Coupons

In CLIENTXCMS, a coupon corresponds to a discount code that you offer to your customers in your store.
The objective is clear: build customer loyalty, boost your sales and offer targeted promotional offers. Good coupon management allows your customers to benefit from exclusive advantages while giving you full control over your marketing campaigns.

Each coupon can be fully customized: code, discount type, validity, usage conditions, applicable products, etc.

You can manage coupons from:

Settings > Store Settings > Coupons

Tip

A well-configured coupon can significantly improve your conversion rate and encourage customers to complete their order. Think about defining clear conditions to avoid abuse.

Why use coupons?

Coupons are a powerful marketing tool for your store. They concretely represent advantages you offer to your customers — whether it's a discount on a specific service, free setup fees, or an overall discount.

Creating effective coupons allows you to:

• Build loyalty with existing customers through exclusive offers
• Attract new customers with attractive discounts
• Clear stock or promote specific services
• Reward loyal customers or first-time buyers

Tip

Coupons are like privileged entry tickets to your services 🎫 — your customers feel valued, and you keep control over your margins and commercial strategy.

User Interfaces

Store-side View

Coupons are applied by customers directly in the shopping cart. They enter the coupon code in a dedicated field when finalizing their order.

Once the coupon is validated, the discount is automatically applied and the customer can see:

• The discount amount
• The new total after discount
• The conditions of the applied coupon

Administrator View

In the administration interface, you have a complete list of created coupons. You can:

• Search for a coupon by its code
• Filter by status or validity period
• Perform actions like edit, view usage, or delete a coupon

Available Actions

Action	Description
View	View and edit coupon details
Delete	Permanently delete the coupon

Warning

Deleting a coupon can cause errors if it is linked to existing orders. Proceed with caution; we recommend disabling the coupon rather than deleting it.

Discount Types

CLIENTXCMS offers two types of discounts for coupons:

• Percentage: Discount calculated as a percentage of the order amount
• Fixed Amount: Discount of a defined amount in currency

These types allow total flexibility in your discount strategies.

Creating a New Coupon

To add a coupon to your store, click the "Create" button in the top right of the page.

Essential Parameters to Define

Here are the main fields to complete when creating a coupon:

Code | (text)

The code customers will need to enter to benefit from the discount. Choose a memorable and unique code.

Discount Type | (dropdown menu)

Select between "Percentage" or "Fixed Amount" depending on the desired discount type.

Start Date | (date)

Date from which the coupon becomes usable by customers.

End Date | (date)

Deadline for coupon usage. Leave empty for a coupon without expiration.

Maximum Number of Uses | (numeric field)

Global limit on the number of times the coupon can be used. Leave empty for unlimited use.

Uses Per Customer | (numeric field)

Limits the number of times the same customer can use this coupon.

Minimum Order Amount | (amount)

Minimum amount the order must reach to apply the coupon.

Tip

Define short and memorable codes like "WELCOME10" or "XMAS2024". Avoid overly complex codes that could discourage your customers.

Advanced Configuration

Targeting Options

You can configure advanced options for each coupon:

Allowed Products | (multiple selection)
Restricts coupon use to specific products.

Allowed Groups | (multiple selection)
Limits the coupon to certain product groups only.

Required Products | (multiple selection)
Requires the presence of certain products in the cart to use the coupon.

Global Discount | (checkbox)
Applies the discount to the entire order instead of specific products.

Free Setup Fees | (checkbox)
Waives setup fees in addition to the discount.

First Order Only | (checkbox)
Limits use to new customers for their first order.

Discount Recurrence | (numeric field)
Defines how many renewals the discount applies to. -1 for unlimited, 0 for first payment only.

Discount Configuration

Using the Integrated Calculator

CLIENTXCMS offers an integrated discount calculator. It helps you:

• quickly calculate degressive discounts
• apply variable percentages based on duration

This feature is ideal for creating consistent and attractive coupons.

Tip

Use the calculator to create degressive offers: the longer the customer commits, the greater the discount. This encourages long-term subscriptions.

Editing a Coupon

Editing a coupon allows you to modify its characteristics while preserving its usage history.

Accessing Editing

To edit a coupon:

1. Go to the coupon list.
2. Click the "View" button in the Actions column of the relevant coupon.

Modifying Information

Once in the editing interface, you can modify:

• The coupon code (be careful with ongoing uses)
• The usage conditions
• The validity dates
• The amounts and percentages

Important

If the coupon is already used in active orders, some modifications may not apply retroactively.

Usage Tracking

Detailed Usage Display

You can view the complete usage history of each coupon:

The table displays:

• Customer: Who used the coupon
• Discount Amount: Savings realized
• Usage Date: When the coupon was applied
• Associated Order: Order reference

Usage Management

You can cancel a usage by clicking the corresponding "Delete" button. This allows the customer to reuse the coupon if necessary.

Deleting a Coupon

Warning

Deleting a coupon can cause system malfunctions, especially if the coupon is linked to existing orders. We recommend disabling the coupon rather than permanently deleting it.

To delete a coupon:

1. Click the red "Delete" button in the Actions column.
2. Confirm the operation.

Effective Coupon Strategies

Recommended Coupon Types

Coupon Type	Recommended Use
Welcome	For new customers (first order)
Loyalty	To reward regular customers
Seasonal	For promotional periods
Specific Product	To clear stock or promote a novelty

Best Practices

• Clear codes: Use explicit codes like "WELCOME20" or "EASTER2024"
• Limited duration: Create urgency with expiration dates
• Fair conditions: Avoid overly restrictive conditions that frustrate customers
• Regular tracking: Analyze usage to optimize your future campaigns

Remember

A well-designed coupon is a powerful loyalty tool. Use them strategically to boost your sales while maintaining your margins.