Smart Coupons for WooCommerce – User guide

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.

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 give away products
• Set a starting date for coupons.

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.

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

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’.

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. If you choose the option ‘Any’ as the product condition above, the fixed cart discount will be applied if any of the selected product is in the cart. If you choose ‘All’, all the selected products should be in the cart for the “Fixed cart discount” coupon to work.

• Eg: Your 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. If you choose the ‘Any’ as the product condition above, fixed cart discount will be applied if any of the selected product is in the cart. If you choose ‘All’, all the selected products should be in the cart for the “Fixed cart discount” coupon to work.

• 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. If you choose ‘Any‘ as the category condition above, the fixed cart discount will be applied if any of the selected categories are in the cart. If you choose ‘All’, all the selected categories should be in the cart for the “Fixed cart discount” coupon to work.

• 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. If you choose ‘Any‘ as the category condition above, fixed cart discount will not be applied if any of the selected categories are in the cart. If you choose ‘All’, “Fixed cart discount” will not be applied if all the excluded categories are in the cart.

• 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.

This section helps you configure different combination 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.

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 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.

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 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.

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 product from your store to set as a giveaway. Multiple give away products is 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 as $50 (within usage restrictions) and choose ‘belt’ in the above free product field.