Creating and Managing Promo Codes

• How to create discount codes with percentage or fixed-amount discounts
• How to set usage limits, date ranges, and minimum order amounts
• How to track promo code usage and apply codes to specific products or categories

What Are Promo Codes?

Promo codes are discount codes your customers can enter at checkout to receive a discount on their order. You can create codes that offer a percentage off, a fixed dollar amount off, or discounts that apply only to specific products or categories. This is a great way to run promotions, reward loyal customers, or clear out inventory.

Creating a New Promo Code

1. From your BakeOnyx dashboard, go to Storefront > Promo Codes.
2. Click the Create New Code button.
3. Fill in the following details:
   • Code: Enter a unique code (for example, SUMMER20 or LOYALTY10). This is what customers will type at checkout.
   • Discount Type: Choose either Percentage Off or Fixed Amount. Percentage off works well for broad promotions; fixed amounts are better for specific deals.
   • Discount Value: Enter the percentage (e.g., 20) or dollar amount (e.g., 5.00).
   • Minimum Order Amount: (Optional) Set a minimum order total required to use the code. For example, require a $25 order to apply a 15% discount.
   • Maximum Discount Cap: (Optional) Set a ceiling on how much the discount can be worth. This is useful for percentage-off codes—for instance, a 30% discount capped at $10 means the customer saves $10 maximum, even if their order is $100.
4. Set usage limits:
   • Total Usage Limit: How many times the code can be used across all customers (leave blank for unlimited).
   • Per-Customer Limit: How many times one customer can use the same code (leave blank for unlimited).
5. Set the date range:
   • Start Date: When the code becomes active.
   • End Date: When the code expires (optional).
6. Choose which products or categories the code applies to:
   • Leave blank to apply the code to all products, or
   • Select specific Product Categories (e.g., "Cupcakes," "Custom Cakes"), or
   • Select individual Products for a very targeted discount.
7. Toggle the code Active to enable it immediately, or leave it inactive to activate later.
8. Click Save Code.

Managing Your Promo Codes

Once you've created codes, you can view, edit, and track them from the Promo Codes page.

Viewing Code Performance

On the promo codes list, you'll see:

• The code itself
• Current usage count (how many times it's been used)
• Status (Active or Inactive)
• Expiration date (if set)

Editing or Deactivating a Code

1. Find the code in your list and click it to open.
2. Update any details (discount value, usage limits, dates, etc.).
3. To turn off a code without deleting it, toggle Active to off.
4. Click Save Changes.

How Customers Use Promo Codes

During checkout, customers will see a field to enter a promo code. When they type in a valid code, the discount is automatically calculated and applied to their order total. If a code is expired, inactive, or has reached its usage limit, they'll see an error message.

Best Practices

• Test before launching: Create a test code and try it at checkout to make sure the discount calculates correctly.
• Set expiration dates: Even if you don't require them, setting end dates helps you remember when promotions run.
• Use per-customer limits: Prevent one customer from using a generous discount code too many times.
• Monitor usage: Check the usage count regularly to see which codes are popular and which aren't.

Next Steps

• Store Themes and Analytics — Learn how to track sales and customer behavior.
• Creating a New Order — Apply promo codes when manually creating orders.
• Managing Customers — Segment customers and offer targeted promotions.