Create, edit, copy and archive

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. UniBee supports three types of discount codes:

• Standard Discount Codes: Individual codes with specific usage limits (created in admin portal)
• Batch Discount Codes: Generate thousands of unique codes from a single template
• External Discount Codes: Programmatically created via API (no admin portal setup needed)

💡 Looking to create batch discount codes? See the Batch Discount Codes guide for detailed instructions on creating and managing batch templates and generating multiple unique codes.

💡 Need programmatic discount creation? See the External Discount Codes guide for API-based discount creation without admin portal configuration.

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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 — deducts a set amount. The discount currency must match the main plan’s currency.
   • Percentage — deducts a percentage of the total (100 = 1%). No currency required.
3. Define the code Type:
   • One-time — the code can be used for subscription actions (new subscription purchase, renewal, upgrade, or downgrade) and for one-time add-on purchases. It discounts only the invoice where it is applied.
   • Recurring — the code can be used for subscription actions and can continue discounting future subscription invoices according to its cycle limit. It cannot be used for one-time add-on purchases. For recurring codes, input the Recurring Cycle number, representing how many billing cycles this discount applies. 0 indicates no limit.

   The code type controls duration, not plan eligibility. Plan eligibility is controlled separately by Apply Discount Code To.

4. Configure the Code Apply Date Range (Time zone: UTC+0).
5. In the Apply Discount Code To field, choose how the code is scoped to plans:
   • All plans — the code applies to every plan.
   • Selected plans — applies only to the plans you pick.
   • All plans except selected plans — applies to every plan except the ones you pick.
   • Apply to Plans by Billing Period — applies only to plans whose billing period matches the period(s) you choose (see the billing-period note under Advanced configuration).
   • Apply to Plans except by Billing Period — applies to all plans except those matching the chosen period(s).
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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Plan scope and billing period

The Apply Discount Code To field (in General configuration) controls which plans a code applies to. It does not require advanced configuration to be enabled. The two billing-period options let you target plans by their billing interval:

• Apply to Plans by Billing Period — only plans matching the selected billing period(s) are eligible.
• Apply to Plans except by Billing Period — all plans are eligible except those matching the selected period(s).

Billing-period rules can combine multiple intervals (for example 1 month, 3 months, 1 year). If a plan is both included and excluded, exclusion takes precedence.

⚠️ Billing-period matching ignores plan type. Billing-period rules match only on a plan’s interval unit and interval count (for example 1 month or 1 year). They do not check whether a plan is recurring or one-time. If a one-time add-on plan (such as a minutes or top-up plan) has 1 month set as its billing period, it will be matched by a 1 month billing-period rule and the discount will apply to it. To exclude such plans, either avoid the billing-period mode (use Selected plans / All plans except selected plans), or add them to the exclude list.

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Advanced configuration

For additional customization, billing administrators can enable advanced settings.

⚠️ Important — “Enable advanced configuration” is the master switch. The toggle Enable advanced configuration with one click controls all advanced rules below. The following settings only take effect when this master switch is turned on:

• Discount Code Applicable Scope (Apply for all / new users / renewals)
• Applicable Subscription Limits (Apply for all / upgrades / switching to longer subscriptions)
• Same user cannot use the same discount code again

If the master switch is off, these values may still appear in the form and in the right-side Summary, but they are not enforced at checkout. For example, if you turn on “Same user cannot use the same discount code again” but leave the master switch off, the same user can still reuse the code. After configuring the advanced rules, make sure Enable advanced configuration with one click is on, then click Save.

1. Turn on Enable advanced configuration with one click (master switch). This must be enabled for any of the settings below to take effect.
2. Set the Discount Code Applicable Scope, choose one of the following options:
   • Apply for all: available to every customer.
   • Apply only for new users: only customers who have never completed a paid subscription with you — i.e. their very first subscription purchase. (A customer counts as “new” until they have at least one paid subscription invoice.)
   • Apply only for renewals: only existing customers who already have at least one paid subscription. This covers everything after the first purchase — renewals, upgrades, and downgrades. A customer who has never paid for a subscription cannot use the code.

   The “new vs. existing” decision is based on whether the customer already has a paid subscription invoice with you — not on the specific action being performed.

3. 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
4. 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.
   • This restriction is only enforced when the master switch above is on.

💡 Plan scope — including Apply to Plans by Billing Period — is configured in the Apply Discount Code To field under General configuration and does not require the master switch. See Plan scope and billing period.

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.