To access Additional Options: While in the saved promo code, navigate to Options → Edit Additional Options.
OR If editing an existing promo code, scroll down its page and open the collapsed Additional Options section.
Include or exclude the promo code based on whether customers are B2B, B2C or both. For versions lower than 4.31
Applied To: Select customer group: B2B, B2C or both.
For versions 4.31+
- 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.
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.
Customer list allows you to restrict a promo code to specific customer accounts.
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.
- 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
- 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.
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 - Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have changed.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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