Exclusive to PortfolioPlus and ProSuite subscribers.
The ability to create and distribute coupons for potential clients in an effort to promote sales is one of the most popular marketing features that Zenfolio has to offer. Coupons may be amount-based (in which case, the amount is subtracted from the order product total) or they may be percentage-based (where the percentage amount is subtracted from the order product total).
You may also specify a coupon expiration policy that’s based on either a certain number of uses, or a certain date.
When provided with a valid active coupon, clients are able to redeem coupons during the checkout process on your website when placing an order.
It is important to keep in mind that if your coupon discounts the total order amount to less than base lab prices, resulting in a negative profit, your customer will not be able to complete their checkout.
Please ensure that you take into consideration all costs and fees related to selling a particular product to ensure that clients will be able to place their orders when using coupons.
For more information about the costs and fees related to selling, see this support article HERE.
One Coupon per Order
Only one coupon at a time can be applied to a single order. To apply two coupons, create a new coupon that combines the discounts of the two coupons, and then have the client apply that new coupon to the order.
Please note that is is currently not possible to create a coupon for 100% off of an order. Orders placed through your website must amount to at least $0.01 in profit. Orders placed using a 100% off coupon may result in an error viewing the order later.
Creating a New Coupon
- In your Zenfolio account, click on the
Selling icon.
- In the Selling section of the account, go to the Coupons tab.
- Click on the Create Coupon button.
- Select whether you want to create a General Coupon or a coupon for just Free Shipping.
Discount Type
You will automatically be taken to the Discount Type section. This is where you'll set up how much of a discount will be applied with the coupon, and for what products.
At this time it will not be possible to create a coupon that discounts an order by 100%, the final order total must amount to at least $0.01 in profit. Creating a coupon for 100% off of an order may result in an error viewing the order later.
- Discount Type - Select whether you want to use a percentage-based or or amount-based discount.
- Discount - Enter in what percentage or amount you want to use. (50%, $50, $20, etc.)
- Minimum Order Amount - If you want to restrict the use of the coupon until someone is purchasing a certain amount already, you can set the Minimum Order Amount. For example, if you set this to $50.00, the coupon will not be valid until the client is purchasing at least $50 worth of applicable products.
- Description - Use this to provide some detail about what this coupon will apply to and how much of a discount will be provided. (i.e. Get 20% off when you purchase $50 or more.)
- Coupon Code - Create the actual code that the client will enter in during checkout. It is best to keep this simple yet unique to the type of discount. For example, Holiday related coupons might look something like this: LUCKY20, SPRING30, SPOOKY40, MERRY50.
- Number of times each user can use this code - Determine whether you want this to be a single use coupon, or if you'd like each client to be able to use this coupon more than once. Note: Coupon use is per client, if you set this number to 1, then each individual client that has been provided the coupon can only use it once.
- Limit to specific products - If you want to make sure that the coupon only applies to specific products, you can chose to do so. Check the "Limit to specific products" box and click on the "Select Products" button. You can then choose which specific product(s) you want this coupon to apply to. Note: You can select specific products, but you cannot select how many of a specific product. For example, it will not be possible to create a coupon that discounts 50% of the cost for only one 8x10 print. A 50% coupon that applies to 8x10 prints will discount all prints of that size in the order.
Click Apply once you've completed setting up the Discount Type.
Note: Once the Coupon becomes active, these settings cannot be changed. See here for more information on how to edit an already active coupon.
Applies To
Click on the pencil icon next to the Applies To section. This is where you'll set up who can use the coupon and if the coupon is specific to certain Galleries.
- Applies to - Choose whether you want this coupon to be available for Clients, Guests, or all Visitors. This allows you to create different coupons for different types of potential customers.
- Options - Select whether you want this coupon to be available for All Galleries in your account, or Selected Galleries Only. If you choose to use selected Galleries, click on the +Galleries button to choose which Galleries this coupon will apply to. The selected Galleries will appear on the right-hand side of this window. To remove a Gallery from this coupon, click on the – icon next to the Gallery title.
