Smart Coupons for WooCommerce – User Guide

The Smart Coupons for WooCommerce plugin extends the default WooCommerce coupon functionality, offering greater flexibility and customization options. Below is an overview of the key features and how they work, helping store owners effectively manage coupons tailored to their needs.

1. Role, Payment, or Shipping Method-Based Coupons
   • Create coupons that apply only under specific conditions, such as for certain user roles, payment methods, or shipping options.
2. Product-Specific Coupons
   • Coupons can be configured based on matching product rules, ensuring they only apply to selected products or categories.
3. BOGO Deals (Buy One, Get One)
   • Offer deals like “Buy 1, Get 1 Free” or “Buy X, Get Y at 50% off” to encourage higher purchases.
4. Giveaway Product Coupons
   • Set coupons that automatically add a giveaway product to the cart upon application.
5. Auto-Apply Coupons
   • Enable automatic coupon application when customers meet certain criteria, removing the need for manual input.
6. URL-Enabled Coupons
   • Generate unique coupon URLs that apply coupons when customers visit the store through the link.
7. Scheduled Activation
   • Configure coupons to activate or expire automatically based on specific start and end dates.

You can install the plugin from the WordPress Plugin Directory or upload the plugin as a ZIP file downloaded from the WordPress.org site.

After installing the plugin, navigate to Marketing > Coupons in your WordPress dashboard to access the Smart Coupons interface

To create a coupon using the plugin, click on the Add Coupon button from Marketing > Coupons or navigate to Smart Coupons > Add Coupon from the WordPress dashboard

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. If you want, you can provide a description of the coupon in the next field. Note that the description will be visible to the customers, so avoid shorthand and abbreviations.

Now, you can start filling in all the coupon data required to create the coupon. The Coupon data widget houses five different tabs.

• Discount type/Coupon amount:
  • Percentage Discount: Apply a discount percentage to the cart total. Example: A 10% discount on all orders.
  • Fixed Cart Discount: Deduct a fixed amount from the total cart value. Example: $20 off the cart total.
  • Fixed Product Discount: Apply a discount to specific products. Example: $5 off each T-shirt in the cart.
  • BOGO Deals: Configure Buy X, Get Y offers with full or partial discounts. Example: Buy 2, Get 1 free.
• Allow free shipping – Enable free shipping if applicable, but ensure the free shipping method is configured in your shipping zones.
• Coupon Expiry date – Defines the end date of the coupon’s validity. The coupon becomes invalid on the specified expiry date.
• Coupon start date – Specifies the date from which the coupon becomes available for use.
• Apply coupon automatically – Automatically applies the coupon to the cart when the conditions associated with the coupon are fulfilled.
• Make coupon available in – Determines where the coupon will appear and be accessible to users. Available options include My Account and Checkout.

These flexible restrictions ensure that coupons are applied only when conditions meet your store’s promotional strategy, offering better control over discounts while preventing misuse.

• Minimum Spend – Specifies the minimum amount a customer needs to spend to apply the coupon.
  • Example: A 10% discount is available on all purchases above $50. If the minimum spend is set to $50, the customer must spend $50 or more to use the coupon.
• Maximum spend – Defines the upper limit on the total cart value for which the coupon can be used.
  • Example: A 10% discount is applied on purchases up to $50.
• Individual use only – Restricts the coupon from being combined with other coupons. Only one coupon can be applied at checkout.
• Exclude sale items – Prevents additional discounts on products already on sale. In such cases, only non-sale items will contribute to the discount calculations.
• Product/Category restrictions – Applies conditions where the coupon is valid only if specific products or categories are in the cart. These restrictions ensure targeted discounts.
• Individual quantity restriction – Enforces product- or category-level restrictions by setting a minimum or maximum number of qualifying items in the cart.

Product and Category-based restrictions

• Product Conditions – Select whether the coupon applies if any or all specified products are in the cart.
  • Example:
    • Any: If Pen or Pencil is in the cart, the coupon applies.
    • All: Both Pen and Pencil must be present for the coupon to apply.
• Products – Specify the products the coupon applies to, or which must be in the cart to activate the coupon. You can set minimum and maximum product quantities for eligibility.
• Exclude Products – Choose products where the coupon should not apply.
  • Example: Exclude Pen and Pencil from discounts:
    • Any: The coupon will not apply if either Pen or Pencil is in the cart.
    • All: The coupon will not apply only if both Pen and Pencil are in the cart.
• Category condition – Select whether the coupon applies if any or all specified product categories are in the cart.
  • Example:
    • Any: The coupon applies if a product from Category A or Category B is in the cart.
    • All: The coupon applies if both products from Category A and Category B are in the cart.
• Category – Specify the product category the coupon applies to, or which must be in the cart to activate the coupon. You can set minimum and maximum product quantities for eligibility.
• Exclude Categories – Choose item categories that should be excluded from the coupon. Coupons will not apply to these items or the entire cart if one of these products is added.

Quantity and subtotal restrictions

• Minimum quantity of matching products – Defines the minimum number of matching products required for the coupon to apply.
  • Example: Buy 2 T-shirts and get a $5 discount.
    • Set the discount type to Fixed Product Discount with an amount of $5.
    • Choose T-shirt under product restriction and set the minimum quantity to 2.
• Maximum quantity of matching products – Sets the upper limit on the number of matching products eligible for the coupon.
  • Example: Get a $10 discount on up to 4 T-shirts.
    • Set the discount type to Fixed Product Discount with an amount of $10.
    • Choose T-shirt under product restriction and set the maximum quantity to 4.
• Minimum subtotal of matching products – Specifies the minimum subtotal for eligible products to activate the coupon.
  • Example: Spend $30 on T-shirts and get $10 off.
    • Set the discount type to Fixed Product Discount with an amount of $10.
    • Choose T-shirt under product restriction and set the minimum subtotal to $30.
• Maximum subtotal of matching products – Sets the maximum subtotal for matching products eligible for the coupon.
  • Example: Spend up to $50 on T-shirts to get a $15 discount.
    • Set the discount type to Fixed Product Discount with an amount of $15.
    • Choose T-shirt under product restriction and set the maximum subtotal to $50.

