How to Manage Program Coupons?

Overview

Program Coupons can be used by learners when they are purchasing a program on a verified track. Learners can add the provided coupon code on the checkout page of the program when pursuing a program and get discounts. 

Tip: Make sure you have logged in to the Edly Panel and have access to Edly Discovery Site and Open edX E-commerce Site before proceeding with the article. 

Prerequisites:

You must have one or more programs published on Discovery Admin.

Step 1: 

  • Login to the Edly panel and navigate to the Discovery pageScreenshot-2021-03-17-at-10.28.31-AM

Step 2:

  • Navigate to the All Programs page.
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  • Select the desired program for which you want to create an offer. 
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Step 3:

  • Click on Pursue the Program button.

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  • Copy the program uuid from the url at the top.
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Step 4:

  • Go back to Edly panel and navigate to E-Commerce page. 
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Step 5: 

  • Navigate to Coupons page.
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  • Click on Create Coupon button. 
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Step 6:

  • Select Program option and paste the program uuid (copied in Step 3) in Program UUID field.
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Step 7:

Fill in the basic details: 

  • Coupon Name: Name of coupon 
  • Code Type: Select either:
    • Enrollment code if you want 100% discount on coupon or
    • Discount code if you want a percentage or some fixed value of discount on coupon.
  • Category: Select the most appropriate value that suits your requirement.
  • Valid From: The starting date for the coupon.
  • Valid Until: The ending date for the coupon.
  • Notes: Add any notes if any.
  • Valid Until date should be ahead of Valid From date.
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  • Usage Limitations: Select one of the following from the dropdown menu:
    • Can be used once by one customer
    • Can be used once by multiple customers
    • Can be used multiple times by multiple customers
  • Code: Add a code (optional, will be auto-generated if not provided).
  • Code field will only appear if the selected Code Type is Discount Code and Number of Codes entered is 1.
  • Number of Codes: The number of codes you want to distribute to learners.
  • Maximum Number of Uses: The number of times the code/codes can be used.
  • Maximum Number of Uses only appears if either of the following Usage Limitations is selected:
    • Can be used once by multiple customers
    • Can be used multiple times by multiple customers
  • Discount Value: Toggle between Percent or Fixed and enter the desired amount of discount.
  • Invoice Type: select N/A.
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  • Click on Create Coupon button.

Step 8:

  • You can view the coupon details by clicking on the relevant coupon name.
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Step 9:

On the coupon detail page, you can click Download button to download the coupon report which has the code/codes.

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Step 10:

  • Open the dowloaded csv file in a csv viewer (e.g. MS Excel) to view the code.
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Step 11:

  • The code can then be copied and sent to learners via an email or a marketing campaign.

FAQs

How can I edit coupon details?

  • To edit a coupon, from Edly Panel go to E-commerce - > Coupons.
  • Click on the name of the desired coupon.
  • Click the Edit Coupon button.
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  • Make the required changes and click Save Changes.
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How can I disable a coupon?

  • From Edly Panel go to E-commerce - > Coupons.
  • Click on the name of the desired coupon.
  • Click the Edit Coupon button.
    Change Valid From and Valid Until dates to past dates.
  • Click Save Changes.

How can I distribute coupon codes to learners?
Follow Steps 8-11 in this guide to distribute coupon codes.