Click Apply once you've completed these settings.
Note: Once the Coupon becomes active, these settings cannot be changed. See here for more information on how to edit an already active coupon.
Duration
Click on the pencil icon next to the Duration section. This is where you'll decide how long this coupon will be valid before it expires.
- Start Now - Check this box to allow the coupon to be used immediately after creating.
- Start Date - If you uncheck 'Start Now', you will choose a date and time when you'd like for this coupon to begin being used.
- No Expiration - Check this box if you do not want the coupon to end automatically.
- End Date - If you uncheck 'No Expiration', choose when you'd like for this coupon to expire.
Click Apply once you've completed these settings.
Note: Once the Coupon becomes active, these settings cannot be changed. See here for more information on how to edit an already active coupon.
Emails
In the Emails section you'll set up whether or not emails are sent out to whom the coupon applies to, and when. Emails are optional.
- Click on the + for each type of email you'd like to send.
- Click on the Edit button under each type of email to edit it. Note: You must edit the email to add an Email Subject and Title, at least. In the window while you're editing the email, you can see a preview on the right-hand side.
Emails are sent automatically to the email addresses that are already assigned to the Galleries as Clients or Invited Guests in your account, through the Gallery Access settings. If you do not have any email addresses of Clients or Invited Guests in your Gallery, you must give out the coupon manually, and the coupon must be apply to Visitors.
If you want to remove an email from being sent, click on the Remove button under the email.
*Keep in mind that while the coupon associated with the campaigns can be used by regular Visitors that you give the coupon out to, the automated campaign emails will only be sent to the Clients and Invited Guests that have been added to the Gallery.
Banners
In the Banners section you'll set up whether or not a promotional Banner will appear at the top of the applicable Galleries. Banners are optional.
To add a banner to the applicable Galleries that this coupon applies to, click on the + icon for the type of Banner you want to add. You will only need to add one type of Banner.
- Text Banner - This Banner type is just a simple text banner that allows you to change the Banner Title, Background color, and Text color. When using this banner type, be sure to use an appropriate text color that is clearly visible on the background color that you choose.
-
Large Banner - This Banner type offers more customization options:
- In the Content tab, set the Header Text, Body Text, and Button Text.
- In the Style tab, set the Font Style and the various colors of the banner.
- Click on the Change Banner Design button to choose from some different banner designs, including some seasonal options.
Click Apply once you've completed customizing the banner you choose.
Viewing and Managing Coupons
After you've created a coupon within your account, you can then view it at any time.
In the Coupons area, you can sort the list by All, Drafts, Scheduled, Active, or Ended coupons. When you locate a coupon you're looking for, you can see various information – Coupon Type, Code, Status, Duration, Email interaction (views and clicks), type of banner used, coupon uses, and how much profit has been earned.
Managing Coupons
If you click on the vertical ellipsis icon you can access a variety of options like Edit, Rename, Duplicate, or Delete the coupon. For coupons that have Ended, you can also Restart the coupon to reuse that same coupon code.
Additionally, if you click on the v dropdown caret icon, you can view the information per Gallery that this coupon applies to.
Click on the trashcan icon to remove a Gallery from the coupon.
Editing Coupons
When a coupon is created, you can save it as a Draft by exiting out of the setup process at any time, or you can Schedule the coupon to become Active on a future date.
While coupons are in a Draft or Scheduled status, you can edit the discount and applicability by clicking on the vertical ellipsis icon and choosing Edit. Coupons cannot be edited while in an Active status.
Restarting and Editing Active or Ended Coupons
To edit an already Active coupon, click on the vertical ellipsis icon and choose Delete. This will deactivate, or end, the coupon.
Once a coupon has Ended, manually or by expiring, click on the vertical ellipsis icon and choose Restart.
When restarting a coupon, you can set the coupon to start at a future date and time, allowing you to edit it as a Scheduled coupon. If you select the option for the coupon to 'start now' it will automatically become active, and will not be editable.