A step by step guide on how to add a coupon using WooCommerce for WordPress websites.
So you have a WordPress site and you want to do some of the backend work and updates yourself to your ecommerce store? That’s fantastic!
And now you want to add a coupon? Even better! I got you! Hopefully this tutorial for how to add a coupon in WooCommerce gives you the confidence to forge ahead in taking your ecommerce website maintenance into your own hands.
*as a quick caveat – please consult with your web guy/gal if you have one and let them know (if you haven’t already) that you’re going to be doing these updates. It’s important to backup your site before every major update just in case something goes wonky.
Step 1: Login to your WordPress website admin area
This is usually done by going to yourwebsite.com/wp-admin . When you get to the login screen, you enter your credentials and find yourself in the “admin” or “backend” area of your website.
Step 2: Locate the “coupon” area in the left menu
Depending on how you have your admin area set up, the “Coupons” menu link could be in one of two places.
In what is called the “legacy mode” for WooCommerce, you will find the coupon navigation link under WooCommerce and then coupons. If the legacy mode has been turned off, you will find the coupon menu under “Marketing”.
Step 3: Add a new coupon
Once you’re in the coupon menu, you’re going to click the “Add Coupon” button.
Step 4: Add coupon details
Now’s the fun part – adding all the details!
There is a lot here, even if it doesn’t look like it.
The first detail to add is the coupon code. You can create one like I did here for local pickup, or you can have one automatically generated. The choice is yours.
Next item down is the description. This is not required, but if you plan to offer several different types of coupons for different audiences, it can be helpful to keep them all straight in your head.
Now we get down to the “Coupon Data” section of the page. The first item we see is the Discount Type. There are severn (7) different types available with the free WooCommerce plugin. These are percentage discount, fixed cart discount, fixed product discount, sign up fee discount, sign up fee % discount, recurring product discount, and recurring product % discount.
In this example, we are adding a recurring product discount to be able to offer local pick up for a subscription box.
The next detail that we are going to add is the coupon amount. I have it set to 0 here, with the “allow free shipping” option checked off. We’re not really discounting anything here, just providing an option to not charge shipping for local pickup. If you wanted to offer a flat $5 off for a recurring product, you would enter “5” and not check free shipping.
You can also add an expiration date to the coupon if you choose.
*in order to offer a free shipping coupon, you must have a “free shipping” class or option under the “shipping” menu for WooCommerce. A tutorial on shipping settings is coming.
Step 5: Look at the other menu items
Now that we have the basic details entered, let’s look at some of the additional information to enter if we so choose. We have the option to create usage restrictions and usage limits.
Usage Restrictions include details like minimum or maximum spend amount, if the coupon is for individual use (can or cannot be used in conjunction with other coupons), if you want it to exclude sales items or any particular product. You can get very granular with what items a coupon does or does not apply to. You can even specificy a coupon for a specific email(s) so you can reward your loyal customers without having an actualy loyalty program.
Usage limits apply to the coupon itself. Do you only want it to be used 50 times? Or maybe just qualifying items? Or limited to how many times a single user can use the coupon.
Step 6: Time to publish your coupon
You’ve added all your details. Gone through the restrictions and usage limits. Now it’s time to publish your coupon so your raving fans can use it!
Once your coupon is published you will see it in your coupon menu/page. From there you will be able to edit it at any time. The way it displays in blue from this main page is the coupon code. This is helpful if you forget your coupon code need to grab it to add it to an email sequence or give it to a customer.
Way to go! You’ve just created your first coupon for your WooCommerce store!
Please let us know if you found this tutorial helpful.
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