To access Additional Options: While in the saved promo code, navigate to Options → Edit Additional Options. ![](/download/attachments/102794360/image2021-12-9_15-42-32.png?version=1&modificationDate=1639028490520&api=v2&effects=drop-shadow)
OR If editing an existing promo code, scroll down its page and open the collapsed Additional Options section. ![](/download/attachments/102794360/image2021-12-9_15-43-50.png?version=1&modificationDate=1639028568007&api=v2&effects=drop-shadow)
Include or exclude the promo code based on whether customers are B2B, B2C or both. For versions lower than 4.31 ![](/download/attachments/102794360/image2021-10-11_12-51-1.png?version=1&modificationDate=1633920576570&api=v2&effects=drop-shadow)
Applied To: Select customer group: B2B, B2C or both.
For versions 4.31+
![](/download/attachments/102794360/image2021-9-2_16-3-52.png?version=1&modificationDate=1630962502130&api=v2&effects=drop-shadow)
- Applied To: Select customer group: B2B, B2C or both.
- Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role
, then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'. - Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code.
![](/download/attachments/102794360/image2021-7-26_8-55-51.png?version=1&modificationDate=1630962502307&api=v2)
Limit the maximum number of times the promo code can be used. For unlimited use, leave at the default of '0'. - User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users) - Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code - Global Usage Limit: limit the total number of times the promo code can be used site-wide. - User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order. ![](/download/attachments/102794360/CMS-PromoCodeUserListUsageLimit.jpg?version=1&modificationDate=1630962502487&api=v2)
Customer list allows you to restrict a promo code to specific customer accounts. ![](/download/attachments/102794360/image2021-12-10_6-20-28.png?version=1&modificationDate=1639081166463&api=v2&effects=drop-shadow)
To add a customer manually: - In Customer Code, start typing a Customer Code, and select from the dropdown list.
- Click Add. The added Customer Code is listed below.
![](/download/attachments/102794360/image2021-12-10_6-33-12.png?version=1&modificationDate=1639081930177&api=v2) - Continue adding one code at a time, if needed.
- To save, click Save & Exit.
To add Customers in bulk:
- Create a CSV file with the Header 'Code' as the first column
![](/download/attachments/102794360/image2021-12-10_6-47-12.png?version=1&modificationDate=1639082770227&api=v2&effects=drop-shadow)
- Populate the column with the required Customer Codes.
- Click Import Customer List.
- Follow the instructions to upload the csv file.
- Check the Import Log to ensure there are no error messages.
![](/download/attachments/102794360/image2021-12-10_6-52-41.png?version=1&modificationDate=1639083099000&api=v2&effects=drop-shadow)
Default messages to users are set at the promotion code feature level. These can be overridden for a specific promotion code. Leave blank to use defaults. - Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have changed.
- Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
- Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.
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