Smart Coupons for WooCommerce – User guide

Last updated on January 10, 2022

Here you can find the complete documentation of the Smart Coupons for WooCommerce plugin. With the help of this documentation, you can learn how to create a coupon having a variety of combinations of features, usage restrictions, etc.

Overview of the Plugin

Smart Coupons for WooCommerce plugin is an advanced version of the default WooCommerce coupon section. It offers you the following features.

Allow coupons based on the shipping method, payment method, or roles selected by the users.
Configure coupons for matching products
Offer BOGO (Buy one get one) deals
Offer give away products
Option to apply coupons automatically
Supports URL coupons
Set a starting date for coupons

Installation of the Plugin

You can install the plugin either from the WordPress plugin directory or as a zip downloaded from the WordPress.org website. You can learn more about the installation procedure by reading the article How to Install a Free Plugin from WordPress.

Getting Started with the Plugin

To get started with the plugin, go to the Marketing tab in your WordPress dashboard and navigate to Coupons.

Creating a Coupon with the Plugin

To create a coupon using the plugin you can click the Add coupon button from the opening coupons page.

In the opening window, you can either key in a custom coupon code or Generate a coupon code by clicking the button Generate coupon code. The below text field is for providing a description of the coupon.

Now you can start filling in all the coupon data required for creating the coupon. Coupon data has been divided into 5 different types.

General

Discount type – You can choose from three discount types; Percentage, Fixed cart, and Fixed product discounts.

Percentage discount – The value you enter here will be considered as a discount in percentage form.
Fixed cart discount – The coupon amount you enter here will be applicable only to the group of items in the cart (you can choose the items in the Usage restriction section).
Fixed product discount – The discount amount you enter here will only be applicable to a fixed product in the cart. (you can choose the items in the Usage restriction section).

Coupon amount – Enter the coupon or discount amount.

Allow free shipping – You can check this box if the coupon allows free shipping. But you need to enable a free shipping method in your shipping zone prior to this.

Coupon Expiry date – Here you can enter an expiry date for the coupon.

Coupon start date – Here you can enter a start date for the coupon. The coupon will only be available for application from the specified start date.

Apply coupon automatically – On enabling the checkbox, the coupon will be applied automatically when other coupon criteria are met.

Show in my account – You can enable the checkbox if you wish to make the coupon available for view in the customers ‘My Account Page’.

Usage Restriction

Minimum Spend – Here you can set the minimum amount a customer needs to spend in your store to avail of the coupon.

Eg: Get 10% discount on all purchases above $50.

If you set the amount to $50 in this field, the customer will have to spend $50 or more in your store to avail of the coupon.

Maximum spend – Here you can set the maximum amount a customer needs to spend for availing coupons in your store.

Eg: Get 10% off on all purchases upto $50

If you set the amount to $50 in this field, the customer can only avail of this coupon for purchases up to $50.

Individual use only – You can check this box if the coupon cannot be used with other coupons.

Exclude sale items – You can check this box if the coupon should not apply to items on sale. Once you enable it, fixed product coupons will only work if the item is not on sale. Fixed-cart coupons will only work if there are items in the cart that are not on sale.

Product condition – You can choose the product condition to be either ‘Any’ or ‘All’. What you choose here will be applicable to the following two options.

Products – Products that the coupon will be applied to, or that need to be in the cart in order for the “Fixed cart discount” to be applied.

Eg: Imagine you want to apply a fixed cart discount to two products (Pen and Pencil) in your store. Now if you choose ‘Any’ only one of the products has to be in the cart for the coupon to work. If you choose ‘All’ both products should be in the cart for the coupon to work.

Exclude products – Products that the coupon will not be applied to, or that cannot be in the cart in order for the “Fixed cart discount” to be applied.

Example: You want to exclude two products (Pen and Pencil) in your store from applying fixed cart products coupons. Now if you choose ‘Any’ the coupon will not be applied if either pen or pencil is in the cart. If you choose ‘All’ the coupon will not be applied, only if both pen and pencil are in the cart.

Category condition – Similar to product condition, you can choose the category condition to be either ‘Any’ or ‘All’. What you choose here will be applicable to the following two options.

Product categories – Product categories that the coupon will be applied to, or that need to be in the cart in order for the “Fixed cart discount” to be applied.

