Adding & Activating a Coupon Code
In many cases the discount that is requested already lives in our system. For these discounts, we may only
need to add a coupon code and activate the discount/code. In this event, we only need to complete the
following steps: Search for the coupon, activate the coupon, add & activate the new code, and publish.
Search for a Coupon
- Open the Restaurants folder in the admin and find the location you want to add the coupon. (If
this is at Root, then the Root menu works perfectly for this). - Open that restaurant folder drop down, and you’ll see Discounts as the third folder from the
top - Click on Discounts – Note do not open the folder, but actually click on the word Discounts. This
will open the following Search tool - Search for the Coupon Code first – you may get lucky and the coupon and code both may
already exist, just needing activation - If coupon code does not produce the coupon you are looking for, search for the coupon name.
This search uses exact spelling/spaces, etc. We recommend searching by the amount of the
discount (ex: $10 or 10% if the discount is $10.00 off, or 10% off). This will weed out a lot of
coupons and should display a more limited amount to make it easier to find the coupon you are
looking for in the remaining selections. - Once you find your coupon, click on the edit hyperlink under the edit column corresponding to your coupon.
Activate a Coupon
The next step is activating the coupon, followed by activating the code. There are two separate active
checkboxes you’ll need to check, one on the coupon, one on the code. Make sure to select “Active” on both the coupon and the code for the coupon to be active on the site.
- First, open the coupon at the generic or restaurant at which you would like to activate it
(Restaurants -> Selected Restaurant -> Discounts -> Search for your coupon -> Click Edit). - Once in the coupon, select the “Active” checkbox on the coupon, located below the localized
text and discount type sections. - Also in the Code section at the bottom of the page, select the “Active” box for the specific
code(s) that you’d like to activate (This is if the code is already input on the coupon, if the coupon is
not already inserted, follow along below on how to add a code). - Click submit, then publish the restaurant in order to see your changes on the ordering site.
Add Coupon Code
At the bottom of the page you’ll see a number of coupon codes. If this is a new code to be added,
click the Add Coupon Code button at the very bottom of the page, above the Submit button.
The following fields are included on each code:
- Code: The code (letters and/or numbers) that the customer enters on the checkout page for
redemption.
Note: Auto apply coupons still have a code inserted on this page as well, even though
the customer will not have to enter a code. - Start Date: The date on which the coupon code can start being used
- End Date: The first date on which the coupon code is invalid.
Note: The coupon will not be active on this date, rather it is the first date the code is not active. - Number of Uses: The number of times the code can be redeemed; you can also leave this blank
if there will not be a limit on redemptions. - Usage Scope: Tied to the above property; global means that the number of uses is the amount
the code can be redeemed across all customers; customer means that the amount the code can
be redeemed by an individual user (e.g. one coupon code redemption per user) - Active: Make sure the code itself is activated (in addition to activating the coupon) at the
appropriate generics or restaurants. - Click submit, then publish the restaurant in order to see your changes on the ordering site.