupons for WooCommerce – Bulk generate

Bulk Generate Coupon

  • No of coupons to be generated – 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 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 coupons are imported.
  • Once the upload is completed, Next 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 the 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 value specified is exhausted or when the coupon’s life expires.

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

Checkout our tutorial on Store Credit to know more on it.

Store credit section is divided in to three.

  • Gereral settings
  • Email store credit
  • Gift card templates

General settings

Smart Coupons for WooCommerce - Store credit Gereral settings
Smart Coupons for WooCommerce – Store credit Gereral settings
  • Purchase ssettings
    • Use templates for store credit – In default the Store credit are shown as coupons. Select Yes to override the coupon layout with templates.
    • Display templates by category – Select Yes to display templates by category in purchase page.
    • Associate a product – To make Store credit available as product in the store, create a zero priced product using Add product option in Smart coupons menu and associate it here.
    • Credit purchase options – Select who can set 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 Email store credit funtion, the store owner can directly send a store credit voucher to a specific customer via mail.

Smart Coupons for WooCommerce - Email store crdit page
Smart Coupons for WooCommerce – Email store crdit page
  • Email address(s) – Enter the emails of customer to send store credit directly. sepperate mails with comma.
  • Amount – Enter the Store crdit 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 crdit 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 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 new template, click on the + icon in 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 a image for the voucher.
  • Category – Multiple categories are availble to add the voucher. Also you can add new category by clicking on Add new category in the drop-down.
  • Top background color – Background color for the top portion of Gift card.
  • Bottom background color – Background color for the bottom portion of 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 upon which the cart is abandoned, mail notification will be sent to the concerned customer along with the coupon.

Smart Coupons for WooCommerce - Abandoned cart coupons
Smart Coupons for WooCommerce – Abandoned cart coupons
  • Enable abandoned cart coupon – Enable the option to automatically create and assign coupons to customers upon cart/checkout abandonment.
  • Associate a master coupon – The abandonment coupon will be created based on the underlying master coupon, and the coupon configuration (discount percentage and other related rules) will be created based on the selected master coupon.
  • Idle time: Specify the minimum time (in minutes) that the item/s should remain in the cart for the customer to be eligible for the coupon.
  • Email coupon interval: Specify the duration (in minutes) after which the coupon will be mailed to the eligible customers.
  • Use the master coupon code as-is: When enabled, the coupon code will be the same as the master coupon code. The email IDs of the eligible customers will be added to ‘Allowed emails’ under the Usage Restriction section of the master coupon. When unchecked, a new coupon code will be generated for every eligible customer. These coupons will follow the same configuration as the master coupon, the difference being a unique coupon code. The coupon code can be formatted using the prefix/suffix/length options. It will take the format as per the General Settings if not specified.

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:

Smart Coupons for WooCommerce - sign up coupons
Smart Coupons for WooCommerce – sign up coupons
  • Enable signup coupon – Select Yes to create and assign coupons to customers automatically upon signup.
  • Associate a master coupon – The signup coupon will be created based on the underlying master coupon, and the coupon configuration (discount percentage and other related rules) will be created based on the selected master coupon.
  • Use the master coupon code as-is – When enabled, the coupon code will be the same as the master coupon code. Upon successful signup, the email IDs of the corresponding users will be added to ‘Allowed emails’ under the Usage Restriction section of the master coupon. When unchecked, a new coupon code will be generated for every new signup. These coupons will follow the same configuration as the master coupon, the difference being a unique coupon code. The coupon code can be formatted using the prefix/suffix/length options. It will take the format as per the General Settings if not specified.

On signing up successfully, the customer will be notified with an 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 in to six sections

  • General
  • Customize coupon
  • Coupon banner
  • Customize messages
  • Help Guide
  • License

General

Smart Coupons for WooCommerce - General settings page
Smart Coupons for WooCommerce – General settings page

Coupon code format

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

My coupons page

  • URL endpoint -Enter the URL endpoint for the “My Account -> My Coupons” page, such as http://example.com/my-account/wt-smart-coupon.
  • Page title – Enter the page title for the My Coupons section on the My Account page.
  • Show ‘Used’ coupons – Select Yes to show Used coupons on the My Coupons page.
  • Show ‘Expired’ coupons – Select Yes to show Expired coupons on the My Coupons page.

Email coupon on product purchase

Smart coupons let you send coupons along with product purchases. In the Add/Edit coupon window, you can attach coupons to each product.

  • Order status – Coupons will be only mailed to the selected order status.

Finally, click Save Settings to save your changes.

Customize coupon

Use the Customize coupon page to customize the different types of coupons based on preferences.

Smart Coupons for WooCommerce - Customize coupon page
Smart Coupons for WooCommerce – Customize coupon page

The smart coupons plugin displays three types of coupons,

  • Available Coupon
  • Used Coupon
  • Expired Coupon

Click on Change Layout to select a layout for the coupon from the given list as follows:

Smart Coupons for WooCommerce - Coupon styles
Smart Coupons for WooCommerce – Coupon styles

Furthermore, you can customize the color scheme of the coupons with the three Select Color options.

Coupon banner

Use the configuration panel to style your coupon banner. You can also manually key in the shortcode within your pages to display/announce the discounts. The configuration panel is divided into two.

  • Settings
  • Customize
Smart Coupons for WooCommerce - Coupon banner
Smart Coupons for WooCommerce – Coupon banner

Settings

  • Inject the banner automatically – By enabling this option, the system will automatically embed a coupon banner on the selected pages. You must associate a coupon and also select the pages where you want the coupon banner displayed.
  • Associate a coupon – Select a coupon to show as banner on the site.The timer on the banner will be the expiry date chosen for the selected coupon.
  • Pages to show coupon banner – Select the pages to display the coupon banner.
  • Action on coupon expiry -Once the coupon has expired, you can either Hide the banner or display a text of your choice.
  • Action on banner click -Select what action should happen when clicking the coupon banner. You can choose to apply the coupon or redirect it to a specified URL.

Customize messages

The coupon messages will give an idea about how to redeem the coupon or the current state of the selected coupon and much more information. Use the configuration panel (Customize messages) to customize coupon-related notifications or messages based on your preferences.

From the dashboard, navigate to the customization panel by clicking on, Smart Coupons > General Settings > Customize messages.

Smart Coupon for WooCommerce-Message customization panel
Smart Coupon for WooCommerce-Message customization panel

Under Notifications, there are five sections: Default message, Custom message, State, Type, and Actions.

  • Default message – The default text appears when a coupon notification is displayed.
  • Custom message – A custom message replaces the Default message. It can be added using the Actions section. To learn how to create a custom message, refer here.
  • State – Shows whether the default or custom messages are currently being used.
  • Type – Indicate the message’s category, such as warning, success, label, or info.
  • Actions – There are two options under the Actions section.
    • View
    • Edit

View – This action mode allows you to see the content of the notification message, such as the Message description, Custom message, Default message, Available placeholders, and Available filters.

Smart Coupon for WooCommerce-Message info page
Smart Coupon for WooCommerce-Message info page
  • Message description – Give a clear view of the use case of the message.
  • Custom message – Custom message entered by the user. The text can also contain placeholders.
  • Default message – The text that appear by default when a coupon notification is displayed.
  • Available Placeholders – These are the default WooCommerce placeholders.
  • Available filters for advanced customization – Use the given filters for any additional customization.

Edit – Customize the message related settings here.

Smart Coupon for WooCommerce-Message customization window
Smart Coupon for WooCommerce-Message customization window
  • Message – Any text entered into the text box will be treated as the Custom message.
  • Show/Hide – Toggle to Show or Hide the message on the site.