Example: You need to apply fixed cart discount to two categories in your store (clothing and shoes). If you choose ‘Any’ the coupon will work if either clothing or shoe category is in the cart. If you choose ‘All’ both categories should be in the cart for the coupon to work.

Exclude categories – Product categories that the coupon will not be applied to, or that cannot be in the cart in order for the “Fixed cart discount” to be applied.

Example: You want to exclude two product categories (cloth and shoe) in your store from applying fixed cart products coupons. Now if you choose ‘Any’ the coupon will not be applied if either shoe or clothing category is in the cart. If you choose ‘All’ the coupon will not be applied only if both shoe and clothing category is in the cart.

Allowed emails – List of allowed billing emails to check against when an order is placed. Separate email addresses with commas. You can also use an asterisk (*) to match parts of an email. For example “*@gmail.com” would match all Gmail addresses.

Matching Products Coupons/Discounts

This section helps you configure different combinations of coupons for the purchase of matching products.

Minimum quantity of matching products – Here you can restrict coupons based on the minimum number of matching products.

Eg: Buy 2 T-shirts and get $5 discount

You can configure the coupon by choosing ‘fixed product discount’ as the discount type and entering $5 as the coupon amount. Choose T-shirt in the ‘Product’ field of the usage restriction section. Enter minimum quantity as ‘two’ in matching products.

Eg: Buy 2 and get 50% off

To configure the coupon choose the discount type as percentage and enter the coupon amount as 50. Then add ‘2’ in the ‘Minimum Quantity of Matching Products’ field and publish the coupon.

Maximum quantity of matching products – Here you can restrict coupons based on the maximum number of matching products.

Eg: Get $10 discount for up to 4 T-shirts

To configure the coupon choose ‘fixed product discount’ as the discount type and enter $10 as the coupon amount. In the ‘Usage restriction’ section choose ‘T-shirt’ as ‘Product’. Enter maximum quantity as ‘four’ in matching products.

Minimum subtotal of matching products – Here you can specify a minimum price subtotal of the products that match the given product or category restrictions.

Eg: Buy T-shirts worth $30 and get $10 off.

To create the coupon choose ‘fixed product discount’ as the discount type and enter $10 as the coupon amount. In the ‘Usage restriction’ section add T-shirts in the ‘Product’ field. Enter minimum subtotal as ‘$30’ in matching products field.

Maximum subtotal of matching products – Maximum price subtotal of the products that match the given product or category restrictions.

Eg: Spend up to $50 on T-shirts to avail a discount of $15.

To create the coupon choose ‘fixed product discount’ as the discount type and enter $15 as the coupon amount. In the ‘Usage restriction’ section add T-shirts in the ‘Product’ field. Enter maximum subtotal as ‘$30’ in matching products field.

Usage Limits

Usage limit per coupon – Here you can specify how many times this coupon can be used before it expires. If you leave the field empty it will be used unlimited times.

Usage limit per user – Here you can specify how many times this coupon can be used by an individual user. If you leave the field empty you allow the user to use the coupon unlimited times. Billing email is used for identifying guest users, and user ID for logged-in users.

On selecting the discount type as ‘Percentage discount’, two additional usage limits options populate:

Limit usage to X items – If left blank, the coupon applies to all qualifying items in the cart. The maximum number of individual items the coupon can apply to when using product discounts.
Maximum discount vaue – Use this option to set a cap on the discount value especially for percentage discounts, e.g, you may provide a 50% discount coupon for a product but with a maximum discount of up to $100.

Checkout Options

Shipping methods – Here you need to choose the shipping method/s on which you want to allow the usage of this coupon. This coupon will only work if one of the selected shipping methods is chosen by the customer. If you leave it blank the coupon will be applied to all shipping methods.

Eg: Get 20% discount on flat rate shipping.

To create this discount coupon you need to select ‘flat rate’ shipping method in the shipping methods field above.

Payment methods – Here you need to choose the payment method/s on which you want to allow the usage of this coupon. The coupon will only be applied if the customer selects one of the payment methods from the list. If you leave it blank the coupon will be applied to all payment methods.

Eg: 20% discount on all credit card payments.

To create this coupon you need to select a credit card in the payment methods field.