Email-based restrictions

• Allowed Emails -Restrict coupon usage to customers with specific email addresses as their billing address. Use wildcards to allow domains.
  • Example: Enter *@acme.com to allow all customers with an email ending in @acme.com to use the coupon.

These usage limits provide essential control over how often and in what way coupons can be redeemed, helping store owners manage promotions effectively while preventing overuse.

• Usage limit per coupon – Defines the total number of times the coupon can be used before it expires.
  • Example: If set to 100, the coupon will stop working after being used 100 times.
  • Note: Leave this field empty to allow unlimited usage.
• Limit usage to X items – Specifies the maximum number of individual items to which the coupon can apply when offering product-based discounts.
  • Example: If set to 3, the discount will only apply to a maximum of 3 eligible items in the cart.
  • Note: Leave this field blank to apply the discount to all qualifying items.
• Usage limit per user – Controls how many times an individual user can use the coupon.
  • Example: If set to 2, each user can use the coupon only twice.
  • Note: For guest users, billing email is used for identification, while logged-in users are tracked by their user ID. Leave this field empty for unlimited usage per user.
• Maximum discount value – Sets a cap on the discount amount, which is especially useful for percentage-based discounts.
  • Example: A 10% discount with a maximum discount value of $500 ensures that the discount won’t exceed $500, even if the cart total is very high.

These checkout options offer precise control, ensuring that the discount aligns with specific shipping, payment, or user role conditions. This helps manage targeted promotions and encourages customers to use preferred services or payment methods.

• Shipping methods – Choose specific shipping methods where the coupon will be applicable. If left blank, the coupon can be used with all available shipping methods.
  • Example: Get 20% discount on flat rate shipping.
  • How to create: Select Flat Rate in the Shipping Methods field when setting up the coupon.
• Payment methods – Restrict the coupon to certain payment methods. The discount will only be applied if the customer selects one of the specified payment methods. If left blank, the coupon will apply to all payment methods.
  • Example:20% discount on all credit card payments.
  • How to create: Select Credit Card under the Payment Methods field during coupon setup.
• Applicable Roles – Limit the coupon to customers with specific user roles. If left empty, the coupon will be available to all users.
  • Example:30% off for all registered customers.
  • How to create: Select Registered Customers in the Applicable Roles field while creating the coupon.

Giveaway options enhance promotional strategies by allowing you to incentivize purchases and boost sales through targeted giveaways or discounts on specific products.

In this section, you can choose a giveaway product from your store to associate with the coupon. Only one simple or variable product can be selected as a giveaway. Note that multiple giveaway products are supported only for BOGO (Buy One Get One) coupons and in the premium version of the Smart Coupons for WooCommerce plugin.

• Free Products – Product to provide as a free product.
  • Example: Give away a ‘belt’ for all purchases over $50.

BOGO coupons

If BOGO is selected as the discount type, the Giveaway Products tab will include additional options:

• Customer Gets:
  • Specific product – Provide selected products as a giveaway for free or with a discount.
  • Any product from a specific category( Premium ) – Provide products from selected categories as giveaways for free or with a discount.
  • Any product in the store (Premium ) – Provide any random product from the store as a giveaway for free or with a discount.
  • Same product as in the cart (Premium )– Provide the same product that triggered the offer.
• Products: The selected product that will be offered as a giveaway.
  • Product: Specify which product to provide as a giveaway.
  • Quantity: Indicate the number of the selected item to provide as a giveaway.
  • Discount: Option to provide the selected product at a discount instead of offering it for free.

All the auto-apply coupons created are listed under a single tab for connivance. To manage auto apply coupon from the All Coupons page click on Auto-apply coupons.

This page displays all available auto-apply coupons along with their priority levels. The priority determines the order in which the coupons are applied—higher priority coupons are applied first.

• No of coupons that will be checked for auto-apply eligibility – Specify how many coupons the plugin will review to determine eligibility.
• Max auto-apply coupons per cart – Define the maximum number of coupons that can be automatically applied to the cart from the total number checked for eligibility.

The Coupon Category feature in Smart Coupons for WooCommerce allows you to organize and manage your coupons effectively by grouping them based on specific criteria.

From your dashboard, head on to Smart Coupons > Coupon category on the WordPress dashboard.

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

• Name – Appropriate name for the coupon category.
• Slug – The “slug” is the URL-friendly version of the name and will be automatically created. However, it is also possible to add a custom slug.
• Parent category – You can assign parent categories to create a hierarchical structure, which helps in organizing related coupon categories together for better clarity.
• Description – Type the description for the coupon category in the field provided.

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

The General Settings page in Smart Coupons for WooCommerce provides essential configurations to customize your coupon management experience. Here are the main features:

Customize the visual appearance of coupons by selecting colors and designs for different categories:

• Available Coupons: Set the style for coupons that are currently active and can be used.
• Used Coupons: Define how used coupons appear, helping customers track their discounts.
• Expired Coupons: Choose a design for coupons that are no longer valid, indicating to users that these offers are unavailable.

The URL Coupons feature allows you to create unique URLs for specific coupons in your store. This functionality is available in the basic version of the plugin using a shortcode format.

{site_url}/?wt_coupon={coupon_code}

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