You can set up, edit, and manage discount codes in UniBee Discount Code tab. Discount codes can be used to offer promotional discounts to customers. It is a key tool for driving sales and customer engagement.

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Create a Discount code

To create a Discount Code, please navigate to the Discount Code tab and click the Add a Code button.

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General configuration

  1. Input the following details:
    • Name: Enter the name for the discount code.
    • Code: Provide a unique string that will be distributed to your audience.
    • Quantity: Specify how many times this code can be used. Set to 0 for unlimited usage.
  2. Select the Discount Type:
    • Fixed Amount
    • Percentage
  3. Define the code Type:
    • One-time
    • Recurring (For recurring, input the Recurring Cycle number, representing how many billing cycles the discount applies. 0 indicates no limit.)
  4. Configure the Code Apply Date Range (Time zone: UTC+0).
  5. In the Apply to Which Plans field, you may choose between apply the code to “All plans”, “Selected plans“ or “All plan except excluded plans” options. Click the 2nd or 3rd option and you can select the target plans.
  6. On the right side of the tab, you can see a Summary of the discount code set up.
  7. Click Save to save the discount code. The status will be set to Editing.
  8. While the status is Editing, you can modify the discount code settings.
  9. To activate the discount code, click the Activate button.

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Advanced configuration

For additional customization, billing administrators can enable advanced settings:

  1. Set the Discount Code Scope, choose one of the following options:

    • Apply for all: Available for all users.
    • Apply only for new users: Limited to users who successfully pay for a subscription plan for the first time.
    • Apply only for renewals: Restricted to subscription renewals.

  2. Set the Applicable Subscription Limits, choose one of the following options:

    • Apply for all
    • Apply only for upgrades (same recurring cycle)
    • Apply only for switching to longer subscriptions

  3. Restrict Reuse by the Same User:

    • By default, the Same user cannot use the same discount code again option is enabled. You can disable this setting if required.

By following these steps, you can create, configure, and activate a Discount Code tailored to your business needs.

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Edit a Discount Code

  1. Click the Edit icon in the Actions column to open the code definition page.
  2. Update the following settings as needed:
    • Quantity
    • Code Apply Date Range
    • Apply to Which Plans
  3. Click Save to apply the changes.

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Clone a Discount Code

  1. Click the Copy icon in the Actions column of the desired discount code.
  2. All the settings of the new Discount Code will be the same as the copied code, including Advanced configuration.
  3. On the new code definition page, modify any field in both General configuration and Advanced configuration.
  4. Click Save to create the new discount code.

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Archive a Discount Code

  1. Click the Archive icon in the Actions column of the discount code.
  2. Confirm the action by clicking OK in the pop-up window that asks, “Are you sure to archive this coupon code?”.
  3. You will receive a notification: “Discount code archived successfully.”
  4. The discount code will be set to Archived status and appear at the end of the list in grey.