Applicable Roles – Here you need to add the user roles on which you want to allow the usage of this coupon. Any customer who doesn’t belong to the specified user role(s) will not be eligible for this coupon. If you leave the field empty the coupon will be available to all user roles.

Eg: 30% off for all registered customers.

To create this coupon you will have to choose ‘Registered customers’ in the user roles field.

Giveaway Products

Free Products – Here you can choose the giveaway product from your store that you wish to associate with the coupon. You can only choose one simple or variable product from your store to set as a giveaway. Multiple giveaway products are supported only in the premium version of the Smart Coupons for WooCommerce plugin.

Eg: Let’s say you want to give away a ‘belt’ for all purchases above $50.

To create this coupon you can set the minimum spend ’50’ (within usage restrictions) and choose ‘belt’ in the above free product field.

Coupon category

Group coupons based on category by using the Coupon category option. From your dashboard, head on to Marketing > Coupons > Coupon category

Add New Category

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

Name: Key in an appropriate 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: Type the description for the coupon category in the field provided.
Finally, click on Add new category button to update.

The coupon category will appear in the coupon edit window as shown below:

Coupon layouts

From your dashboard, head on to Marketing > Coupons > Layouts. A window appears as shown below:

The plugin allows you to customize the appearance of coupons. You can choose the required color and design for Available coupons, Used coupons, and Expired coupons.

URL Coupons

URL Coupons feature helps you add a unique URL to any coupon in your e-commerce store. in the basic version of the plugin, URL coupons can be implemented with the help of a shortcode.

Following is the format you need to follow to create a URL coupon.

{site_url}/?wt_coupon={coupon_code}

Clicking the URL ensures that the underlying coupon is applied as per its respective configuration e.g allow a discount, giveaway free product, etc.

Following is an example of a URL coupon:

[https://www.webtoffee.com/cart/?wt_coupon=flat30]

This URL coupon offers a flat 30 percentage of discount at www.webtoffee.com, coupon_code = FLAT30, site_url(preferably cart page) = https://www.webtoffee.com/cart

For pro version setup guide, please refer here.

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Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

Comments (30)

Manfred

November 25, 2021

Hello,

is it possible to Use one Code “MYCOUPON” with several Roles?
e.g.
Role A –> 10% Discount
Role B –> 20% Discount?

Thanks in advance!

Reply
- Mike
  
  December 6, 2021
  
  Hi Manfred,
  
  Thanks for reaching out. We understand your requirement. Presently our plugin doesn’t offer to integrate both discount rules in one single coupon. You need to create two separate coupons to achieve that requirement.
  
  Reply
simone

November 9, 2021

Hi, when customer click on the discount URL (ex. https://www.webtoffee.com/cart/?wt_coupon=flat30) for the first time the cart is empty, so they have to come back to the shop, select the product and then put coupon “FLAT30” manually. Is there a way to preset the cart with 1 package? so also if the customer is the first time he comes to the site already find the product to cart with the discount applied?

Reply
- Mike
  
  December 6, 2021
  
  Hello Simone,
  
  Thanks for reaching out. Presently our Smart Coupons for WooCommerce plugin doesn’t offer any option to add a product using the coupon URL. However, you can use our URL Coupons for WooCommerce plugin to achieve that. Kindly go through this article for a better understanding.
  
  Reply
Joe

November 9, 2021

Hello,

I would like to know if there’s a restriction with regards to ‘variable products’ on having ‘giveaway products’?

Thank you.

Reply
- Mike
  
  November 23, 2021
  
  Hi Joe,
  
  Thanks for reaching out. You can choose each variation as a giveaway.
  
  Reply
Greg Kirk

November 8, 2021

I want to create a discount voucher that I can give to specific customers of my choice. Does this plug in allow me to do this?

Reply
- Mike
  
  November 8, 2021
  
  Hi Greg,
  
  Yes, you can add email restrictions on coupons. In which the coupons will be applied based on the customer’s email address.
  
  Reply
Pranav Soni

October 25, 2021

We want to display discounted price for coupon applied on specific product on cart and checkout steps. Please let us know how we can do that using this plugin.

Reply
- Mike
  
  October 26, 2021
  
  Hi Pranav,
  
  Thanks for reaching out to us.
  
  The coupon application is the default functionality of WooCommerce and it is applied to the entire cart. We are sorry to let you down, item line based discounted display option is not available. Thanks for understanding.
  
