Discount Rules (Coupons / Rules)

Overview

Learndot provides two two different types of discounts rules, which are coupons and discounts. The main difference between the two types are that a Coupon is only available to a customer who has been provided with the Coupon Code, whereas Discount Rules are automatically granted to all customers who make a purchase that matches the restrictions upon creation of the Discount Rule under the administration (e.g. if you wanted to run a site-wide promotion to give $100 off when a customer buys two items).
Other than the requirement for the user to insert the code to use Coupons, the behaviour and configuration of 
Coupons and Discount Rules are identical.
Coupons and Discount Rules allow you to provide discounts to the customers under certain situations (e.g. when they buy a certain quantity of a product or in a certain time period).

Configuration

To create a coupon:

  • Log in to Learndot as an Administrator
  • Navigate to Payments > Discounts > Coupons / Rules
  • Click New

More information about how discounts are applied can be found on the Discount Restrictions page.

Fields

Details

FieldRequiredDescription
Name(tick)The name of the Coupon/Rule.
Description
The description of the Coupon/Rule is to help Staff understand the purpose and use of the Coupon/Rule. This field is not displayed to the customer.
Enabled(tick)
Determines if this Coupon / Rule is:
  • Yes - Enabled and usable
  • No - Disabled and unusable

An 'Enabled' Coupon / Rule is also not usable if time of use falls outside of specified valid date and time. See field 'Valid From' and 'Valid To'.

Activation


FieldRequiredDescription
Appy To(tick)Two Options to chose from:
  • All Matching orders automatically - Coupon / Rule will be applied to all orders.
  • Orders with a Coupon Code - Coupon / Rule is applied to an order when the Coupon Code is Entered.
    The Code can either be typed manually or generated by clicking on Generate.

IMPORTANT: a coupon code can only contain only alphanumerical characters, and "@", "." and "/" 

of(tick)Press the generate button to create a 'Coupon code'
with a Priority of

An integer value, determining in which order the applicable Coupons/Rules are run, so if an item in the Order matches 2 Coupons/Rules, the one with the higher value of priority takes effect.

For example, when a customer attempts to apply 2 coupon codes at checkout that have the same discount criteria but different priority, the coupon code with the higher priority will take effect.

If using rules rather than coupon codes it will work in the same manner where if two discount rules exist the rule with higher priority will take effect at checkout. The common use case for this would be stepped discounts (eg. 5% off for 2+, 10% off for 5+ and 20% off for 25+) can be achieved using priorities on discount rules.

Valid From
This determines the date which the Coupon / Rule is valid from. By default it is set to any date. Pick a Date using the popup calendar.
Valid Until
This determines the date which the Coupon / Rule expires on. By default it is set to any date. Pick a Date using the popup calendar.

Discount

Choose the Item Type to apply the discount on by clicking on it (e.g. Press on Content and/or course).


FieldRequiredDescription
Discount(tick)Three Options to chose from:
  • An Order - The discount applies to any order. There is no predefined requirements for the order.
  • An individual Item - The discount applies to a particular Item. This can be filtered by general items and categories, courses and products. These fields are highly customisable. (See Where The / And The Form Fields)
  • A Set of items - The discount applies to a set of items. This can be filtered by general items and categories, courses and products.
Containing
Appears when discounting a set of items. Specifies either the exact, between or least number of items in a set.
by Applying(tick)Three Options to chose from:
  • A Percent Discount - Applies a discount of a set percentage per item with the discount applied to each item in the order. The percentage can be entered into the form.
  • A Flat Discount - Applies a discount of a set amount of money per order with the discount split across all items in the order. The amount and currency can be configured in the form.
  • An Item Discount (Only when discounting A Set of items) - Allows user to specify that the number of cheapest items in the set that will be free, and you can select whether the discount is applied to those items or split across the whole set.

Where The / And The

FieldDescription
Item Type

Filters the Coupon / Rule to work where the Item type is OR is not one of:

  • Product, Learning Pathway, Course (Note: Applies only to private classes), Public Class

One or multiple item types can be selected by clicking on their buttons

Item Value

Filters the Coupon / Rule to work where the Item Value is either At least, Exactly, Between or At Most a certain monetary amount. The currency and amount can be entered.

Item OptionFilters the Coupon / Rule to work where an item's particular option within its Field or Rule Configurations either contains, starts with, ends with, is exactly or matches the pattern of some matching text. The name of the option and the matching text is entered into the text boxes. For example, Where the option named users matches 10.
CourseFilters the Coupon / Rule to work where the course is OR is not one of a particular course. The course is selected using the Entity selector box.
Public ClassFilters the Coupon / Rule to work where the Public Class is OR is not one of a particular class. The class is selected using the Entity selector box.
Knowledge CategoryFilters the Coupon / Rule to work where the Knowledge Category is OR is not one of a particular Knowledge Category. The Knowledge Category is selected using the Entity selector box.
Start TimeFilters the Coupon / Rule to work where the Start time date of the Item is either At least, Exactly, Between or At Most a certain amount. The date is selected using the popup calendars.
ProductFilters the Coupon / Rule to work where the Product is OR is not a particular Product. The Product is selected using the Entity selector box.
Product CategoryFilters the Coupon / Rule to work where the Product Category is OR is not a particular Product. The Product Category is selected using the Entity selector box.

Multiple Discount Fields

Multiple Discount fields can be created by clicking on the Green Plus sign. The provides more functionality when defining Coupon Rules. Similarly, the Red Minus sign removes any additional fields.


Use Limits

FieldRequiredDescription
Allow On(tick)Two Options to choose from:
  • Unlimited matching orders - Coupon / Rule has unlimited use.
  • At Most - Coupon / Rule can be applied to a select number of matching orders ever or per person. This restricts the use of the Coupon / Rule to a set limit of uses.


Permitted Contacts

FieldDescription

Permitted Contacts

Indicated contacts that will be able to apply the discount.

If no permitted contacts are added, the discount will be applied to all users.

Discount Rule using Email Domains

You can have discount rules created to identify if a specific user is from a Company/Partner and automatically apply a discount on their cart during the check-out. To do so, a specific type of setting needs to be used, as we explain below.

Once you're creating or editing a Coupon/Rule, scroll down to the "Discount" section. Then, add the logic as:

  • For one email domain: add the domain + ".com" or ".net", using the "is exactly" option:



  • For more than one email domain: add the "(?i)" symbol + the domain + ".com" + "|" to separate the domains (no spaces between the symbols and the domains), using the "matches the pattern" option:



For coupon or rules using a specific email address as reference the contact needs to have his email address verified for the discount to work.

Related Tutorials