Give your customers an additional reason to buy with a discount promo code to use on your checkout forms. Promo codes allow you to deploy exclusive discounts at critical moments in your customer's journey, giving them a clear reason to complete their purchase immediately. By creating unique codes for different campaigns, you can transform a standard checkout page into a high performance sales tool.

This strategy provides deep insights into your marketing efforts. You can use integrated reporting to track which promotions, referral partners, or seasonal sales are driving the most revenue. This data allows you to double down on what works and stop guessing where your sales are coming from.

How to Create a Promo Code

1.  In the left-hand navigation, click on Sales. Then, click on Promo Codes
   
2. If you're creating a promo code for the first time, click on Create a Promo Code
   Otherwise, click on Add a Promo Code in the top right corner.
3. Give your promo code a Name. This name serves as the actual code that your customers must enter in order to claim the discount. This is also how the code will appear in your reporting.
4. To start using this code right away, set your promo code to Active. To save it for later, you can set it to Inactive. When in the inactive status, a promo code will not work if your customer enters it in their checkout form.
5. As an optional step, you can add a description
6. Choose to give a flat amount discount or discount a percentage for the order. Then enter a value in the field provided
   
7. As an optional step, you can set a time frame that the promo code is valid for. If you do not make a selection here, the promo code will be active indefinitely, until you manually set it to inactive.
   
8. As you create your promo code, the summary at the bottom will update. Review your summary and click on Save to create your promo code.
   

Enable your promo code on a checkout form

1. Select Checkout Forms from your left-hand navigation. Click Here to learn more about how Checkout Forms work.
   
2. To enable this promo code on an existing checkout form, click on the tri-dots, then select Edit checkout form. Otherwise, you can Add a checkout form to use with this promo code.
   

3. Scroll down to the Promo Codes section and set the toggle to On to allow promo codes to be used on this checkout form. A list of available promo codes will appear below. In addition, you are able to quickly create a promo code from this screen by clicking on Add promo code. 
   

   Your changes are saved automatically.

See Which Promo Codes are Driving Sales with Reporting

1. Navigate to Sales, then Promo Codes from the left-hand menu
2. By default, the number of times the code has been redeemed will appear in the Total Used column. 
   
3. To see more detailed stats, click the tri-dotsicon and select Performance
4. Review past promo code uses and filter by customer, amount, or purchase date
   
   

FAQ

How will promo codes work with recurring products and services?
Promo codes will apply to the first payment of the recurring product. Subsequent payments will be at full price.

How many promo codes can my customers apply on each checkout form?
Only one promo code can be applied at a time.

How are sales taxes calculated when a promo code is applied?
Sales taxes are calculated based on the net total of the invoice. If a promo code is applied, the sales taxes are calculated using the discounted total.

How do I enable promo codes on a checkout form?
In the "setup" step of your checkout form, toggle the promo code on to have the promo code field available for use on your checkout form. If you toggle the promo code field off, your customers will not be able to enter a promo code on that checkout form

How do the active dates on promo codes work?
The promo code will be usable during the range of dates you select. If you only select a start date with no end date, the promo code will work from that day onward. If you do not select a date range, the promo code will work indefinitely until you set it to inactive.

What does making a code inactive do?
If you make a promo code inactive, that promo code will no longer discount any products or services. It's recommended to make a code inactive vs. deleting your code so that you can still view the performance of that code in the future.

Can I enable a promo code ONLY on a specific checkout form?

No. Once a promo code is enabled, it will work on all of your checkout forms.