  Reply
Rebeca Aguillon

October 22, 2021

Hello.
Can the coupon be applied after taxes?

Reply
- Mike
  
  October 26, 2021
  
  Hi Rebeca,
  
  Thanks for reaching out. The coupon applies to the entire cart so that it will include the tax rates too.
  
  Reply
Shaun

September 28, 2021

I have installed plugin, and configured one coupon code. But checkout and cart does not reflect with the field to add coupon code.
There isn’t any place where user can use that coupon code.

Reply
- Mike
  
  September 28, 2021
  
  Hi Shaun,
  
  Thanks for reaching out. The issue might be with the theme that you are using. The Coupon redemption field is the default WooCommerce functionality. Kindly share the theme zip file via this link to check the issue.
  
  Reply
kirubashini

September 2, 2021

Hi,
Thanks for useful plugin…
I’ve a doubt is it possible to list all available / active coupon in one page

Reply
- Mike
  
  September 28, 2021
  
  Hi Kirubashini,
  
  You can use the screen options located at the top right corner of the coupons page to set the number of coupons to be displayed per page.
  
  Reply
Rose

August 5, 2021

Hi,
I am looking into this plugin.
Is it possible to make a coupon for buying more than one of a single product (if they buy more than one of this product then they get the products for cheaper?

Thank you.

Reply
- Mark
  
  August 15, 2021
  
  Hi Rose,
  
  Thanks for reaching out!
  
  We currently have the giveaway option which allows for you to give a specific product at full or at a limited discount. We understand your requirement to give any product at discount but this option isn’t available in the plugin at the moment. Sorry to let you down.
  
  Reply
Mic

June 18, 2021

Hello.
Is it possible for an admin or shop manger to see which customer has used each coupon?
or to see which coupons has a customer used?

Reply
- Mark
  
  June 21, 2021
  
  Hi Mic,
  
  You can make use of the Woocommerce’s default Analytics dashboard to see all usage data regarding coupons. Go to Analytics > Coupons menu from the WP dashboard.
  
  Reply
Sam

May 15, 2021

Hi, I’m interested in your plugin, but I have a question. Can I set a voucher discount if the customer has complete the first order and then automatically send the voucher discount through the email for the next transaction? can this plugin do that?

Reply
- Mark
  
  May 21, 2021
  
  Hi Sam,
  
  You can send coupons that are eligible only if the user has made one purchase. However, there is no option currently to automate this.
  
  We will add it to backlogs for future consideration.
  
  Reply
Nitesh Chaudhary

May 8, 2021

I am interested in the paid version, but i cannot find the checkbox where i can show coupons in the cart/checkout page like it was used to be shown in the demo videos?? How can i use that?? Also does that coupons are clickable, as in when i click on the coupon on the checkout page it applies immediately??

Reply
- Mark
  
  May 12, 2021
  
  Hi Nitesh,
  
  The ‘Make coupon available in’ option in the coupon edit > General page is the option you are looking for. The coupon displayed that way are click to apply enabled.
  
  Reply
Melody

March 24, 2021

Hi, how can I change the message in the checkout when the coupon is added? I would like to change the “Congrats you got a free gift!!” and “It’s a free gift for you”. Thank you

Reply
- Mark
  
  March 31, 2021
  
  Hi Melody,
  
  Sorry to let you down, there is no option within the plugin to change this. Since it is passed through the translation strings, please try using some plugins like ‘Say What’
  
  Reply
hadi

February 23, 2021

in free version or premium. how many coupons I can make?
Thank you

Reply
- Mark
  
  February 24, 2021
  
  Hi Hadi,
  
  There is no limit to the number of coupons that can be created. It is a woocommerce default feature.
  
  Reply
ANITA CALABRESE

February 14, 2021

Thanks for great discription to smart coupon- If a customer wants a gift card is this included in Smart coupons.

Reply
- Haritha
  
  February 15, 2021
  
  Glad you liked the article. The gift card feature is available in the premium version of the Smart Coupons for WooCommerce plugin.
  https://www.webtoffee.com/product/smart-coupons-for-woocommerce/
  
  Reply

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Smart Coupons for WooCommerce – User guide

Overview of the Plugin

Installation of the Plugin

Getting Started with the Plugin