Creating and managing coupon rules
Coupon rules in Wollette allow you to offer targeted discounts that can be applied at checkout using a code, barcode, or QR scan. These rules help increase customer engagement and support promotional campaigns. There are four types of coupons:
- Based on gross price of the transaction
- Based on the purchase frequency of a line item
- Based on the quantity of a line item
- Based on transaction frequency.
You can manage coupons for your store in the Merchant Dashboard.
Before you start: Some coupon and discount types are tied to particular products, so add those to your catalogue first.
Where to find it: Sidebar → Quick access → Coupon rules.
The page lists your existing rules with the columns Name, Type, Created, Valid from and Valid to.
Creating a coupon rule
The form is a two-step wizard: Basic information, then Discount. Step 1 sets out who earns a coupon and how long it lasts; step 2 sets out what the coupon is worth.
Steps
- Click Add coupon rule. The Add new coupon rule window opens on step Basic information.
- In Name, type a name for the rule.
- Choose a Type. This decides what a customer has to do to earn the coupon, and it controls which boxes appear below — see Coupon types underneath these steps.
- Fill in the extra boxes your chosen type has added.
- Set the validity period: Coupon valid for (a number) and Validity period unit (for example days or months). This is how long a coupon stays usable once a customer has earned it.
- Set Available from and Available to. This is the window in which the rule itself is running — coupons can only be earned between these two dates.
- Optionally add Terms & conditions.
- Click Next. Wollette checks the name isn't already taken before it lets you through.
- On the Discount step, choose a Discount type. This controls the rest of the boxes — see Discount types underneath.
- Enter a Discount code and, optionally, a Discount description.
- Fill in the remaining boxes for your chosen discount type.
- Click Save. Use Back to return to step 1, or Cancel to abandon the rule.
Changing the type clears everything below it. Both selectors — Type on step 1 and Discount type on step 2 — reset the rest of the form when you change them, because the fields underneath belong to the type you picked. Choose the type first, then fill in the detail. Changing Type keeps the Name you've typed; changing Discount type clears the Discount code as well.
Coupon types
The list of types is supplied by Wollette, so the exact wording in the dropdown may differ slightly from the descriptions here. Four kinds are supported, and each adds its own boxes:
| What the customer has to do | Extra fields you'll be asked for |
|---|---|
| Shop with you a certain number of times | Number of qualifying trips |
| Buy particular products a certain number of times | Applicable products and Number of qualifying trips |
| Buy a certain quantity of particular products | Applicable products and Applicable quantity |
| Spend at least a certain amount in one transaction | Minimum amount, plus an optional Excluded products list of items that don't count towards that amount |
Discount types
Again, four kinds, and each shows its own boxes:
| What the coupon does | Extra fields you'll be asked for |
|---|---|
| Takes a fixed amount off particular products | Discount amount, Applicable products, Minimum quantity, Maximum quantity |
| Takes a percentage off particular products | Discount percentage, Applicable products, Minimum quantity, Maximum quantity |
| Takes a fixed amount off the whole order | Discount amount, Minimum amount, Excluded SKUs |
| Takes a percentage off the whole order | Discount percentage, Minimum amount, Excluded SKUs |
What happens next
The window closes and you'll see "Coupon rule added successfully". The new rule appears in the list.
Field reference
Step 1 — Basic information
| Field | What to enter | Rules |
|---|---|---|
| Name | A name for the rule | Required; must not already be used by another rule |
| Type | What the customer must do to earn the coupon | Required; changing it clears the fields below |
| Number of qualifying trips | How many qualifying visits or purchases are needed | Required for the two frequency-based types; a positive number |
| Applicable products | The products the rule watches | Required for the product-based types; at least one product |
| Applicable quantity | How many units must be bought | Required for the quantity type; a positive number |
| Minimum amount | The spend that earns the coupon | Required for the transaction-spend type; a positive amount |
| Excluded products | Items that don't count towards that spend | Optional |
| Coupon valid for | How long an earned coupon lasts | Required; a positive number |
| Validity period unit | The unit that number is measured in | Required |
| Available from | The day the rule starts running | Required |
| Available to | The day the rule stops running | Required; must be after Available from |
| Terms & conditions | Any terms shown to the customer with the coupon | Optional |
Step 2 — Discount
| Field | What to enter | Rules |
|---|---|---|
| Discount type | What the coupon takes off | Required; changing it clears the fields below |
| Discount code | The code that identifies this discount | Required; must not already be used by another rule |
| Discount description | A short description of the offer | Optional |
| Discount amount | The money value taken off | Required for the fixed-amount types; a positive amount |
| Discount percentage | The percentage taken off | Required for the percentage types; more than 0 and no more than 100 |
| Minimum amount | The order value the discount needs before it applies | Required for the two order-level types; a positive amount |
| Applicable products | The products the discount applies to | Required for the two product-level types; at least one product |
| Excluded SKUs | Products the discount must not apply to | Optional, on the two order-level types |
| Minimum quantity | Fewest units the discount applies to | Required for the two product-level types; must not exceed the maximum |
| Maximum quantity | Most units the discount applies to | Required for the two product-level types |
Editing a coupon rule
Steps
- Find the rule in the list and open its actions menu.
- Choose Edit rule. The Edit coupon rule window opens with the rule's current values filled in.
- Change what you need across the two steps, exactly as when creating a rule.
- Click Save.
Remember that changing Type or Discount type clears everything below it, so on an edit you'd have to re-enter those details.
What happens next
The window closes and you'll see "Coupon rule updated successfully". The list refreshes with the new values.
Deleting a coupon rule
Steps
- Find the rule in the list and open its actions menu.
- Choose Delete.
- A Delete rule confirmation appears, naming the rule: "Are you sure you want to delete rule" followed by its name.
- Click Delete to confirm, or Cancel to keep it.
What happens next
You'll see "Coupon rule deleted" and the rule disappears from the list. Deleting is permanent — you'd have to build the rule again from scratch.