Coupon Codes

Coupon codes are great for rewarding loyal customers or encouraging visitors to take a specific action, such as signing up for your email list or completing a purchase. Follow the instructions below to learn how you can:

1. Create coupons
2. Manage coupons
3. Insert your coupons into displays, emails, and texts

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Create a coupon

To create a new coupon code:

• Navigate to Coupons from the main navigation in your Privy dashboard.

• Select New Coupon.

• Give your new coupon a title, such as “Welcome Discount” — customers will not see this title.

• Select the source of your coupon. You will be able to select from three different locations:

  • Shopify or BigCommerce. These options allow you to push discounts to Shopify or BigCommerce without leaving your Privy account. If you are integrated with one of these providers, this option should be your go-to. 

  • Manual. Suppose you’re not a Shopify or BigCommerce customer. In that case, you can manually create coupons in Privy individually or in bulk by uploading a file of codes to be distributed one at a time.

• Select the type of coupon you’d like to use:

  • Master Coupon: Deliver one single code given to all sign ups or email/text recipients (i.e., “HELLO10”)

  • Unique Coupon: Deliver codes that are uniquely generated for each individual sign up or email/text recipients. These appear as a random string of numbers and letters, and you have the option to add a prefix. (i.e., “HELLO-5HB28Z4”)

• Configure your discount rules:

  • Create your code (or your option Code Prefix, if using a Unique Coupon).

  • Select your discount type (fixed amount, percentage, free shipping)

  • Add any additional rules, such as minimum purchase amount.

• Set a schedule if your coupon needs specific start and end dates (this setting is optional). Save.

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Edit or delete a coupon

To edit a coupon’s settings, or to delete it from Privy:

• Navigate to Coupons from the main navigation in your Privy dashboard.

• Locate the coupon you’d like to manage. Select either the Edit icon to edit the coupon’s settings, or the Delete icon to remove it from Privy.

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Insert a coupon into your content

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Displays

To attach a coupon to a display:

1. Head to Convert > All Displays.

2. Select an existing display or create a new display.

3. Head to the display’s Settings tab and select the Coupon card.

4. Select which coupon you’d like to attach to the display.

5. Check the ‘Auto apply coupon to card’ option if you’d like to streamline the checkout process by removing the need for your customer to manually enter their coupon code at checkout. Save.

To display your coupon code on your display’s Thank You Page:

1. In the display editor, navigate to your Thank You Page from the bottom navigation bar.

2. Add a text box and copy/paste the following variable: {{ signup.coupon_code }}

3. Make any other changes as needed, then Save.

To display your coupon code in your After Signup Email:

1. In the display editor, head to your Follow-Up step.

2. Select your After Signup Email.

3. When editing the text in your email, select the Merge Tag menu and choose the Coupon Code option to insert your code’s variable into your content. Save.

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Email Campaigns

To attach a coupon to an email campaign:

1. Head to your Campaigns page. Click on an existing draft, or create a new campaign.

2. Find the Coupon card at the bottom of the Details section on the left. Click the ‘edit’ icon and attach your coupon. Save.

To insert a coupon in your email campaign:

1. Head to your Campaigns. Select an existing draft, or create a new campaign.

2. Click to Edit design or select a template.

3. Once you’re in the email editor, add a new text box or edit an existing one. Select the Merge Tag menu and choose the Coupon Code option to insert your code’s variable into your content. Save.

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Automations

To attach a coupon to an Automation:

1. Head to Automations. Select an existing draft, or create a new Automation.

2. Click to Edit settings on the left side.

3. Locate your Coupon setting and select which coupon you’d like to attach. Save.

To insert a coupon in your Automation:

1. Head to Automations. Select an existing draft, or create a new Automation.

2. Select the ‘edit’ icon at the bottom of the email you’d like to edit.

3. Once you’re in the email editor, add a new text box or edit an existing one. Select the Merge Tag menu and choose the Coupon Code option to insert your code’s variable into your content. Save.

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SMS

To attach a coupon to an SMS Campaign:

1. Head to your Campaigns. Select an existing draft, or create a new text message.

2. Scroll down to the Coupon Code card and select which coupon you’d like to attach. Save.

To attach a coupon to an SMS Campaign or Automation:

1. When editing your text message, select the Personalization dropdown menu and select Coupon Code to insert the attached coupon code into your content.