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Advanced Coupons: Discounting One Month Only, Tagging by Coupon

Advanced promotions can be used in scenarios where we want finer control over the behavior of a coupon, such as:

  • Applying a discount to a recurring subscription for the first month only
  • Giving people who purchase with a coupon a specific tag
  • Switching to a totally different product or order form with a coupon

Let’s take a look at how these work.

How To Discount The First Payment Of A Trial Period With A Coupon Code

Use a coupon code to offer a paid trial for a subscription plan or a one-time payment. For example, if you want to offer a $1 trial period for 30 days, then charge $10 per month thereafter.

It’s fully automated and will charge your customer after the trial period is over.

Note: you can also offer a free trial or a paid trial with no coupon code.

Important: this tutorial assumes you’re using the “default order form design” for your order forms. If you’re using a customized Flex order form design, it will still work but you will end up with an Order Summary that shows a $0 charge for the first month.

Since that might cause confusion for your members, it’s best to use the Default order forms for creating this type of trial switch.

Step 1: Under your offering, add a new form

Select the “Payment Plan with Trial” option.
Screenshot of the Payment Plan with a Trial Option

Step 2: Adjust your form settings.

Trial Form Payment Plan Settings

To make it really clear to customers that this is a trial and that they’ll be charged after the 30 day period, you can use the Override options to write your own description of what happens after the trial like this. You will find these settings under Sales -> Product Setup for the Trial product:

Screenshot of price description override

Important: This option to override the text is only available in the “Default order form” designs, and will not work for the Flex designs. Unfortunately, at this time the flex designs will display a $0 price for the recurring portion of the order.

Since that might cause confusion for your members, it’s best to use the Default order forms for creating this type of trial switch.

Step 3: Create the coupon (two options)

Now it’s time to create the advanced coupon. To keep things organized and in one place, it’s recommended that you create the coupon inside the Offering. By doing that you won’t see the “Advanced options”, and you will need to create a simple % discount.

Screenshot of edit coupon button

Once you hit “Save” on your Offering, then you can click the edit icon next to the Coupon to open the advanced settings and switch from a simple promo to an advanced one.

Alternatively, you can go to: AccessAlly > Sales > Promo Setup and create a promo that’s not associated with an Offering.

Choose “Advanced Mode” and configure the following options:

Screenshot of advanced coupon settings

Configure how the promotion will affect the other: Advanced Mode
Original offer: regular subscription
Target offer: trial offer
How to activate this promotion: special offer coupon code
Active time frame: (not necessary, but can be set)
Coupon code: enter the coupon text or click “Generate” button to a create a random code
Limit how many times the coupon can be used: (not necessary, but can be set)
Display a message when this promotion has been applied: customize your message or leave the standard one

Click the Save button.

Here’s what happens now

If your customer uses the coupon code you’ve created, they’ll pay the discounted rate for the trial period, then be automatically charged when the trial period is over.

If your customer doesn’t use the coupon code you’ve created, they’ll purchase the offer at regular price with no trial period.

Now you can include your advanced coupon code in any promotions, and when someone uses it on the regularly priced subscription, your AccessAlly order form will switch to showing the discounted first month instead!

Apply Tags for Customers Who Use a Coupon

To apply tags to customers who use a coupon, you will follow a very similar process as outlined above. If you’re not trying to discount just the first month, you will create two different order forms with the two different prices or payment options.

For example, if you have a full-price offering at $100 and you want the discount to be 20% you would create a second order form for the same offering priced at $80.

This type of tagging is helpful when you want to send a follow-up email sequence through your CRM to clients who used a coupon code to purchase a product.

Simply click on the second “discounted” order form edit button from your Offering’s Form area, and then choose the Automation tab.

Screenshot of where to add a tag

Here you can add the additional tags you would like to include, like a “Used a coupon” tag as shown above.

Testing your advanced coupons

How do you know if everything is configured properly?

1. Open the order form page in an incognito window
2. Use the coupon code while submitting a test order
3. Check your contact in the CRM to make sure that the coupon tag shows up properly.

Updated on January 13, 2022

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